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September 17th 1PM ET Market Update on TFNN - 2026

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The market update begins with a focus on the Dow Jones Industrial Average as it approaches the significant psychological level of 51,000 points, which analysts refer to as a critical ABCD number. The speaker notes that recent trading sessions have exhibited tremendous weakness, evidenced by a drop of nearly 1,000 points that brought the index within just 50 points of the low recorded in April. This proximity to previous lows suggests that the market remains vulnerable and is not yet confirmed as bearish until it decisively breaks below that historical support level. Consequently, the primary strategy for traders is to closely monitor the quality of any upward rallies rather than assuming a reversal has occurred simply because prices are rising. A dramatic shift in sentiment occurred at the end of the previous trading day, where the Dow Jones rallied quickly after hitting the 382 level, ultimately closing up approximately 900 points despite earlier fears of a massive decline. The speaker highlights the sheer volatility of this movement, noting that the S&P 500 experienced a swing equivalent to $10,000 in value with just one hundred handle-sized contracts moving from down to up positions. This level of instability is further illustrated by gold, which saw a fluctuation of $14,000, jumping between significant highs and lows throughout the session. The speaker views this intense volatility as a desirable condition for trading, providing ample opportunity to capitalize on market movements rather than suffering from stagnation. Following the break in the broadcast, the discussion will shift toward analyzing specific trade positions held by the firm, reviewing what assets remain in their portfolios, and outlining plans for new entries. The goal of this analysis is to make sense of the current chaotic market environment and to learn from recent price actions to generate profits. By examining the positions that survived the day's turbulence and identifying where new opportunities lie, the team aims to navigate the volatility effectively. Ultimately, the focus remains on adapting strategies to these rapid market swings and trying to secure financial gains amidst such dynamic conditions.
Read the full video transcript
TFN [music] Headline news update. [music] Okay folks, Larry Pival for 2 TFN. The last few days we've been watching the Dow Jones get down to that magical ABCD number at 51,000 >> [clears throat and snorts] >> uh 185. And you notice when we went through there yesterday like melt and butter, uh, tremendous weakness. We dropped almost a,000 points down and it went exactly, folks, within 50 Dow points of the exact 382 from the low way back here in April. That tells you the game is on. I mean, this thing is not bearish until it goes back below there. What we need to do is to watch the quality of the rally. And so far we had a huge rally right at the end of the day. I'll cover this when we go into the regular session out the Dow Jones went exactly to that number and rallied it quickly. Uh it's rallied. It says it's up about 300 points today. It's actually up 900 because it recovered five or 600 of it uh into the close yesterday when everything started to turn. I guess everyone saw that 382 bell hit and that was pretty much it. I missed the whole part because I wasn't there. When the uh uh Mr. Chairman or Mr. Walsh was giving his speech, I had to do an errand for one of the neighbors. And when I came back, I wasn't surprised. I was shocked. It was a big move. When you stop and think when you're down that much and come back that quick, folks, we had a 100 handles down and a 100 handles up in the S&P yesterday. That, my friends, is $10,000. But that's nothing like what gold did. [laughter] Gold is $140,000 down and 100, excuse me, $14,000 down, $14,000 up. 140 up, 140 down, and it's still jumping around. This is volatility in spades, folks. This is what we dream for. Hopefully, we'll be able to We had a good day yesterday. There's nothing wrong. We covered Well, we'll go get into that when we come back from the break. We'll talk about some of the trades that we're looking at and try to make sense of what's going on here. And that's about all you can do. So, let's take a little break here and uh when we come back, what we're going to do is we're going to look at some of the positions that we had and what we've got left and where we're planning on new ones. And that's we'll try to learn from it and make a few bucks along the way. That's the name of the game. We'll be right back, folks. [music] >> [music] [music] >> Heat. Heat. [music]