Keep pulling the thread on Adam Parker.
Alo Atomics built its first nuclear reactor in 40 days and demonstrated a sustained nuclear fission chain reaction on July 4th, 2026.
Crude oil prices surged by approximately 850 basis points week-over-week after a Middle East peace deal broke down.
Over the last year in the US equity market, the penalty for missing earnings has been significantly harsher than the reward for beating earnings.
The median holding period for trades executed by quant pods at multistrategy hedge funds is approximately 5 days, with a range of 3 hours to 10 days.
Most quantitative trading funds operate with a daily portfolio turnover of 20% to 30%.
The ceasefire between the United States and Iran has collapsed.
Following a recent speech by the Federal Reserve president, the market has shifted from pricing in rate cuts to pricing in two or three rate hikes.
In a single week, large speculators covered 85,000 short contracts in 30-year US Treasury bonds.
Traditional valuation metrics, such as buying cheap stocks and shorting expensive ones, have not been a profitable strategy for the past 15 years.
The S&P 500 is currently in an earnings supercycle.
The 10-year Treasury yield has risen sharply, breaking above its June 2026 highs.
Adam Parker predicts the US equity market will experience a choppy but upward trend for at least the next 6 to 12 months, driven by strong underlying corporate earnings.