The Trading Addict · Issue No. 99 · Friday October 9, 2026

Bonds, Bots
& Bad News

Thirty-year Treasury yields hit levels not seen since 2002 while an OpenAI revenue report rattled AI stocks. Plus Adobe down a third, Burry vs. Eisman on the AI boom, CrowdStrike, the 1987 portfolio-insurance crash, winners and losers, and Day 245 numbers.

The Trading Addict Newsletter · by Maria Helmick
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Rob Helmick, Maria Helmick & Nick Battista — Math Makes Money

The Trading Addict

Issue No. 99  •  Friday October 9, 2026

In This Issue

Bonds, Bots & Bad News: Wall Street's Wild Thursday — 30-year Treasury yields at 2002 highs, an OpenAI revenue scare, oil, and a quiet VIX.  Jump to this story →
42 Capital Fund — Accredited investors: learn more about our fund.  Jump to this story →
Adobe Is Down a Third. Is Wall Street Finally Seeing Value? — Up 3.53% to $240.98, the Heathrow deal, and Maria's Bottom Line.  Jump to this story →
The Big Short Is Back. But This Time, the Two Men Don't Agree. — Burry vs. Eisman on the AI boom. Maria's Bottom Line inside.  Jump to this story →
CrowdStrike: The Other Side of the AI Boom — Analyst targets rise at BMO, StoneX and TD Cowen as AI drives security spending.  Jump to this story →
Market Tidbit: The Day Wall Street's Insurance Policy Burned Down the Market — Oct. 19, 1987: the Dow fell 508 points, 22.6% in one day.  Jump to this story →
Math Makes Money · Go Inside Our SPX Bot Strategy — Nick Battista + Rob Helmick.  Jump to this story →
Today's Biggest Winners & Losers — CSGP, CMG, ACN up; COHR, ALAB, CRWV down.  Jump to this story →
S&P 500 Heatmap — October 8 close — S&P 500 −0.47%.  Jump to this story →
Day 245 · Thu Oct 8 Trading Update — $1M −$46,335 (183 tr) cum $687,429 (+68.74%). $30K −$675 (26 tr) cum $26,519 (+88.40%).  Jump to this story →
Today's Live Show — Watch Rob and Nick on YouTube — 9:15 AM & 3:15 PM ET.  Jump to this story →
 
 
 
Bonds, Bots and Bad News: Wall Street's Wild Thursday (tap to enlarge)
 
 
 
42 Capital Fund - Now accepting qualified investors. Click here.
 
 
 
Adobe Is Down a Third. Is Wall Street Finally Seeing Value? (tap to enlarge)
 
 
 
The Big Short Is Back: AI Showdown (tap to enlarge) The Big Short Is Back. But This Time, the Two Men Don't Agree. (tap to enlarge)
 
 
 
CrowdStrike: The Other Side of the AI Boom (tap to enlarge)
 
 
 
Market Tidbit: The Day Wall Street's Insurance Policy Burned Down the Market, Oct 19 1987 (tap to enlarge)
 
 
 
Math Makes Money - Go Inside Our SPX Bot Strategy. Rob Helmick + Nick Battista. Join here.

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Today's Biggest Winners and Losers, Oct 8 2026 (tap to enlarge)

» S&P 500 HEATMAP

S&P 500 Heatmap, October 8 2026 close (tap to enlarge)

» DAY 245 · THU OCT 8 · DAILY TRADING UPDATE

Daily Trading Update Day 245 - Thu Oct 8 2026 - $1M -$46,335 (183 tr) cum $687,429 (+68.74%), $30K -$675 (26 tr) cum $26,519 (+88.40%)

Tap the dashboard to see the full summary online

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Rob and Maria Helmick and Nick Battista · The Trading Addict Newsletter

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Educational only. Not investment advice. Trading options involves substantial risk. Past performance does not guarantee future results.