Don Kaufman here. 

Before I get into these trade ideas…

I need to quickly remind you I’ll be live TODAY at 2 PM ET to give you my thoughts on the Fed rate cut and how I’m playing it. 

JOIN THE LIVE ROOM HERE. 

Yeah, you know what...

Gold is absolutely parabolic right now. Like, you need another terminology for what overbought actually means at this point.

And while everyone's chasing this move higher, I'm taking the other side.

Here's the thing - GLD has exceeded what the options market expected by a very, very wide margin. Four consecutive weeks. That doesn't happen.

So I'm shorting it. Right into the Fed announcement.

But here's what's really interesting...

The setup I'm seeing isn't just about gold. I've got three plays working right now that are all based on the same underlying market dynamic most people are missing.

There's the gold short, obviously. But then there's this Caterpillar situation I plucked yesterday morning that's literally playing out as we speak. Classic gamma squeeze setup.

And then there's Disney...

I literally looked at the price action yesterday and thought to myself - yeah, the mouse house is about to get faded.

This one's different though. I'm giving myself serious duration because this isn't going to be a small move. This is going to be bigger.

What I can't explain in an email:

How I'm reading the options market to time these entries. 

The specific volatility pattern I'm tracking between now and Friday's PM settlement. 

And the one indicator that's screaming the exact move I'm positioned for.

Plus why the risk is actually picking up in ways most traders aren't even aware of.

WATCH MY COMPLETE BREAKDOWN HERE

These windows close fast.

To your success,

Don Kaufman