Modern Macro Technologies
12 August 2026 176 research notes Daily Treasury Statement releases 16:00 ET DTS 16:00 ET
Research · · 12 min read Individual

07/30/2026 Market Update: The Inflection Point, Reading the New Fed, and Why You Can't Front-Run Flows

Douglas ·
07/30/2026 Market Update: The Inflection Point, Reading the New Fed, and Why You Can't Front-Run Flows

Market Update Preview Yesterday's sell-off was fierce, the Dow shed over 1,000 points following the Fed decision and Warsh's press conference, and today we've already made almost all of it back. We're at a genuine inflection point, and my read is that this consolidation is close…

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08/09/2026 Market Update: The Rally Delivered. Now Comes the Harder Question.

(Note: Below is a summary of the Market Update Video for 08/09/2026, click here to watch the video update) Market Update Preview August opened Individual

07/19/2026 Market Update

Market Update Preview The bearish calls are stacking up — Iran escalating, oil back above $80, and the semiconductor index down over 20% from its highs. So Individual