Invest Tools · Daily Brief

Invest Daily Brief

Fund value$10,083+0.8% since 2026-08-20
Cash$3,080ready to deploy
Positions$7,00269% deployed
Unrealized P&L$83open positions

Macro overlay

Nvidia's post-earnings session delivered: +8.7% to $228, dragging the whole complex up (SPY, MSFT and NVDA all hit +60 on quant). But Warsh's first Jackson Hole keynote lands TODAY around 10:00am ET, with markets pricing roughly one-in-three odds of a September HIKE and a BofA survey showing a neutral speech already priced in - the asymmetric surprise is hawkish. Every fund-universe stock/ETF takes -15, and today's orders list is deliberately EMPTY: each candidate is either capped (AAPL), hot off an +8.7% surge (NVDA, RSI3 80), stretched (MSFT RSI3 94), or an index entry hours before a rates binary (SPY, QQQ). Monday's post-keynote tape gets the queue: SPY first if still qualified. Crypto meanwhile ratcheted: SOL's Wednesday UTC close at $109.13 blew through the Jan-2024 high, ETH holds its floor, BTC is 1.4% below the staged second trim at $81.9k, and HYPE printed another ATH.

Events: Warsh Jackson Hole keynote TODAY ~10:00 ET (22:00 HKT) · US July jobs revisions next week · no fund-universe earnings until Sep

Today's orders

No orders today — nothing to buy or sell; holds and signals are on the scoreboard below.

Scoreboard

TickerPrice1m12m vs 200DScoreAction
Fund universe — US stocks
AAPL $314.58 -7.4% +37.0% +11.6% +60 STRONG BUY
SPY $771.10 +4.1% +20.6% +9.1% +45 BUY
NVDA $227.98 +15.7% +25.7% +16.6% +45 BUY
MSFT $505.06 +28.6% +0.5% +17.6% +45 BUY
QQQ $721.11 +6.8% +26.3% +10.3% +35 BUY
GOOGL $340.65 +2.1% +64.7% +2.0% +20 HOLD
AMZN $256.26 +11.0% +11.8% +7.4% +20 HOLD
TSLA $354.81 +15.4% +1.5% -11.6% -30 TRIM
META $571.10 -3.8% -23.3% -8.2% -45 TRIM
Watch only — external accounts
GLDM $91.17 +14.4% +35.6% +2.1% +60 STRONG BUY
HYPE $84.17 +56.2% +84.7% +66.2% +40 BUY
SOL $108.97 +48.1% -49.2% +33.6% +25 HOLD
ETH $2,521.87 +32.1% -44.1% +24.9% +10 HOLD
BTC $80,744.46 +26.4% -28.3% +16.5% +10 HOLD

Ticker analysis

AAPL

$314.58 · as of 2026-08-27 · tiingo
STRONG BUY
−100
+100 +60

regime +40 · momentum +20 · pullback +0 · MACD +15 · overlay -15

2503002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$314.58
vs 200-day avg+11.6%
vs 50-day avg+1.0%
RSI 14 / RSI 353 / 77
MACD+0.42 rising
Return 1m-7.4%
Return 3m+0.8%
Return 12m+37.0%
From 52-week high-7.4%
Volatility (ATR14)+2.3%

Quant +75 for a second day (MACD momentum building), -15 keynote overlay = +60. Still capped: 6 shares (~$1,887, 18.7% of fund) leave under $250 of room. No add. The strongest signal on the board remains fully allocated - the cap is doing its job in both directions. — Signal at highs, position at cap; nothing to execute.

GLDM watch only

$91.17 · as of 2026-08-27 · tiingo
STRONG BUY
−100
+100 +60

regime +40 · momentum +20 · pullback +0 · MACD +0

60801002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$91.17
vs 200-day avg+2.1%
vs 50-day avg+9.6%
RSI 14 / RSI 367 / 56
MACD+0.46 falling
Return 1m+14.4%
Return 3m+2.5%
Return 12m+35.6%
From 52-week high-14.6%
Volatility (ATR14)+1.7%

Watch-only. +60 with the stretch reset done (RSI3 56) - structurally yesterday's advice stands: quiet-day adds beat chases. One flag: tonight's keynote is gold's event too - hawkish pressures gold, dovish lifts it. An external add placed before 22:00 HKT is a coin-flip on Warsh's tone; after the speech the trend signal reprices cleanly. — Trend strong, stretch reset; the keynote is the only reason to wait hours.

