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ReadThe Evidence-Led Market Desk · as of 26 Sep 2026
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Members: open your deskLatest View21:17Z · updating
Asia · 21:17ZAt midday, the tape is quiet and coiled, with Nikkei/Japan and Kospi/Korea leading while HangSeng/HK and Shanghai/China lag.
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21:17ZAsiaopensAt midday, the tape is quiet and coiled, with Nikkei/Japan and Kospi/Korea leading while HangSeng/HK and Shanghai/China lag.◆19:17ZNew YorkopensIn the session, the tape is rotating, with Technology and Industrials catching a bid while CommServices and Energy fade.◆15:17ZNew YorkopensAt midday, the tape is rotating, with Technology and Industrials catching a bid while CommServices and Energy fade.◆13:17ZNew YorkopensIn the session, the tape is rotating, with Technology and Industrials catching a bid while CommServices and Energy fade.◆09:17ZLondonopensAt midday, the tape is rotating, with Banks and Technology catching a bid while Food&Bev and Energy fade.◆07:17ZLondonopensIn the session, the tape is rotating, with Banks and Technology catching a bid while Food&Bev and Energy fade.◆03:17ZAsiaopensAt midday, the tape is quiet and coiled, with Nikkei/Japan and Kospi/Korea leading while HangSeng/HK and Shanghai/China lag.◆00:17ZAsiaopensIn the session, the tape is quiet and coiled, with Nikkei/Japan and Kospi/Korea leading while HangSeng/HK and Shanghai/China lag.◆25 Sep · 22:17ZAsiaopensAt midday, the tape is quiet and coiled, with Nikkei/Japan and Kospi/Korea leading while HangSeng/HK and Shanghai/China lag.◆25 Sep · 20:47ZNew YorkopensIn the session, the tape is rotating, with Technology and Industrials catching a bid while CommServices and Energy fade.21:17ZAsiaopensAt midday, the tape is quiet and coiled, with Nikkei/Japan and Kospi/Korea leading while HangSeng/HK and Shanghai/China lag.◆19:17ZNew YorkopensIn the session, the tape is rotating, with Technology and Industrials catching a bid while CommServices and Energy fade.◆15:17ZNew YorkopensAt midday, the tape is rotating, with Technology and Industrials catching a bid while CommServices and Energy fade.◆13:17ZNew YorkopensIn the session, the tape is rotating, with Technology and Industrials catching a bid while CommServices and Energy fade.◆09:17ZLondonopensAt midday, the tape is rotating, with Banks and Technology catching a bid while Food&Bev and Energy fade.◆07:17ZLondonopensIn the session, the tape is rotating, with Banks and Technology catching a bid while Food&Bev and Energy fade.◆03:17ZAsiaopensAt midday, the tape is quiet and coiled, with Nikkei/Japan and Kospi/Korea leading while HangSeng/HK and Shanghai/China lag.◆00:17ZAsiaopensIn the session, the tape is quiet and coiled, with Nikkei/Japan and Kospi/Korea leading while HangSeng/HK and Shanghai/China lag.◆25 Sep · 22:17ZAsiaopensAt midday, the tape is quiet and coiled, with Nikkei/Japan and Kospi/Korea leading while HangSeng/HK and Shanghai/China lag.◆25 Sep · 20:47ZNew YorkopensIn the session, the tape is rotating, with Technology and Industrials catching a bid while CommServices and Energy fade.
14,098names screened
42instruments daily
83%verified accuracy
2,444pass the values screen
33research tools
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Setups we're watching.
Solana
Solana is testing the ceiling of its recent range with enough force to favor continuation, but the market is now at the point where buyers must… Read the framework
AppleApple is trading like a leadership stock rather than a defensive hiding place. The…
MetaMeta (META) remains in a clean uptrend, but the immediate message is more nuanced:…
AMDAMD is trading like a leadership stock, with buyers maintaining control despite an increasingly…
NVIDIANVIDIA is consolidating near the top of its recent range rather than showing meaningful…
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Latest pre-session reads.
