Edition 041 — Stocks slid Friday and the Nasdaq had its worst week since June, with futures up Monday into a heavy earnings week — Hold what's on and Do nothing new; the price feed is blocked again, so there is no radar.
Monday 19 Oct 2026 · Playbook mode · Yahoo price feed blocked (HTTP 403); radar unavailable.
Mon 19 Oct 2026 →
Edition 040 — Stocks fell a second day as the 10-year held near 5.2–5.3%, 24-year highs, and Fed Governor Waller said more hikes are likely — Hold what's on and Do nothing new; the price feed is blocked again, so there is no radar.
Friday 9 Oct 2026 · Verdict mode · Yahoo price feed blocked (HTTP 403); radar unavailable.
Fri 9 Oct 2026 →
Edition 039 — Fed minutes point to another hike by year-end and the 10-year touched ~5.35%, its highest since 2002 — Hold what's on and Do nothing new; the price feed is blocked again, so there is no radar.
Thursday 8 Oct 2026 · Verdict mode · Yahoo price feed blocked (HTTP 403); radar unavailable.
Thu 8 Oct 2026 →
Edition 038 — S&P 500 and Nasdaq closed at records and the 10-year still sits near 5.27% — Hold what's on and Do nothing new before today's Fed minutes (19:00 Dublin); futures are lower and the price feed is blocked again, so there is no radar.
Tuesday closed with the S&P 500 (+0.7%, first close above 7,800) and Nasdaq (+0.5%) at records; futures are lower this morning with oil and yields firmer. The Yahoo price feed returned HTTP 403 again, so no refresh ran and the radar is unavailable.
Wed 7 Oct 2026 →
Edition 037 — Nasdaq closed at a record 27,477.31 and the 10-year still sits near 5.27% with the dollar at 102.23 — Hold what's on and Do nothing new into Wednesday's Fed minutes (19:00 Dublin); the price feed is blocked again, so there is no radar.
Monday closed with the Nasdaq Composite at a record 27,477.31 (+1.05%) and the S&P 500 at 7,773.95 (+0.66%); futures are firmer as yields and oil ease, but the 10-year is still ~5.27%. The Yahoo price feed returned HTTP 403 again, so no refresh ran and the radar is unavailable.
Tue 6 Oct 2026 →
Edition 036 — Payrolls came in at just +29K and an October Fed hike has faded to roughly 17–24% — but the 10-year still sits near 5.28% and the dollar is at 102, so Hold what's on and Do nothing new until Wednesday's minutes; no price feed again today.
September payrolls +29K vs ~84–95K expected, unemployment 4.2%, wages +0.1% m/m. Nasdaq Composite closed at a record-area 27,190.86 (+1.19%) and the S&P 500 at 7,722.72 (+0.73%). The Yahoo price feed returned HTTP 403 again, so no refresh ran and the radar is unavailable.
Mon 5 Oct 2026 →
Edition 035 — Jobs report lands at 13:30 Dublin with the 10-year near a 24-year high and an October Fed hike priced at roughly two-in-three — hold what's on, and there is still no price feed to size anything against.
Payrolls (consensus roughly +90–98K, unemployment 4.1%) land at 13:30 Dublin; the 10-year eased toward 5.23% from a 24-year high above 5.34%, and markets price about a 64–70% chance of a 28 October Fed hike. Thursday closed flat (S&P 500 7,666.45, +0.19%). The Yahoo price feed returned HTTP 403, so no refresh ran and the radar is marked prices unavailable.
Fri 2 Oct 2026 →
Edition 034 — The bond selloff that's defined September breaks fresh multi-decade highs overnight — the 30-year at a 2004 high, the 10-year at a 2007 high — and the price feed is now down for a third straight session with no way to size any of it.
Wednesday's hot flash PMI pushed the 10-year to 5.135% at the close, its highest since July 2007, and stocks fell broadly (Dow -0.68% to 51,511.59, S&P -0.75% to 7,706.03, Nasdaq -1.13% to 26,936.04); the move kept going overnight, with the 30-year touching 5.446% (highest since June 2004) and Fed October-hike odds jumping to ~70% from ~55%, dragging Thursday's premarket lower again. Trump and Xi hold their main summit day in Washington with a trade-truce extension to 10 January 2027 already confirmed. The independent CI refresh has failed its last two runs and this session's own direct fetch remains blocked — the book's most recent committed prices are still Monday 21 September's.
