Bitcoin's Hidden Cycle Signal (35K Warning)
July 31, 2026
Bitcoin eyes a short-term breakout toward $72,000, but historical cycle patterns signal a possible drop to $35,000 by October.
Skeptics like Michael Burry warn that aggressive accounting and circular financing may inflate AI earnings.
REITs are outperforming the S&P 500 and Nasdaq year-to-date as the crowded AI narrative faces growing skepticism.
What has changed between Berkshire's early decades and today's AI-driven market, told through the data.
Markets are weighing AI monetization against rising capex as Mag 7 growth remains the primary driver for the S&P 500.
The Fed is expected to hold rates steady in July, pausing after June's hawkish shift as inflation and labor data cool.
July 31, 2026
Bitcoin eyes a short-term breakout toward $72,000, but historical cycle patterns signal a possible drop to $35,000 by October.
July 31, 2026
The Russell 1000 Value index outperformed Growth by nearly 22 points this year, its widest YTD lead since 1993.
July 31, 2026
U.S. consumer sentiment is stabilizing near pre-war levels as Michigan and Conference Board indices show signs of a recovery.
July 31, 2026
Silver is consolidating above $55 support as downside momentum slows despite rising Treasury yields.
July 31, 2026
Apple shares fell as soft revenue guidance and foreign exchange headwinds overshadowed the top-line victory.
July 31, 2026
The U.S. housing market is nearing balance despite historic affordability crises.
July 31, 2026
U.S. consumer spending surged in June despite stagnant real incomes, fueled by a declining 2.7% saving rate.
July 31, 2026
Gold has formed a bullish falling-wedge pattern, signaling a potential upside breakout. Despite hawkish Fed sentiment, exhausted selling pressure and oversold levels suggest the metal is coiling for a major reversal.
July 31, 2026
Elon Musk’s $1 billion APR Energy deal highlights power infrastructure as the primary bottleneck for AI growth.
July 31, 2026
While Google Cloud leads in growth speed, AWS remains the profit engine and Azure demonstrates resilient momentum.
July 31, 2026
Analysts remain bullish on Azure's growth, while selling out-of-the-money puts offers a strategic yield play for investors.
July 31, 2026
The SPR is the lowest since 1982, but days should be the big concern.