Top Market Losers is moving the tape while everyone stares at the index.
Top Market Losers is moving the tape while everyone stares at the index. Pre-Asia · Repair Carry · Friday ·…
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Nine-day vol is under spot. The tape is pricing zero near-term risk.
Nine-day vol is under spot. The tape is pricing zero near-term risk. Post-Close · Repair Split · Friday · 17:30…
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Costco is moving the tape while everyone stares at the index.
Costco is moving the tape while everyone stares at the index. Pre-NY · Split Book · Friday · 09:00 New…
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Economic calendar
How we’re reading it.
The week, on one spine
Recently filed above the line · everything below it is what’s coming
Today · FRI 25 SEP 2026
FRI 25 SEP
Durable Goods (Aug) + UMich Final Sentiment — 08:30 ET / 12:30 UTCAugust durable-goods orders and the final September consumer-sentiment read, after the prelim plunged on inflation fears.
Macro
WED 30 SEP
Core PCE (Aug) + Q2 GDP final + JOLTS + Consumer Confidence — 08:30 ET / 12:30 UTCMonth-end data cluster: the Fed's preferred inflation gauge, final Q2 GDP, job openings and consumer confidence. The week's main event.
Macro
Market news
The tape, and our read.
SPY Zero-Day Max Pain Pins Settlement at 766
Zero-Day Pinning Mechanics at Work SPY settles today with max pain fixed at 766 against a closing print…
VIX Falls to 14.87 in Contango Pricing Sustained Calm
Volatility Regime Snapshot VIX has dropped 5 percent to 14.87, moving below the five-day average of 15.54 and…
SPY Zero-Day Pin at 768 Limits Dealer Hedging Flows
Zero-Day Expiry Mechanics and Dealer Flow SPY options settle today with max pain fixed at 768 against spot…
VIX at 15.67 Prices Near-Term Calm Amid Moderate Swings
Volatility Regime Snapshot Building on yesterday's Volatility Lens observation that the VIX had lifted modestly from 14.21 to…
The ethical edge
Every name clears a values & ethics screen first.
2,444 of 14,098
names clear the Titan values & ethics screen. Every ticker is checked before it appears in any read. This is the gate, not a scorecard.
Screen any ticker
ScreenBusiness activityWhat a company earns its revenue from, checked against clear values lines.
ScreenFinancial structureDebt, interest income and leverage measured against defined thresholds.
ScreenEthical exclusionsESG and SRI values exclusions applied to every name, with optional filters you can switch on.
ProofSource-linked evidenceEach verdict traces back to the filing or dataset behind it.
The movers · desk intelligence
What quietly moved this week.
Across the compliant universe, 20 Sep–25 Sep: the names quietly turning up, the ones rolling over, and the compliant names with earnings ahead.
Turned buy
Quietly turning up after a stretch of weakness, a technology name, and it clears our values screen.
Quietly turning up after a stretch of weakness, a communication services name, and it clears our values screen.
Quietly turning up after a stretch of weakness, a industrials name, and it clears our values screen.
Turned sell
Rolling over after a run of strength; the trend has turned against it. Worth a closer look if you hold it.
Rolling over after a run of strength; the trend has turned against it. Worth a closer look if you hold it.
Rolling over after a run of strength; the trend has turned against it. Worth a closer look if you hold it.
Rolling over after a run of strength; the trend has turned against it. Worth a closer look if you hold it.
Ethical movers · into & out of compliant
The values screen held steady. No names crossed the line. A move into or out of compliant is a rare, deliberate event; when one happens, you see it here first.
1363 more turned buy and 941 more turned sell this week. The full desk read on every name.
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Not financial advice · a signal, not a recommendation · Titan Protect
The market map
Sectors today.
Where the tape is leading and lagging across the eleven S&P sectors, as of 26 Sep 2026.
Open Intelligence
The public ledger
Definitions, dated record and method.
Proof is available to inspect; it is not a performance promise.
Last week89%
Rolling 2-week87%
Rolling 4-week83%
Weekly verified accuracy · latest 83%
Titan composite indices
The composites, against the market.
