31 August 2026
September is historically the market’s weakest month. Joe Tigay breaks down the signals he’s tracking - low VIX, inflation shocks, overspending in AI - and the stocks he’s watching on pullbacks including names like Alphabet and Amazon. 00:00:00 Introduction 00:00:11 September Stock Market Outlook 00:01:02 How to Spot September Dip Buy Opportunities 00:02:38 Deploying Cash in September 00:03:30 VIX at 15 & Market Complacency 00:04:35 Key Market Risks Ahead 00:05:09 Oil Prices & Inflation Shock Risk 00:06:45 Jobs Report Market Impact 00:08:15 Top AI Infrastructure Stock Picks 00:10:17 Palantir & Software Stock Outlook 00:11:30 Market Areas to Avoid 00:12:25 Top Non-Tech Stock Buy 00:13:42 Adding Downside Protection 00:14:55 Year-End S&P 500 Outlook 00:15:40 Fed Rate Hike Impact on Stocks 00:16:22 Rapid-Fire: This or That
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