Dawn Run Intelligence
Operator-level market intelligence for capital deployment.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 280 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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clintsmith.substack.comLatest Issues
Stocks Just Had Their Best Week Since April. But One Number Could Wreck The Rally Next Week. Here’s The One Number To Watch.
VX Saturday Weekly Wrap
Credit confirmed the rally. Yields fell. Now CPI decides whether the move continues.
Accuracy flag: Friday cash closes are used unless noted. ICE BofA HY OAS is the latest available reading through August 6. Crypto...
The Tape Is Offering Opportunity - But Only to Investors Who Refuse to Chase It. Dawn Run.
Regime
CONDITIONS HAVE IMPROVED SINCE THE OPEN
🟡 → 🟢 | SELECTIVE RISK-ON MACRO GATE OPEN, EARLY CASH-MARKET CONFIRMATION IMPROVING
We now see selective risk-on with early cash-market confirmation. SPY, QQQ, VTI, IWM, and HYG are all po...
AI Leadership Broadened. Oil and Yields Opened the Gate.
VX DAWN RUN AM
Tuesday, August 4, 2026 | Published 6:08 AM Los Angeles
Regime
🟡 | SELECTIVE RISK-ON, BROADENING BUT EXTENDED
Executive Summary
The rally broadened beyond megacaps, but the best stocks might have already seen better ent...
The AI Debate Is Over. The Capital Allocation Debate Begins.
Sunday, August 2, 2026 | Week of August 3–7
VX DAWN RUN → SUNDAY WEEK AHEAD
Regime
🟠 → 🟡 48 / 100 | SELECTIVE RISK-ON IF CONFIRMED
AI leadership remains intact, but elevated long-term Treasury yields and narrow market breadth continue...
VX Dawn Run Macro Ticker Matrix and Dictionary
I developed these tools to strengthen my own financial and investment literacy and improve the VX Dawn Run process. I’m sharing them as a free educational resource for my friends and followers.
Company fundamentals → Project economics → Ma...
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| Subscribers | Engagement | 81 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Practical systems for sharper judgment, stronger leadership, and better business results. Built from decades in operations, execution, and capital.
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