SPY

$771.10 · as of 2026-08-27 · tiingo
BUY
−100
+100 +45

regime +40 · momentum +20 · pullback +0 · MACD +0 · overlay -15

6007002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$771.10
vs 200-day avg+9.1%
vs 50-day avg+2.4%
RSI 14 / RSI 359 / 78
MACD-1.06 rising
Return 1m+4.1%
Return 3m+2.4%
Return 12m+20.6%
From 52-week high-0.9%
Volatility (ATR14)+0.8%

Quant reached +60 (STRONG BUY territory) as MACD repaired - the strongest SPY reading since the fund started, 0.9% off the all-time high. The -15 keynote overlay and the calendar answer the timing: Warsh speaks in hours, and an index entry is the purest bet on his tone. SPY has waited four days; it waits one more session. Monday, post-keynote, it is FIRST in the queue at whatever the tape says. — Quant STRONG BUY, but the keynote is tonight; Monday first in queue.

NVDA

$227.98 · as of 2026-08-27 · tiingo
BUY
−100
+100 +45

regime +40 · momentum +20 · pullback +0 · MACD +0 · overlay -15

1502002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$227.98
vs 200-day avg+16.6%
vs 50-day avg+9.5%
RSI 14 / RSI 361 / 80
MACD-0.48 rising
Return 1m+15.7%
Return 3m+6.5%
Return 12m+25.7%
From 52-week high-3.2%
Volatility (ATR14)+3.2%

The beat paid: +8.7% to $228, quant +60. Honest ledger: yesterday's rule said 1 share at $218 (halved for the 1.9-sigma gap) and the user chose to wait - that share is +4.6% away now; the discipline cost this time, and gets recorded like the times it saves. Today is NOT the correction trade: buying after an +8.7% surge, RSI3 at 80, hours before a Fed binary, stacks three reasons to wait. Re-assessed Monday; the fund's 4 shares (+4.6% on the week) ride. — Post-surge + keynote; the entry window was yesterday, the next one needs a digestion day.

MSFT

$505.06 · as of 2026-08-27 · tiingo
BUY
−100
+100 +45

regime +40 · momentum +20 · pullback +0 · MACD +0 · overlay -15

4005002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$505.06
vs 200-day avg+17.6%
vs 50-day avg+18.2%
RSI 14 / RSI 371 / 94
MACD-2.07 rising
Return 1m+28.6%
Return 3m+18.5%
Return 12m+0.5%
From 52-week high-6.1%
Volatility (ATR14)+2.4%

Quant +60 - momentum component flipped fully positive one day after the fund's first entry (in at $492.69, now $505.06, +2.5%). RSI3 at 94 says the last three sessions ran vertical; adding into that plus tonight's keynote fails the same test as NVDA. Position rides; next add considered on a cooler tape. — Fresh position +2.5%; too hot to pyramid on event eve.

HYPE watch only

$84.17 · as of 2026-08-28 · tiingo
BUY
−100
+100 +40

regime +40 · momentum +20 · pullback -20 · MACD +0

20.0040.0060.0080.002025-122026-022026-042026-052026-07 Price50-day avg200-day avg
Close$84.17
vs 200-day avg+66.2%
vs 50-day avg+34.9%
RSI 14 / RSI 377 / 78
MACD+2.02 falling
Return 1m+56.2%
Return 3m+30.7%
Return 12m+84.7%
From 52-week high-0.6%
Volatility (ATR14)+5.1%

Watch-only. Another ATH at $84.17 (quant +40 with the extension penalty back on). The trail ratchets again: halve-line moves up to ~$71.5 (-15% from $84.17), hard exit $61.4 unchanged. ATHs move the stop, not the entry - the plan has now ratcheted three times without a single discretionary decision, which is the point. — New ATH; trail ratchets to ~71.5; no entries this extended.

QQQ

$721.11 · as of 2026-08-27 · tiingo
BUY
−100
+100 +35

regime +40 · momentum +10 · pullback +0 · MACD +0 · overlay -15

6007002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$721.11
vs 200-day avg+10.3%
vs 50-day avg+1.3%
RSI 14 / RSI 355 / 77
MACD-0.59 rising
Return 1m+6.8%
Return 3m-1.9%
Return 12m+26.3%
From 52-week high-3.2%
Volatility (ATR14)+1.5%

Quant +50, -15 keynote = +35. Holds 3 shares (~21.5%, cap 40%). Same story as SPY one notch down; no add tonight, Monday's queue behind SPY. — Qualified; queued behind SPY post-keynote.

