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什么在动、为何而动、又改变了什么。由我们的量化团队基于 EPTA5 NewsDeck 观察列表撰写。
MacroWeeklyJuly 30, 2026· 6 min read
The rotation lasted one day
On 28 July the Dow rose 537 points and the equal-weighted S&P hit a record. On 29 July the Fed held with three dissents, the index fell 1.52 %, and Brent jumped almost 7 %.
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深度解读
一个问题： 认真作答。
围绕单一市场问题的长文，建立在同行评审研究与可核查来源之上。没有目标价，没有随口断言。
MicroDeep diveJuly 30, 2026· 8 min read
SpaceX has lost half its value since June. What actually happened
From a $2.66tn peak on 16 June to $112.55 on 29 July, close to $1.2tn of market value gone. No rocket exploded. What drove the fall, and the two dates in early August.
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MacroStrategy10 min read
The gravity of giants. What a century of data says about a market this concentrated
Ten companies are now ~40 % of the S&P 500. What fifty years of peer-reviewed research says about concentrated markets.
July 28, 2026
MacroStrategy11 min read
The hidden calendar. Why seasonality is the most underrated edge in equity investing
What the academic literature actually shows about seasonality: what is real, what is noise, and how to use it.
May 3, 2026
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