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Projects, Experiments, and Notes

This is mostly for my own enjoyment. Hopefully you find something interesting, but some things may still be under construction.

Live Research Snapshot

Market Pulse

A softer dollar, easing oil shock, and resilient earnings have pulled risk sentiment back toward a soft-landing setup, but the long end of the bond market is still refusing to fully cooperate. The next test is whether labor and services data confirm cooling without cracking, because that determines whether the recent rally broadens or gets treated as another overextended tech-led bounce. Crypto is stabilizing, but the quality split remains obvious: large assets are holding up better than speculative long-tail names, and custody/security headlines add a fresh layer of uncertainty.

Updated Aug 3, 2026 · Weekly Market Overview - 08/03/2026

Two-week outlook

Key Upcoming Market Events

Macro Earnings
Next WeekAug 10 – Aug 14
Mon
Aug 1031
TSM Monthly Revenue
Jul 2026
FERG
Ferguson Enterprises IncBMO
KSPI
Kaspi.kz AOBMO
JBS
Jbs NVAMC
ACM
AECOMAMC
AMTM
AMENTUM HOLDINGS INC
25 more reporting
DOLE
DOLE PLC
AAON
AAON INC
ACH
ACCENDRA HEALTH INC
BALY
BALLY'S CORP
BZH
BEAZER HOMES USA INC
CNDT
CONDUENT INC
CRC
CALIFORNIA RESOURCES CORP
DDS
DILLARDS INC-CL A
HI
HIMS
HIMS & HERS HEALTH INC
IHRT
IHEARTMEDIA INC - CLASS A
NIQ
NIQ GLOBAL INTELLIGENCE PLC
NIU
NIU TECHNOLOGIES-SPONS ADR
RDNT
RADNET INC
SGRY
SURGERY PARTNERS INC
SPG
SIMON PROPERTY GROUP INC
ACHR
ARCHER AVIATION INC-A
ACVA
ACV AUCTIONS INC-A
AGEN
AGENUS INC
AIFC
AI FINANCIAL CORP
AIOT
POWERFLEET INC
AIRS
AIRSCULPT TECHNOLOGIES INC
ALCO
ALICO INC
ALMR
ALAMAR BIOSCIENCES INC
ALTI
ALTI GLOBAL INC
Tue
Aug 1131
CPI Report
Jul 2026
CAH
Cardinal Health IncBMO
SE
Sea LtdBMO
SMCI
Super Micro Computer IncAMC
TME
Tencent Music Entertainment GroupBMO
ARMK
ARAMARKBMO
25 more reporting
CRWV
COREWEAVE INC-CL A
PAGS
PAGSEGURO DIGITAL LTD-CL A
QXO
QXO INC
SFD
SMITHFIELD FOODS INC
VG
VENTURE GLOBAL INC-CL A
AGRO
ADECOAGRO SA
ECX
ECARX HOLDINGS INC-CL A
HRB
H&R BLOCK INC
HUYA
HUYA INC-ADR
LITE
LUMENTUM HOLDINGS INC
MIDD
MIDDLEBY CORP
MRX
MAREX GROUP LTD
OGN
ORGANON & CO
ONON
ON HOLDING AG-CLASS A
RXT
RACKSPACE TECHNOLOGY INC
VSTS
VESTIS CORP
ABSI
ABSCI CORP
ACCS
ACCESS NEWSWIRE INC
AII
AMERICAN INTEGRITY INSURANCE
AMBQ
AMBIQ MICRO INC
AMNF
ARMANINO FOODS OF DISTINCT
AQST
AQUESTIVE THERAPEUTICS INC
ATER
ATERIAN INC
ATEX
ANTERIX INC
ATRO
ASTRONICS CORP
Wed
Aug 1230
CSCO
Cisco Systems IncAMCMega-cap
PFGC
Performance Food Group CoBMO
VIPS
