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Monthly Performance Update: July 2026
Market Recap Indexes were mostly flat for the month, but not without plenty of two way price action, yet not much two day plus meaningful follow through. Tech was the weakest of the indexes (QQQ/NDX). Some of the recent hot names, MU and SNDK were down 23% and 43% respectively for the month. MAGS were slightly up, although the MAG7 earnings were a mixed bag. Our Net Performance This Month As the indexes went, so went the strategies for the most part, with Gamma Nova being
Aug 1
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