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Dispersion within the S&P 500 is massive
S&P 500 -0.1% in July
Despite top 3 stocks positive$NVDA: +0.3%$AAPL: +6.8%$MSFT: +24.6%
6/11 sectors had 1%+ returns$XLE: +12.1%$XLF: +6.2%
S&P 500 Momentum: -11.1%@CarsonResearch @RyanDetrick pic.twitter.com/YsINnDydyg
— Sonu Varghese (@sonusvarghese) August 3, 2026
Since I sent this tweet 2 days ago:
AAPL is down 12%
MSFT is up 17%
META is down 7%
AMZN is up 18%
Markets never let you catch your breath anymore
Everything happens at warp speed nowhttps://t.co/K3zmTCUbpt
— Ben Carlson (@awealthofcs) July 31, 2026
The Leopold liquidation pushed semiconductor single-stock volatility up to 75% (SOX Index).
This is only the third time semi volatility has reached this level. The other two instances: March 2020 and April 2025. pic.twitter.com/D02L22tgji
— Warren Pies (@WarrenPies) July 31, 2026
Crazy how this Situational Awareness blowup is right inline with the Long Term Capital Management blowup on the Netscape/ChatGPT timeline. Gray shading is When Genius Failed…
Past performance is no guarantee of future results. pic.twitter.com/O4FizP5kWp
— Bespoke (@bespokeinvest) July 30, 2026
“Retail sold a net $243m of single stocks yesterday, marking the largest one-day outflow since the Covid crash”– @vandaresearch
— Gunjan Banerji (@GunjanJS) July 29, 2026
I still don’t like the group, but noteworthy that investors are starting to throw in the towels on the Mag 7 ETF.
3-month outflows approaching the peak level of net inflows the fund saw at its January 2025 peak pic.twitter.com/posIIYmlEG
— Scott Brown, CMT (@scottcharts) July 27, 2026
Just to update through y’day: I estimate DRAM earned a ~88% since-incept cumul. NAV return. But investors lost a cumul. ~$1.6B over that span (at NAV) bc flows arrived late. Not mgr’s fault but shows potential pitfalls of streaky products. Hopefully investors stay put, it rallies https://t.co/mMENlzDvsZ pic.twitter.com/LyZxDVRVwq
— Jeffrey Ptak (@syouth1) August 1, 2026
Bank of America says the market’s reaction to Kevin Warsh resembles an emerging market facing a credibility shock pic.twitter.com/OHmzODwUSg
— Joe Weisenthal (@TheStalwart) August 3, 2026
For me, this was the standout comment from the ISM Manufacturing survey for July:
“No normalcy in sight in the world of metals. It makes me yearn for the coronavirus pandemic chaos, which was more manageable than whatever this is that we are in.”
— Kevin Gordon (@KevRGordon) August 3, 2026
Over the next few years you are going to have to fight with everything you’ve got to retain your humanity. They will try to convince you to give up connecting with each other, to give up truly being alive. It will be the most important fight of your whole life https://t.co/Qj59OMORsy
— BuccoCapital Bloke (@buccocapital) July 31, 2026
Well, that happened quickly.
More than 100,000 customers have opened agentic trading accounts. https://t.co/6BcWtIcDdY
— Vlad Tenev (@vladtenev) July 31, 2026
July 23, 2026, was the busiest day for commercial air travel ever, according to data from @flightradar24.
A whopping 153,359 commercial flights were tracked worldwide. pic.twitter.com/0fJ9mcjZkY
— Colin McCarthy (@US_Stormwatch) July 25, 2026
Hollywood scores its biggest collective weekend in box office history with more than $406M grossed domestically across all films.
‘SPIDER-MAN: BRAND NEW DAY’ ($355M)
‘THE ODYSSEY’ ($51M) pic.twitter.com/hyyqHmn3uQ— Film Updates (@FilmUpdates) August 2, 2026
Rick Moranis gets a Hall H standing ovation during the #Spaceballs: The New One’ panel at Comic Con. #SDCC pic.twitter.com/rMu7DxC4Iy
— Rotten Tomatoes 🍅 (@RottenTomatoes) July 25, 2026
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