Dawn Run Intelligence
Operator-level market intelligence for capital deployment.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 353 | Founded | 4 years ago | Last Issue | 34 hours ago |
| Active | |||||
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clintsmith.substack.comLatest Issues
AI Credit Stress Widens. Market Breadth Offers a Counter-Signal.
VX DAWN RUN | Friday, October 16, 2026
Premarket | 6:25 a.m. PDT
Dear Readers,
Here is the report at the open. Have a great Friday.
Regime: 🟡 Caution, not crash confirmation. AI and semiconductor weakness persists, but Thursday’s reb...
VX Market Debrief | Wednesday, October 14, 2026
VX Market Debrief | Dawn Run Wednesday, October 14, 2026
Hot CPI exposed the financing fault line in AI. CoreWeave, Nebius and Oracle led the declines as investors reassessed the cost of capital.
Dear Readers,
If you looked at yesterday’...
HOT CPI RAISED THE HURDLE FOR GROWTH STOCKS
DAWN RUN
Updated 9:05 a.m. PDT | Data through 9:00 a.m. PDT
Intraday market snapshot. Credit spreads are latest available through Oct. 12.
The read
September inflation came in hot. Yields jumped. Investors are asking whether the Fed ma...
THE MARKET IS HOLDING UP. THE STOCKS UNDERNEATH IT ARE NOT. WHAT THAT MEANS FOR INVESTORS.
Dawn Run
VX DAWN RUN Tuesday, October 13, 2026 | Premarket
Dear Readers,
The S&P 500 is near its highs. But fewer than four in ten of its stocks are trading above their 50-day moving averages.
That’s a warning worth watching.
The quest...
WHO CARES -THE MARKET RALLIED. THE WEAKEST BORROWERS DIDN’T. WHAT COMES NEXT?
VX DAWN RUN SUNDAY WEEK AHEAD
DAWN RUN | VX SUNDAY WEEK AHEAD
Sunday, October 11, 2026
THE MARKET RALLIED. CREDIT DIDN’T.
The central risk: Stress at the weakest borrowers spreads into funding, volatility and breadth.
SUNDAY RED SHIRT...
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Authors
The writers behind this newsletter.
Evidence-first intelligence across markets, credit, AI infrastructure & energy. By Clinton Smith | 25+ years operator experience | MBA Finance & Marketing | Applied AI + agent workflows.
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