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Latest Posts

The S&P 500 Is Stuck Between 6,800 and 7,000. One Number Breaks It.

The S&P 500 Is Stuck Between 6,800 and 7,000. One Number Breaks It.

We've tracked four weeks of tight consolidation. Here's the single data point that decides the direction, and what to do before it happens.

7AM Research

•

Feb 18, 2026


Record Layoffs in January, Record Earnings in Q4: The 2026 Divergence Smart Money Is Trading

Record Layoffs in January, Record Earnings in Q4: The 2026 Divergence Smart Money Is Trading

Amazon raised 2026 CapEx to $200B while January layoffs hit levels unseen since 2009. The disconnect reveals exactly where capital is flowing and why software selling off creates the AI infrastructure entry point institutions are taking.

7AM Research

•

Feb 10, 2026

Gold's $10 Trillion Friday: The Signal Most Investors Missed

Gold's $10 Trillion Friday: The Signal Most Investors Missed

What Trump's dollar comments revealed about the administration's true currency strategy

7AM Research

•

Feb 3, 2026

S&P 500 Eyes 7,000 as 75% of Companies Beat Earnings Despite Tariff Chaos

S&P 500 Eyes 7,000 as 75% of Companies Beat Earnings Despite Tariff Chaos

Historical pattern analysis shows when Apple sentiment falls during quarter while remaining bullish, shares gain 17.1% on average over next three months

7AM Research

•

Jan 27, 2026

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The S&P 500 Is Stuck Between 6,800 and 7,000. One Number Breaks It.

Feb 18, 2026

•

22 min read

The S&P 500 Is Stuck Between 6,800 and 7,000. One Number Breaks It.

We've tracked four weeks of tight consolidation. Here's the single data point that decides the direction, and what to do before it happens.

7AM Research
7AM Research
Record Layoffs in January, Record Earnings in Q4: The 2026 Divergence Smart Money Is Trading

Feb 10, 2026

•

23 min read

Record Layoffs in January, Record Earnings in Q4: The 2026 Divergence Smart Money Is Trading

Amazon raised 2026 CapEx to $200B while January layoffs hit levels unseen since 2009. The disconnect reveals exactly where capital is flowing and why software selling off creates the AI infrastructure entry point institutions are taking.

7AM Research
7AM Research
Gold's $10 Trillion Friday: The Signal Most Investors Missed

Feb 3, 2026

•

26 min read

Gold's $10 Trillion Friday: The Signal Most Investors Missed

What Trump's dollar comments revealed about the administration's true currency strategy

7AM Research
7AM Research
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