sport football: Manufacturing Data Just Flipped Positive (Here's My 15% Trade Setup)

Kamis, 22 Mei 2025

Manufacturing Data Just Flipped Positive (Here's My 15% Trade Setup)

Hey there, Blake here.

While most traders are writing off utilities after this week's brutal selloff, I just discovered something fascinating in the data that could hand you a 3.44% yield with a built-in $2 safety net.

But first, let me share what caught my attention in today's economic reports...

This morning's flash PMI data completely reversed the narrative.

After weeks of sub-50 readings across Europe (Germany, France, UK all showing contraction), the U.S. just crossed back above 50 in both manufacturing AND services.

This isn't just another data point.

When I overlaid this with the industrial sector charts, I noticed a textbook bounce pattern forming at a critical support level that's already triggered in several key stocks.

Here's what you'll discover in today's video:

• Why industrials breaking through the "monkey bars" at 140 could signal the next 10-15% move – and the specific stocks already flashing buy signals (one just hit fresh 52-week highs)

• The "long shadow recovery" pattern I'm seeing in utilities – how this same setup has preceded rebounds 3 times in recent months, and why selling puts here gives you a 6% safety cushion

• How to collect 2.6% monthly income while waiting for your fill price – my exact options strategy that turns a 52-week low into a high-probability income trade (with specific strike prices and expirations)

• The dividend yield arbitrage opportunity hiding in plain sight – when a quality utility drops from $75 to $65, something interesting happens to the math that most investors completely miss

• Why existing home sales dropping to 4 million units matters for your industrial trades – and the critical 3.84 million threshold that could change everything

In the video, I'll walk you through my screens showing:

The exact entry points on CAT, HON, and ETN
My complete options chain analysis on NEE
The correlation between rising rates and sector rotation
Specific price targets for each setup

Fair warning: With manufacturing data turning positive while everyone's focused on the utilities selloff, this sector rotation could accelerate quickly. The setups I'm seeing won't last long.

Click here to watch my complete market analysis

The industrials continuation trade is setting up NOW. And the utilities income opportunity at these levels?

Let's just say the dividend math alone makes this compelling, before we even factor in the options premium.

See you in the video,

Blake Young