Primer: Arch Capital (ACGL US) - Jul 2026
Diversified Three-Pillar Model: Arch Capital's unique business structure, comprising specialized Insurance, Reinsurance, and Mortgage Insurance...
114 Views
Shifting to Neutral Near-Term as Chop Continues; Market Dynamics Deteriorating: HY Spreads, DXY, Etc
Shifting to Neutral Near-Term as Chop Continues; Market Dynamics Deteriorating: HY Spreads, MOVE index, DXY, Commodities All Rising $DJP $USO $UGA....
226 Views
Just Another Counter-Trend Rally, or Something More? DXY and Treasury Yields Breaking Key Supports
Just Another Counter-Trend Rally, or Something More?; $DXY and Treasury Yields $TNX $TYX Breaking Key Supports, several other reasons why we...
586 Views
Still Expecting 4165-4200 on S&P 500 to Cap Upside; Buys Within Insurance and Steel/Metals
The $SPX holding at 3915-3940 could be the spark that allows another run toward YTD highs, but we continue to expect 4165-4200 to cap upside and...
590 Views
Today's Fed Day to Determine Next Big Market Move? SPX Key Levels: 4100 and 3910
4100 is clear resistance to watch on the $SPX, while support continues to be at 3910; this has been the range for a month. We lean breakdown below...
618 Views