Trading in the New Economy

Bounce Back Was Fast – Now I’m Pivoting Here…


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The market didn’t waste any time bouncing – but the leadership looks very different to a few weeks ago.

In this update I walk through why I think the recent sell-off now looks like a classic bull market shakeout, not the start of a major top – and more importantly, how I’m pivoting portfolios from here.

For the full experience, watch the YouTube video at https://www.youtube.com/watch?v=Wf-GBOvxQI4

📈 View our scoreboard of results here: www.specialistshareeducation.com.au/insiders-club/#core_results

In this week’s video I cover:

  • Why the recent sell-off now looks like a normal bull market shakeout, not the start of something larger
  • What the strong moves in the Nasdaq, semiconductors and the Russell are really telling us
  • Where I see the big opportunity in 2026 fund flows, especially across gold, silver and copper
  • Why I’m favouring quality developers and select AI names over stretched, crowded trades
  • How I’m staying close to fully invested while quietly rotating into better risk–reward
  • If you’d like a more structured framework for navigating this kind of environment, that’s exactly what my Insiders Club and Portfolio Analyst memberships are designed to provide.

    🔹 Learn more about the Insiders Club
    https://www.specialistshareeducation.com.au/insiders-club

    🔹 Learn more about Portfolio Analyst - $1 Trial Available
    https://www.specialistshareeducation.com.au/portfolio-analyst

    Any advice in this video is general advice only. Neither your personal objectives, financial situation or needs have been taken into consideration. Accordingly you should consider how appropriate the advice (if any) is to those objectives, financial situation and needs, before acting on the advice. Garry Davis (AR No:317590) is an authorised representative of Primary Securities Ltd (AFSL No. 224107).

    Note to traders* The publishers of this material wish to disclose that they may hold this stock in their portfolios and that any decision to purchase this stock should be done so after the purchaser has made their own inquires as to the validity of any information in this material.

    It must also be noted that trading in the stock market involves risk of losing money. Investors and traders can take numerous steps to mitigate such risks with a clear plan, clear targets and entry prices, and strong support from an experienced trader.

    This approach underpins everything we do and is where we advise EVERY member to start, and you have access to Garry to support you in creating a trading plan that suits YOUR risk profile, timeframe, capital allocation etc.

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    Trading in the New EconomyBy Specialist Share Education