Vipshop Holdings Ltd
TBBB
Bbb Foods IncAMC
AMCR
AMCOR PLCBMO
25 more reporting
BHF
BRIGHTHOUSE FINANCIAL INC
COHR
COHERENT CORP
AMZE
AMAZE HOLDINGS INC
DAO
YOUDAO INC - ADR
DOX
AMDOCS LTD
EAT
BRINKER INTERNATIONAL INC
ENS
ENERSYS
EQPT
EQUIPMENTSHARE.COM INC-A
EYE
NATIONAL VISION HOLDINGS INC
GO
GROCERY OUTLET HOLDING CORP
HSAI
HESAI GROUP
KTB
KONTOOR BRANDS INC
LESL
LESLIE'S INC
NBIS
NEBIUS GROUP NV
PLGO
PELAGOS INSURANCE CAPITAL LT
REZI
RESIDEO TECHNOLOGIES INC
STUB
STUBHUB HOLDINGS INC-CLASS A
AADX
APPLIED AEROSPACE & DEFENSE
ACRS
ACLARIS THERAPEUTICS INC
AIRI
AIR INDUSTRIES GROUP
ALLO
ALLOGENE THERAPEUTICS INC
ALLT
ALLOT LTD
AMPG
AMPLITECH GROUP INC
AMPY
AMPLIFY ENERGY CORP
ANDG
ANDERSEN GROUP INC - A
Thu
Aug 1332
PPI Report
Jul 2026
AMAT
Applied Materials IncAMCMega-cap
BAP
Credicorp LtdAMC
NU
NU HOLDINGS LTD/CAYMAN ISL-A
STNE
STONECO LTD-AAMC
AIT
APPLIED INDUSTRIAL TECH INCBMO
ARCO
ARCOS DORADOS HOLDINGS INC-ABMO
25 more reporting
AVAH
AVEANNA HEALTHCARE HOLDINGS
BIRK
BIRKENSTOCK HOLDING PLC
BN
BROOKFIELD CORP
CAAP
CORP AMERICA AIRPORTS SA
GLOB
GLOBANT SA
GMRS
GMR SOLUTIONS INC-A
KLC
KINDERCARE LEARNING COS INC
LGN
LEGENCE CORP-CL A
MH
MCGRAW HILL INC
MWH
SOLV ENERGY INC-CL A
NOMD
NOMAD FOODS LTD
TPR
TAPESTRY INC
WWW
WOLVERINE WORLD WIDE INC
YSWY
YESWAY INC-A
ABEO
ABEONA THERAPEUTICS INC
ACOG
ALPHA COGNITION INC
ADCT
ADC THERAPEUTICS SA
AEBI
AEBI SCHMIDT HOLDING AG
AEYE
AUDIOEYE INC
AFCG
ADVANCED FLOWER CAPITAL INC
AIRO
AIRO GROUP HOLDINGS INC
ALH
ALLIANCE LAUNDRY HOLDINGS IN
AMS
AMERICAN SHARED HOSPITAL SER
ARAI
ARRIVE AI INC
ARX
ACCELERANT HOLDINGS-CL A
Fri
Aug 1413
AIRE
REALPHA TECH CORP
BRFH
BARFRESH FOOD GROUP INCAMC
BRUN
BOOST RUN INC-CL A
DTST
DATA STORAGE CORPBMO
EWCZ
8 more reporting
FSI
FLEXIBLE SOLUTIONS INTL INC
LNZA
LANZATECH GLOBAL INC
MSGE
MADISON SQUARE GARDEN ENTERT
NWTG
NEWTON GOLF COMPANY INC
RMIX
SUNCRETE INC-A
ACTU
ACTUATE THERAPEUTICS INC
ACXP
ACURX PHARMACEUTICALS INC
HURA
TUHURA BIOSCIENCES INC
Following WeekAug 17 – Aug 21
Mon
Aug 1731
Retail Sales
Jul 2026
DOYU
DOUYU INTERNATIONAL HOLD-ADR
FN
FABRINETAMC
AREC
AMERICAN RESOURCES CORP
BBW
BUILD-A-BEAR WORKSHOP INC
CBAT
CBAK ENERGY TECHNOLOGY LTD
25 more reporting
CLNN
CLENE INC
CNTB
CONNECT BIOPHARMA HOLDINGS L
COCH
ENVOY MEDICAL INC
CRGO
FREIGHTOS LTD
DUOT
DUOS TECHNOLOGIES GROUP INC
DVLT
DATAVAULT AI INC
ESOA
ENERGY SERVICES OF AMERICA
FFAI
FARADAY FUTURE INTELLIGENT E
FLNT
FLUENT INC
FLXS
FLEXSTEEL INDS
GLOO
GLOO HOLDINGS INC-A
HMR
HEIDMAR MARITIME HOLDINGS CO
HTCR
HEARTCORE ENTERPRISES INC
HUMA
HUMACYTE INC
IDR
IDAHO STRATEGIC RESOURCES IN
