[00:43] NASDAQ Long Position Active: Currently holding NASDAQ long from the big sell-off a few Fridays ago with full-size position intact, expecting dips to be bought despite overbought conditions and gap concerns.

[02:07] Bull Case Framework for Year-End Rally: Five key factors supporting continued upside: technical momentum (all moving averages intact), November seasonality (10-year average shows strength), Fed rate cuts expected into 2026, strong US GDP growth beating expectations, and imminent US-China trade deal.

[04:00] US-China Trade Deal Progress: Trump and Xi meeting resulted in "12 out of 10" success - fentanyl tariffs cut from 20% to 10%, China purchasing massive soybeans, easier US access to rare earths, with full deal expected to be signed soon.

[06:17] EdgeFinder Halloween Sale Announcement: Lowest prices of year with 45% off promotion for AI scanner that monitors technicals, institutional activity, sentiment, inflation, jobs data, and economic growth metrics.

[08:21] Bitcoin ETF Long Position with Stop: Just entered long position in iShares Bitcoin Trust ETF (IBIT) with stop loss below weekly support level, backed by seasonality showing historical strength into year-end over last 10 years.

[10:55] Fed Hawkish Cut Analysis: Powell's speech revealed divided committee with variation in biases between inflation-focused and jobs-focused members, signaling December rate cuts are not guaranteed despite market expectations, creating volatility opportunities.

[12:16] Dollar Position Management: Closed UUP position for profit at resistance but maintaining dollar/Swiss franc long, observing currency pairs rolling over against dollar including Euro at support level.

[13:47] Gold Neutral Stance Despite Bounce: Gold showing minus-one EdgeFinder score with lost 20-day moving average, expecting further downside if trade deal signed, though long-term trend remains intact for bigger dip buying opportunities.

[15:21] Oil Breakout Watch Above $62: Monitoring for breakout above $62 barrel with higher volatility (1.55% average daily move last 7 days vs 1.29% over 90 days), waiting for moving averages to turn bullish after previous failed long attempt.