Issue Archive; Every Daily Sector Rotation Brief | Stock Updates | Sector Cycle Radar | Golden Terminal

A Cool Wholesale Inflation Print Sent Buyers Into the Year's Worst Stocks, and the Momentum Board Finally Broadened.

A Cool Wholesale Inflation Print Sent Buyers Into the Year's Worst Stocks, and the Momentum Board Finally Broadened.

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Aug 14, 2026

The Cool Inflation Print Brought the Chip Trade Back to Life. Then the Market Sold Cisco's Record Quarter.

The Cool Inflation Print Brought the Chip Trade Back to Life. Then the Market Sold Cisco's Record Quarter.

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Aug 13, 2026

July Inflation Came In Cool and On Target. Friday's Rate-Cut Bet Just Survived Its Biggest Test.

July Inflation Came In Cool and On Target. Friday's Rate-Cut Bet Just Survived Its Biggest Test.

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Aug 12, 2026

The Market Bet on Rate Cuts. Then Oil Spiked 5% Right Before the Inflation Report.

The Market Bet on Rate Cuts. Then Oil Spiked 5% Right Before the Inflation Report.

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Aug 11, 2026

America Lost Jobs Last Month. Stocks Closed at a Record High.

America Lost Jobs Last Month. Stocks Closed at a Record High.

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Aug 10, 2026

The Broadening Everyone Wanted Showed Up Monday. By Thursday The Whole Board Was Holding Its Breath.

The Broadening Everyone Wanted Showed Up Monday. By Thursday The Whole Board Was Holding Its Breath.

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Aug 9, 2026

Wall Street Went Quiet Before Today's Jobs Report. Almost Every Green Light Dimmed at Once.

Wall Street Went Quiet Before Today's Jobs Report. Almost Every Green Light Dimmed at Once.

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Aug 7, 2026

Wall Street Finally Spread the Gains Around. Its Own Momentum Gauge Cooled at the Same Time.

Wall Street Finally Spread the Gains Around. Its Own Momentum Gauge Cooled at the Same Time.

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Aug 6, 2026

The Chips Carried Wall Street to Another Record. After the Bell, Their Leader Cracked.

The Chips Carried Wall Street to Another Record. After the Bell, Their Leader Cracked.

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Aug 5, 2026

The Dow Set a Record High. On Our Board, Only Energy Stayed Red.

The Dow Set a Record High. On Our Board, Only Energy Stayed Red.

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Aug 4, 2026

Our Market-Risk Light Just Turned Green

Our Market-Risk Light Just Turned Green

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Aug 3, 2026

A 19-Year High In The Long Bond Just Reshuffled The Whole Stock Market.

Sector Rotation

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A 19-Year High In The Long Bond Just Reshuffled The Whole Stock Market.

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Aug 2, 2026