Don Kaufman here. 

The Schwab Network just had me on Trading 360 to break down three trades, and what I revealed is going to ruffle some feathers.

Because I'm betting against three of the market's recent darlings.

Let's get contentious right off the bat.

Everyone's piling into Bank of America because it's outperforming the S&P. Up 10-12% straight up. Broke through 2022 highs. Looks unstoppable, right?

Wrong. It's an overcooked turkey.

Look, I get it. Money's rotating out of tech and has to go somewhere. Financials seem like the obvious choice. But sometimes we're rotating into sectors we don't necessarily want to buy - there's just nowhere else to go.

That's why I'm taking the other side. Put spread on BAC, betting on a pullback.

But here's what really gets me fired up...

The market is completely asleep right now.

India just slapped 50% tariffs on imports. FIFTY PERCENT. And what happened to metals? To the dollar? Barely a blip. The complacency is stunning.

Risk factors are stacking up, and nobody seems to care. That's exactly when I want to be positioned in silver - when everyone's ignoring the obvious catalysts.

Then there's eBay. Up 50% year-to-date. Hits the magical $100 level and what happens? Sellers have arrived. They have arrived.

We're talking about a "wicked reversal" that most people are treating like a minor speed bump. But I'm seeing something different - a considerable technical breakdown with significantly more downside available.

Here's the thing about this market right now...

It's become a binary volatility fest. Everyone's resting their hopes and dreams on Nvidia earnings in the next few hours. The expectations are absolutely outrageous.

Sure, it might pop initially. But outrageous expectations have a funny way of leading to disappointing reality.

I've got three specific trades positioned for what I'm seeing:
• The BAC "overcooked turkey" pullback play
• Silver breakout despite market complacency
• eBay breakdown after the $100 rejection

Each one goes against what everyone else is doing. Each one targets specific technical levels while the crowd's looking elsewhere.

Want to see the exact strikes, spreads, and timing I shared on Schwab?

Get the complete breakdown of my contrarian positioning 

The marketplace has tunnel vision right now. While everyone's fixated on one earnings report, I'm positioning for the moves nobody's expecting.

Don't get caught following the crowd when the setup's this obvious.

To your success,

Don Kaufman