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Market Intelligence
Desk notes on macro, equities, options, and commodities. Verified tape. No invented prints.
Read the research →Independent market research
Markets are cause and effect.
CosAnalyst reads the tape, the calendar, and the structure — cause first, then effect — and prints what can be verified. Not the siren. Not the echo. Independent research. Simulated. Publisher + AI-assisted.
Read the latest research →Publication
Latest research
Nasdaq's First Weekly Loss in Five Weeks: QQQ Down 5.5%
QQQ fell 2.5% Friday and 5.5% on the week, the first weekly loss in five weeks. The 2-year yield fell, hike odds stayed low, and tech sold anyway.
SECTOR SELECTOR
Follow the rotation. Find the leadership.
Explore SectorSelector.aiNEVER MISS AN ALERT
Free SPY, QQQ & IWM Trade Alerts
Calls and puts on index ETFs. Entry, stop, two targets, 12:30 PT time exit. Every result posted publicly. Testing phase.
Join free on TelegramNasdaq Heads for Its First Weekly Loss in Five Weeks
QQQ is down 1.8% and sitting on Thursday's low, the VIX jumped to 18, and the 10-year is 5.13%. Chips, software and cyber lead the selloff on opex Friday.
Import Prices Jump 1.1%, the 2-Year Yield Barely Moves
September import prices rose 1.1% against 0.8% expected, the third hot inflation print this week. The 2-year yield barely moved, and it is opex Friday.
Warsh Didn't Say Hold. The Market Heard It Anyway.
Hot CPI and the hottest PPI since 2022 should have pushed the Fed toward October. Warsh gave no hint, and the market cut October hike odds from 27.5% to 12.5% while December stayed at 78.5%. The 10-year has not bought in.
The desk
Three pillars
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Sector Selector
Friday-close eleven-sector ranking. Leadership and rotation — a map, not a prophecy.
Explore Sector Selector →03
Free SPY, QQQ & IWM Trade Alerts
Calls and puts on index ETFs. Entry, stop, two targets, 12:30 PT time exit. Every result posted publicly. Testing phase. Fox Alerts is one alert type.
Join free on TelegramThe Cos Book
What the desk is watching.
The book is building.
The desk publishes timestamped views when they are ready. Bias is BULLISH, BEARISH, NEUTRAL, or WATCHING — never BUY or SELL.
BOOK FACT • NOT A TICKET
The CosAnalyst Market Brief
The live desk is on X. The brief is a separate opt-in — write the desk if you want it. No invented cadence.