Updated 20:03 GMT, 5 Nov 2026 SPX 7,400.37 -3.75% NDX 26,906.42 -5.38% VIX 24.13 +45.27% GOLD 4,127.00 +1.33% CL 90.56 +2.77% BTC 76,158.55 -5.28%

Pre-London Brief

Pre-London session market intelligence. Members receive before London opens.

Pre-London Brief 5 Nov 2026: Everybody is long. Almost nobody is protected.
· Macro Intelligence, Pre-London Brief

Pre-London Brief 5 Nov 2026: Everybody is long. Almost nobody is protected.

Everybody is long. Almost nobody is protected. Pre-London · Naked beta · Thursday · 01:30 New York / 06:30 London / 15:30 Tokyo The one-breath…

Pre-London Brief 4 Nov 2026: Peak fear, and the sellers are nearly done
· Macro Intelligence, Pre-London Brief

Pre-London Brief 4 Nov 2026: Peak fear, and the sellers are nearly done

Peak fear, and the sellers are nearly done Pre-London · Sellers fading · Wednesday · 01:30 New York / 06:30 London / 15:30 Tokyo The…

Pre-London Brief 3 Nov 2026: US Nonfarm Payrolls + Unemployment lands Friday 6 November. Is the tape priced for a surprise?
· Macro Intelligence, Pre-London Brief

Pre-London Brief 3 Nov 2026: US Nonfarm Payrolls + Unemployment lands Friday 6 November. Is the tape priced for a surprise?

US Nonfarm Payrolls + Unemployment lands Friday 6 November. Is the tape priced for a surprise? Pre-London · Jobs-week pricing · Tuesday · 01:30 New…

Pre-London Brief 2 Nov 2026: Qualcomm reports Wednesday 4 November. Is the tape priced for a surprise?
· Macro Intelligence, Pre-London Brief

Pre-London Brief 2 Nov 2026: Qualcomm reports Wednesday 4 November. Is the tape priced for a surprise?

Qualcomm reports Wednesday 4 November. Is the tape priced for a surprise? Pre-London · Semi digestion · Monday · 01:30 New York / 06:30 London…

Pre-London Brief 30 Oct 2026: Apple reports Monday 2 November. Is the tape priced for a surprise?
· Macro Intelligence, Pre-London Brief

Pre-London Brief 30 Oct 2026: Apple reports Monday 2 November. Is the tape priced for a surprise?

Apple reports Monday 2 November. Is the tape priced for a surprise? PRE-LONDON · Survivor Premium · FRIDAY · 02:30 New York / 06:30 London…

Pre-London Brief 29 Oct 2026: Bullish and unhedged. That is the whole story today.
· Macro Intelligence, Pre-London Brief

Pre-London Brief 29 Oct 2026: Bullish and unhedged. That is the whole story today.

Bullish and unhedged. That is the whole story today. PRE-LONDON · Thin Cover · THURSDAY · 02:30 New York / 06:30 London / 15:30 Tokyo…

Pre-London Brief 28 Oct 2026: Buyers back in control. Where the leg tops.
· Macro Intelligence, Pre-London Brief

Pre-London Brief 28 Oct 2026: Buyers back in control. Where the leg tops.

Buyers back in control. Where the leg tops. PRE-LONDON · Leg Ceiling · WEDNESDAY · 02:30 New York / 06:30 London / 15:30 Tokyo The…

Pre-London Brief 27 Oct 2026: Alphabet reports tomorrow: what past reactions say about the move after
· Macro Intelligence, Pre-London Brief

Pre-London Brief 27 Oct 2026: Alphabet reports tomorrow: what past reactions say about the move after

Alphabet reports tomorrow: what past reactions say about the move after Pre-London · Alphabet Filter · Tuesday · 02:30 New York / 06:30 London /…

Pre-London Brief 26 Oct 2026: Amazon reports Thursday 29 October: the levels that decide the reaction
· Macro Intelligence, Pre-London Brief

Pre-London Brief 26 Oct 2026: Amazon reports Thursday 29 October: the levels that decide the reaction

Amazon reports Thursday 29 October: the levels that decide the reaction Pre-London · Cyclical Fade · Monday · 02:30 New York / 06:30 London /…

Pre-London Brief 23 Oct 2026: Alphabet reports Wednesday 28 October: what past reactions say about the move after
· Macro Intelligence, Pre-London Brief

Pre-London Brief 23 Oct 2026: Alphabet reports Wednesday 28 October: what past reactions say about the move after

Alphabet reports Wednesday 28 October: what past reactions say about the move after Pre-London · Alphabet Digestion · Friday · 02:30 New York / 07:30…

Get our weekly market brief free.