Last week, Washington finally hit “play” again. After forty-one days of paralysis, the government reopened and the markets responded instantly.
The S&P 500 jumped more than one and a half percent. The Nasdaq surged more than two percent. Even the small caps, long left for dead, came back to life.
Most traders acted surprised. But if you have been following my work here at Market Traders Daily, you knew this move was coming. You knew the groundwork was already in place long before Congress found its pen.
While the headlines screamed uncertainty, a silent shift was already underway.
The rotation we talked about here. Capital is flowing out of story stocks and back into cash-flow machines. And now that Washington has cleared the fog, that quiet rotation has turned into a relief rally that is only just beginning.
Energy and infrastructure names are leading the charge. Peabody Energy climbed roughly seven percent over the last few sessions as traders bet on the return of industrial demand. Hannon Armstrong and Eos Energy each jumped between eight and eleven percent as investors rushed back to the grid and storage plays that drive the modern power buildout.
Coterra and Comstock, two of the steadiest natural gas producers in the country, both saw strong inflows as traders priced in a full restart of government operations. These were not hype-driven moves. They were confirmation of everything we have been discussing for months.
The same story is unfolding in fintech and medtech. ePlus gained again on positive enterprise spending data. Datadog and DigitalOcean recovered nearly all of their pre-shutdown losses as businesses reopened budgets and resumed projects.
In healthcare, Globus Medical continued its breakout with another five percent gain, while Steris and Haemonetics pressed higher. These are not lottery tickets. They are real companies with pricing power, strong balance sheets, and growing demand.
The market is rewarding real businesses again, the kind that make things, store energy, move data, and save lives.
And then there is crypto.
When I wrote “The Day Crypto Broke… and the Real Money Showed Its Hand,” I explained how the recent crash wasn’t an ending, it was a reset. It cleared the field of speculators and set the stage for real institutional adoption.
That prediction is already unfolding. HBAR has climbed roughly six percent since the weekend as wallet clustering accelerates. DIA is up around four percent on renewed demand for verified on-chain data. The others in the DeFi 2.0 stack are still base-building, but the smart money is already positioning for the next institutional wave.
The reopening of government agencies only adds fuel. Regulators are back at work, frameworks are being drafted, and the rails of the next financial system are being laid faster than most people realize.
This rally isn’t luck. It’s the market rewarding patience, discipline, and foresight.
While most investors spent the past month frozen by headlines, the ones paying attention recognized the opportunity forming beneath the noise. They saw that every pullback was simply the market’s way of resetting the stage for the next leg higher.
When the crowd panics, smart money accumulates. When uncertainty peaks, value hides in plain sight.
The government may have reopened, but what truly reopened this week was confidence. Capital is rotating back toward companies with earnings, assets, and utility.
If you have been reading my Substack, you saw this coming. You were already looking in the right direction when the rally began.
And if you are new here, this is your signal to stay close. The next phase of this rotation will not wait for the evening news.
Subscribe now to my Substack and you’ll receive every update the moment it hits your inbox—real analysis, real signals, and the truth behind where capital is actually moving.
Because what we are witnessing right now is the beginning of a smarter bull market.
And those who understand it early will own the next decade of opportunity.