Article Ticker Tape
Article published Aug 12, 2026. Prices below use latest available snapshots.
A frozen snapshot: each card records its own moment and is meant to read stale later. The strip of cards, in order, is the climate history.
| Gauge | Read | Note |
|---|---|---|
| Indexes (7d) | SPY +0.3% · QQQ +0.9% · IWM +1.0% · RSP +0.6% | 30d: SPY +3.1% · QQQ +1.7% · IWM +3.1% · RSP +3.2% |
| Volatility | VIX 14.55 (CALM) · 1d -4.8% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: Government Compute, Copper, Alt Managers, Web Cloud, Cloud SAAS · Out: CPU Shortage Supply Chain, AI Power, Cultural Thesis, Memory, Supply Chain Traces | 23 in / 20 out / 5 emerging of 69 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG +0.1% · LQD -0.6% · IEF -0.4% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD +3.9% · USO +10.8% · COPX +1.8% | Gold · oil · copper miners |
Sources
- market-pulse +
rotation-map.json·data/state/vix-gate.json(all numbers code-computed and frozen at emit)