X @Raoul Pal

Earnings & Market Performance - S&P 500 Q2 Earnings Season: 66% of companies have reported, with earnings beating estimates by 8.1% [2] - Bitcoin at $114K, and what the company believes comes next [2] Macroeconomic Analysis - July ISM report analysis [2] - Analysis of the -258K two-month NFP revision [2] - Views on Inflation, Liquidity, Sentiment & Positioning [2] - Current Macro Season: Risk-on or Risk-off? [2] Key Indicators - Bitcoin Dominance [2] - Monitoring key visuals [1]