Don Kaufman here. 

Just wrapped up another appearance on Schwab's Big 3, and I've got to tell you - this was one of those sessions where the obvious plays and the smart plays were pointing in completely opposite directions.

You know me. I love finding opportunity where everyone else sees disaster.

The Government Shutdown Nobody Cares About

First things first - all this noise about the government shutdown? The market's basically shrugging it off. It's business as usual in the "circle of life" as I'm calling it now. Oracle talking to OpenAI, throw some Nvidia in there... the cycle just keeps spinning.

But here's where it gets interesting for traders like us.

Three Setups That Caught My Eye

I brought three completely different plays to the table today, and honestly, they tell the story of where we are right now better than any market commentary could...