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⬡ S&P 500 FUTURES
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⬡ MARKET NEWS
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⬡ DAILY GAP ANALYSIS — OHLC DERIVED
DAY:
GAP SIZE DISTRIBUTION
GAP FILL RATE BY DAY OF WEEK
GAP CLOSE TIMING
ALL GAPS — MOST RECENT FIRST
DATEPREV CLOSEOPENGAP $GAP % DIRFILLED SAME DAYHIGHLOWCLOSE
⬡ WEEKLY GAP STATS
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⬡ CALL WALL / TOP STRIKES
⬡ PUT WALL / TOP STRIKES
⬡ KEY LEVELS
⬡ IMPLIED VOLATILITY
⬡ VOLUME & OPEN INTEREST
⬡ OPTIONS FLOW SIGNALS
⬡ MAX PAIN BY EXPIRY
EXPIRYTYPEMAX PAINTOTAL OIDIST FROM PRICE
⬡ EXPIRY BEHAVIOR — HISTORICAL STATS FOR TODAY'S SESSION TYPE
⬡ INTRADAY RANGE vs ATR
⬡ EXPECTED MOVE CALCULATOR
⬡ IV RANK & PERCENTILE
⬡ VIX TERM STRUCTURE
⬡ OPTIONS FLOW — P/C RATIO
⬡ VOLATILITY SIGNALS
⬡ SESSION VOLATILITY PROFILE
⬡ DAY RANGE HISTORY — LAST 15 SESSIONS
⬡ BOND MARKET REGIME
⬡ IN BONDS WE TRUST
⬡ YIELD CURVE
⬡ CURVE REGIME + INTRADAY MOVES
⬡ CREDIT RISK GAUGE
⬡ TREASURY ETFs
⬡ CROSS-ASSET SIGNALS
⬡ SPY vs TLT — EQUITY/DURATION
⬡ SPY vs HYG — EQUITY/JUNK CREDIT
⬡ SPY vs LQD — EQUITY/IG CREDIT
⬡ REAL YIELD GAUGE
⬡ CREDIT SPREAD LADDER
⬡ RATE OF CHANGE — YIELDS
⬡ MARKET BREADTH COMPOSITE
⬡ ADVANCE / DECLINE
⬡ SPX CAP-WEIGHT vs EQUAL-WEIGHT
⬡ MAG 7 vs MARKET
⬡ S&P 500 INTERNALS
⬡ SECTOR PERFORMANCE RANKED
⬡ FACTOR PERFORMANCE — GROWTH vs VALUE vs DEFENSIVE
⬡ RISK-ON / RISK-OFF PROXY MATRIX
⬡ SPY MOVING AVERAGES
⬡ SENTIMENT INDICATORS
⬡ OVERALL SENTIMENT SCORE
⬡ MICHIGAN CONSUMER SENTIMENT
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⬡ FINRA MARGIN DEBT
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⬡ FEAR & GREED DETAIL
⬡ FEAR & GREED HISTORY
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⬡ AAII INVESTOR SENTIMENT SURVEY
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⬡ COT — E-MINI S&P 500 FUTURES
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⬡ AAII SENTIMENT HISTORY
⬡ INSTITUTIONS AGAINST SMALL TRADERS — POSITIONING INDEX
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⬡ POSITIONING — E-MINI S&P 500 FUTURES, EVERY WEEKLY REPORT SINCE 2006
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DAY OF WEEK:
SORT TABLE BY:
⬡ PRICE STATISTICS — 2026 YTD vs ALL HISTORY
2026 in cyan · diff color = better/worse vs history
⬡ DAY RANGE DISTRIBUTION
⬡ UNFILLED GAPS
⬡ GAP ANALYSIS
Gap analysis has moved to Trading Desk → GAPS tab for a unified gap view.
⬡ INTRADAY MEASUREMENTS — AVERAGES
⬡ DAY OVER DAY — HISTORICAL
⬡ SPY DAILY PRICE HISTORY
DATEOPENHIGHLOWCLOSEVOL O→CO→C%RANGERNG% O→HO→LH→CL→C
DAY OF WEEK:
⬡ VOLUME TREND — 30 SESSIONS
⬡ SESSION VOLUME BREAKDOWN — AVERAGES
⬡ SPY VOLUME HISTORY
DATETOTAL VOLOPEN 1HOPEN 1H% CLOSE 1HCLOSE 1H%PEAK TIMEPEAK VOLHVN PRICE
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WEM MODE
One-sigma implied move set at Friday close from the next Friday expiry · fixed for the week · every statistic on this page is scored against it
⬡ CURRENT WEEK
⬡ BREACH BY DAY OF WEEK
⬡ WEEKLY CLOSE vs WEM RANGE
⬡ WEM POSITION — HALF-RANGE POSITION
⬡ WEEKLY HISTORY
WEEKMIDHIGHLOWRANGE ±IV W-OPENW-HIGHW-LOWW-CLOSE GAPFILLEDINSIDEBREACHSIDEAMT
⬡ HOURLY VOLUME PROFILE
⬡ VOLUME STATS
⬡ HOW THE ANALOG FINDER WORKS

