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Two Americans Died Over the Weekend. Wall Street Shrugged.

Two Americans Died Over the Weekend. Wall Street Shrugged.

•

Jul 20, 2026

A Cheap Chinese AI Model Just Cracked the Market's Most Crowded Trade

Sector Rotation

+2

A Cheap Chinese AI Model Just Cracked the Market's Most Crowded Trade

•

Jul 19, 2026

The Bond Market Already Voted. Now Wall Street Waits On A Single Chip Print Tuesday Night.

The Bond Market Already Voted. Now Wall Street Waits On A Single Chip Print Tuesday Night.

Brad Hoppmann, +1

•

Jul 19, 2026

IBM Just Had Its Worst Trading Day Since 1987.

IBM Just Had Its Worst Trading Day Since 1987.

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Jul 18, 2026

Marvell Fell 8.71% Thursday. Four of Our Eleven Sectors Just Turned Green Anyway.

Marvell Fell 8.71% Thursday. Four of Our Eleven Sectors Just Turned Green Anyway.

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Jul 17, 2026

Asia's Chip Stocks Just Got Halted. America's Earnings Season Says Not So Fast.

Asia's Chip Stocks Just Got Halted. America's Earnings Season Says Not So Fast.

Brad Hoppmann

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Jul 16, 2026

Cool Inflation Data Meets a Hot Mess of Earnings News

Daily Radar

Cool Inflation Data Meets a Hot Mess of Earnings News

Brad Hoppmann

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Jul 15, 2026

The Sunday Night Open Did the Job the Cable Channels Could Not Do Through the Weekend — A Six-Point-Seven-Percent Gap-Down in West Texas Intermediate, an Eight-Basis-Point Gift to the Long End of the Treasury Curve, and a Federal Reserve Chairman Who Now Walks Into His First Dot-Plot With a Cleaner Set of Variables Than the One He Faced on Friday

The Sunday Night Open Did the Job the Cable Channels Could Not Do Through the Weekend — A Six-Point-Seven-Percent Gap-Down in West Texas Intermediate, an Eight-Basis-Point Gift to the Long End of the Treasury Curve, and a Federal Reserve Chairman Who Now Walks Into His First Dot-Plot With a Cleaner Set of Variables Than the One He Faced on Friday

Brad Hoppmann, +1

•

Jul 15, 2026

The Market Made Its Bet On War Monday. Tuesday It Has To Defend That Bet.

The Market Made Its Bet On War Monday. Tuesday It Has To Defend That Bet.

Brad Hoppmann

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Jul 14, 2026

The War Came Back This Week. The Bond Market Stopped Betting On Rate Cuts.

The War Came Back This Week. The Bond Market Stopped Betting On Rate Cuts.

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Jul 12, 2026

The Board Opened The Week At Five Green Lights. It Closed At One.

The Board Opened The Week At Five Green Lights. It Closed At One.

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Jul 11, 2026

Thursday's Rally Was Real. Only One Sector's Chart Agrees.

Thursday's Rally Was Real. Only One Sector's Chart Agrees.

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Jul 10, 2026

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Sector Cycle Radar

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Sector Cycle Radar

We provide analysis on the S&P Sectors and provide actionable insight into how current cycles are affecting each sector and predict what the future of the sector results will be.

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