Market Tape.

QQQ Puts Went Wild: Two Live Callouts, Done in Less Than an Hour

The 737 puts, the 739 puts, and the structure behind the decisions. Learn structure and you will have a skillset for life.

Eastman: higher prices can tie up cash before collection | October 14, 2026

Macro — inflation and collection operate on different clocks

Inflation Just Hit 3.7%. The Core Surprise Is What Markets Have to Price.

September CPI in eight visuals: the core surprise, stocks and sectors exposed, and conditional positioning with defined risk.

Assurant: excluding catastrophes does not exclude every claims benefit | October 14, 2026

Macro — separate the exposure from the exclusion

Travelers: the underwriting gain has three separate drivers | October 14, 2026

Macro — claims costs and investment income need separate tests

Daily Point Blank: Assets fell. Client flow did not. | October 14, 2026

Macro — the market changes the asset base

Daily Point Blank: A busy exchange has a different fee clock | October 14, 2026

Macro — activity is one part of the business test

Daily Point Blank: One inflation print, two clocks | October 14, 2026

Macro — the next release has more than one comparison window

Daily Point Blank: Overnight is not a breadth vote | October 14, 2026

Macro — the cash market has not voted again

CPI Decides It: Can QQQ Bulls Defend the Rebound?

Tonight’s video and complete visual slide sequence: QQQ, chips, breadth, banks, oil and the October 14 inflation test.

Asbury: service growth changes when the store base is held fixed | October 14, 2026

A changing dealership population alters the service-growth reading; fresh ABG daily chart and conditional recovery tests.

EMCOR: the backlog has a recognition clock, not a cash deadline | October 13, 2026

A large backlog can support an operating thesis without promising that the whole amount becomes next year’s revenue or cash.

Daily Point Blank: Less trading, not a liquidity verdict | October 13, 2026

Tuesday’s share count was below its recent comparison average.

Daily Point Blank: Two oil benchmarks, opposite signs | October 13, 2026

The market does not have one price, one clock or one direction.

Stanley Black & Decker: a strong cash quarter still contains an earlier cash deficit

October 13, 2026 | Historical July 4 cash-flow periods and a fresh completed daily chart

ITT: the adjusted EPS comparison changed its starting point

October 13, 2026 | Historical earnings disclosures and fresh completed daily chart

Hubbell: a cash-flow increase still needs a pension-timing check

Macro — infrastructure demand and cash generation run on different clocks

Good Enough to Screenshot? Good Enough to Take Profits.

My SPX 7,810 call: a $60 entry, a $350 gross sale, and the discipline to lock it in.

This Is What Reading Price Action Looks Like: QQQ’s $740.97 Reclaim

Another beautiful start to the week. A step-by-step look at the reversal, the reclaim, and the follow-through on October 13.

Watts Water: the first-half margin gain does not erase the quarterly decline

Macro — the reporting window changes the question