The Analog Finder scans every year of real SPY historical price data from 1993 to present looking for the past periods that most closely resemble where SPY is right now. It does not use simulated data or curve-fitting — every comparison is built from actual daily closing prices.

① ANCHOR POINT
Every cycle comparison is anchored to the same phase of a market move — the start of a sustained uptrend or recovery. The current anchor is (day 1 of the current cycle). The algorithm aligns historical analogs to the same relative starting point so comparisons are apples-to-apples.
② SIMILARITY SCORING
Each historical window is scored using two metrics: Pearson correlation (r) — measures whether the shape of the price path matches direction and timing — and RMSE — measures how close the actual % return levels were. The match score = 60% correlation + 40% RMSE accuracy.
③ PROJECTION
The solid line on the chart = what the historical analog actually did. The dashed line = where it went next — the implied forward path if 2026 continues to track that year. All values are normalized to % return from the anchor date so different price eras are directly comparable.
⬡ CLOSEST HISTORICAL MATCH
COMPARE 2026 vs:
⬡ ANALOG OVERLAY — % RETURN FROM CYCLE ANCHOR · SOLID = HISTORICAL · DASHED = PROJECTED
⬡ DAY-BY-DAY COMPARISON
DATA RELEASES
HOLIDAYS
LOOKBACK:
⬡ DAY-OF RETURN DISTRIBUTION
Each bar = how often SPY closed in that return bucket on the release day itself. A right-skewed distribution means the event tends to push SPY higher; left-skewed means it drags.
⬡ BEFORE / DAY-OF / AFTER · AVG RETURN
Average SPY % return in the 5 days before, on the release day, and 5 days after. A tall "Before" bar = pre-event drift edge. Positive "After" = post-release momentum.
⬡ EVENT LOG — EVERY RELEASE SINCE 2020
SHORT WEEKS — FEWER THAN 5 TRADING DAYS
SANTA RALLY — NOVEMBER + DECEMBER
MAJOR HOLIDAY WINDOWS
SEASONAL PATTERNS & KNOWN EDGES
FULL HOLIDAY DETAIL TABLE
PeriodWindowAvg ReturnMedianWin RateSampleBestWorst

* Daily returns from individual trading days in each window.

