EskiSignal

A Weak Dollar Cycle: What a Falling DXY Does Across Asset Classes

A Weak Dollar Cycle: What a Falling DXY Does Across Asset Classes

August 17, 2026

The dollar is the price of everything priced in dollars, which is most things. When it falls persistently, the effects...

Silver’s Record Run: Industrial Demand, Solar, and the Gold-Silver Ratio

Silver’s Record Run: Industrial Demand, Solar, and the Gold-Silver Ratio

August 17, 2026

Silver has more than tripled in a year and roughly doubled in 2026 alone. That is a bigger move than...

Central Banks Bought a Record 289 Tonnes of Gold Last Quarter

Central Banks Bought a Record 289 Tonnes of Gold Last Quarter

August 16, 2026

Central banks bought more gold in the second quarter of 2026 than in any quarter on record, and they did...

India vs China in EM Funds: What Is Actually Inside Your Index

India vs China in EM Funds: What Is Actually Inside Your Index

August 16, 2026

An emerging markets fund is not a bet on emerging economies. It is a bet on a specific, rapidly changing...

Why Emerging Markets Are Beating the S&P 500 in 2026

Why Emerging Markets Are Beating the S&P 500 in 2026

August 15, 2026

Emerging market equities are having their best year against US stocks in more than a decade. The gap is wide...

Dark Pools and Off-Exchange Volume: Reading FINRA’s ATS Data

Dark Pools and Off-Exchange Volume: Reading FINRA’s ATS Data

August 15, 2026

Roughly half of US equity volume does not happen on an exchange. The venues where it does happen are collectively...

Retail Earnings Week: What Walmart, Target and Home Depot Say About the Consumer

Retail Earnings Week: What Walmart, Target and Home Depot Say About the Consumer

August 14, 2026

Three companies reporting in the same week account for a meaningful slice of American household spending. Their results arrive after...

Form 4, 13D, 13G: A Field Guide to Insider and Activist Filings

Form 4, 13D, 13G: A Field Guide to Insider and Activist Filings

August 14, 2026

Three SEC forms cover who owns what and who just bought or sold it. They are frequently lumped together as...

Put/Call Ratio and Skew: Sentiment Signals the VIX Does Not Capture

Put/Call Ratio and Skew: Sentiment Signals the VIX Does Not Capture

August 13, 2026

The VIX tells you how much movement the options market expects. It does not tell you which direction traders are...

13F Season: What Q2 2026 Filings Reveal — and What They Quietly Hide

13F Season: What Q2 2026 Filings Reveal — and What They Quietly Hide

August 13, 2026

Every quarter, institutional managers disclose what they owned six weeks earlier, and a small industry springs up to interpret it....

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