#markets

Feb 7, 2026

QuantMind Weekly Market Report - February 6, 2026

Defensive rotation dominates: XLE +6.29%/XLP +4.99%/XLI +4.82% sweep top 3. Tech earnings shock: AMZN -11.75% on $200B AI capex guidance, AMD -11.59%, META -7.44%. AAPL +6.96% sole Mag7 winner. Crypto crashes: BTC -8.25% briefly below $60K, SOL -13.17%. JOLTS at 5.25-year low signals labor market cooling.

Feb 1, 2026

Trump Is Achilles

A Davos moment reframed through Achilles: how Trump’s pressure-and-withdrawal tactics mirror Homer’s hero and what that means for markets, volatility, and capital flows.

Feb 1, 2026

QuantMind Weekly Market Report - January 31, 2026

Tech divergence intensifies with META +7.72% vs MSFT -7.53%. Communications and Energy lead sectors while Materials and Small Caps lag. Crypto weekend crash sees BTC -5.58% and ETH -9.26% with ~$1B liquidations. Next week focus: GOOGL/AMZN earnings and NFP data.