I received many PMs asking why there had been no updates. There were plenty. Most either remained under platform review and were never approved, or were published and later removed by the platform.
These commentaries are highly time-sensitive. I rarely repost deleted commentaries once the moment has passed because the trade is usually gone by the time a delayed post clears. Reposting them afterward only makes a real-time call look like hindsight, especially to those who never had the chance to read the original.
Long-term subscribers know we used to log every trade in a public sheet for anyone to scrutinize. That system is sadly no longer allowed. The same applies to many other things, which is why so many posts disappear. Our team is working on a solution, with a beta test scheduled for 26Q4. Stay tuned.

Since so many of you asked, here is a summary of what I published this week, including both the posts that remain available and those removed by the platform.
At the start of the week, I reiterated that SOXX578.96 had broken down two weeks earlier. Before last week's relief rally, I had said one was due, that it could offer bears a very good entry, and that SOXX should print a new low this week.
On Tuesday, the Korean market was capitulating. I expected a rebound in the second half of the week.
On FOMC day, I expected equities to slide into the decision and the Fed to hold rates, creating a positive surprise and pushing the indices into positive territory. The initial reaction followed that script. Trump then threatened to strike Iran, long-end yields surged, and the equity move was erased into the close.
Also that day, I said NQ1!31,239.00 had bottomed and was set for a VST move toward a level I cannot write here.
By the close on FOMC day, ES1!7,835.50 sat near an exceptionally important support level that I cannot state here. I expected an immediate bounce over the following sessions. I also warned that if no bounce came, the next session could become the largest down day of the year. The gamma buildup, combined with ES, NQ, and KOSPI all breaking major support from deeply oversold conditions, could accelerate rather than exhaust the selling if the market failed to bounce.
When the MOF intervened again yesterday to support the yen, I said the cycle could only be broken in one of two ways. The MOF must deploy enough firepower to push USDJPY158.348 low enough to trigger a self-reinforcing move lower. Alternatively, the BOJ must hike aggressively and signal that more is coming. I doubt the Takaichi government wants that outcome. A violent carry unwind would hit global risk assets, including Japanese equities, and damage the equity backdrop Trump is trying to protect into the midterms. Trump would not be too happy to see that either.
If neither happens, the third path is the familiar rinse and repeat. USDJPY grinds back toward the YTD high, perhaps makes a new high, the MOF intervenes again, and the pair eventually grinds higher once more.
The other escape route for this entire macro setup is a real Middle East settlement, a signed peace agreement, and Trump on his knees begging Iran's Supreme Leader to reopen the Strait.
The current equity bounce could still be a dead-cat bounce or a broader bear-market rally. The alternative is another leg to ATH, with the final bull-market top delayed until September or October. For now, watch my NQ resistance level.

Please refer to the PDF for the charts and levels.