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Recent
- Pulse 2026-08-29One Line in the Ledger: the Galaxy Put Comes OffThe five model books logged exactly one entry between Monday and Friday. On Friday the derivatives book bought back its ten Galaxy Digital January 2027 17.50 puts at 1.42 against the 2.65 they were so
- Pulse 2026-08-28Rent the Brain or Build ItWednesday's Claudeforce announcement was not a product launch — it was the first at-scale placement of a strategic bet about where the boundary between AI and enterprise software settles. Salesforce c
- Pulse 2026-08-27A Catalyst for the Next LegFive prints landed Wednesday evening: Nvidia guided fiscal 2028 to roughly 70% revenue growth, supply-constrained rather than demand-limited, with data center revenue up 18% sequentially on strength f
- Pulse 2026-08-26The Long Bond Argues BackTLT closed Tuesday at 83.47, up 1.10% and the highest close of August, five sessions after holding its 81.17 year low on an intraday touch of the chart's marked support. The fund still sits below its
- Pulse 2026-08-25Decision Time for the Semi ComplexAll four US semiconductor ETFs closed Monday back on the rising trendline drawn from their April lows: XSD 481.60 (−3.34%), SOXX 506.18 (−2.67%), SMH 546.80 (−2.43%), SMHX 53.77 (−2.92%). SOXX pierced
- Pulse 2026-08-24Three Ladders: Gold, Crypto, MaterialsThe hard-asset rotation is now three separate trades at three separate stages, and each one is a ladder rather than a single ticker. Gold is the mature leg — the metal +14.0% on the month with the min
- Weekly Signal 2026-08-23The Axis Turned
- Pulse 2026-08-22Lighter Into the Print, and a Year More Time on NVDAThe whole week's activity went through in one session and the weekend before it. AI Build-Out swapped two lines for two others at Friday's closes — SHECY and MU out, Q and SKHY in, 30,560 dollars out
- Pulse 2026-08-21Narrow tape: Rubin bleeds as HALO and Energy hold monthly gainsYesterday's US session closed with broad losses across all major indices — SPY −0.84%, DIA −1.27%, IWM −1.34%, QQQ −0.72% — while the vol complex spiked sharply: VIX rose +7.52% to 16.01, VXN climbed
- Pulse 2026-08-21The Voting Machine and the Weighing MachineVGK holds its four-year channel and consolidates above the 88.9 breakout — while Paris has closed red seven sessions running, Madrid seven, and the currency-hedged wrapper is −2.17% on the week. Dolla
- Pulse 2026-08-20Both Counts Have RoomEurope soft, futures flat, the 10-year easing to 4.653% — and bitcoin at 71,970, at its high, after taking out 70,000 overnight. Both hard assets are pricing yesterday's Treasury buyback doubling: bil
- Pulse 2026-08-19Instruments for the Bond VerdictThe day after Korea's sidecar night, the morning is calm: Europe flat, US futures flat, the 10-year easing to 4.706%, the yen firming to 159.05, Brent up a fifth straight day. Yesterday's break was eq
- Pulse 2026-08-18Four Charts, One Overhead LineSemiconductors closed Monday at their first major overhead levels on all four core charts at once — SOXX, SMH, XSD and DRAM — after months of trend, even as the yen broke through its 159.5 wire and Tr
- Pulse 2026-08-17The AI Order Book, Read From TaiwanEvery AI-capex position rides on one question: are the orders still flowing? Taiwan answers it monthly, by law — every listed supplier files audited operating revenue by the 10th. As of today the diar
- Weekly Signal 2026-08-16Three Markets Are Carrying the World