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News

Gold Correction Ends, Analog Bulls Awaken
COMMENTARY

Gold Correction Ends, Analog Bulls Awaken

Gold is currently viewed as having completed a corrective phase from prior post‑2016 highs, positioning the metal at the outset of a new bull leg within a broader secular advance.

GDXGLDIAU+1

July 31, 2026

·1 min read
Market brief calendar for July 31
MARKET BRIEF

Market Brief — July 31, 2026

Major central banks stayed on hold and the Fed kept rates and runoff caps; Iran's tanker attacks pushed crude higher, supporting energy, cyclicals and US equity gains.

DJIASPXFRA40+27

July 31, 2026

·6 min read
Long Bond Breakout Reshapes Trading Landscape
COMMENTARY

Long Bond Breakout Reshapes Trading Landscape

U.S. 30-year Treasury yields are currently breaking to multi-year highs, with strength visible across several maturities along the curve.

BLKGSJPM+1

July 31, 2026

·1 min read
KOSPI Rollover Flags AI Trade Fatigue
COMMENTARY

KOSPI Rollover Flags AI Trade Fatigue

AI-exposed signals are weakening simultaneously: a major diversified player is exiting AI, data centers are being brought to market instead of expanded, credit spreads for large hyperscalers are...

SKHYNVDAAMD+3

July 31, 2026

·1 min read
Senate Pressure Reshapes Apple Memory Supply
COMMENTARY

Senate Pressure Reshapes Apple Memory Supply

A bipartisan group in the U.S. Congress is pressing Apple (AAPL) to rule out sourcing memory chips from Chinese manufacturers CXMT and YMTC, both flagged by the Pentagon as military‑linked entities.

AAPLMUSKHY+4

July 31, 2026

·2 min read
Forex trading screen highlighting sharp USDJPY=X move as yen jumps against the dollar
NEWS

Yen jumps as USD/JPY drops about 3%

Sudden, intervention-like yen rally drives heavy volume and shocks FX markets amid Fed pause and looming BOJ decision.

USDJPY

July 30, 2026

·2 min read
Nasdaq’s AI surge mirrors 1990s tech path
COMMENTARY

Nasdaq’s AI surge mirrors 1990s tech path

The Nasdaq Composite is currently up about 128% in the 918 days following the late‑2022 release of ChatGPT, a powerful advance but still trailing the roughly 151% gain logged over the equivalent...

^IXIC

July 30, 2026

·1 min read
Market brief calendar for July 30
MARKET BRIEF

Market Brief — July 30, 2026

FOMC kept the funds target at 3.50–3.75% as Q2 US GDP undershot forecasts; AI-heavy big-tech earnings and a chip rally lifted US equities while long yields rose and dollar fell.

DJIAFRA40UKX+34

July 30, 2026

·7 min read
Fortinet Beat Renews Cybersecurity Focus
COMMENTARY

Fortinet Beat Renews Cybersecurity Focus

Fortinet (FTNT) has reported a notably strong Q2 2026, with revenue reaching about $2.05 billion, up 26% year over year and clearly ahead of prior expectations on both sales and earnings.

FTNTNVDATSLA

July 30, 2026

·1 min read
Middle-Power Blocs Eye Capex Heavyweights
COMMENTARY

Middle-Power Blocs Eye Capex Heavyweights

Middle powers are steadily expanding minilateral alliances alongside existing great-power blocs, reshaping regional economic and security architectures.

7011.T6301.T6501.T+1

July 30, 2026

·2 min read
Modern bank headquarters in financial district after strong Q2 2026 results and upgraded outlook for ING
NEWS

ING lifts outlook after Q2 2026 beat

Robust quarter sends ING upgrading targets, boosted by rising fee revenue, a shareholder payout and strong capital.

INGAa

July 30, 2026

·3 min read
Indoor cannabis cultivation facility representing August 2026 cannabis stocks GTBIF, TCNNF, CURLF
IDEA

3 Best Cannabis Stocks to Buy in August 2026

Top cannabis picks for August 2026 combine legalization upside with disciplined execution and credible paths to durable profitability.

GTBIFTCNNFCURLF

July 30, 2026

·18 min read
Cybersecurity Leaders Hold High Ground In Tech
COMMENTARY

Cybersecurity Leaders Hold High Ground In Tech

CrowdStrike (CRWD) is holding near its highs after roughly doubling since April, trading only about 17% off peak levels while broader growth stocks show signs of lagging.

CRWDNDXFTNT+5

July 30, 2026

·1 min read