Integrated Macro Outlook – The 2026 Capital Rotation Thesis: From Overvalued US Equities to Historically Cheap Real Assets, Commodities, and Latin America/Emerging Markets Robert P. Balan 24 Apr 2026 — 7 min read Share
May 22 EOD: SPX Closes Sharply Lower at 7373 on Heavy 0DTE Gamma Pressure — Strong Positive Non-0DTE Delta And Gamma Flows Sets Positive Foundation For Monday's Rally
May 22 EOD: SPX Should Close at 7490-7495 Inside Positive GEX Cluster — Bullish Non-0DTE Delta & Gamma Dominate, Positive Charm Supports Late-Session Drift Higher
