Market Signals

📊 10-Year Breakeven Inflation: 2.24 % (-0.02pp)

📊 10-Year TIPS Real Yield: 2.4200000000 % (-0.01pp)

OCC COMMENDS FDIC REFORM, ADVANCES PRIORITY TO REINVIGORATE DE NOVO CHARTERING - OCC

Thursday, August 13, 2026 — Iran/Hormuz, Nvidia’s $500B AI infra deal, CME record 27M contracts a day.

INOVIO SHARES JUMP 18% AFTER Q2 BEAT - SEEKINGALPHA

I'M BULLISH ON ENERGY WITHOUT RELYING ON OIL PRICES - SEEKINGALPHA

FARMERS & MERCHANTS BANCORP RAISES DIVIDEND BY 4.7% TO $5.60 - SEEKINGALPHA

TAPESTRY RAISES DIVIDEND BY 15.6% TO $0.4625 - SEEKINGALPHA

Thursday, August 13, 2026 — Iran says no progress on reviving the interim peace deal with the US, Hamas hails Tehran’s vow to keep the Strait of Hormu

PHARMA COMPANIES SOUR ON SWISS DRUG APPLICATIONS AMID TRUMP’S MFN POLICY - SEEKINGALPHA

NEBIUS: A BLOWOUT QUARTER JUST MADE MICHAEL BURRY'S SHORT MORE INTERESTING - SEEKINGALPHA

PUTIN MAKES FIRST VISIT TO ISLAND DISPUTED WITH JAPAN - BLOOMBERG.COM - GNEWS

JAPAN PROTESTS AS RUSSIA’S PUTIN VISITS DISPUTED KURIL ISLANDS - ALJAZEERA

FORMER GOOGLE, TINDER, AND AWS INTERNS SHARE 4 TIPS FOR TURNING AN INTERNSHIP INTO A FULL-TIME OFFER - BUSINSIDER

Thursday, August 13, 2026 — India's food inflation threat, Sony-TSMC's $37B Japan chip push, and Foxconn downplaying AI server competition.

HAL SHARES GAIN 2% AFTER Q1 EARNINGS BEAT ESTIMATES. NOMURA, OTHER BROKERAGES HIKE TARGET PRICE - ECONOMICTIMES

SONY, TSMC DEAL BRINGS OVERSEAS INVESTMENT IN JAPAN CHIPMAKING TO $37BN - NIKKEI

BAUSCH HEALTH: Q2 BEAT AND CHEAP, BUT DEBT OVERHANG REMAINS SUBSTANTIAL - SEEKINGALPHA

Wednesday, August 12, 2026 — Iran talks stall, Nvidia’s $500B financing plan, and Ukraine pushes a peace proposal.

GAMCO GLOBAL GOLD, NATURAL RESOURCES & INCOME TRUST RAISES DIVIDEND BY 16.7% TO $0.035 - SEEKINGALPHA

GASOLINE PRICES REMAIN HISTORICALLY ELEVATED, KEEPING INFLATION RISKS IN FOCUS - SEEKINGALPHA

NEBIUS SURGES AFTER Q2 BEAT; PLANS TO CONTINUE INVESTING IN CAPEX - SEEKINGALPHA

📊 Lynx Capital Group Ltd 13F — LYNX CAPITAL GROUP LTD /ADV: $248M portfolio, 91 positions (Q2 2026)

PRESIDENT TRUMP SUED OVER EARLY ACCESS TO TRUTH SOCIAL POSTS - SEEKINGALPHA

BANCROFT FUND LTD RAISES DIVIDEND BY 17.1% TO $0.41 - SEEKINGALPHA

Wednesday, August 12, 2026 — CPI comes in tame, S&P rips, AI names lead. Iran ceasefire headlines whipsaw. Nvidia Aug 26 Jensen update is the next big

WALL STREET LUNCH: ANTHROPIC TO WATERMARK AI-GENERATED CONTENT IN EU - SEEKINGALPHA

WHITEFIBER SHARES JUMP 15% AFTER Q2 REVENUE BEAT - SEEKINGALPHA

TRUMP SAYS U.S. HAS ‘TOTAL CONTROL’ OF STRAIT OF HORMUZ - SEEKINGALPHA

FUTURES RISE LED BY TECH BEFORE KEY CPI REPORT - ZEROHEDGE

GOLDMAN SACHS, TRAVELERS AMONG FINANCIAL FIRMS REPORTING STRONG EPS BEAT - SEEKINGALPHA

SPOTIFY TO ADD LABEL FOR AI-GENERATED ARTISTS AND REMOVE THEM FROM RECOMMENDATIONS - BBC

📊 Mainstay Capital Management Llc 13F — MAINSTAY CAPITAL MANAGEMENT LLC /ADV: $1.4B portfolio, 144 positions (Q2 2026)

OPENLANE PRICES 8M-SHARE SECONDARY OFFERING - SEEKINGALPHA

Wednesday, August 12, 2026 — North Korea fires a ballistic missile toward the Sea of Japan. Oil rips toward $90 as Houthis kill 6 in a Red Sea ship st

GLOBAL MARKET: JAPAN STOCKS MUTED AS INVESTORS AWAIT US CPI REPORT - ECONOMICTIMES

TRUMP, PM MODI WILL RESOLVE TARIFF ISSUE ON RUSSIAN OIL TRADE: US OFFICIAL - NDTV

INDIA'S HIGH COMMISSIONER MEETS PM MODI TO STRENGTHEN BANGLADESH TIES - NDTV

Nvidia Rubin BOM & iPhone 18 BOM show just the humongous chunk that memory chips is taking up.

Tuesday, August 11, 2026

ADVOCACY GROUPS SUE TRUMP ADMINISTRATION OVER TARGETING OF INTERNATIONAL CRIMINAL COURT - PBS

HARVARD BIOSCIENCE TARGETS 3% TO 5% FULL-YEAR 2026 REVENUE GROWTH AS CMT AND CHINA MIX SHIFTS GROSS MARGIN TO 57% TO 59% - SEEKINGALPHA

📊 Eagle Harbor Asset Management Inc 13F — EAGLE HARBOR ASSET MANAGEMENT INC /ADV: $100M portfolio, 122 positions (Q4 2024)

MANUS IS BREAKING FROM META AS CHINA FORCES THE $2 BILLION AI DEAL APART - QZ

TRUMP MEDIA'S "NEW MONEY MAKER" AFTER Q2 LOSS: TRADING FIRMS PAY BIG FOR TRUTH SOCIAL POSTS - SEEKINGALPHA

TUESDAY, AUGUST 11, 2026 — Iran peace deal headlines driving the open, NVDA’s open-source model drop and that $500B Wall Street alliance, and a weird

TRUMP ADMINISTRATION DECIDED NOT TO PARTICIPATE IN INTEL SECONDARY BUT GAVE BLESSING: REPORT - SEEKINGALPHA

CPI COUNTDOWN: MARKETS BET THE JULY REPORT WON'T ROCK THE BOAT - SEEKINGALPHA

GLOBAL GAS TURBINE ORDERS SOAR TO RECORD QUARTER, JPMORGAN SAYS - BLOOMBERG.COM - GNEWS

MORE THAN 10 FIRMS PAY UP TO $100,000 A MONTH FOR TRUMP MEDIA'S FAST-ACCESS DATA FEED - BBC