amit
2026.07.31 20:16

TRADING ENDS FOR THE MONTH OF JULY.

- Momentum has its worth month in 20 years but gets a slight recovery in the last two days

- One of the largest AI funds lost 67% of its value in July after being 4x levered on $45b of assets but still is +80% YTD after Citadel buys their book

- The Fed didn't hike rates

- $Amazon(AMZN.US) $Alphabet(GOOGL.US) and $Microsoft(MSFT.US) proved that AI is bringing an ROI with their cloud businesses and are only going to increase capex

- Financials, insurance, energy, and healthcare have a great month

- Oil spikes 15% due to Iran war fears

- The South Korean KOSPI Index ends -20% for the month but was -40% during the worst of it

Enjoy the weekend, if you got through July then you

deserve to.

August up next!

Source: amit

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