# 2026-09

Canonical: https://stocksurgedaily.com/2026/09/

- [Will Surging Yields Crush the Market?](/will-surging-yields-crush-the-market/): The 10-year is at 20-year highs, breadth is cracking, and yet earnings estimates keep climbing. Ross looks at what actually needs to break before yields become a bigger problem.
- [A Market in Transition](/a-market-in-transition/): Cash is piling up, active managers are adding stocks, rates are still a threat, and earnings keep climbing. Ross looks at why this increasingly feels like a market caught between two regimes.
- [The Bull AND Bear Case for this Market](/the-bull-and-bear-case-for-this-market/): The same market is flashing some of the ugliest breadth readings in months – and some of the strongest historical tailwinds at the same time.
- [Confession: I’ve Just Stopped Trading the Market](/confession-ive-just-stopped-trading-the-market/): Why has stopped trading “the market”? One unusual relationship underneath the S&P helps explain why.
- [What NOT to do in This Choppy Market](/what-not-to-do-in-this-choppy-market/): The S&P has been rangebound for weeks. Here’s what NOT to do.
- [Breakouts and Breakdowns](/breakouts-and-breakdowns/): A lot of the market is breaking down right now. Yet a few major groups are doing the exact opposite – and that split could create some unusually powerful moves.
- [The Average Stock is Being Battered](/the-average-stock-is-being-battered/): The average S&P 500 stock is already down almost 20% from its highs – even as earnings estimates keep moving higher. Ross looks at why some of those “discounts” could be very different from others.
- [Paying Up for Crash Protection](/paying-up-for-crash-protection/): Investors are suddenly paying up to hedge the market. But underneath the indexes, the fear looks very different – and that gap can hide some surprising opportunities.
- [Retail is Terrified – CEOs are Bullish](/retail-is-terrified-ceos-are-bullish/): Retail investors are suddenly deeply bearish while CEO confidence is at a four-year high. Ross looks at why he wouldn’t blindly trust either one – and what he watches instead.
- [This Fed Just Hiked – This is What I’m Watching](/this-fed-just-hiked-this-is-what-im-watching/): The Fed just raised rates again, stocks have been struggling, and history says the pace of tightening could make a big difference from here. Ross explains why he’s hunting for stocks that don’t fit the pattern.
- [This Fed Setup Could Get Violent](/this-fed-setup-could-get-violent/): Wall Street is braced for a tougher Fed, the median stock is stalling at old highs, and small caps are heavily shorted. Ross looks at why that combination could set up some unusually violent breakouts.
- [Is the “Big Money” Cutting Risk?](/is-the-big-money-cutting-risk/): Hedge funds are cutting risk hard across the market – yet one group is seeing some of the strongest buying in years. Ross explains why that divergence is catching his eye.