SPY 1993–2026 · DRAWDOWN EVENTS ·
PEAK-TO-TROUGH METHODOLOGY · CLOSE PRICES
HOW OFTEN DOES EACH DECLINE LEVEL OCCUR?
CONDITIONAL PROBABILITIES — IF WE REACH LEVEL X, WHAT % CONTINUE TO Y?
DURATION & RECOVERY — AVERAGE TIME AT EACH DECLINE LEVEL
⬡ DRAWDOWN DEPTH DISTRIBUTION
⬡ ESCALATION — GIVEN 5%+, WHERE DID IT GO?
⬡ MAJOR DRAWDOWNS — 10%+ EVENTS SINCE 1993
⬡ GAMMA EXPOSURE (GEX) — SOURCE: CBOE
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⬡ HOW TO READ GEX
⬡ CALL WALL vs PUT WALL
⬡ MAX PAIN — EXPIRY LADDER
⬡ DEALER POSITIONING NARRATIVE
⬡ OPTIONS FLOW SUMMARY
⬡ VIX TERM STRUCTURE + SKEW
⬡ GEX LEVEL HISTORY — DAILY
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OVERVIEW
AI INFRASTRUCTURE
ROBOTICS & AUTOMATION
ENERGY TRANSITION
SEMI SOVEREIGNTY
RAW MATERIALS
FRONTIER
THESIS
⬡ THE BUILDOUT —
THE GREAT BUILDOUT
FORCING THE FUTURE INTO EXISTENCE
Every major system that runs civilization is being rebuilt simultaneously. AI is the catalyst but not the whole story. Energy grids. Chip fabs. Robots. Storage. Space. Sovereign manufacturing. These are not independent trends — they are one interconnected forcing function. Capital is flooding in because the prize is real. The infrastructure gets built whether the valuations hold or not. The railroad bubble wiped investors but built America.
HYPE
FUNDING
BUILDOUT
CONSTRAINT
REVENUE
EARNED
BUILDOUT INDEX
/ 100 constraints resolved
⬡ CONSTRAINT RESOLUTION MATRIX — ALL WAVES — QUARTERLY UPDATE
Score 0–100 = how resolved each structural bottleneck is. Composite = Ignition Index. Index crossing ~70 = thesis substantially validated.
⬡ SECTOR ROTATION — WHERE IS CAPITAL MOVING
Which buildout wave is the market pricing as most urgent today. Rotation between themes is the signal.
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⬡ THE CORE RATIO — HYPERSCALER CAPEX ÷ AI-ATTRIBUTED REVENUE
⬡ AI INFRASTRUCTURE — POWER · CHIPS · COOLING · DATA CENTERS · HYPERSCALERS · SOFTWARE
⬡ ROBOTICS & AUTOMATION — PHYSICAL AI MEETS MANUFACTURING
⬡ ENERGY TRANSITION — THE GRID IS BEING REBUILT REGARDLESS OF AI
⬡ SEMICONDUCTOR SOVEREIGNTY — EVERY NATION DECIDED IT CANNOT DEPEND ON TAIWAN
⬡ RAW MATERIALS — COPPER, URANIUM, LITHIUM, RARE EARTHS — THE PHYSICAL FOUNDATION
⬡ FRONTIER — QUANTUM · SPACE · INDUSTRIAL AI — LONGER DATED BUT SAME PATTERN
⬡ HISTORICAL FORCING FUNCTIONS — INFRASTRUCTURE WAVES THAT BUILT THE WORLD
ERAPERIODPEAK RATIODURATION PEAK DRAWDOWNRECOVERYWHAT GOT BUILTVERDICT
⬡ THE THESIS — WHY THIS IS A FORCING FUNCTION, NOT A BUBBLE
⬡ GREAT BUILDOUT — QUARTERLY UPDATE
Update constraint scores and capex data each quarter. All values persist in localStorage. Hit SAVE & APPLY when done.
CONSTRAINT SCORES (0 = unsolved · 100 = fully resolved)
Uses Grok to assess current constraint status from market data
HYPERSCALER CAPEX vs AI REVENUE ($B annual)
CAPEX $BAI REV $B
UPDATE NOTE
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⬡ DATA HEALTH — IS THE SITE'S DATA CURRENT?
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SOURCES:
Bloomberg TV
Stock Scanner
FX Evolution ↗
Titans of Tomorrow ↗
Words of Rizdom ↗
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LIBRARY
▶ VIDEO LIBRARY
TOPIC
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⬡ TRADE LOG
⬡ CHART JOURNAL
⬡ LOG TRADE
DATE
ENTRY TIME
EXIT TIME
DIRECTION
TRADE TYPE
STRIKE
EXPIRY
ENTRY PRICE
EXIT PRICE (blank = OPEN)
QTY (CONTRACTS)
FEES ($, ROUND TRIP)
SPY @ ENTRY
SPY @ EXIT
SETUP / TAG
OUTCOME — select OPEN to save partial entry and update later
NOTES / THESIS
MISTAKE / LESSON LEARNED
SCREENSHOT — upload or paste (Ctrl+V) a chart image
CTRL+V TO PASTE
DATA BACKUP & EXPORT
↓ CSV — Download all trades as a spreadsheet (opens in Excel/Google Sheets)
↑ IMPORT — Load trades from a previously exported JSON backup file
↓ JSON — Download full backup including screenshots (use to migrate or restore)
FILTER:
P&L CURVE — CUMULATIVE
DATE ⇅ DIR ⇅ STRIKE ⇅ EXP SETUP ENTRY ⇅ EXIT ⇅ QTY P&L ⇅ P&L % HOLD ⇅ RESULT ⇅ NOTES 📷
No trades logged yet. Use the form to add your first trade.
WEEKLY & DAILY RANGE
WEEKLY RANGE — 5 BUCKETS (HOW VOLATILE WAS THIS WEEK?)
SPY weeks are divided into 5 equal buckets by True Range (High − Low in $). Bucket 1 = calmest 20% of weeks. Bucket 5 = most volatile 20%. During-Wk = avg SPY return that same week. Next-Wk Avg = what SPY did the following week — key for mean-reversion edge.
Volatility Bucket
Range Low (% of open)
Range High (% of open)
During-Wk Avg
During-Wk WR
Next-Wk Avg
DAILY RANGE — 5 BUCKETS (HOW VOLATILE WAS TODAY?)
Same logic applied at the daily level. Bucket 1 = tightest 20% of days. Bucket 5 = widest. Watch Next Day Avg — high-vol days often precede bounces (mean reversion), while low-vol days often precede continuation or the next vol expansion.
Volatility Bucket
Range Low (% of open)
Range High (% of open)
That Day Avg
That Day WR
Next Day Avg
RISK-ADJUSTED RETURN — RETURN PER DOLLAR OF RANGE
Risk-adjusted return = average % return ÷ average true range. Higher = more return per unit of volatility taken on. A low number means the market is paying poorly for the volatility risk. Useful for comparing regimes.
WHAT HAPPENS AFTER 2+ CONSECUTIVE HIGH-VOL WEEKS?
After sustained volatility clusters, does the market bounce or continue lower? This quantifies the mean-reversion edge that follows extended high-vol regimes.