Thu 24 Sep 2026 →
Edition 033 — Meta's Muse AI agent is splitting this book's own BUY tier in two, lifting AI Compute and hammering Financials on the same catalyst — and the price feed still can't size either side of it.
Tuesday cooled off Monday's record run without reversing it (Dow -0.36% to 51,864, S&P flat at 7,764.64, Nasdaq +0.5% to a record 27,244) as Meta's viral Muse AI agent split the AI trade: chip names (AVGO, NVDA, TSM, AMD — all BUY in this book) rode the same tailwind that sent Meta itself up 11% Monday, while banks and insurers (JPM, WFC, BAC — also BUY here) sold off hard on fears Muse disrupts consumer-inertia businesses. Oil reversed back toward $100 in Wednesday's premarket on fresh Iran-war uncertainty, keeping RISK-OFF intact. The independent CI refresh hasn't landed for two straight sessions now, and this session's own direct fetch attempt was tested and confirmed blocked again this morning — the book's most recent committed prices are still Monday 21 September's, now stale. Xi Jinping arrives in Washington today; the real summit action is Thursday.
Wed 23 Sep 2026 →
Edition 032 — AMD closed Monday above a $1 trillion market cap for the first time as the same AI rally sent the Nasdaq to a record close — the Alpha 100 feed is down again today, both in this session and the independent backup, so there's still no zone to size the move against.
Monday closed broad and strong (Dow +0.71% to 52,048.83, S&P +1.49% to a record 7,764.70, Nasdaq +2.26% to a record 27,122.09) as AMD's five-session run took it to an ATH of $613.92 and past $1 trillion in market cap on Data Center revenue that surged 107% YoY to $6.7B. Oil fell back under $100 as Saudi Arabia's pipeline recovers, and the 10-year eased to ~4.96% from last week's ~5.04% high — genuine easing at the margin, not a regime flip; RISK-OFF holds. None of it can be checked against this book today: this session's feed access is blocked as always, and the independent CI refresh hadn't produced a run for today as of writing — its last success was Monday 21 Sep 16:41 UTC, which is what the site currently carries. Wednesday opens the three-day Trump-Xi Washington summit.
Tue 22 Sep 2026 →
Edition 031 — Trump and Xi open a two-day Washington summit with rare-earth curbs and AI-security guardrails on the table for chips and defense names — but the Alpha 100 price feed has now been down for a full trading week, so there's still no zone to buy into.
Wednesday's Fed delivered exactly what was priced — a 25bp hike to 3.75-4.00%, 12-0, first since July 2023 — with Chair Kevin Warsh's hawkish dot plot (16 of 18 officials see another hike) landing without a fresh selloff; the Dow still posted a third straight losing week (-1.7%) while the S&P (-0.1%) and Nasdaq (+0.7%) held roughly flat to firmer. Oil is doing the real moving this morning, down ~2-2.4% as Saudi exports recover past 4m bbl/day and US-Iran diplomacy hopes build around this week's UNGA. Trump greets Xi in Washington Wednesday with rare earths, AI-security guardrails and Taiwan on the agenda ahead of Thursday's bilateral. None of it can be checked against this book today: the scheduled refresh hasn't completed since Monday 14 September — this session's feed access is blocked as always, and the independent CI refresh has itself now failed for four straight sessions behind a data-integrity guard in the page generator.
Mon 21 Sep 2026 →
Edition 030 — The 10-year Treasury yield crosses 5% for the first time since 2007 and Wednesday's Fed hike is priced as close to a lock — but this morning's Alpha 100 price feed failed outright, so the Buy Zone Radar sits this edition out.
The 10-year rose for a fifth straight session to roughly 5.00-5.04%, the highest since 2007, as elevated oil and mounting debt concerns feed a global bond selloff into Wednesday's FOMC decision; CME FedWatch now prices a hike at 85-93% depending on the reading, up from ~48% five weeks ago. Brent holds near $107.5-107.9 as Saudi Arabia's pipeline outage persists, and Monday's AI-slowdown fallout kept splitting the book: cybersecurity names (CrowdStrike, Palo Alto, Zscaler, Okta) ran up 8-15% since Friday while AI-Compute chip names stayed pressured. None of it could be checked against this book today — the scheduled price-feed fetch returned zero quotes (network access blocked for this session), so per the routine's own contingency, today's refresh commit is skipped and the radar renders "prices unavailable" rather than repricing off yesterday's numbers on a day this volatile.
