July 2026 | Monthly Market Scan Report

Dear Reader,

here is our quarterly free newsletter - lets have a look into our "Monthly Market Scan Report" of July 2026.

Let me summarize:

July 2026 was characterized by broad tech market consolidation following a reversal in the end of the month. 
While AI-related infrastructure and semiconductor stocks experienced increased volatility and profit-taking, corporate earnings remained generally resilient.
Investors closely monitored inflation data, central bank expectations, and the start of the Q2 earnings season, which continued to drive sector rotation.
Overall, the long-term outlook remained constructive despite short-term market fluctuations.

Monthly Scan Update: 

Based on July 2026 flow data and institutional activity trends, we have EWY ETF identified  with Strike 115 Dollar out of  79 scanned ETFs.

How to read the Scan:

We prefer ETFs over individual stock investments.
Red is institutional DownVolume and Green is institutional UpVolume.
We avoid taking positions when earnings releases fall within the trading period.
We do not prefer direct investments; instead, we focus on selling put options with strike prices below the monthly chart level indicating an institutional UpVolume signal.
This approach is allowing us to generate premium income while positioning ourselves to acquire the ETF at a favorable price aligned with institutional demand.
We operate using cash-secured positions only.
Aim - Consistent Monthly Income.

Until next time,
--Gerold