Good morning, traders…

On Sunday evening, we got the most bullish news possible.

The Senate passed a funding agreement to reopen the government:

Stocks exploded higher yesterday. The S&P 500 jumped 1% and the QQQ rallied 1.95%.

What did I say last week? The market sold off because we were in a “liquidity desert.”

The government shutdown removed billions of dollars from the financial system. No spending meant no liquidity flowing into markets.

That just changed.

When the government reopens, federal spending resumes, contractors get paid, and agencies place orders. 

Money flows back into the economy — and yes, into stocks. 

Liquidity drives asset prices. When cash enters the system, it has to go somewhere. And many people choose to place it in the stock market.

Traders have been distracted by choppy price action and elevated VIX levels. They’ve been focused on 5-minute charts. I can’t blame them, but they’ve been missing the bigger picture unfolding right in front of them.

Bullish traders just got a massive green light…

Why Government Spending Matters

Government spending isn’t just about roads and bridges.

Federal expenditures inject liquidity directly into the financial system. 

That cash doesn’t sit idle. It circulates thrBut that macro headwind just became ough banks, businesses, and eventually finds its way into investment accounts.

During the shutdown, that flow stopped. The spending spigot turned off. Markets lost a major source of monetary support.

The VIX climbed from 14 to 20+. Stocks chopped sideways. Breakouts failed. The market lacked fuel.

a tailwind — and Monday’s price action proved it.

The Reopening Trades

I’ve been positioning for this breakout, holding SPY January 16 $700 Calls, Ethereum, and Bitcoin.

And I’m still eyeing the six charts I shared last week: 

• Southwest Airlines Co. (NYSE: LUV)
• Chime Financial, Inc. (NYSE: CHYM)
• The GEO Group, Inc. (NYSE: GEO)
• Berkshire Hathaway Inc. (NYSE: BRK.B)
• Alphabet Inc. (NASDAQ: GOOG)
• Tesla, Inc. (NASDAQ: TSLA)

Because the government reopening just doused fuel on these bullish setups. 

LUV needs to break $31.70 for November 21 $33 Calls. 

GOOG needs to clear $290 for December 12 $300 Calls. 

TSLA remains a $1,000 stock in the making. I’m watching November 21 $490/$500 Call Spreads or January 16 $500 Calls.

The triggers haven’t changed. But the macro backdrop just improved exponentially.

What This Means For Your Trading

This is the biggest immediate liquidity injection in decades. 

Don’t discount its significance. 

The government reopening doesn’t just restore normal spending levels … it releases pent-up demand. 

Contracts that were delayed get funded. Projects that were paused resume. Backlogged payments flow into the system … all at once.

This is a textbook “liquidity surge,” one of the best backdrops for call trading. 

But that’s not all. There’s even more fuel in the tank.

President Trump recently floated the idea of giving every American a $2,000 tariff stimulus check. 

(Take that with a grain of salt, as political “promises” and enacted policy are two different things.)

But the market trades on forward-looking expectations more than defined certainty.

Whether or not those checks actually materialize, the announcement itself adds to the bullish sentiment. 

Traders are pricing in more liquidity, more consumer spending, and an extra $2,000 in their brokerage accounts. 

The 1% move in the S&P 500 and 1.95% rally in the QQQ are likely just the beginning. 

When this much cash enters the system at once, it creates momentum that builds on itself.

Quality setups still require confirmation. But we’re trading with the wind at our backs for the first time in months. 

As usual, I’m watching for breakouts above key resistance levels. I want to see volume supporting the moves. I need Smart Money confirmation before I add size.

The government reopening removes a major headwind. But that doesn’t mean you can break your rules. 

• Check my OMEN Scanner (to see where Smart Money is flowing). 
• Build your watchlist. 
• Set your alerts. 
• Wait for confirmation.

When your setups trigger, you’ll be ready to strike while everyone else scrambles to catch up.

That’s especially important for earnings this week.

Looking to take advantage of this week’s earnings calendar?

There’s only one place to start… 

Last season, my Earnings Edge system delivered 100 winning trades in a row.*

But if you’re tired of hearing about these wins after they happen…

There’s only one way to fix that:

Sign up for our Earnings Edge Workshop this THURSDAY at 10 a.m. EST.

Happy trading,

Ben Sturgill

*Past performance does not indicate future results