Open Fieldbook
Ryan @ OpenFieldbook, thetoppick1111charts + content + A/I :: a revolutionary experience for investors
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 173 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||
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openfieldbook.substack.comLatest Issues
A turbulent month of July
Key Takeaways
- The headline numbers looked calm. Underneath, it was anything but.
The S&P 500 gained 0.7% and the Nasdaq climbed 1% on the day, leaving the month roughly flat overall but that flatness hid some real sparks of vola...
The real-asset rotation: why capital is moving from AI’s brain to its body
The market is in the early stages of a rotation away from concentrated bets on AI’s “digital brain” — the chipmakers and hyperscalers that have driven returns for years — and toward the physical, real-asset infrastructure needed to actually...
Semiconductors fall into bear market territory
Wall Street closed out a rough week on Friday, with the S&P 500 down about 1%, the Nasdaq 100 off roughly 1.4%, and the Dow the relative outperformer at down 0.8%.
Wall Street closed out a rough week on Friday, with the S&P 500 down about...
Semiconductor chip rotation exacerbates
Chips are once again the market’s weak link, and Thursday’s session made that plain even as the broader tape looked deceptively calm.
Chips are once again the market’s weak link, and Thursday’s session made that plain even as the broader t...
Semiconductors' pricing momentum rollover
Wall Street spent Wednesday chopping sideways in a session that, on the surface, looked almost sleepy — the Dow added just 81 points, the S&P 500 notched up, and the Nasdaq flipped from red to a 0.6% gain by the close.
Wall Street spent We...
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The writers behind this newsletter.
Daily Markets and Business news. Content and visuals that transform stock market data into clarity—powerful insights in three ways: a newsletter, a portfolio dashboard, and grounded A/I chats. PortfolioGoat.com
I like football and finance. Check out openfeildbook. Would really appreciate it.
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