Episode summary
A historic peace deal sends oil crashing and global markets soaring, but a narrow rally and a massive SpaceX IPO create a complex trading environment. Host and analyst break down the ‘Selective Offensive’ strategy to navigate the new regime.
More from The Morning Dose
Morning Dose #367: AI Trade Re-Pricing: Rotation, Not Ruin – Friday 10/23/2026
Fri, Oct 23, 2026Morning Dose #366: Earnings Beats Get Sold, Iran Headlines Spike Oil: A Credibility Test for the Tape – Thursday 10/22/2026
Thu, Oct 22, 2026Morning Dose #365: Breadth Heals, But Meta and Tesla Hold the Verdict – Wednesday 10/21/2026
Wed, Oct 21, 2026Morning Dose #363: Thin Breadth, Thick Risk: Oil Spikes While the Market Hides Its Cracks – Tuesday 10/20/2026
Tue, Oct 20, 2026Morning Dose #362: 404 Bears vs. the Bounce: Trading a Suspect AI Rally – Monday 10/19/2026
Mon, Oct 19, 2026 