Published on 07/29/2026

Rotation or De-Risking? Reading Breadth When Both Sides Fall - Part 2

Rotation or de-risking? The two readings of last week's tape imply opposite things for sizing. A look at breadth, Band structure, and what a spread leaves out.

Published on 07/28/2026

Rotation or De-Risking? Reading Breadth When Both Sides Fall - Part 1