Government shutdown created the perfect storm...

Don Kaufman here.

Quick reality check:

For 42 days, we traded in complete darkness.

Government shutdown killed all economic data releases.

No jobs numbers. No GDP updates. No inflation data.

The Fed couldn't get reliable information to guide policy.

Investors were flying blind.

What happens when nobody knows what's really happening?

Volatility explodes.

VIX jumped 50% in November. Hit 27.8 on November 20th.

That's the 11th largest monthly spike in VIX history.

Then the September jobs report FINALLY came out this week.

119,000 jobs added. Sounds decent, right?

But unemployment hit 4.4% - highest in nearly four years.

Fed rate cut odds immediately shifted from 20% to 33%.

Powell's still talking about pausing cuts in December.

Mixed signals everywhere.

And you know what that means?

More volatility ahead.

When central bankers can't agree and economic data is delayed for over a month... markets stay choppy.

That's exactly what I'm covering at Tuesday's Black Friday Volatility Summit.

→ How chaos creates trading opportunities for volatility traders
→ Why Fed confusion is actually good for volatility trades
→ The setups I'm watching as uncertainty continues
→ How to structure positions when nobody knows what's next

Tuesday at 2pm EST.

REGISTER HERE - Black Friday Volatility Summit

While everyone's confused, we profit from the chaos.

To your success,

Don Kaufman

P.S. 42 days without data created this mess. The next data release could make it worse.