Article Ticker Tape
Article published Sep 30, 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 -0.7% · QQQ -0.2% · IWM -1.4% · RSP -1.6% | 30d: SPY -0.6% · QQQ +3.2% · IWM -5.5% · RSP -5.2% |
| Volatility | VIX 16.34 (NORMAL) · 1d +1.9% | Fire-sale window closed — the trigger is a ≥30% one-day spike |
| Rotation | In: CPU Shortage Supply Chain, Thebuildout Semiconductor Test Burn In Equipment, WFE Test Metrology, Biotech Capital Cycle, Thebuildout Dram Memory (+59 more) · Out: Alt Managers, Nuclear Fuel Cycle, Livestock Disease, Trace Lng Liquefaction Shipping And Regasification, Lazarus (+33 more) | 64 in / 38 out / 0 emerging of 123 tracked themes · ranked on trailing 30d strength vs SPY |
| Credit (7d) | HYG -1.1% · LQD -1.6% · IEF -1.0% | Orderly credit means the selling is positioning, not a credit event |
| Hard assets (7d) | GLD -3.1% · USO -2.1% · COPX -2.7% | Gold · oil · copper miners |
Sources
- market-pulse +
rotation-map.json·data/state/vix-gate.json(all numbers code-computed and frozen at emit)