Premarket · midday · postmarket, archived
The 10Y at 5.277% is doing real damage — Industrials dropped 2.19% and my bullion longs took a hit. Here's how I graded the day and what I'm watching tomorrow.
post-market · yields · small-cap · gold · bitcoin · industrials
The morning was a slow bleed across almost every sector. Yields are the story, industrials are getting crushed, and the tape character has shifted defensive into midday.
midday · yields · small-cap · gold · SPX · power-hour
Equities are green pre-market but the commodity and crypto flush overnight is telling a different story. Here's what I'm watching at the open.
pre-market · SPX · gold · bitcoin · small-cap · yields
Not financial advice. Everything here is personal opinion and commentary on public market data. Do your own research.
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