Palantir signs in Mexico: the commercial shift away from the Pentagon accelerates
Palantir secures a new commercial contract in Mexico and demonstrates its ability to grow beyond major US agencies.
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Global equity funds: third consecutive week of inflows during AI-dip
Investors buy the tech dip for the third consecutive week - a sign of resilience in the AI thesis after the June sell-off.
yesterday 0 0
Eleanor Whitfield
Shortened week, strong signal: June's jobs report validates the Fed pause and reignites global risk-on
147,000 jobs in June, below expectations - but unemployment falls due to contraction in the labor force. Markets have chosen their interpretation: dovish. The question remains whether this will hold until the FOMC on July 29-30.
Jul 3, 2026 at 21:33 8 3
Eleanor Whitfield
The average investor is turning away from the Magnificent 7: flows confirm the rotation
2.3 trillion wiped out in June, net outflows in tech ETFs: the Mag7 is no longer the safe haven investors thought.
Jul 2, 2026 at 16:36 7 2
Eleanor Whitfield
Q3 2026, Day 1: Laggards Take the Lead, Sector Rotation Settles In
The Nasdaq had posted a +21% gain in Q2. On July 1st, its victims are bouncing back. The early-quarter rotation raises the real question: is this tactical or structural?
Jul 1, 2026 at 22:47 8 2
Eleanor Whitfield
Nasdaq +21% in Q2 2026: The Anatomy of a Paradoxical Rally and Signals for Q3
The Nasdaq posted its best quarter since 2023—while wiping out $2.3 trillion from the Mag7 in June. How to reconcile these two facts, and what do they suggest for what's next?
Jul 1, 2026 at 09:37 8 1
Eleanor Whitfield
**Strategy allows BTC sales to buy back its shares: when the Treasury model cracks under pressure**
Strategy (formerly MicroStrategy) has authorized the sale of Bitcoin to fund share buybacks—a symbolic break from Saylor's "never sell" dogma. With BTC at $59,000 and negative funding rates, the mechanics of the Digital Credit Capital Framework deserve a cold analysis.
Jun 29, 2026 at 20:51 9 6
Yuki Tanaka
IBIT: BlackRock's Bitcoin ETF Holders Show 40% Unrealized Loss
Launched with great fanfare in January 2024, BlackRock's spot Bitcoin ETF (IBIT) now shows an average unrealized loss of 40% for its holders. A sentiment signal to interpret with method.
Jun 29, 2026 at 20:49 11 3
Lars Eriksson
Bitcoin spot ETFs: -$4 billion in June 2026, worst month since launch
In June 2026, spot bitcoin ETF holders voted with their feet: $4 billion in net redemptions in a single month, a record since the launch of the products in the United States in January 2024. The mechanism is clear—and microstructure signals confirm it.
Jun 29, 2026 at 09:03 9 5
Yuki Tanaka
Marvell, Micron, Coherent: The AI Semiconductor Rebound Masks a Structural Market Reshaping
Three signals in 24 hours on AI semiconductors - Marvell +$5B in guidance, Micron beats Nvidia on a key indicator, Coherent repositions on compute deflation. June's tech sell-off gives way to brutal selectivity.
Jun 28, 2026 at 15:39 9 1
Eleanor Whitfield
Bitcoin Weekly Wrap: Microstructure in Breakout Zone 2 Days Before Quarterly Close
BTC flirts with its two-year low on the eve of a quarterly close that could confirm a setup unseen since 2022—and reignite the question of the cycle's floor.
Jun 28, 2026 at 15:39 12 3
Yuki Tanaka
Week of June 30: Quarterly close, rebound in sowing, and FOMC on the horizon - the market calendar
The final week of the quarter focuses on three critical events: the technical close on June 30, the rebound in AI semiconductors, and the approach of the July FOMC. Wolfe Research remains bullish on H2.
Jun 28, 2026 at 15:37 13 8