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While Everyone Panicked for 43 Days, I Was Watching What Actually Matters

Author

Don Kaufman
November 13, 2025

Hey there, it’s Garrett. 

For 43 days, everyone was glued to shutdown headlines. Politicians screaming. Markets "uncertain." Pure chaos.

Me? 

Sure, caught some bad football in between sessions, but I was positioned for exactly this moment.

The Trade Everyone Missed

Here's what I saw while others obsessed over political theater: the shutdown ending removes a liquidity overhang and restores data visibility.

But here's the contrarian play - everyone thinks this data dump creates clarity. It won't. It creates chaos.

Why the Data Deluge Will Shock Markets

We've had 43 days of blind trading. No employment numbers. No inflation data. The Fed flying completely blind.

Now we get six weeks of data dumped all at once. Markets pricing in assumptions are about to get reality-checked hard.

My Momentum Signal Called This

The signal I use - tracking breakouts versus breakdowns across sectors - caught February's drop, April's panic, August's selloff days before the Nikkei crash.

While everyone read shutdown headlines, I watched this signal prepare for the reopening.

Why I Put My Own $250K Behind This Unknown Trader

27 years in this business. Employee #13 at Thinkorswim. Helped build it to $4 billion.

Then this quiet farmer from Michigan made me question everything.

IONQ calls when nobody's talking quantum. Up 74% in four days.

AMD calls three days before OpenAI deal breaks. 389% return.

Tesla: 155%. HUT8: 132%.

I put $250K of my own money into a joint account with Gianni. Year to date: up $85,000.

Most traders chase headlines. Gianni spots institutional alignment before the crowd catches on.

Want to see exactly how?