•••Lubatix Markets — Daily Brief · 1 of 30

Records Return as Washington Pauses

US CLOSE — 5 MAY 2026PLAN v9.05
Nasdaq-100
28,015
+1.31% vs prior session
S&P 500
7,259
+0.81% vs prior session
VIX (fear gauge)
17.38
−4.98% vs prior session
Brent crude
$109.87
−3.52% vs prior session

What happened

Both major indexes closed at fresh all-time highs, completing a V-shaped recovery from the prior week's wobble. The spark came from Washington: the administration paused its 'Project Freedom' pressure campaign, citing 'great progress' on an Iran deal, and oil fell 4% to about $110 in response. Chipmaker AMD jumped 16% after hours on strong results.

Under the surface, the fast breadth gauges flipped back to positive and transports bounced hard off their lows. But the market's momentum speedometer is running hot — the Nasdaq-100's daily reading hit 76, deep in overbought territory — and tech participation sat exactly on the 60% regime line.

The dashboard

Tech participation (BPNDX) · regime line 60%
60%

Above the 60% line — the tech rally counts as broad.

Monthly momentum (NDX M-RSI) · threshold 77.88
73.76

4.12 points below the 77.88 threshold — the three-peak caution pattern remains in force.

Daily momentum (NDX RSI)
76.2

Overbought territory — a fast climb that often precedes digestion.

Breadth oscillator (NYMO)
+2.1

Positive — more stocks advancing than declining on balance.

The trend at a glance

Nasdaq-100 — trailing 15 sessions to this close

Reference levels on this date

ReferenceLevelPlain meaning
NDX · 200-day average24,871The long-term trend line.
NDX · deep-value band (QEMA5)24,809The quarterly EMA-5 — the zone that has caught nearly every major dip this cycle.
SPX · 200-day average6,738The long-term trend line.
SPX · deep-value band (QEMA5)6,677The equivalent deep-support reference for the broad index.

Framework read

The one-liner

Records with momentum this stretched historically favour patience over chase. The 60% participation line is the number to watch from here.

Disclaimer. This publication is for educational and informational purposes only. It reflects the personal opinions of the author alone and not the views of any past or present employer. Nothing here constitutes financial advice, an offer, or a recommendation to buy or sell any security or instrument. Levels and scenarios describe an analytical framework, not directives. Markets involve risk, including loss of capital; readers are solely responsible for their own decisions and should consider seeking advice from a licensed financial adviser before acting on any information contained here.