Read the archive.

Public market reads from sent briefs, available after a 24-hour delay. These are not complete copies of the emails: positions, sizing and private email details are omitted. Get the daily brief in your inbox free.

• 10/5/2026

  Pollinate Daily Brief

  That changes how much room the systems have for error. I'm following the live instructions and keeping the headlines in their place.

• 10/2/2026

  Friday review: Chop neutral bias, risk yellow.

  We finish the week in Market State 4: Chop, neutral bias.

• 9/30/2026

  market state changed: 5 to 4 | Sep 30

  Market state just moved from 5 to 4.

• 9/29/2026

  market state changed: 4 to 5 | Sep 29

  Market state just moved from 4 to 5.

• 9/28/2026

  market state changed: 5 to 4 | Sep 28

  Market state just moved from 5 to 4.

• 9/25/2026

  market state changed: 4 to 5 | Sep 25

  Market state just moved from 4 to 5.

• 9/24/2026

  Pollinate Daily Brief

  That changes how much room the systems have for error. I'm following the live instructions and keeping the headlines in their place.

• 9/23/2026

  Pollinate Daily Brief

  That changes how much room the systems have for error. I'm following the live instructions and keeping the headlines in their place.

• 9/22/2026

  market state changed: 5 to 4 | Sep 22

  Market state just moved from 5 to 4.

• 9/21/2026

  market state changed: 4 to 5.

  Market state just moved from 4 to 5.

• 9/18/2026

  market state changed: 5 to 4.

  Market state just moved from 5 to 4.

• 9/17/2026

  Pollinate Daily Brief

  That changes how much room the systems have for error. I'm following the live instructions and keeping the headlines in their place.

• 9/16/2026

  Pollinate Daily Brief

  That changes how much room the systems have for error. I'm following the live instructions and keeping the headlines in their place.

• 9/15/2026

  Pollinate Daily Brief

  That changes how much room the systems have for error. I'm following the live instructions and keeping the headlines in their place.

• 9/14/2026

  Pollinate Daily Brief

  That changes how much room the systems have for error. I'm following the live instructions and keeping the headlines in their place.

• 9/11/2026

  Pollinate Daily Brief

  That changes how much room the systems have for error. I'm following the live instructions and keeping the headlines in their place.

• 9/10/2026

  1:00 PM ET: 10-Year Note Auction.

  10-Year Note Auction is the main event today.

• 9/9/2026

  1:00 PM ET: 3-Year Note Auction.

  3-Year Note Auction is the main event today.

• 9/8/2026

  Pollinate Daily Brief

  That changes how much room the systems have for error. I'm following the live instructions and keeping the headlines in their place.

• 9/4/2026

  Pollinate Daily Brief

  That changes how much room the systems have for error. I'm following the live instructions and keeping the headlines in their place.

• 9/3/2026

  Today's system and risk read.

  SPY: 767.12.

• 8/31/2026

  Today's system and risk read.

  SPY: 766.51.

• 8/28/2026

  Today's system and risk read.

  SPY: 772.01.

• 8/27/2026

  Today's system and risk read.

  SPY: 768.06.

• 8/26/2026

  Today's system and risk read.

  SPY: 764.73.

• 8/25/2026

  Today's system and risk read.

  SPY: 766.57.

• 8/24/2026

  Today's system and risk read.

  SPY: 764.53.

• 8/21/2026

  Today's system and risk read.

  SPY: 766.49.

• 8/20/2026

  Today's system and risk read.

  SPY: 766.00.

• 8/19/2026

  Today's system and risk read.

  SPY: 770.84.

• 8/18/2026

  Today's system and risk read.

  SPY: 769.55.

• 8/17/2026

  Today's system and risk read.

  SPY: 776.29.

• 8/14/2026

  Today's system and risk read.

  SPY: 778.74.

• 8/13/2026

  Today's system and risk read.

  SPY: 774.35.

• 8/12/2026

  Today's system and risk read.

  SPY: 773.97.

• 8/11/2026

  Today's system and risk read.

  SPY: 774.26.

• 8/10/2026

  Today's system and risk read.

  SPY: 772.66.

• 8/7/2026

  Today's system and risk read.

  SPY: 772.19.

• 8/6/2026

  Quiet day. The systems are watching.

  SPY: 770.28.

• 8/5/2026

  Markets are calm. That's the problem.

