Daily Pulse - 2026-04-30
The market is facing a toxic cocktail of 5% long-end yields, a hawkish Fed (4 dissents), and cracks in the AI growth narrative (OpenAI missing targets). Tech concentration is at...
TheDavidLinReport
17 cited calls across 10 public pulses.
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Daily Pulse - 2026-04-29
Microsoft's Q3 revenue beat was overshadowed by a CapEx miss ($31.9B vs $35.29B est.), signaling slower AI infrastructure deployment. Combined with reports of OpenAI missing rev...
Daily Pulse - 2026-04-07
The index is testing the 200-day moving average from below with weak breadth and institutional distribution; rallies are being sold into.
Daily Pulse - 2026-03-29
The Strait of Hormuz remains a critical chokepoint; physical market shortages are decoupling from paper markets, with Hapag-Lloyd reporting $40-50M/week in added costs.
Daily Pulse - 2026-03-27
The S&P 500 has broken below critical support ($641.85), and internal breadth is deteriorating as the "Mag 7" leadership falters.
Daily Pulse - 2026-03-26
Relief rallies are still being framed as tactical only while oil stress, higher-rate risk, and weak breadth keep the broader equity tape vulnerable to another downside leg.
Daily Pulse - 2026-03-23
The bounce still reads like an oversold, headline-driven reflex move rather than a durable low. Multiple technical reads remain below or around broken support, the S&P 500 is st...
Daily Pulse - 2026-03-22
Post-OPEX support is gone just as oil/geopolitical risk and higher yields lean against a damaged equity tape. Base case is that rallies fail until crude and war headlines cool m...
Daily Pulse - 2026-03-18
DP-2026-03-18-T01 — BTC breakout follow-through
Daily Pulse - 2026-03-08
1.1 Energy shock trade (oil up, cyclicals down)