CommonQuant
Breaking research

2 ideas from this batch

Published 2026-06-29T16:10:28.169580Z

Ideas in this batch

Tech relief rally hits a Fed brick wall — fade the Microsoft bounce
Dip buyers are stepping in as US-Iran tensions fade, but the structural risk remains intact. Citadel Securities is explicitly warning that the new Fed chair is determined to fight inflation, which will act as a major drag on risk assets lik
Wall Street is fleeing crypto — short Bitcoin as the biggest whale starts selling
Bitcoin is decoupling from the broader stock market recovery, sliding even as traditional equities bounce. With $4 billion already pulled from Bitcoin ETFs this month, the institutional demand has completely dried up. The announcement that
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