Kevin Hincks discusses a sharp drop in crude oil due to a leaked US-Iran MOU, boosting stock futures. He notes a rotation from Nvidia into memory stocks like Micron and SanDisk. Mortgage applications fell sharply as rates rose, but the housing outlook is turning positive for H2.
implicit
implicit
explicit
Metals
USD
Cboe
7.2
Financial infra
Kevin Hincks 6.0
Financial infra
Kevin Hincks 6.0
5/27/2026 4:30:24 PM
ndx
Rotation from Nvidia into memory stocks like Micron and SanDisk suggests selective strength in tech, but Nvidia underperformance tempers broad NDX optimism.
| 5/6/2026 4:34:59 PM | short term up | 5 days later | +1.75% | +1.75% |
| 4/30/2026 4:49:53 PM | short term up | 5 days later | +3.21% | +3.21% |
| 1/27/2026 4:30:16 PM | short term up | 5 days later | -1.09% | -1.09% |
| 11/20/2025 4:30:30 PM | short term up | 5 days later | +4.11% | +4.11% |
| 9/3/2025 4:46:40 PM | short term up | 5 days later | +0.88% | +0.88% |
| 8/15/2025 4:30:33 PM | short term cautious down | 7 days later | -1.22% | +0.61% |
| 8/13/2025 4:30:09 PM | short term up | 5 days later | -1.88% | -1.88% |
| 8/8/2025 4:30:21 PM | short term up | 7 days later | +0.80% | +0.80% |
| 8/7/2025 4:45:01 PM | short term up | 5 days later | +1.01% | +1.01% |
rut
Lower oil and rates, plus positive housing outlook for H2, support small-cap and domestic-focused Russell 2000.
wti
Crude oil down over 5% this morning... momentum is to the downside on crude oil.
| 5/6/2026 4:34:59 PM | short term sharp down | 5 days later | +7.77% | -11.66% |
| 4/30/2026 4:49:53 PM | short term cautious down | 5 days later | -6.73% | +3.36% |
| 4/17/2026 4:30:02 PM | short term sharp down | 7 days later | +7.54% | -11.32% |
| 1/5/2026 4:30:22 PM | short term up | 6 days later | +4.15% | +4.15% |
| 12/15/2025 4:30:49 PM | short term down | 6 days later | +4.96% | -4.96% |
| 11/21/2025 4:30:39 PM | short term cautious down | 7 days later | +0.82% | -0.41% |
| 11/13/2025 4:30:38 PM | short term down | 5 days later | -1.08% | +1.08% |
| 10/23/2025 4:30:37 PM | short term sharp up | 5 days later | -1.66% | -2.49% |
| 10/22/2025 4:32:31 PM | short term cautious up | 5 days later | -2.65% | -1.33% |
| 10/16/2025 4:30:21 PM | short term cautious down | 5 days later | +1.67% | -0.83% |
| 10/13/2025 4:30:13 PM | short term cautious down | 5 days later | -2.30% | +1.15% |
| 9/10/2025 4:47:58 PM | short term cautious down | 5 days later | +3.45% | -1.72% |
| 9/2/2025 4:29:04 PM | short term up | 5 days later | -2.67% | -2.67% |
| 8/19/2025 4:30:52 PM | short term cautious up | 5 days later | +2.52% | +1.26% |
| 8/8/2025 4:30:21 PM | short term down | 7 days later | -0.84% | +0.84% |
yields
Rates are expected to come down in six months per John Corpina's view, supported by lower oil and improving housing sentiment.
| 5/6/2026 4:34:59 PM | short term down | 5 days later | +1.62% | -1.62% |
| 4/17/2026 4:30:02 PM | short term down | 7 days later | +2.02% | -2.02% |
| 4/8/2026 4:30:28 PM | short term down | 5 days later | -0.86% | +0.86% |
| 1/28/2026 4:30:17 PM | short term up | 5 days later | +1.11% | +1.11% |
| 1/7/2026 4:30:00 PM | medium term down | 20 days later | +1.63% | -1.63% |
| 12/15/2025 4:30:49 PM | short term down | 6 days later | +0.48% | -0.48% |
| 12/12/2025 4:30:30 PM | medium term down | 21 days later | -0.41% | +0.41% |
| 12/10/2025 4:30:47 PM | short term up | 5 days later | +0.19% | +0.19% |
| 12/5/2025 5:02:00 PM | short term cautious up | 7 days later | +0.24% | +0.12% |
| 11/21/2025 4:30:39 PM | short term cautious down | 7 days later | +1.44% | -0.72% |
| 11/20/2025 4:30:30 PM | short term cautious down | 5 days later | -1.60% | +0.80% |
| 11/13/2025 4:30:38 PM | short term down | 5 days later | -0.36% | +0.36% |
| 10/30/2025 3:30:44 PM | short term cautious down | 5 days later | +1.37% | -0.68% |
| 10/27/2025 3:30:54 PM | short term down | 6 days later | +3.09% | -3.09% |
| 10/24/2025 4:31:10 PM | short term down | 7 days later | +2.73% | -2.73% |
| 10/16/2025 4:30:21 PM | medium term cautious down | 20 days later | +2.15% | -1.07% |
| 10/14/2025 4:30:26 PM | short term cautious down | 5 days later | -1.48% | +0.74% |
| 9/17/2025 9:12:08 PM | short term down | 5 days later | +0.39% | -0.39% |
| 9/5/2025 5:15:08 PM | short term sharp down | 7 days later | -0.30% | +0.44% |
| 9/4/2025 4:38:20 PM | short term down | 5 days later | -1.32% | +1.32% |
| 8/7/2025 4:45:01 PM | short term cautious down | 5 days later | -1.10% | +0.55% |
| 8/1/2025 4:42:53 PM | short term sharp down | 7 days later | +1.74% | -2.61% |
| 7/25/2025 4:30:13 PM | medium term cautious down | 21 days later | -1.79% | +0.89% |
| 7/24/2025 4:45:08 PM | short term up | 5 days later | -0.23% | -0.23% |
