Morning Dose #346: Green Screens, Broken Breadth: Why We’re Still Bearish – Friday 9/25/2026

Episode summary

Futures are surging on an Iran de-escalation headline and falling oil, but the hosts dig into why the regime call remains Bearish — a one-day breadth collapse from 82% to 42% and a hawkish Fed tell a different story than the tape. They close with actionable setups (CLS, NBIS, WAT, AKAM, BB) and the FHP/COUGAR framework for trading a narrow, fragile rally.