The Fiscal Firehose: Why Debt Issuance Is the Only Macro Variable That Matters To Primary Risk Assets Robert P. Balan 13 Apr 2026 — 9 min read Share
July 17 Update 2: Both platforms still show the Green Zone above current price (7500–7525) as the area with the strongest dealer exposure, pin priority
July 17 OpEx Day Update 1: 7520 strike shows strongest confluence across platforms -- large positive DEX, positive GEX, positive VEX, and large positive CEX
Customer Flow Intelligence: How Market Makers Are Likely to Hedge; What It Means for SPX Over Today's OpEx, And The Next Two Weeks
July 16 Update 2: Heavy customer call flow(stoploss) in the upper strikes (7575 - 7600) is creating positive GEX magnet
