It’s the first Wednesday of the month which means it’s time for my regular hit on The Morning Show.
Here’s what we covered today:
• Why everything doesn’t have to be “crash or melt-up” — there’s a huge middle nobody talks about.
• The one move traders say they do but rarely actually do: taking profits and paying yourself.
• This market will end badly someday… but guessing the timing is how people blow up early.
• When rotation goes into slow movers (think railroads + industrial plodders), sometimes the best trade is no trade.
• This market has been forgiving — now it’s shifting to stock pickers only.
Bonus: Why price is the only adult in the room — it always tells the truth eventually..
It should go without saying - but I’ll say it anyway - all opinions expressed in The Lund Loop are my own personal opinions and don’t reflect the views of my employer, any associated entities, or other organizations I’m associated with.
Nothing written, expressed, or implied here should be looked at as investment advice or an admonition to buy, sell, or trade any security or financial instrument. As always, do your own diligence.