SOL watch only

$108.97 · as of 2026-08-28 · tiingo
HOLD
−100
+100 +25

regime +40 · momentum -10 · pullback -20 · MACD +15

1001502025-122026-022026-042026-052026-07 Price50-day avg200-day avg
Close$108.97
vs 200-day avg+33.6%
vs 50-day avg+36.7%
RSI 14 / RSI 386 / 91
MACD+2.72 rising
Return 1m+48.1%
Return 3m+33.0%
Return 12m-49.2%
From 52-week high-56.0%
Volatility (ATR14)+4.4%

Watch-only - BREAKOUT CONFIRMED AND RATCHETED. Wednesday's UTC close at $109.13 didn't just clear the Jan-2024 high ($102.06), it left it 7% behind. Per the standing plan the stop ratchets from $97.4 up to $102 close-basis (the broken level), locking the re-entry tranche's gain. Next historical reference: $117.1 (Feb-2024 high, +7.5%). RSI3 at 91 - the same rule as every leg: no adds into verticality, let the ratchet trail the move. — Close 109 confirmed the break; stop 97.4 -> 102; next ref 117.1.

GOOGL

$340.65 · as of 2026-08-27 · tiingo
HOLD
−100
+100 +20

regime +40 · momentum +10 · pullback +0 · MACD -15 · overlay -15

2003004002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$340.65
vs 200-day avg+2.0%
vs 50-day avg-2.7%
RSI 14 / RSI 344 / 25
MACD-0.39 falling
Return 1m+2.1%
Return 3m-12.6%
Return 12m+64.7%
From 52-week high-15.3%
Volatility (ATR14)+2.5%

Quant slipped to +35 (MACD negative, RSI3 25 - Alphabet is digesting while the AI complex runs). With the keynote overlay it sits at HOLD. The fund's 3 GOOG shares (avg $343.76, -0.9%) need nothing; the accumulation earlier this week stands on its own timeline. — Digestion phase; position built, patience now.

AMZN

$256.26 · as of 2026-08-27 · tiingo
HOLD
−100
+100 +20

regime +40 · momentum +10 · pullback +0 · MACD -15 · overlay -15

2002252502752025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$256.26
vs 200-day avg+7.4%
vs 50-day avg+2.1%
RSI 14 / RSI 347 / 20
MACD-1.68 falling
Return 1m+11.0%
Return 3m-6.5%
Return 12m+11.8%
From 52-week high-9.8%
Volatility (ATR14)+2.6%

Quant +35, RSI3 at 20 - the softest tape in the fund universe this week (position -1.6% from $260.43 avg). Nothing actionable: the 5% allocation is set, the floor for concern is a 200-day break far below ($238). — Soft but structurally fine; no action either way.

ETH watch only

$2,521.87 · as of 2026-08-28 · tiingo
HOLD
−100
+100 +10

regime +40 · momentum -10 · pullback -20 · MACD +0

2,0003,0002025-122026-022026-042026-052026-07 Price50-day avg200-day avg
Close$2,521.87
vs 200-day avg+24.9%
vs 50-day avg+26.5%
RSI 14 / RSI 378 / 79
MACD+36.47 falling
Return 1m+32.1%
Return 3m+25.4%
Return 12m-44.1%
From 52-week high-46.5%
Volatility (ATR14)+3.6%

Watch-only. $2,522, drifting up in the confirmed range. Unchanged: floor $2,416 close-basis, target/trim $2,619 (+3.8%) - close enough now that staging the trim order matters more than watching the floor. Lagging SOL badly on the week, which is information about relative strength, not a trade. — Grinding toward the 2,619 trim; stage it.

BTC watch only

$80,744.46 · as of 2026-08-28 · tiingo
HOLD
−100
+100 +10

regime +40 · momentum -10 · pullback -20 · MACD +0

60,00080,000100,0002025-122026-022026-042026-052026-07 Price50-day avg200-day avg
Close$80,744.46
vs 200-day avg+16.5%
vs 50-day avg+20.9%
RSI 14 / RSI 383 / 91
MACD+1180.74 falling
Return 1m+26.4%
Return 3m+10.0%
Return 12m-28.3%
From 52-week high-35.3%
Volatility (ATR14)+2.7%

Watch-only - the second tranche is back in play. $80.7k, +2.4% off the shelf, and the staged $81.9k trim order is only +1.4% away with RSI3 at 91. Exactly like Monday: execution time approaches, not decision time - the order is staged, strength fills it. A daily close above $82.2k (May high) still cancels-and-ratchets instead. Keynote note: BTC trades through Warsh's speech 24/7; a hawkish surprise is the scenario where the shelf at $78.6k gets retested instead. — 1.4% below the staged second trim; let it fill or let the close ratchet.