Tue 15 Sep 2026 →
Edition 029 — Saudi Arabia shuts the last major bypass around the Strait of Hormuz and Anthropic, OpenAI and xAI all call for an AI slowdown — the live buy roster shrinks to four names as three prior zones break outright.
Drone damage forced Saudi Arabia to shut its 7-million-barrel-a-day East-West pipeline over the weekend, pushing Brent to ~$108.31 (+3.6%) and WTI to ~$103.35 (+3.3%); separately, Anthropic's Dario Amodei, OpenAI's Sam Altman and xAI's Elon Musk all called for an AI-development slowdown, knocking Nasdaq 100 futures ~1.5% and chip names Broadcom, Intel and Marvell down 3-7% premarket. The computed zone list deteriorated hard: Palo Alto Networks, RTX and Eli Lilly all broke straight out of BUY NOW into BROKE ZONE, and Novo Nordisk fell through to a 200-day reclaim gate, leaving just four live names (Amazon, Bank of America, JPMorgan, Charles Schwab) against six at Edition 028 — CME FedWatch now prices ~86-87% odds of a hike at Wednesday's FOMC decision, up from ~60% a week ago.
Mon 14 Sep 2026 →
Edition 028 — A Houthi missile barrage on Saudi oil facilities pushes Brent toward $100 and Canada's new tariffs take effect — buy the book's six live zones in thirds, Palo Alto Networks newly among them.
Tuesday's Houthi strikes on Saudi oil facilities and utilities (70+ wounded, Aramco's Jizan refinery hit a third time in two months) pushed Brent to roughly $98.59 and knocked Dow futures down about 389 points pre-open, while Canada's retaliatory tariffs on $20B of US goods took effect at 12:01am ET. None of it changes the book's math yet — Friday's close is still the freshest confirmed print — but the computed zone list moved: Palo Alto Networks repaired into the live buy band, taking the BUY NOW roster to six, while Nokia, Lam Research and AMD climbed out of broke-zone into AT ZONE watch, narrowing that bucket to four names from eight. NFIB's August small-business optimism index missed, falling to 98.7; Thursday's PPI and Friday's CPI are the last inflation reads before the 16 September Fed decision.
Tue 8 Sep 2026 →
Edition 027 — US markets are closed for Labor Day; Friday's 162k payrolls beat killed the "labor cracking" story and puts a Fed hike back in play for 16 September — do nothing until Tuesday, hold the five live zones.
There's no session today, so the number that matters is Friday's: August payrolls smashed estimates (+162k vs. +53k consensus), unemployment held at 4.1%, and stocks sold off on the beat (Dow -0.51% to 53,414.25, S&P -0.38%, Nasdaq -0.29%) as Fed-hike odds for the 16 September decision jumped to roughly 60% with the Fed's quiet period already underway. SanDisk (+11.9%) and Micron (+6.1%) ripped Friday on an accelerating NAND shortage now expected to run through 2027, though both stay WATCH/WAIT tier in this book. The Buy Zone Radar carries Friday's fetch unchanged — five live BUY NOW names (Amazon, Bank of America, RTX, Novo Nordisk, Eli Lilly), rotated from Edition 025's six as Lockheed Martin, Eaton and Wells Fargo dropped out — and the broke-zone bucket narrowed to 8 names from 10.
Mon 7 Sep 2026 →
Edition 026 — Today's price feed failed outright — do nothing on the radar; watch the data stack (ADP's miss, ISM Services, Friday's payrolls) while oil pushes near $95 on a fresh US-Iran exchange of fire.
This morning's scheduled Alpha 100 refresh never returned a single quote, so the Buy Zone Radar carries no new numbers this edition. Wednesday closed higher (Dow +295pts/+0.56% to 53,061.95, S&P +0.46%, Nasdaq +0.45%) even as ADP's August payrolls badly missed (38k vs 48k expected) and Brent ran to ~$95 after US strikes on Iranian targets near the Strait of Hormuz and Iran's missile response into Jordan. Broadcom fell ~5% after the bell on soft Q4 guidance, deepening the AI-capex chip cohort's cooling trend inside an already broke-zone Alpha 100 name — but with the feed down, nothing in the book is repriced today.
Thu 3 Sep 2026 →
Edition 025 — RTX and Lockheed Martin just walked into the buy zone alongside Eaton, Eli Lilly, Wells Fargo and Bank of America — buy all six in thirds; Datadog just broke its own zone and drops out, joining the ten-name AI-capex-and-power cohort that still isn't a buy.
