3 trades I'm putting on as markets reverse

Don Kaufman here. 

The marketplace is reversing right now...

That's what I told Diane King Hall on Schwab TV this morning, and folks, I meant every word of it.

Look, the China deal is done. You heard it firsthand. But here's what's got me scratching my head -- the marketplace isn't celebrating. In fact, it's doing the complete opposite.

And that's exactly why I told her straight up: "I'm all BEARed up right now."

Yeah, you heard that right. I'm taking bearish positions across the board, and I'll tell you exactly why in the full interview.

Here's what I'm seeing that's got my attention:

• Why Bank of America's "sputtering" action near the $45-46 range has me eyeing a specific bond market level that could trigger a massive ripple effect through financials (and the mark-to-market nightmare most people are ignoring...)

• The brutal reality facing Temu's parent company PDT -- and why even this "done deal" with China won't save it from the tariff framework that's about to crush its entire business model

• How Costco could be setting up for a technical breakdown at the $1075 level that has nothing to do with consumer spending and everything to do with what's happening underneath in this economy

Now look, this isn't about being a perma-bear. This is about reading the market mechanics as they're happening right now, today.

The inflation print had us bid this morning, sure. But much bigger in the scope of things is this reversal I'm seeing. The duration I'm giving myself on these trades... the specific put spreads I'm putting on... the exact strikes I'm targeting...

Because here's the thing -- if I'm right about this marketplace reversing, and all the signs are pointing that direction, you want to be positioned ahead of it, not scrambling after it's already happened.

Watch my complete market breakdown HERE

Today feels like a key turning point, people. Don't get caught on the wrong side.

To your success,

Don Kaufman

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