- Don's Trading Desk
- Posts
- Brandon's Going Live at 2 PM
Brandon's Going Live at 2 PM
Here's What He's Tracking

Don Kaufman here.
You know what I love about Brandon's surveillance console?
It's showing me exactly what the smart money is doing while everyone else is celebrating these record highs like the party's never going to end.
I'm telling you right now - we're all over the board. CPI data "cooling," but bonds are selling off and rates are actually higher. Yet somehow retail thinks this means buy everything.
Brandon's console is picking up something completely different.
The institutional moves he's tracking?
They're not piling into financials at all-time highs. They're not chasing high-beta plays. They're quietly setting up defined-risk strategies for when this bid finally fades.
Brandon's going live today at 2 PM ET to show you exactly what his surveillance system is detecting right now.
Here's what you'll see:
The real institutional positioning happening behind the scenes
How smart money uses duration instead of trying to time rotations perfectly
Why spreads let you be first over the wall without getting your head blown off
This isn't about being bearish or bullish - it's about seeing what's actually happening when everyone else is looking at the wrong signals.
The market's giving us setup after setup, but you need Brandon's tools to see what institutions are really doing while retail celebrates.
To your success,
Don Kaufman