Monday closed lower (Dow -0.7% to 53,185.90, S&P -0.33%, Nasdaq -0.12%) as the US and Iran traded fire for the first time in a month; Tuesday's premarket is soft again after two oil tankers were hit by projectiles in the Strait of Hormuz, sending Brent above $91 and the 10-year yield to its highest since January 2025 (~4.78-4.79%). The scheduled refresh repriced the radar again: RTX and Lockheed Martin (helped by a fresh Pentagon contract) slid into range, while Datadog broke its own zone and fell out — Eaton, Eli Lilly, Wells Fargo and Bank of America hold over. ISM Manufacturing and JOLTS land at 15:00 Dublin today, the first hard data since Friday's hawkish Warsh remarks.
Tue 1 Sep 2026 →
Edition 024 — The Buy Zone Radar fully rotated over the long weekend — buy Datadog, Wells Fargo, Bank of America, Eli Lilly and Eaton in thirds; the chip-and-power broke-zone cohort still isn't a buy.
Friday closed slightly lower (Dow -0.02%, S&P -0.25%, Nasdaq -0.52%) on Fed Chair Warsh's hawkish Jackson Hole debut; Monday's premarket is soft again after the US struck Iranian rocket launchers near the Strait of Hormuz, sending Brent up 2.9% to $90.69 while energy leads gainers. Saturday's scheduled refresh actually landed and repriced the whole radar: Datadog repaired out of broke-zone into a live buy, Wells Fargo and Bank of America slid into range, and Eli Lilly joins fresh — only Eaton holds over from Thursday's five, while Palo Alto Networks, Lockheed Martin, ASML and Novo Nordisk have all moved out of the zone.
Mon 31 Aug 2026 →
Edition 023 — Nvidia's earnings beat is real; the Alpha 100 hasn't measured it yet — buy the same five live BUY NOW names in thirds, and leave the chip names alone until tomorrow's data catches up.
Wednesday closed slightly lower (Dow -0.21%, S&P -0.02%, Nasdaq -0.08%) as chip stocks drifted into Nvidia's report and Core PCE printed in line; after the bell Nvidia posted $96.2B revenue and a $108B Q3 guide against Street's $104.2B, popping ~4-5% after hours and lifting Thursday's futures alongside a durable-goods beat and a modest Iran de-escalation signal. The scheduled weekday price refresh hadn't landed as of publish time, so the Buy Zone Radar still reads yesterday's fetch — the five-name BUY NOW roster and nine-name broke-zone chip cohort are unchanged because nothing has been re-measured, not because nothing moved.
Thu 27 Aug 2026 →
Edition 022 — Nvidia priced itself out of the zone before its own earnings — buy the five live BUY NOW names in thirds, then wait for PCE and the print.
Tuesday closed higher (Dow +0.3%, S&P +0.3%, Nasdaq +0.7%) as the 10-year eased to 4.63% and oil fell a third session; Wednesday's premarket splits chips (rallying into tonight's Nvidia print) from software (sliding on weak guides), with Core PCE/GDP/durable goods due at 13:30 Dublin and Nvidia's own Q2 report after tonight's close. Inside the Alpha 100, Tuesday's chip strength pushed Nvidia and Dell back out of their zones into limit orders while software weakness pulled Palo Alto Networks and Lockheed Martin into range — the BUY NOW roster holds at five names for a third straight session, fully rotated again.
Wed 26 Aug 2026 →
Edition 021 — Nvidia and Dell just graduated into the buy zone, Bank of America just graduated out — buy the five live BUY NOW names in thirds.
Monday closed mixed (Dow +0.26%, S&P -0.28%, Nasdaq -0.76%) as a Samsung/Micron-driven chip selloff (MU -5.8%, SanDisk -6%) offset fading September-hike odds (~30%, down from ~82% in July); Tuesday's futures claw part of it back while gold holds near a $4,702 record and Bitcoin jumps 4.3% — inside the Alpha 100, pure price action rotates the BUY NOW roster as Nvidia and Dell fall into zone and Bank of America's gap widens out of it, holding the count at five ahead of Wednesday's Nvidia earnings/Core PCE double-header and Friday's Warsh Jackson Hole keynote.
Tue 25 Aug 2026 →
Edition 020 — Novo Nordisk reclaims its 200-day and Bank of America's zone catches up — buy the four live BUY NOW names in thirds.