* Buckets are quintiles of the period's range as a percent of its open, so every era is compared on the same footing. "Next period" = following week or day. Risk-adj = avg return ÷ avg true range ($). Sample follows the lookback selected above.

⬡ SETUP ENGINE — ENDPOINT AND PATH FOR A CHAIN OF CONDITIONS
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DAY OF WEEK
WEEK OF MONTH
MONTH OF YEAR
QUARTERLY
YEARLY
STREAKS
DECLINE STATS
RECOVERY
RELIEF RALLIES
POLITICAL CYCLE
DAILY RETURN BY DAY OF WEEK
DayAvg ReturnMedianWin RateAvg Day Range ($)Best DayWorst DayDays Sampled
CONTEXT — AFTER UP vs DOWN PRIOR DAY
DAILY MOMENTUM

* Daily close-to-close returns from daily_ohlcv (spy_data.db). Day Range = High − Low ($).

WEEKLY RETURN BY WEEK NUMBER IN MONTH
WeekAvg ReturnMedianWin RateBest WeekWorst WeekSampleEdge vs Avg
KEY INSIGHT
WEEK-OF-MONTH BY CALENDAR MONTH

* A week belongs to the month its Monday falls in: Week 1 = Monday on days 1–7, Week 2 = 8–14, Week 3 = 15–21, Week 4 = 22–28, Week 5 = 29+. Turn-of-month effect: last days of month + first days of next month historically strongest.

MONTHLY OPEN-TO-CLOSE RETURN SEASONALITY
MonthMonthly AvgMedianMonthly WRDaily AvgDaily WRAvg True RangeBest MonthWorst MonthYrs
RANKING SUMMARY

* Monthly return = first open to last close of the calendar month, price only (no dividends); complete months only. ± is two standard errors of the mean. Monthly WR = % of years that month closed positive. Daily Avg/WR computed from individual trading days in that calendar month. True Range = monthly High−Low ($).

QUARTERLY PERFORMANCE — MONTHLY + DAILY BREAKDOWN
QuarterMonthly AvgMonthly WRDaily AvgDaily WRAvg True RangeBest MonthWorst MonthMonths Sampled
Q4 — THE STRONGEST QUARTER

* Quarterly stats aggregate individual months. Q1=Jan–Mar, Q2=Apr–Jun, Q3=Jul–Sep, Q4=Oct–Dec.

YEARLY SUMMARY STATS
ALL YEARS AT A GLANCE

* Full calendar year returns, first open to last close, price only (no dividends); the in-progress year is excluded. The Political Cycle panel uses the same years and basis. Green = positive year, Red = negative year.

CONSECUTIVE STREAK RECORDS
MOMENTUM — PROBABILITY NEXT PERIOD IS GREEN
AFTER 2+ GREEN WEEKS IN A ROW
AFTER 2+ RED WEEKS IN A ROW
AFTER 3+ GREEN WEEKS IN A ROW
AFTER 3+ RED WEEKS IN A ROW

* Weekly streaks from SPY_weekly.csv Return_%. Daily streaks from daily_ohlcv. Momentum = conditional probability of next close being higher.

WEEKLY RANGE — 5 BUCKETS (HOW VOLATILE WAS THIS WEEK?)