TSLA

$354.81 · as of 2026-08-27 · tiingo
TRIM
−100
+100 -30

regime -40 · momentum +10 · pullback +0 · MACD +0

3004005002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$354.81
vs 200-day avg-11.6%
vs 50-day avg-1.8%
RSI 14 / RSI 354 / 64
MACD+4.22 falling
Return 1m+15.4%
Return 3m-19.7%
Return 12m+1.5%
From 52-week high-27.6%
Volatility (ATR14)+3.7%

Bounced back to -30 from -60 (bounce mechanics, momentum penalty eased). Still 11.6% below the 200-day: externally, the bounce toward $360-370 is trim liquidity - sell 25% into it. The EXIT print two days ago was the deeper warning; improved score does not reopen buys below the 200D. — Bounce within a broken trend; sell strength, never buy it.

META

$571.10 · as of 2026-08-27 · tiingo
TRIM
−100
+100 -45

regime -40 · momentum -20 · pullback +0 · MACD +15

6007002025-082025-112026-012026-042026-06 Price50-day avg200-day avg
Close$571.10
vs 200-day avg-8.2%
vs 50-day avg-3.5%
RSI 14 / RSI 347 / 63
MACD+0.93 rising
Return 1m-3.8%
Return 3m-10.0%
Return 12m-23.3%
From 52-week high-26.6%
Volatility (ATR14)+3.5%

Unchanged -45: 8.2% below the 200-day, every horizon negative, MACD bounce continuing. Externally the playbook stays: 25% trims into strength, constructive only on a close above the 200-day ($622). — Broken trend, live bounce; trim the bounce.

Portfolio

What you currently hold. The whole fund is one cash pool. The last column echoes today's suggested action.

TickerSharesAvg costPrice ValueUnrealized P&LToday's action
AAPL 6 $311.02 $314.58 $1,887.48 $21.34 (+1.1%) STRONG BUY
AMZN 2 $260.43 $256.26 $512.52 $-8.34 (-1.6%) HOLD
GOOG 3 $343.76 $340.65 $1,021.95 $-9.33 (-0.9%) HOLD
MSFT 1 $493.69 $505.06 $505.06 $11.37 (+2.3%) BUY
NVDA 4 $217.89 $227.98 $911.92 $40.36 (+4.6%) BUY
QQQ 3 $712.03 $721.11 $2,163.33 $27.23 (+1.3%) BUY

Trade log

DateTickerSideQtyPrice AmountFeeRealized P&LNote
2026-08-20QQQ BUY1.0 $712.80$712.80 $1.00 STRONG BUY +60; user chose 1 whole share over suggested 0.349
2026-08-21NVDA BUY4.0 $217.64$870.56 $1.00 STRONG BUY +60 (quant +75, -15 earnings overlay)
2026-08-21QQQ BUY1.0 $712.85$712.85 $1.00 STRONG BUY +75, second tranche
2026-08-22AAPL BUY3.0 $310.81$932.43 $1.00 STRONG BUY +60, primary candidate 2026-08-22
2026-08-24AAPL BUY3.0 $310.57$931.71 $1.00 user fill 2026-08-24
2026-08-24GOOG BUY1.0 $341.14$341.14 $1.00 user fill 2026-08-24
2026-08-25GOOG BUY1.0 $344.81$344.81 $1.00 GOOGL score +50, class-swap leg
2026-08-25QQQ BUY1.0 $707.45$707.45 $1.00 score +45 (quant +60, -15 NVDA earnings/PCE event), pullback entry
2026-08-26GOOG BUY1.0 $342.33$342.33 $1.00 GOOGL +50/-15 event overlay, class-swap leg
2026-08-26AMZN BUY2.0 $259.93$519.86 $1.00 score +50/-15 event overlay, first position
2026-08-27MSFT BUY1.0 $492.69$492.69 $1.00 score +30, first-time qualifier post NVDA-beat

Total realized P&L: $0.00

Past editions: 2026-08-28 · 2026-08-27 · 2026-08-26 · 2026-08-25 · 2026-08-24 · 2026-08-22 · 2026-08-21 · 2026-08-20