Friday closed strong (Dow +1.0%, S&P +0.4%, Nasdaq +0.4%) but Monday's futures give a little back on Bessent's afternoon Iran-sanctions press conference and Canada's retaliatory tariffs from 8 Sept; oil falls into its own headline while gold and the 10-year both climb, and inside the Alpha 100 Novo Nordisk reclaims its 200-day and Bank of America's zone widens to catch it, growing the live BUY NOW roster to four (ASML, Eaton, Novo Nordisk, Bank of America) as breadth improves to 51/99 — Alibaba's 8% Hong Kong plunge on a $10.2bn AI share sale and this week's Nvidia earnings/Jackson Hole gauntlet wait untouched.
Mon 24 Aug 2026 →
Edition 019 — Yesterday's five BUY NOW zones are down to one survivor — buy ASML, Eaton and Dell, do nothing on the rest.
Thursday's close was ugly (Dow -1.32%, S&P -0.87%, Nasdaq -1.0%) as Treasury's doubled bond buybacks failed to hold the 10-year under 4.70%; Friday's futures bounce (+0.3-0.5%) masks a widening Alpha 100 casualty list — GE Vernova broke its zone, Goldman got demoted, Wells Fargo and Novo Nordisk fell through their 200-day — as Bessent vows the "toughest sanctions in history" on Iran and Brent holds above $93.
Fri 21 Aug 2026 →
Edition 018 — Today's yield rebound is strong data, not a growth scare — buy the five zones, leave the chip knives alone.
Wednesday's bond relief lasts one session: firm jobless claims (206,000 against a 210,000 consensus) and a hot August Philadelphia Fed print push the 10-year back up 5bp to 4.70% and the 30-year to 5.25%, while Trump's vow to squeeze Iran economically leaves Brent near $95 — equities drift lower but the Russell 2000 holds green, marking a rotation rather than a rout; the Buy Zone Radar's BROKE ZONE bucket holds at 7 but churns as Datadog and Lam Research break down, Marvell repairs into band and Rocket Lab falls through its 200-day, leaving five live BUY NOW zones (GEV, GS, NVO, ASML, WFC).
Thu 20 Aug 2026 →
Edition 017 — Don't chase the bond-relief rally before the minutes — the real move is seven Alpha 100 chip names hitting BROKE ZONE.
Wednesday's futures jump on a Treasury buyback expansion that pulls the 30-year off a 19-year high and a paused Canada tariff snapback, but Tuesday's semiconductor selloff (SMH -5%, Micron -7.6%) is still working through the Alpha 100 — the Buy Zone Radar's BROKE ZONE bucket more than triples to 7 names as AMAT, MRVL, VRT, RKLB, AMD and COHR join Nokia; FOMC minutes from the hawkish 9-3 July hold land at 19:00 Dublin.
Wed 19 Aug 2026 →
Edition 016 — Buy the zones, ignore the Oman threat — the real story today is the 30-year yield, not Trump's rhetoric.
Monday closes lower a third straight session as oil and long-end yields jump on renewed US-Iran war fears; Trump threatens to bomb Oman over the Strait of Hormuz while the 30-year Treasury yield hits a 19-year high on debt-issuance and Fed-chair uncertainty — a separate story from September hike odds, which actually fell to ~30%; the Buy Zone Radar widens to a near-record 15 names as Monday's AI-compute pullback pulls names back to their 50-day bases.
Tue 18 Aug 2026 →
Edition 015 — Records keep coming, but two real tests land before lunch — retail sales at 13:30 Dublin and Applied Materials' post-earnings reaction — not this morning's flat futures.
Thursday closes at a fresh record — S&P 500's 27th record close this year — as easing rate-hike odds (~45%, down from 67% a month ago) meet a hardening Hormuz standoff after Bessent promises Iran "economic isolation" next week; the Buy Zone Radar widens sharply to 11 names in band as Applied Materials beats on earnings but slides on the reaction ahead of today's retail sales print.
Fri 14 Aug 2026 →
Edition 014 — The post-CPI calm has legs — yields and the dollar keep easing — but tonight's Applied Materials print is the real test, not this morning's PPI.
Wednesday closes higher for the first time in three sessions as cool CPI pulls September hike odds to ~38-42%, oil keeps easing toward $82 despite a still-deadlocked Strait of Hormuz standoff, Cisco beats on a $9.3bn AI-orders haul then fades, and the Buy Zone Radar improves to 5 as Applied Materials reclaims its zone ahead of tonight's earnings.
