From the NYSE floor, Jon Najarian — options-flow expert and Market Rebellion co-founder — says the last seven weeks of the year point higher, not lower, as institutional positioning reveals opportunity beneath the headlines. A growing split inside the FOMC, with Powell favoring caution and most members pushing for cuts, could produce a December cut and another early in 2026, driving markets upward through earnings strength and lower rates rather than sentiment alone.
On Bitcoin, Najarian expects a move toward 135K by December but notes that whales are taking profits between 105K–126K, slowing the rally before a renewed institutional wave in early 2026 that should also favor Ethereum, Solana, BNB, and transactional-use tokens.
Options flow shows long-dated calls and puts concentrated in 2025, signaling institutions positioning for Q1 earnings, regulatory decisions, and tariff clarity.
His portfolio philosophy: 50% passive ETFs, 50% active stock selection, using options to manage risk. In semis he stays focused on Nvidia, AMD, Qualcomm, and Intel.
His tactical map is straightforward: buy gold, buy oil, Bitcoin toward 135K, 10-year yields falling toward 3.50% with cuts, and the S&P 500 ending 2025 near 7,000 — all powered by rate-cut tailwinds.
