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- Trading Insights 11/12/25
Trading Insights 11/12/25

Mike Larson | Editor-in-Chief
The government shutdown is over! Well, almost anyway. So, what does that mean for markets? You’ll probably like the answer.
Take a look at the MoneyShow Chart of the Day, courtesy of CNBC. It shows how the S&P 500 Index (^SPX) has performed after all the government shutdowns since 1980. Eight out of ten times the market was higher 100 days later – and nine out of ten times it was higher a year later.

Source: CNBC
Not only that, but in some cases the gains were substantial. Examples include 1982, 1986, and especially 2019 – when the market was up 18% in the intermediate term and 36% a year down the road.
Yes, in all these instances, the economic backdrop, the level of markets, and the geopolitical backdrop were all different. And yes, the world is a different place. I thought the Commodore 64 was pretty awesome in 1982. It pales in comparison to an iPhone in 2025.
But we’re already seeing markets rally on news the shutdown is ending. And we’re already seeing some rotation into other sectors (rather than just tech/AI) during the advance. That’s bullish trading action.
We’re also heading into a time of year where seasonality tends to favor risk-taking, as CFRA Research chief investment strategist Sam Stovall noted recently. That doesn’t guarantee gains. But it certainly doesn’t hurt the bull case..
Michael Golembesky is a featured analyst at ElliottWaveTrader, where he hosts subscription services around analysis of forex and VXX. In this briefing from our recent MoneyShow Virtual Expo, he covers the fundamentals of Elliott Wave analysis — and demonstrate how this approach can be applied to generate strong market returns while effectively managing risk through option strategies in index, sector, and volatility ETFs.
Nasdaq: Forget the Bubble Talk. Buy Dips.
👉️ TICKERS: SPX, QQQThe Nasdaq has rallied 17% since August, though some days feel like everything is down. Stocks have come a long way, prompting concern over valuation, especially among AI high-flyers. I get it, but we are nowhere near a bubble. We are in a strong uptrend, and I’m a buyer of high-growth leaders on pullbacks, advises Adam Johnson, editor of Bullseye Brief.
CM: Trading Higher with Strong Momentum, Analyst Support
👉️ TICKER: CM
Valued at $78.6 billion, Canadian Imperial Bank of Commerce (CM) is a leading North American financial institution that offers a full range of products and services across Canada, the US, and the rest of the world. Since the Trend Seeker tool signaled a new “Buy” on Aug. 13, the stock has gained 15.9%, highlights Jim Van Meerten, analyst at Barchart.
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