Thu 13 Aug 2026 →
Edition 013 — Don't trust this morning's calm. July CPI lands in under an hour and the scenario table matters more than the tape.
Tuesday closes lower a second straight session as Alphabet's raised AI capex guide drags megacap tech, oil eases toward $88.63 even as a Red Sea strike and a US Gulf of Oman intercept mark the deadliest 24 hours of the cycle, and the Buy Zone Radar widens to 5 as Datadog and TSMC move back into range ahead of Thursday's earnings and today's 13:30 Dublin CPI print.
Wed 12 Aug 2026 →
Edition 012 — Don't trust the flat open. Oil's grind toward $90 is doing more talking than the tape is.
Brent climbs a fourth straight session toward $88 and the 10-year yield hits 4.73%, near its January high, as a second Houthi strike near Aramco's Jazan refinery collapses Hormuz tanker traffic one day before CPI; the Buy Zone Radar narrows to 3 as Applied Materials breaks down and Datadog's 11% surge lifts it out of its own zone.
Tue 11 Aug 2026 →
Edition 011 — Don't chase Friday's rally. Don't fight Wednesday's CPI either.
Friday's shock 23K payrolls miss torched September-hike fears and sent the S&P and Nasdaq to their best week since April, but Wednesday's CPI is the real referee; the Buy Zone Radar narrows to 5 as TSM and LLY climb back above zone and Novo Nordisk enters fresh.
Mon 10 Aug 2026 →
Edition 010 — Don't catch AMD's knife. Don't chase SpaceX's lockup dip either.
AMD's zone break is confirmed this morning, SanDisk and Peloton beat and still get sold, and the Buy Zone Radar shrinks from 10 names to 6 as a new slope filter demotes eight more to "wait for the turn."
Thu 6 Aug 2026 →
Edition 009 — Don't chase AMD's beat. Don't panic SpaceX's capex either.
AMD and SpaceX both beat Tuesday and both fell after hours anyway on margin/capex costs; September hike odds triple to ~82% even as the S&P and Dow hit record closes, while gold and silver catch a fresh safe-haven bid on renewed Red Sea tension.
Wed 5 Aug 2026 →
Edition 008 — Don't chase the relief rally. Iran hasn't signed anything.
Trump calls off a weekend Iran strike on a Gulf-brokered pledge to reopen the Strait of Hormuz; Iran denies any deal, but oil drops 9.7% and the Buy Zone Radar hits a record 12 names anyway.
Mon 3 Aug 2026 →
Edition 007 — Don't chase the Amazon gap. Don't panic the Apple dip.
AWS grows 37% and Amazon's capex guide jumps to $220B, gapping the stock 12%; Apple beats but guides below on a chip/memory supply crunch and falls 7%; cooler core PCE fuels a huge Thursday rally even as September hike odds hold near 80%.
Fri 31 Jul 2026 →
Edition 006 — Do nothing before 13:30. Do nothing before 22:00 either.
Hawkish Fed hold sends September hike odds to ~81%; Microsoft +8% and Meta −9% split the AI-capex trade; GDP/PCE/claims and Apple/Amazon earnings still ahead today.
Thu 30 Jul 2026 →
Edition 005 — Don't front-run the Fed. Don't front-run Big Tech either.
FOMC decision at 19:00 Dublin, Microsoft and Meta report two hours later; oil reverses back up 3%+ overnight and the chip complex nears a correction.
Wed 29 Jul 2026 →
Edition 004 — The war paused. The wait-for-Wednesday trade didn't.
US-Iran strike pause sends oil down 7% and futures ripping, but the Fed decision and the MSFT/META/AAPL/AMZN capex verdicts are unchanged this week.
Mon 27 Jul 2026 →
Edition 003 — Don't buy the beat. Wait for Wednesday.
GOOGL, TSLA and INTC all beat and got sold on capex; a live FOMC Wednesday, then MSFT/META and AAPL/AMZN report Wed–Thu.
Sat 25 Jul 2026 →
Edition 002 — Do nothing before 13:30
CPI-day playbook: the head-fake filter, five megabanks, Warsh's first testimony, the seed radar.
Tue 14 Jul 2026 →
Edition 001 (10 Jul 2026) predates the site — republish pending. New editions are committed here by the daily routine.