BETWEEN THE HEDGES: Stocks Higher into Afternoon on Mideast War De-Escalation Hopes, AI Infrastructure Build-Out Optimism, Stable Long-Term Rates, Tech/Consumer Discretionary Sector Strength

Friday, September 25, 2026

Stocks Higher into Afternoon on Mideast War De-Escalation Hopes, AI Infrastructure Build-Out Optimism, Stable Long-Term Rates, Tech/Consumer Discretionary Sector Strength

Posted by Gary .....at 1:36 PM

Overseas Futures:

Nikkei 225 Futures: Indicating +50 open in Japan
China A50 Futures: Indicating -20 open in China
KOSPI 200 Futures: Indicating +1 open in South Korea

DAX Futures: Indicating +312 open in Germany

Portfolio:

Slightly Higher: On gains in my tech/consumer discretionary/industrial sector longs
Disclosed Trades: Covered some of my (IWM)/(QQQ) hedges
Market Exposure: Moved to 75% net long

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