The Weekly Trade Plan: Top Stock Ideas & Execution Strategy – Week of June 29, 2026

Traders,

As always, I look forward to sharing my Watchlist with you for the upcoming week. Friendly reminder that it is a shortened week, with the markets closed on Friday, July 3.

Some key economic data for the upcoming week include Chicago PMI, JOLTS, and CB Consumer Confidence on Tuesday; ADP NF Employment Change on Wednesday; and NF Payrolls, Unemployment Rate, and Initial Jobless Claims on Thursday. 

This week’s watchlist will be a bit briefer than usual, as the opportunity set has narrowed slightly and the market regime may have shifted. As a result, one must adapt. As I went over at great length in my recent IA meeting, when environments change, one has to adapt. Specifically, I am placing enormous pressure on stock selection right now. Less is more, and well-defined setups with edge, along with correct risk allocation and hard-fought entries, are vital right now. One cannot continue to press in opportunities that worked well the last 3 months+ but no longer work (growth momo-breakouts for example), and expect to see the same results. 

Alright, some names on watch for the upcoming week:

Consolidation...