Intelligence Reports

Daily AI-driven investment briefs. Actionable trade strategies with quantitative certainty scores, adversarial analysis, and ML-powered predictions.

2026-04-17MIXEDS&P 7,041VIX 19.12Oil $9510Y 4.31%

The United States is operating a naval blockade of a major global chokepoint while its stock market prints all-time highs and its consumers report the lowest confidence in 74 years of measurement. The Pentagon confirmed

LONGLMT75%TRADEMU75%TRADENVDA75%+7 more
Short SaaS 85%Hardware 86%Cyber 76%Infra 52%
🟢🟢🔴🟢🟢
2026-04-16MIXEDS&P 7,041.28VIX 18.11Oil $95

The world is running two operating systems simultaneously and they are producing contradictory outputs. The S&P 500 closed above 7,000 for the first time on April 15, erasing all losses from the Iran conflict, while the

LONGLMT75%TRADEMU75%TRADENVDA75%+7 more
Short SaaS 86%Hardware 88%Cyber 76%Infra 50%
🟢🟡🟡🟢🔴
2026-04-15MIXEDVIX 19.12

The Strait of Hormuz is now under active US naval blockade. After the Islamabad talks collapsed on April 12 — Iran refused nuclear non-proliferation assurances after 20+ hours of negotiation — Trump ordered a formal inte

LONGCEG75%LONGLMT75%TRADEMU75%+7 more
Short SaaS 87%Hardware 87%Cyber 70%Infra 42%
🔴🟡🔴
2026-04-13CAUTIOUSVIX 19.38Oil $96

The two-week ceasefire that markets celebrated on April 8 lasted four days. On April 12, after 21 hours of marathon negotiations in Islamabad, VP Vance declared "they have chosen not to accept our terms" — Iran refused t

LONGCEG75%LONGGLD75%LONGLMT75%+7 more
Short SaaS 87%Hardware 80%Cyber 68%Infra 40%
🔴🟡🔴🔴
2026-04-11CAUTIOUSS&P 6,816.89VIX 19.49Oil $95.210Y 4.31%

The dominant force in global markets is a paradox that has no modern precedent: a ceasefire that made things worse. When the US, Israel, and Iran announced a two-week cessation of hostilities on April 8, risk assets rall

LONGCEG75%LONGLMT75%TRADEMU75%+7 more
Short SaaS 85%Hardware 83%Cyber 65%Infra 45%
🟡🟡🔴🔴