Nothing to See Here

Nothing to See Here

By David MartinBusiness
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Nothing to See Here episodes

  • ASX 200: A Strong Overnight Lead, Then a Flat or Lower Reopen? | 18 Sep 2026

    A strong US session and a positive overnight lead for AUS200 — but what happened when Friday's initial futures reopen was flat or lower?

    I use Mosaic to examine 13 previous occasions matching this combination.

    I cover:

    • ASX session finishes: 11 of 13 below the session open, about 85%.

    • Average ASX session: -26.77 points, rounded to -27.

    • Average excursion from the ASX session open: high +14.38 points, low -43.54 points — roughly three times as much downside as upside.

    Filters used (all combined with AND):

    • Day = Fri.

    • S&P500 (DAY PRIOR) ≥ 50 points.

    • AUS200 OVERNIGHT FUTURES DISLOCATION (PRE) ≥ 30 points.

    • AUS200 INITIAL OPEN GAP ≤ 0 points.

    The initial opening gap is measured from the overnight futures close to the initial futures reopen. It includes a flat gap. The ASX session outcomes measure AUS200 from the 10am session open through 4pm Sydney time; they are not the XJO cash index close-to-close result. High and low excursions do not establish the order of intraday moves.

    Historical sample: 13 completed matching observations, 3 Dec 2021–31 Jul 2026. At recording, today's opening condition had not yet occurred; this is conditional context, not a forecast.

    Reopen the Data Lab view:

    https://mosaic.trade/datalab?view=0d0f73838be5316590ddcefd4c7af495

    Explore Mosaic: https://mosaic.trade

    I am the founder of Mosaic and have a commercial interest in the platform. Historical results describe the selected sample and do not predict future outcomes. Educational only; trading involves risk.

    2 min
  • S&P 500 Down After FOMC — What Happened Next? | 17 Sep 2026

    After FOMC, the S&P 500 finished lower but closed at least 20 points off the global low. What happened the next day in the historical sample?

    I use Mosaic to examine seven previous occasions matching that combination.

    I cover:

    • The combined Asia and London first session: positive in all seven cases.

    • The global high: at least 40 points above the global open in six of seven.

    • The S&P 500 full-day finish: four higher, three lower.

    Filters used (all conditions combined with AND):

    • US500 EVENTS contains DAY AFTER FOMC.

    • S&P500 (DAY PRIOR) ≤ -1 point.

    • US500 GLOBAL LOW - CLOSE (PRIOR DAY) ≥ 20 points.

    Measured outcomes are not additional filters. US500 ASIA + LONDON FIRST SESSION runs from the global reopen at 18:00 New York to 12:00 London; that is the first 13 hours for today's session.

    Historical sample: seven completed matching observations, 15 Dec 2022–18 Jun 2026, within the available dataset. This is a small historical sample, not a forecast.

    Reopen the Data Lab view:

    https://mosaic.trade/datalab?view=e23de7ff5620d02b524059711a63e91e

    Explore Mosaic: https://mosaic.trade

    I am the founder of Mosaic and have a commercial interest in the platform. Historical results describe the selected sample and do not predict future outcomes. Educational only; trading involves risk.

    2 min
  • Bitcoin, Australia and the US Sell Off Together — What Next? | 16 Sep 2026

    Bitcoin, Australia and the S&P have sold off together. What happened next in the historical sample?

    In this episode of Nothing to See Here, I use Mosaic to examine 14 completed historical occasions matching the same three conditions.

    I cover:

    • S&P finishes: 13 of 14 ended no worse than seven points down.

    • US500 global lows: a median 33-point excursion below the global open.

    • US500 global highs: all 14 reached at least 24 points above the global open.

    • Australian day futures: seven of 14 finished at least 40 points higher, measured from the overnight close to the ASX close.

    Filters used:

    • BTC D-1 < −2,059.5

    • AUS200 ASX SESSION (PRIOR DAY) < −44 points

    • S&P500 (DAY PRIOR) ≤ −30 points

    All three conditions must hold: AND. Current incomplete outcomes are excluded.

    Explore Mosaic: https://mosaic.trade

    I am the founder of Mosaic and have a commercial interest in the platform. Historical results describe the selected sample and do not predict future outcomes. Educational only; trading involves risk.

    2 min
  • Bitcoin Up, S&P 500 Down — What Happened Next? | 15 Sep 2026

    Bitcoin up. S&P down. What has happened next when those two markets move in opposite directions?

    In this episode, I use Mosaic to look at the historical S&P 500 outcomes after a Bitcoin rally and a prior-day S&P decline.

    I cover:

    • The cross-market disconnect in today’s setup.

    • The historical finishes discussed in the recording.

    • Movement to the global highs and lows, measured from the global-session open.

    Filters used:

    • S&P500 (DAY PRIOR) ≤ −30 points

    • BTC D-1 ≥ 1,000 points

    Both conditions must hold: AND.

    Explore Mosaic: https://mosaic.trade

    I am the founder of Mosaic and have a commercial interest in the platform. Historical results describe the selected sample and do not predict future outcomes. Educational only; trading involves risk.

    2 min
  • Strong Friday, Strong Asia — What Happens on Monday? | 14 Nov 2026

    After a strong Friday and Asia session, does Monday tend to continue higher—or offer movement in both directions?

    In this episode, I use Mosaic to explore historical Monday behaviour in the S&P 500 and US500, and the movement around the global open.

    I cover:
    • The strong finish to the previous week and prior Asia session.
    • The historical Monday sample discussed in the recording.
    • Movement above and below the global open.
    • Why historical context leaves room for more than one outcome.

    Filters used in this episode:
    • Day: Mon
    • S&P500 (DAY PRIOR) ≥ 50 points
    • US500 ASIA SESSION (PRIOR DAY) ≥ 15 points
    These conditions are combined with AND.

    Explore Mosaic: https://mosaic.trade

    I am the founder of Mosaic and have a commercial interest in the platform. Historical results describe the selected sample and do not predict future outcomes. Educational only; trading involves risk.

    2 min

About Nothing to See Here

From the publisher's feed

Every trading day begins with the same question:

Is there actually something unusual happening today?

Most traders jump straight to charts, headlines and opinions.…