BETWEEN THE HEDGES: Stocks Modestly Higher into Afternoon on Mideast War De-Escalation Hopes, Oil Decline, Earnings Outlook Optimism, Consumer Discretionary/Transport Sector Strength

Friday, July 24, 2026

Stocks Modestly Higher into Afternoon on Mideast War De-Escalation Hopes, Oil Decline, Earnings Outlook Optimism, Consumer Discretionary/Transport Sector Strength

Posted by Gary .....at 1:36 PM

Overseas Futures:

Nikkei 225 Futures: Indicating +140 open in Japan
China A50 Futures: Indicating -73 open in China
KOSPI 200 Futures: Indicating -16 open in South Korea

DAX Futures: Indicating +68 open in Germany

Portfolio:

Slightly Higher: On gains in my industrial/transport/consumer discretionary sector longs
Disclosed Trades: Covered some of my (IWM)/(QQQ) hedges
Market Exposure: Moved to 50% net long

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