Each row = what happened IN that type of week, and what happened the FOLLOWING week

Volatility Bucket
Range Low (% of open)
Range High (% of open)
During-Wk Avg
During-Wk WR
Next-Wk Avg
DAILY RANGE — 5 BUCKETS (HOW VOLATILE WAS TODAY?)

Each row = what happened ON that type of day, and what happened the NEXT day

Volatility Bucket
Range Low (% of open)
Range High (% of open)
That Day Avg
That Day WR
Next Day Avg
RISK-ADJUSTED RETURN — RETURN PER DOLLAR OF RANGE
WHAT HAPPENS AFTER 2+ CONSECUTIVE HIGH-VOL WEEKS?

* Buckets are quintiles of the period's range (high − low) as a percent of its open. "Next period" = the following week or day respectively. Risk-adj = avg return ÷ avg true range ($).

How to read this: A decline event begins when SPY falls from a prior closing-price peak. The depth is the maximum % drop from peak to trough. Conditional probability — given a decline already reached level X, what % historically continued to level Y. This tells you: "if we're already down 10%, how often does it become a 20% crash?" Duration is in trading sessions. A peak is the highest close of the trailing 20 sessions. Only declines of 2%+ from that peak are counted.
HOW OFTEN DOES SPY DECLINE BY THIS MUCH?
CONDITIONAL PROBABILITY — IF IT REACHED X%, WHAT % WENT TO Y%?

Read across a row: given a decline already hit the row level, the % chance it extended to each column level.

DURATION & RECOVERY STATISTICS

td = trading days · calendar days ≈ td × 1.4

DEPTH DISTRIBUTION — ALL 2%+ DECLINES
ESCALATION — OF DECLINES THAT HIT 5%, HOW DEEP DID THEY GO?
ALL DECLINES ≥ 10% — DETAIL TABLE
DRAWDOWN EVENTS & RECOVERY TIMES — WEEKLY DATA
Drawdown LevelEvents Since StartAvg RecoveryMedian RecoveryLongest RecoveryAvg (months)
VISUAL — AVG vs MEDIAN RECOVERY TIME

* Recovery = weeks from trough back to a new running all-time weekly closing high, so a decline here is one from the all-time high; the Declines panel counts declines from a 20-session peak, which is a different and larger set. Based on SPY weekly CLOSE prices.

SHORT WEEKS — FEWER THAN 5 TRADING DAYS
SANTA RALLY — NOVEMBER + DECEMBER
MAJOR HOLIDAY WINDOWS
SEASONAL PATTERNS & KNOWN EDGES
FULL HOLIDAY DETAIL TABLE
PeriodWindowAvg ReturnMedianWin RateSampleBestWorst

* Daily returns from individual trading days in each window. Weekly returns from SPY_weekly.csv. Tax loss harvesting = Dec 15–31 daily. January effect = first 5 trading days. Sell in May = May–Oct daily avg vs Nov–Apr.

LOOKBACK:
⬡ DAY-OF RETURN DISTRIBUTION
⬡ BEFORE / DAY-OF / AFTER · AVG RETURN
⬡ EVENT LOG — EVERY RELEASE SINCE 2020
RELIEF RALLY STATISTICS — CLEAN PULLBACKS FROM PEAK 1993–2026

Identifies pullbacks of the specified depth from a local peak with no interim rally >1.5% during the drop. Measures the subsequent bounce: size, duration, Fibonacci retracement level, and forward returns. Algorithm: scan for each clean drop threshold → find trough → track bounce until price breaks trough by >1%.

PULLBACK DEPTH:

Lookback selector does not apply here — political cycle analysis requires full history (1993–2025) to be statistically meaningful.

PRESIDENTIAL ELECTION CYCLE — SPY ANNUAL RETURNS 1993–2025
ANNUAL RETURN BY CYCLE YEAR
YEAR-BY-YEAR BREAKDOWN
PARTY IN POWER — FULL HISTORY
Q4 PERFORMANCE BY CYCLE YEAR (OCT–DEC)

* Election: 1996,2000,2004,2008,2012,2016,2020,2024. Midterm: 1994,1998,2002,2006,2010,2014,2018,2022. Year 1=post-election. Year 3=pre-election. Dem: Clinton 1993–2000, Obama 2009–2016, Biden 2021–2024. Rep: Bush 2001–2008, Trump 2017–2020, Trump 2025+. Correlation ≠ causation.

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