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September 1st, Daily Market Recap on TFNN - 2026

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On this pivotal Tuesday, marking the first trading day of September, market analyst Basil Chapman opens with a sobering assessment of a difficult session characterized by significant declines across major indices. The primary focus of his analysis is crude oil, which surged dramatically to close at 90.37, representing a massive 5.36% gain. Chapman attributes this unexpected strength to a specific technical pattern he has developed over decades known as the Chapman wave overlapping wave. According to his methodology, while a standard buy signal requires four higher peaks through peak D, a more powerful move can occur when a secondary leg C forms below the previous one and subsequently breaks out with immense force. He anticipates that this momentum will propel crude oil prices well above 92.74, noting that despite missing the entry point by just eight cents in his recent trade, the underlying technical setup remains highly favorable for long positions. The broader market context is defined by what Chapman calls "dark news patina," a concept illustrating how financial markets often ignore bad news until it begins to visibly impact price action. Currently, uncertainty surrounding global events involving Canada and Iran, combined with rising bond yields, has created a volatile environment where investors are rotating capital away from traditional leaders. While the Magnificent Seven stocks and the healthcare sector have shown some resilience, other areas like the Russell 2000 index have suffered sharp percentage drops, testing critical support levels. Chapman emphasizes that while daily charts may show sell modes, the weekly and monthly perspectives for major indices like the Dow and S&P 500 remain structurally strong, suggesting that the current downturn is part of a natural process of weeding out weaker performers rather than a fundamental collapse of the entire market structure. Looking ahead, Chapman directs attention to the volatility index (VIX), which has found support near 16.80 after a slight bounce, indicating that extreme panic selling may be subsiding. He highlights the importance of specific technical zones, such as the "inside track repulsion zone," in predicting short-term rebounds and potential breakouts. Although the first few days of September have been challenging with stocks failing to hold key moving averages on daily charts, Chapman maintains a cautiously optimistic outlook for the rest of the month. He warns that while the immediate landscape is fraught with uncertainty and negative sentiment, the long-term technical integrity of major indices suggests that significant opportunities will emerge once the market clears out the current losers and stabilizes around these critical support levels.
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Hi folks, Basil Chapman for Tom O'Brien. This is the Tom O'Brien show on this Tuesday, very first trading day of September. Not a very pleasant uh day, is it? All right, I need to go straight to this because it's so important. Crude oil continuous contract. Um it is up $4.64 at 90.37, a 5.36%. Now, one of the techniques that I discussed and I showed my subscribers to my opening call, spent a little time on it uh in this past uh uh Friday afternoon when I did my overview uh video. It's about an hour, hour and a half. It's like a webinar. This one was because I I discussed so many techniques. I mentioned that there's a technique I developed just years and years, decades ago. It's called a Chapman wave overlapping wave and it goes it says overlapping wave to leg D. And then test the left side lip. So, when in the Chapman wave methodology, we're always looking for at least four higher peaks through a peak D to confirm a buy signal has gone through a buy mode. But, once in a while you get a peak C and it pulls back and then under it you get another AB and then what happens there's a C and it's under the previous C. When that second C is taken out, usually, not always, but usually the move is so powerful that not only does it go to leg D based on that C and that's all based on the initial starting point right here, the governing uh low right there, that trough E back in late July, early August. It goes through the the very uh the peak C that initiated the whole down move. So, I'm anticipating that crude oil will go over 92.74 in this leg. Unbelievable. Uh and uh, I will have to mention just uh, a little hubris here. I discussed this, did everything right, and then what I did is uh, I did not get my subscribers in. We missed it by 8 cents the other day. This two times long crude oil crude oil two times long. Uh, right there. We just missed it in the U C O. Uh, and then it gapped up yesterday and it gapped up today. This is only in leg C. So, this is going to be very interesting because what I talk about very often is the dark news patina. And that's this chart right here. I showed I