Weekly reports, public screen updates, and setup notes in one place.
This is the public research hub for CAMS. Start with the latest published weekly report, then use the public screen and follow-up notes to see what has changed since the last broader read.
Latest published research
The weekly report is the main public read: market posture, event risk, levels, and the risk-first operating plan.
Public CAMS screen
Use this for current public board context: what is qualified, what is only waiting for reset, and what CAMS refuses to force.
Weekly updates list
Get the weekly report and selective launch updates without daily inbox clutter or alert-service noise.
Public reports and updates
- Market Structure: Leadership Rotates Beyond Technology — August 12, 2026
Healthcare and energy lead the rotation while financials hold firm and technology flattens against the benchmark. - Market Structure: Strong Tape, Unsettled Macro — August 12, 2026
Broad participation remains firm, but rates, commodities and CPI keep the operative regime neutral. - Market Structure: Risk-On Breadth Meets an Inflation Test — August 11, 2026
Broad participation supports the trend, while a 4.70% Treasury yield and the August 12 CPI release keep the regime event-gated. - Market Structure: Healthcare Leads, Event Risk Builds — August 10, 2026
Healthcare leads over three months while concentrated technology gains and a busy earnings calendar test follow-through. - Market Structure: Broad Tape, Narrow Growth Cushion — August 7, 2026
Sector breadth remains firm, but QQQ rests on its 50-day average while a 4.67% ten-year yield tests growth leadership. - Market Structure: Breadth Holds While Rates Test Growth — August 6, 2026
Broad participation supports the trend, while a 4.62% Treasury yield tests technology leadership near its 50-day average. - UNH Research Note — Repair Needs More Proof
July improved the Medicare cost evidence, while commercial pressure and a broader federal inquiry keep the repair incomplete. - Weekly Market Outlook — Week of August 17, 2026: Rotation Carries the Tape, Minutes and Retail Test the Calm
The latest published weekly report and the best first read for public market posture. - CAMS Stock Screen
The public board update showing current qualified names, wait-for-reset names, and catalyst watch context. - NVDA Scenario Review: Patient, Scaled Long Into Earnings
A public educational scenario review showing how CAMS frames thesis, trigger, invalidation, and risk.
What gets posted here
Weekly reports are the public anchor. They are archive snapshots, not pages rewritten all week.
Updates only belong here when the board materially changes or a setup note adds real context.
No filler. If the board is thin, CAMS should say that directly instead of manufacturing action.
Use these to understand the filter
MNQ first look
A setup note on waiting for the pullback and confirmation instead of chasing.
MYM second choice
A reminder that second-choice names still need to reclaim structure before they matter.
Weekly before daily noise
Why the weekly report is the front door for the public side of CAMS.
Free public reads first, premium research second.
The public side gives readers the weekly posture, visible screen context, and selected setup education. Premium Stock Reports are being staged separately for accepted founding-beta readers and remain waitlist-first.
Curve Ahead Market Strategies publishes an impersonal market research publication of general and regular circulation. The content is identical for all subscribers and is not tailored to any person’s circumstances. Nothing here is individualized investment advice, or a recommendation that any reader buy, sell, or hold any security.
Latest public reports & updates
Weekly Market Outlook — Week of August 17, 2026: Rotation Carries the Tape, Minutes and Retail Test the Calm
Broad leadership supports a risk-on tape, but Fed minutes, retail earnings, a 4.64% 10-year yield and a quiet VIX will test the rotation this week.
VICI Research Note — Lease Strength Under Pressure
Lease durability meets rate pressure, funding costs and tenant concentration.
WULF Research Note — Regulatory Gate Meets Concentration
A large backlog still depends on one unresolved power-contract docket.
TSM Research Note — Proof Meets Expectations
Great company evidence meets a colder expectations cycle.
JQC Research Note — The Discount Is Ordinary
Coverage near 73%–75% leaves the fall filing with the burden of proof.
WOLF Research Note — The August 19 Test
Weak operating evidence meets unusually crowded positioning.
BAC Research Note — Rates Complicate the Strength
Strong execution meets the highest thirty-year yield since 2001.
ECC Research Note — Discount With Conditions
A recovered NAV meets near-parity coverage and leverage around 47%.
Market Structure: Leadership Broadens, Event Risk Builds — August 14, 2026
Sector breadth remains constructive while the single-name calendar becomes more event-driven.
PLTR Research Note — Excellence Meets Extension
Exceptional execution now faces an extension and valuation test.
Market Structure: Broad Leadership, Thin Volatility — August 14, 2026
Broad participation supports the trend while low volatility and higher long rates define its risk boundary.
RCL Research Note — The Margin Conversion Test
Record forward pricing meets a harder margin and fuel-cost test.
XOVR Research Note — The Wrapper Still Needs Proof
The discount is visible; the private mark still needs evidence.
AAPL Research Note — Next Evidence Window
Services strength meets a crowded valuation.
CRWD Research Note — Demand Runs Ahead
cRPO and retention improved; August 26 will test margin and net-new ARR.
LLY Research Note — Share Lead Meets Valuation
Category leadership strengthened; paid access and recurring margins now carry the valuation test.
Market Structure: Breadth Meets Three Tests — August 13, 2026
Broad participation faces tests from producer prices, long rates and semiconductor spending.
