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Trading Justice 555: Sector Rotation

Trading Justice

Release Date: 12/04/2023

Trading Justice: The Cost of Caution show art Trading Justice: The Cost of Caution

Trading Justice

In this episode of Trading Justice, Matt and Mark break down the latest market action through the lens of one of Wall Street’s oldest patterns—Buy the Rumor, Sell the News. With new trade talks emerging, the Fed punting on cuts, and geopolitical headlines flying, the guys ask: has the market already priced it all in? They start with a technical read on SPY and then dig into Powell’s latest comments, the Fed’s cautious tone, and what the data is really saying about inflation vs. growth. The trade section covers the U.S.–U.K. deal, upcoming China negotiations, and whether a new tariff...

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AI Wave 3: Race to AGI show art AI Wave 3: Race to AGI

Trading Justice

In this episode of Trading Justice, Matt and Mark break down the third wave of the AI trade—and why it may be the most important one yet. From mega-cap CapEx to the monetization push, AI is no longer just a story—it’s a strategy. They also dive into the state of earnings season, GDP strength, and the growing divergence between gold and bitcoin as macro hedges. With the Fed on deck next week, the guys look at how policy, tech, and inflation are colliding. Plus, a Coaches Corner segment to round things out with practical trading advice.

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Trading Justice Podcast: The Calm Before the Catalyst show art Trading Justice Podcast: The Calm Before the Catalyst

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On this episode of Trading Justice, Matt and Mark Justice cover the key market drivers of the week, including a strong rally fueled by easing tariff concerns. They analyze whether the worst of the trade tensions is over, assess early earnings season trends, discuss tech’s potential return to leadership, and spotlight gold miners' resurgence and the AI narrative boom. Plus, they break down Google's impressive results, Tesla updates, the crucial economic week ahead, and answer listener questions — all served up with a few laughs and plenty of trading wisdom along the way.

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Trading Justice: Tariff Groundhog Day show art Trading Justice: Tariff Groundhog Day

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This week on the Trading Justice Podcast, Matt and Mark Justice break down the déjà vu market we’re all living in—tariffs, inflation, Fed indecision… rinse and repeat. But beneath the recycled headlines, the story is starting to shift. Volatility is cooling. Patterns are forming. And the Justice boys are here to walk you through the real signals beneath the noise. They dive deep into SPY’s developing setup, Jerome Powell’s “no, with an exclamation” moment, and what it means when the Fed officially steps away from the market. Plus, breakdowns on gold, bitcoin, and a packed week...

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Trading Justice Podcast – Tariff Shock: Trade Policy & Market Fallout show art Trading Justice Podcast – Tariff Shock: Trade Policy & Market Fallout

Trading Justice

In this episode, we dive into Trump’s tariff exemptions and the impact on tech, explore evolving SPY patterns, and break down the surge in gold prices. We debate gold vs. gold miners, analyze Bitcoin’s recent moves, and cover the top 5 stocks in the news. In Coaches Corner, we unpack what’s really happening with the U.S. dollar and its reserve currency status. Timestamps: • Tariff Talk – 3:00 • SPY Patterns – 21:45 • Gold vs. Miners – 30:45 • Bitcoin – 38:00 • Top 5 Stocks – 40:00 ($AAPL, $AVGO, $JPM, $STZ, $DAL) • USD Reserve Breakdown – 53:30

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Trading Justice Podcast – Tariff Shock: Trade Policy & Market Fallout show art Trading Justice Podcast – Tariff Shock: Trade Policy & Market Fallout

Trading Justice

This week, Matt and Mark Justice break down the market chaos following the Liberation Day tariffs. From the immediate selloff to China's retaliation and Powell's wait-and-see stance, they cut through the noise and lay out what really matters for traders. - Why did everything sell off together? - What’s the real fallout from deficit-based tariffs? - Which headlines should you watch—and which should you ignore? - What does the SPY need to do to rebuild structure? If you’re trading in this volatility, this is your roadmap. Real talk, no fluff.

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Trading Justice: Liberation Day show art Trading Justice: Liberation Day

Trading Justice

This week, the Justice Brothers break down a pivotal moment for the market as major indexes test critical support levels. With “Liberation Day” looming and President Trump preparing a fresh wave of tariffs, volatility is back on the table. Will technicals hold the line—or is a breakdown coming? The technical setups that matter most Rising pressure in gold and silver The Fed’s next move: Powell pivot or Trump tantrum? And what this week’s selloff is really telling us Plus, get sharp analysis on the week’s biggest names: Tesla, Nvidia, Amazon, Google, and GameStop. Don’t miss...

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Trading Justice: Inflation 2.0 The Return of Transitory show art Trading Justice: Inflation 2.0 The Return of Transitory

Trading Justice

In this episode of the Trading Justice podcast, Matt and Mark Justice break down a pivotal Fed meeting where Jerome Powell finally ditched the word "transitory"—but the new economic projections raise bigger concerns, with stagflation now lurking in the backdrop. They rank the top 10 bearish arguments in today’s market, separating the short-term noise from structural concerns. Plus, they dive deep into technical ranges, debating whether bulls or bears are currently holding the upper hand. Key moves in gold, bitcoin, and oil Rising tariff tensions Would you rather own the U.S. or China over...

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Trading Justice: Bulls Beg for a Bottom, Resistance the Real Test show art Trading Justice: Bulls Beg for a Bottom, Resistance the Real Test

Trading Justice

Intraday charts are king. Here's why you NEED to watch today's episode! Markets are anything but boring right now. In high-volatility environments, technical analysis takes center stage. Forget the noise—macro debates, Fed speculation, and political chaos. When the daily chart loses structure, intraday time-frames become the most reliable guide. 🎧 Watch now as Matt & Mark break it all down: ✅ Why intraday charts are dominating the market ✅ The one-hour trend—why it’s the ONLY thing that matters right now ✅ The battle at resistance—where bulls must step up ✅ Stock...

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Trading Justice Podcast: Battle at the 200 show art Trading Justice Podcast: Battle at the 200

Trading Justice

The market is at a crossroads—again. After a sharp sell-off, the S&P 500 has slammed into the 200-day moving average, a level that has defined countless market recoveries and breakdowns. Bulls want to hold the line. Bears are pressing for control. And traders? They're watching closely. In this episode of Trading Justice, Matt and Mark dig into the battle at the 200 SMA: Past 200 SMA tests—what history tells us Market volatility and how traders should navigate it Tariffs, spending cuts, and their market impact Bitcoin as a strategic reserve? Stock Madness update—who’s advancing? ...

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More Episodes

Welcome to episode 555 of the Trading Justice podcast where the Justice brothers talk a little rotation. Rotation from one area of the market to another has been hard to find in 2023 as we have either had “everything is awesome moments” or simply the Mag 7 run. There has not been any classic rotation in 2023 but there are signs of that changing recently. The Justice brothers discuss rotation in the current market in their featured segment. The boys also break down gold (naturally), The Fed, copper and some concerns about the overextended rally while discussing areas of the market that look very favorable this week. A fantastic and relevant podcast for your listening pleasure. So sit back and crack your favorite beverage as you enjoy another marvelous edition of the Trading Justice podcast!