Phase 0a monitoring touch — the cybersec rotation-source caveat gets a first (partial) data point

Event

Phase 0a monitoring touch — the cybersec rotation-source caveat gets a first (partial) data point

Summary

  • Type: monitoring-check (subtype: caveat follow-up) - event_id: 2026-07-28-war-ends-playbook-cybersec-rotation-followup - Source: cross-sector rotation section (sector-level acceleration/deceleration read). - Shift: The 07-25 entry flagged that the cybersec leg's "money flows from weakening defense primes into cybersec" mechanic needed re-testing after t
3 events
DateTypeEvent
Jul 13 Desk NoteVertical: Memory & Storage — read the −15% correctly Jul 13 TweetGlobal Markets Investor — KOSPI -9%, trading halted; SK Hynix -15%, its largest daily drop on record Jul 1 InvestigationIran war second and third order effects beyond oil

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