Morning Dose #309: Oil Crashes, Futures Fade: Why Wednesday Still Rules – Monday 7/27/2026

Episode summary

An overnight oil collapse and falling yields are lifting futures, but breadth data shows a violent short-term flush beneath a still-intact intermediate trend. The hosts break down the cautious regime call, a stark sector rotation favoring energy and chip suppliers over mega-cap tech, and lay out a size-controlled trading playbook ahead of Wednesday’s Fed decision.