Ground control for your portfolio

Follow the money, not the headline.

We read which sectors are drawing unusual volume, check whether price followed, and write up what it means. No hype, no jargon, no fifty page PDF.

Published before the open.

The method

Three questions, every brief

Where the volume went

Sector trading volume measured against its own trailing average is the first read. Not what was said about a sector, what the tape did in it.

Whether price agreed

Flow without confirmation is noise. We check the tape against the flow before it means anything.

What we are doing about it

Positions are published with the entry price and date locked at the moment of publication. Nothing gets quietly rewritten later.

How the read is derived: each sector ETF's daily dollar volume, measured against its own trailing average and signed by the day's direction. That is derived from price and volume, not from fund creation and redemption data.

Ground control

The brief says what happened. The dashboards let you check it.

Every figure a brief quotes comes from a measurement anyone can run again. Those measurements live in the console, alongside a good deal more that never fits in a brief: sector activity, buying and selling pressure, risk and drawdown on a holding, and a portfolio you upload from a file that never leaves your browser.

What the tape did

Sector activity against each fund's own trailing average, and the Flow Board behind the read the brief quotes.

What it would cost you

Drawdown, volatility, value at risk and correlation, each stating the window it was measured over and the assumption it rests on.

How much is luck

Rankings shrunk by their own error bars, so a leaderboard built on three months of returns says how much of itself is noise.

Open the dashboards

Nothing in the console is a recommendation, and none of it places a trade. Every reading describes a window of history or states the assumption it rests on, and says which.

Latest transmission

Technology carries SPY higher as ten sectors close lower

On August 27, only one of eleven sectors closed in positive territory, yet the S&P 500 ETF still gained 0.66%. The explanation sits almost entirely with technology, which rose 3.16% on above-average trading volume. Nine sectors saw quieter-than-usual activity.

Read the brief

Major Tom publishes market research and commentary. Nothing here is investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research.