NRXP
NRX PHARMACEUTICALS INC
OLB
OLB GROUP INC
OPRA
OPERA LTD-ADR
OXBR
OXBRIDGE RE HOLDINGS LTD
PNRG
PRIMEENERGY RESOURCES CORP
PPSI
PIONEER POWER SOLUTIONS INC
PWCM
POWERCOMPUTE INC
RIME
ALGORHYTHM HOLDINGS INC
SEPN
SEPTERNA INC
SMTI
SANARA MEDTECH INC
Tue
Aug 1830
HD
Home Depot IncMega-cap
BIDU
Baidu IncBMO
FUTU
Futu Holdings Ltd
IQ
iQIYI Inc
RERE
ATRenew Inc
25 more reporting
BZ
KANZHUN LTD - ADR
TOL
TOLL BROTHERS INC
XP
XP INC - CLASS A
AS
AMER SPORTS INC
AUNA
AUNA SA-CLASS A
JKHY
JACK HENRY & ASSOCIATES INC
KEYS
KEYSIGHT TECHNOLOGIES IN
KLAR
KLARNA GROUP PLC
LZB
LA-Z-BOY INC
ANTA
ANTALPHA PLATFORM HLDNG CO-A
ARMP
ARMATA PHARMACEUTICALS INC
COYA
COYA THERAPEUTICS INC
CTOR
CITIUS ONCOLOGY INC
CUE
CUE BIOPHARMA INC
DRTS
ALPHA TAU MEDICAL LTD
EVGN
EVOGENE LTD
GYRE
GYRE THERAPEUTICS INC
IHS
IHS HOLDING LTD
IRIX
IRIDEX CORP
KRRO
KORRO BIO INC
MAZE
MAZE THERAPEUTICS INC
MLSS
MILESTONE SCIENTIFIC INC
MRCY
MERCURY SYSTEMS INC
NNOX
NANO-X IMAGING LTD
NXGL
NEXGEL INC
Wed
Aug 1929
LOW
Lowe's Companies IncBMOMega-cap
TGT
Target CorpBMOMarket bellwether
TJX
TJX Companies IncMega-cap
ROST
Ross Stores Inc
ADI
ANALOG DEVICES INCBMO
24 more reporting
EL
ESTEE LAUDER COMPANIES-CL A
KC
KINGSOFT CLOUD HOLDINGS-ADR
VIK
VIKING HOLDINGS LTD
VNET
VNET GROUP INC-ADR
YMM
FULL TRUCK ALLIANCE -SPN ADR
COTY
COTY INC-CL A
NDSN
NORDSON CORP
ZIM
ZIM INTEGRATED SHIPPING SERV
AISP
AIRSHIP AI HOLDINGS INC
ALMS
ALUMIS INC
ALVO
ALVOTECH SA
ARAY
ACCURAY INC
BEEM
BEAM GLOBAL
BIAF
BIOAFFINITY TECHNOLOGIES INC
BILL
BILL HOLDINGS INC
BULL
WEBULL CORP
CCIF
CARLYLE CREDIT INCOME FUND
FLNG
FLEX LNG LTD
FLYX
FLYEXCLUSIVE INC
IMNM
IMMUNOME INC
IVVD
INVIVYD INC
MGX
METAGENOMI THERAPEUTICS INC
MSS
MAISON SOLUTIONS INC-A
NAKA
NAKAMOTO INC
Thu
Aug 2023
WMT
Walmart IncMega-cap
DE
Deere & CoBMOMega-cap
NTES
NetEase IncBMO
AAP
ADVANCE AUTO PARTS INC
AFRM
AFFIRM HOLDINGS INCAMC
18 more reporting
FLO
FLOWERS FOODS INC
GRAB
GRAB HOLDINGS LTD - CL A
HOV
HOVNANIAN ENTERPRISES-A
OSIS
OSI SYSTEMS INC
RLX
RLX TECHNOLOGY INC-ADR
SCSC
SCANSOURCE INC
SPR
BKE
BUCKLE INC/THE
BOSC
BOS BETTER ON-LINE SOLUTIONS
CLGN
COLLPLANT BIOTECHNOLOGIES LT
DOMO
DOMO INC - CLASS B
HAIN
HAIN CELESTIAL GROUP INC
KNOP
KNOT OFFSHORE PARTNERS LP
LTRX
LANTRONIX INC
MOV
MOVADO GROUP INC
MZTI
MARZETTI COMPANY/THE
PDEX
PRO-DEX INC
EVAX
EVAXION A/S
Fri
Aug 213
BJ
BJ'S WHOLESALE CLUB HOLDINGS
UI
UBIQUITI INCBMO
AIRJ
AIRJOULE TECHNOLOGIES CORP
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Projects, Investing, and Experiments

Browse investing notes, project writeups, and practical tests.