Pristine Capital

Pristine Capital

📈Bonds Outperform into Elite 8 Earnings!

Pristine Market Analysis & Watchlist 7.29.25

Andrew O'Connell, CFA, FRM's avatar
Andrew O'Connell, CFA, FRM
Jul 29, 2025
∙ Paid

Team,

Market conditions are quickly changing. Let’s take a look under the hood! HAGE🍻

-Andrew

Market Update 📊

Rotation to consumer defensive👇

CL Crude oil & ZB ZN US Bonds both put in >1 ATR moves. This is highly unusual given that there was no market-moving economic data that came in today to move these assets. Moves like this tend to happen when geopolitical risk premium is being priced in👇

  • MIXED BREADTH as defensive groups IYR GDX XLU led the market👇

Index Performance YTD 📈

Portfolio progress is highly dependent on the market environment

Nasdaq is the only index in double digits YTD👇

News Flow🌎

Pristine TradingView Indicators

Economic Calendar - Fed Wednesday Incoming🌎

US Investing Championship Record🏆

│2025 YTD (6/30): -5.65% │2024: +254.0% │2023: +103.5% │

Below we’ll touch on market sentiment, upcoming earnings, outline three trading setups, and more. Just scroll down…

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