showed very very often to my subscribers and here I hear uh, to TFN viewers. I base this on this the yellow background chart. I base this on just the Dow. I call it the channel with dark news cloud cover / patina. I like to call it the patina because it's based on finding bad news that the market either ignores or the market starts to treat as, oh, really, [clears throat] that is bad news. Most of the time it's like water off a duck's back. But I keep this with internal highs and residual highs. I won't go into that. I'll go probably tomorrow morning my show 10:00 the tiger technicians hour I'll do that. But I identify that peak D in the Dow as an internal high. And I said if it pulls back we're going to have to watch it sharply. We were long that whole move to the upside. Then we got out and we've been now we're short. And we're looking at this Dow which has just made this H pattern. So, this dark news patina, that's really the whole thing about the markets. Markets don't care about news unless you start to see um, it reacting to the to the news as if it's bad news. Same news yesterday could come up today. Market ignores it. You never know it's how the market deals with it. So, crude oil is very important. Bonds, TBT, look at this. Yes, they're moving higher. I don't think they're in the critical area yet, but let me tell you a three 3.84%. It goes over 4. Uh I'd say 4. 05 all of a sudden the market is not going to like that at all. Right now, it's just adding to the stock news plus you've got a lot of uncertainty. You've got Canada and now you've got Iran you've had there's just a lot of things going on. All right, let's go to the market. Here we go. The SPX No, let's go start with the Dow. INDU, the Dow is in a sell mode in the daily. Uh as I say we are short. This is The weekly chart is still good even with this move. Look at the distance between the nine-period moving average and the 14-period moving average and since the April uh April low um look how nicely the 914 has held up except there is an up channel and we went under it today with I this week so far. But look at that monthly chart still very strong. Okay, let's go to the S&P. I've got to watch my time here because there's a lot going on and I don't want to run out time before I go through a bunch of things and I do want to get to the VIX index. So here's the S&P. Not that ugly but it is a sell mode in the daily. The weekly chart still looks great. The monthly chart lengthy, you remember these were other things can happen. But so far it's holding really well but the first day of um first day of the month doesn't look too great but we've still got many days to go before the end of September arrives and then we'll talk about that over the next week or two. Let's go to the QQQ. This is a different chart altogether. Look, this chart has failed from the June 3rd high right here of 748. uh 65 on the 3rd of June, it's just been making lower lows, sorry, lower highs and much lower lows. And then it had a bounce, but it couldn't get out of this inside track. You have an inside track repellence zone. Just talking about the inside this inside track. Look at this. I mentioned this to subscribe to to I showed this in the den. I showed a chart of this and I said, "If this 10-minute E-mini chart um ha- it has takes out this 10-minute inside track propellence zone and goes under it, it has two bars in which to get above it. Well, look, one bar down and now it's one, two, three bars above it. So, that was really important. So, some of the technical indicators are still working quite well regardless of the strength of the selling, but what's interesting is if it was the usual very, very intense selling, all of these would be down 1%, 1 and 1/2%, or more. So, this is part of a process that's going on. It's just weeding out winners and losers and etc. But, what's really happened is let me I don't know if I can do it right now. I wasn't preparing to do it, but I might as well do it. MAGA Is this the mag? Yeah, this is the two social. No, I want m a g s. Is that what it is? Uh yeah, Magnificent Seven. You see, if you look at the monthly chart, they're still holding quite well overall, but some of them have really pulled back quite sharply. Um so, I just want to show you the rotation that's going on this morning. Look at this healthcare. IYH starting to pull back, but it's it's been one of the leaders, healthcare. All right, I need to need to just cover a bunch of things here. IWM, the Russell 2000, sharp percentage move today. It is down 3.20 at 219.75. I'm anticipating that it does test this left side low. We've got the break coming up. I wanted to show you the volatility index. Remember that inside track propeller and repellent line that I was talking [crying] about? Well, there it is. And I spoke about this during the week. I've been saying for a few days now watch that actually more than a week that we should be bouncing from here. There's a little bit of a bounce of 1.26 in the VIX at 16.80. I'll be back in a moment. Basil Chapman for Tom O'Brien.