3 trades for a churning market (earnings chaos ahead)

Don Kaufman here. 

Market's churning. Bonds are getting hammered. 

And I'm seeing setups that could make or break your week.

Just got off air with the Schwab Network… breaking down three trades I'm making right now - and honestly, the timing on these couldn't be more critical.

Here's what's got my attention:

• Why Taiwan Semi could squeeze to $250 by Friday (despite ASML getting crushed today)... and the ultra-short duration play I'm using to capture it (hint: it all has to do with this earnings strategy I’m trading live tomorrow)

• The real reason "TACO time" is over for Brazil - and why this isn't about technicals at all

• Why Lululemon breaking $200 could be a "nail in the coffin" (hint: it's not just about Alo stealing market share)

Look, when bonds are selling off this hard, you can't just sit there hoping the S&P holds up. That bleeding eventually crosses over.

But here's the thing - retail is actually getting smarter. And if Taiwan Semi delivers decent earnings tomorrow morning, they're going to hop on board and buy calls. That's going to force this thing higher through a classic squeeze setup.

The trade? July 18th expiration, 245/250 call spread for $1.20. Maximum risk, maximum reward potential in the shortest timeframe possible.

But that's just one piece of what I'm seeing...

Brazil's about to get ugly. This is one of our largest trading partners, and there's no backing off this time. Maybe some ego involved too. I'm positioning for a very difficult negotiation with a synthetic short stock play.

And Lulu? Brand's not tarnished, but the competition is unbelievable. 

I'm seeing NFL athletes wearing Alo everywhere. That break under $200 is going to be devastating.

The complete breakdown of all three setups - including the exact strikes, expirations, and why the timing is so critical right now - is in today's session.

Watch the full breakdown here for the specific trade details. 

Don't let this volatility catch you flying blind. The cost of guessing wrong here is too high.

To your success,

Don Kaufman

P.S.-  The Magnet Move session is TOMORROW at 2PM EST. If you're still on the fence, you're missing the point.

This isn't some recycled earnings strategy. It's a completely different approach that "magnetizes" price action in your favor while everyone else is still reading analyst reports.

I'm placing live Magnet Move trades during the session - real money, real time. 

P.P.S. You guys need to start buying some Lulu pants. They're leaning into menswear. Help them out. 😉