  SPY: 774.99.

• 8/4/2026

  Pollinate Daily Brief

  SPY: 759.95.

• 8/3/2026

  The boring days pay the most.

  SPY: 751.21.

• 7/31/2026

  Markets are calm. That's the problem.

  SPY: 743.40.

• 7/30/2026

  Pollinate Daily Brief

  SPY: 734.88.

• 7/29/2026

  The boring days pay the most.

  SPY: 740.70.

• 7/28/2026

  No signals. No drama. Good.

  SPY: 739.80.

• 7/27/2026

  Nothing to buy today. That's the signal.

  SPY: 745.48.

• 7/24/2026

  Markets are calm. That's the problem.

  SPY: 739.15.

• 7/23/2026

  Pollinate Daily Brief

  SPY: 740.53.

• 7/22/2026

  The boring days pay the most.

  SPY: 745.48.

• 7/21/2026

  No signals. No drama. Good.

  SPY: 745.17.

• 7/20/2026

  Nothing to buy today. That's the signal.

  SPY: 746.34.

• 7/17/2026

  Markets are calm. That's the problem.

  SPY: 743.49.

• 7/16/2026

  Pollinate Daily Brief

  SPY: 752.04.

• 7/15/2026

  The boring days pay the most.

  SPY: 754.12.

• 7/14/2026

  No signals. No drama. Good.

  SPY: 750.96.

• 7/13/2026

  Nothing to buy today. That's the signal.

  SPY: 752.66.

• 7/10/2026

  Markets are calm. That's the problem.

  SPY: 751.75.

• 7/9/2026

  Pollinate Daily Brief

  SPY: 747.16.

• 7/8/2026

  The boring days pay the most.

  SPY: 743.24.

• 7/7/2026

  No signals. No drama. Good.

  SPY: 750.27.

• 7/6/2026

  Nothing to buy today. That's the signal.

  SPY: 748.36.

• 7/2/2026

  Pollinate Daily Brief

  SPY: 748.22.

• 7/1/2026

  The boring days pay the most.

  SPY: 744.90.

• 6/29/2026

  No signals. No drama. Good.

  SPY: 737.37.

• 6/26/2026

  Quiet day. The systems are watching.

  SPY: 729.03.

• 6/25/2026

  Markets are calm. That's the problem.

  SPY: 738.97.

• 6/24/2026

  Pollinate Daily Brief

  SPY: 735.91.

• 6/23/2026

  The boring days pay the most.

  SPY: 734.07.

• 6/22/2026

  No signals. No drama. Good.

  SPY: 747.66.

• 6/18/2026

  Markets are calm. That's the problem.

  SPY: 746.13.

• 6/17/2026

  Pollinate Daily Brief

  SPY: 751.19.

• 6/16/2026

  The boring days pay the most.

  SPY: 754.34.

• 6/15/2026

  No signals. No drama. Good.

  SPY: 751.34.

• 6/12/2026

  Quiet day. The systems are watching.

  SPY: 738.78.

• 6/11/2026

  Markets are calm. That's the problem.

  SPY: 729.04.

• 6/10/2026

  Pollinate Daily Brief

  SPY: 732.80.

• 6/9/2026

  The boring days pay the most.

  SPY: 743.27.

• 6/8/2026

  No signals. No drama. Good.

  SPY: 743.84.

• 6/5/2026

  Quiet day. The systems are watching.

  SPY: 752.41.

• 6/4/2026

  Markets are calm. That's the problem.

  SPY: 752.15.

• 6/3/2026

  Pollinate Daily Brief

  SPY: 757.95.

• 6/2/2026

  The boring days pay the most.

  SPY: 756.95.

• 6/1/2026

  No signals. No drama. Good.

  SPY: 757.88.

• 5/29/2026

  Pollinate Daily Brief

  SPY: 755.92.

• 5/28/2026

  The boring days pay the most.

  SPY: 750.58.

• 5/27/2026

  No signals. No drama. Good.

  SPY: 751.96.

• 5/26/2026

  Nothing to buy today. That's the signal.

  SPY: 751.07.

• 5/22/2026

  Pollinate Daily Brief

  SPY: 746.94.

• 5/21/2026

  The boring days pay the most.

  SPY: 738.53.

• 5/20/2026

  No signals. No drama. Good.

  SPY: 736.37.