Briefing archive
Every briefing Arcane has ever published.
Filter by type, date, author, or ticker. Every briefing is signed. Nothing is retroactively edited; errata appear as appended notes dated and initialled. The archive is indexed by search — try "breadth softens" or "Fed minutes."
Total published
2,847
since Nov 2024
This month
94
on pace for 128
Authors
11
on the editorial rotation
Avg read
4m 20s
across all briefing types
Sort:
★ TODAY · MIDDAY BRIEFING · 12:00 ET
Institutional regime holds while breadth softens to 75% — a divergence worth watching.
The primary SPY signal has held 87% confidence across the overnight session, but internal breadth has deteriorated by 8 points in two sessions. Defensive rotation is accelerating at the margin — TLT and GLD both read Elevated or High Risk — consistent with a macro hedge bid rather than primary regime stress. The divergence is the signal, not the level.
Read full briefing →Also today
09:41
TSLA → High Risk: sentiment beta collapses for a third time in five sessions
Transition · 3 min · Takeshi Ramirez
VIX breaks three-month range — volatility complex signal detected
Transition · 2 min · Aarav Joshi
GLD → High Risk on defensive demand surge; TLT shows concurrent pressure
Transition · 3 min · Liesel Chen
Pre-market: Asian close benign, Europe opens mildly positive on PMI beat
Pre-market · 5 min · Elena Wójcik
By date.
Monday · April 21 · 2026Issue no. 2,843
WEEKLY18:00 ETWeek ahead: Fed minutes Thursday, earnings ramp, and the case for holding the regime call
By Mira Halvorsen, CIO
12 MIN · 14,230 reads
AFTER16:30 ETClose assessment — breadth holds, TSLA volatility isolated, no regime break
By Elena Wójcik, Head of Editorial
4 MIN · 8,112 reads
MIDDAY12:00 ETInstitutional regime intact through lunch; dealer gamma posture unchanged
By Elena Wójcik
5 MIN · 9,840 reads
PRE-MKT04:30 ETAsia closes strong on BOJ hold; Europe mixed; US futures flat into open
By Takeshi Ramirez, Quant Research
5 MIN · 6,205 reads
Sunday · April 20 · 2026Issue no. 2,842
DEEP—Regime stability under cross-asset stress — a post-mortem of Feb-Mar 2026
By Takeshi Ramirez & Liesel Chen
24 MIN · 22,600 reads
Friday · April 18 · 2026Issue no. 2,841
TRANS15:12 ETXLE → Elevated as energy breadth narrows into week's close
By Aarav Joshi, Staff Quant
3 MIN · 4,800 reads
AFTER16:30 ETWeek's close: monthly OPEX pins met, VIX calm holds, no weekend risk-off
By Elena Wójcik
4 MIN · 7,920 reads
MIDDAY12:00 ETFed speaker roundup: three speeches, zero new information
By Elena Wójcik
6 MIN · 5,440 reads
PRE-MKT04:30 ETUK inflation cooler than expected; GBP strength capped, gilts bid
By Aarav Joshi
5 MIN · 3,820 reads
Thursday · April 17 · 2026Issue no. 2,840
AFTER16:30 ETEarnings season mid-point: dispersion at 18-month high, breadth unmoved
By Elena Wójcik
5 MIN · 9,220 reads
TRANS14:02 ETQQQ → Normal — Elevated state from April 14 has resolved without incident
By Takeshi Ramirez
2 MIN · 3,118 reads
MIDDAY12:00 ETECB on hold as expected; bund curve steepens, euro modestly bid
By Aarav Joshi
5 MIN · 4,620 reads
Wednesday · April 16 · 2026Issue no. 2,839
DEEP—How the regime engine handles single-name blow-ups without losing the index call
By Liesel Chen
18 MIN · 15,300 reads
MIDDAY12:00 ETNvidia earnings overhang — positioning is reasonable, expectations elevated
By Mira Halvorsen
7 MIN · 12,600 reads
Tuesday · April 15 · 2026Issue no. 2,838
AFTER16:30 ETTax-day close: retail flows heavier than average; nothing thesis-altering
By Elena Wójcik
4 MIN · 5,920 reads
MIDDAY12:00 ETA quiet session; the quiet is the read
By Elena Wójcik
4 MIN · 5,100 reads
Showing 15 of 2,847 · page 1 of 190