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Insider & Institutional

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...

Insider & Institutional

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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Central Banks

Jackson Hole 2026 Preview: Warsh’s First Keynote and a Payments Agenda

Crypto Explained

August Seasonality in Crypto: What the Monthly Return Record Shows

Whale & Exchange Flows

Exchange Netflow vs Exchange Reserve: Two Whale Metrics That Disagree

GDP & PMI

ISM vs S&P Global PMI: Two Surveys, Two Stories

Geopolitics & Market Risk

After IEEPA: The Tariff Authorities Washington Is Using Instead

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