Each rules-based composite since 2020 — its average annual return and year-by-year record against the benchmark. Open any index for the full breakdown.
Titan Ethical 500
Basket
S&P 500
+16.6%/yr avg since 2020 · vs S&P 500 +14.0%/yr
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Titan Tech 100
Basket
S&P 500
NAS100
+14.9%/yr avg since 2020 · vs NAS100 +20.2%/yr, S&P +14.0%/yr
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Titan Prosper 25
Basket
S&P 500
+18.6%/yr avg since 2020 · vs S&P 500 +14.0%/yr
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Titan Convergence
Basket
S&P 500
+36.3%/yr avg since 2020 · vs S&P 500 +14.0%/yr
Open the index
| Yr | Basket | S&P 500 |
|---|---|---|
| 2020* | +31% | +16% |
| 2021 | +18% | +27% |
| 2022 | -7% | -19% |
| 2023 | +21% | +24% |
| 2024 | +15% | +22% |
| 2025 | +26% | +18% |
| 2026 | +10% | +13% |
| Yr | Basket | NAS100 | S&P |
|---|---|---|---|
| 2020* | +39% | +43% | +16% |
| 2021 | +27% | +27% | +27% |
| 2022 | -30% | -33% | -19% |
| 2023 | +29% | +54% | +24% |
| 2024 | +15% | +24% | +22% |
| 2025 | +14% | +21% | +18% |
| 2026 | +21% | +21% | +13% |
| Yr | Basket | S&P 500 |
|---|---|---|
| 2020* | +23% | +16% |
| 2021 | +26% | +27% |
| 2022 | -7% | -19% |
| 2023 | +18% | +24% |
| 2024 | +19% | +22% |
| 2025 | +38% | +18% |
| 2026 | +11% | +13% |
| Yr | Basket | S&P 500 |
|---|---|---|
| 2020* | +23% | +16% |
| 2021 | +49% | +27% |
| 2022 | +38% | -19% |
| 2023 | +35% | +24% |
| 2024 | +9% | +22% |
| 2025 | +34% | +18% |
| 2026 | +58% | +13% |
Backtested since 2020, illustrative, not a live track record. * partial first year · full method on each index page.
Explore the desk
Tools, trackers and screens.
The working instruments behind the research — open to inspect.
Insider Buying200 insider buys$541M bought by company executivesas of 25 Sep
Earnings This Week16 report this weekcompanies posting results in the days aheadas of 23 Sep
Fed PolicyFOMC Rate Decision in 32d28 Oct: FOMC Rate Decision (2:00 PM ET)
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The big pictureThe whole market, read for you. Hidden big tradesLarge orders placed away from the exchange. Where futures traders leanHow the big futures players are positioned. What is leadingWhich parts of the market are strongest. What big funds ownThe stocks major funds are holding.Live trackers
A live watch on the signals that move markets.
Insider buyingWhen a company's own executives buy its stock. The FedRate decisions, and what they mean for you. Earnings aheadWho reports results, and when. Oil & geopoliticsGeopolitical moves that swing the oil price.Values & ethics
Screen every name against clear, published values lines.
Values researchHow we judge a company's conduct. Check any nameRun any ticker through the values screen. How the screen worksThe rules behind every verdict. Plain-English glossaryEvery term, explained simply.The Foundry / Film library
Latest from the Foundry.
Explainers
The Foundry / Reading
Learn the method, in writing.
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What We Called, and The Score: Week of 10 August 2026
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The Foundry / Film Room
Understand the framework, then use it in your next desk review.
The desk reads market anatomy on film, then turns it into method you can reuse. Now showing: Top Market Losers is moving the tape while everyone stares at the index..
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See How Members Use the DeskLeading sector · Technology
The sector out in front over the last month, against the other ten.
Shield · risk lens
Read the market's mood before you open a deeper research path.
Floor · your journal
Your private research journal. Log each idea with its reasoning, then review how it actually played out.
Log the idea, and your reasoning
Note the plan and the risk
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