GLD Research Note — Gold Hedge Faces Its Test
The strategic hedge case is credible, while the near-term evidence remains contested.
COST Research Note — Durable Franchise, Macro Test
Membership durability meets a demanding valuation and rates test.
ACGL Research Note — The Turn Is Not Confirmed
Strong underwriting meets cycle pressure and unresolved market confirmation.
WST Research Note — The Multiple Faces CPI
Growth and switching costs meet an immediate Treasury-rate test.
SPCX Research Note — Supply Calendar Still Open
The first release cleared; the December test remains.
ASML Research Note — The Cycle Needs Its Own Proof
TSM demand is visible. ASML bookings remain the missing confirmation.
QQQ Research Note — Three Tests for the Recovery
The recovery faces an immediate macro test before two semiconductor reports.
JPM Research Note — Quality at a Full Price
An exceptional franchise meets peak expectations and incomplete credit visibility.
MOH Research Note — The Cost Ratio Test
Cash generation meets a demanding valuation and an October medical-cost test.
HBAN Research Note — The Reserve Test
Reserve coverage and nonaccrual growth now define the evidence test for Huntington.
FITBPA Research Note — Credit Holds, Rates Decide
The issuer case remains sound, but long rates still control this perpetual preferred.
MS Research Note — Strong Quarter, Full Price
Franchise quality is clear; valuation leaves less room for ordinary evidence.
UNH Research Note — Recovery Still Has Conditions
Two quarters of cost repair meet slower growth and unresolved legal risk.
NVDA Research Note — The Proof Is August 26
Exceptional operating evidence meets a fuller valuation before earnings.
VRT Research Note — Backlog Meets the Conversion Test
Demand is strong; conversion remains the test.
Market Structure: Risk-On Tape, Neutral Macro — August 10, 2026
Broad market participation supports the advance, while a contracting July payroll reading and a 4.66% ten-year yield temper the broader macro case.
BIVI Research Note — Evidence Before Optimism
BioVie’s subgroup signal does not resolve the missing registered endpoint or the scale of pending dilution.
Weekly Market Outlook — Week of August 10, 2026: Breadth Repaired, Inflation Sets the Bar
Broad participation has repaired the tape, but CPI arrives Wednesday with the 10-year at 4.66% and the VIX at 14.9, leaving little room for surprise.
VICI Research Note — The Tenant Concentration Test
VICI looks inexpensive on AFFO and yield, but Caesars lease talks and two-tenant concentration explain why the discount persists.
WULF Research Note — Backlog Meets Dilution
WULF's HPC mix shifted sharply, but declining revenue, negative adjusted EBITDA and a rising share count keep financing quality central.
TSM Research Note — Capacity Meets the Macro Test
TSMC's margins and revenue remain strong today, while macro risk and capital conversion define the next test for the foundry's premium valuation.
JQC Research Note — Coverage Has to Catch Up
JQC's 11.01% discount is clear, while 75% historical distribution coverage leaves the March payout reset awaiting September confirmation from Nuveen.
WOLF Research Note — Evidence Meets Execution
Wolfspeed has improved gross margin and normalized capital spending, but factory economics, revenue pressure and cash use remain unresolved.
SMH Research Note — Margins Set the Test
SMH has rebounded on firm demand evidence, but AMD showed why Nvidia and Broadcom margin quality will decide whether the recovery broadens.
SPY Research Note — Strong Breadth Meets CPI Risk
SPY remains near a record high with broad participation, but the August 12 CPI report and elevated energy risk leave the next move conditional.
BAC Research Note — Regulatory Risk Enters the Frame
BAC's operating record remains strong, but its August 3 filing adds an unquantified OCC penalty risk near a 52-week high.
SCHW Research Note — Lending Meets the CPI Test
Record results and sweep growth strengthen Schwab's thesis, while lending sensitivity and an extended tape raise the August evidence bar.
AVGO Research Note — Two Engines, One Test
Broadcom's AI semiconductor engine is strong, but infrastructure software must confirm the September two-engine thesis.
ECC Research Note — Yield Is Not Coverage
ECC's high distribution rate meets an August test of CLO equity cash flow, recurring coverage, net asset value and unusually thin market liquidity.
Market Structure: Leadership Broadens, Event Risk Crowds the Tape — August 7, 2026
Financials, healthcare and technology share leadership, while a crowded August 10–12 event calendar tests the strongest healthcare structures.
Market Structure: Broad Tape, Narrow Growth Cushion — August 7, 2026
Sector breadth remains firm, but QQQ rests on its 50-day average while a 4.67% ten-year yield raises the pressure on growth leadership.
PLTR Research Note — Can Hypergrowth Hold
PLTR's 85% total growth and 149% U.S. commercial growth face a durability test as valuation and insider selling raise the evidence bar.
VGM Research Note — Coverage Needs Fresh Evidence
VGM reached $10.52 with weak momentum, while stale coverage data makes the August distribution declaration the next important piece of evidence.
RCL Research Note — The October Evidence Test
Royal Caribbean retains a strong operating record, but valuation and market extension make October unit economics the next decisive evidence.
XOVR Research Note — The Proxy Faces Live Transmission
XOVR's August decline suggests SpaceX volatility is reaching the wrapper, with additional supply events keeping redemption resilience in focus.