Scrolling market quotes for major tech and index symbols. Values are illustrative and not live market data.
I'm Aaron — tracking global & U.S. markets with a focus on tech stocks and market structure. Notes from the desk, not noise from the timeline.
Analysis
Structure notes, macro read-throughs, and research — written the way I post on X. Open a note for the full take.
Daily structure: rising channel off the June low, but overhead supply and Mag7 earnings risk keep this in repair mode.
Stance · Repair / reclaim — no arm into the print
Sharp June pole, July counter-trend channel bounce under old supply — classic flag shape until reclaim or failure.
Stance · Context for earnings — not a green light
Eight months of desk data on SPY/QQQ/IWM: calendar edges exist, but regime still decides — July’s soft growth month is the proof.
Stance · Calendar = tilt · Regime = decision
Cooler U.S. CPI, Fed Chair Warsh hearings, Middle East oil risk, earnings cross-currents, and a still two-sided policy path.
Stance · One-session risk-on ≠ trend change
Desk board · Sector flow
Relative strength map across the 11 SPDR sectors — ranked by flow status, with RS5 / RS21 vs the S&P 500. Structure context for the tape, not a trade arming signal.
Leaders
XLV · XLE · XLF
Laggards
XLK · XLY · XLU
As of
Prior close
EOD / prior close only (not live tape). Updated in the post-close pipeline. Never arms the desk. Illustrative board for the site — NFA.
Focus
Global & U.S. markets with a bias toward tech, structure, and the cross-asset story that actually moves risk.
Base rebuilds, reclaim zones, earnings event risk, and whether breadth confirms the move — not just the candle color.
Multi-timeframe structure, supply/demand, and location vs permission. Charts explain the map; they don’t print the P&L.
CPI/PPI, Fed speakers, oil geopolitics, and cross-asset read-throughs that set risk for Asia, Europe, and the U.S. open.
Turn-of-month tilts, sector rotation, and simple questions run on real market data — regime always outranks the calendar.
Framework
A short set of rules I come back to before every note, watchlist, and post-earnings map.
“Location ≠ permission. Structure first, event second.”
If multi-scale structure is mixed, a green candle is progress — not permission to size up.
Being at a level is context. Reclaim, hold, and breadth decide whether the map is tradable.
Pre-print rips into overhead supply are usually risk, not free breakouts — especially in a Mag7 gauntlet.
Calendar edges and patterns are tilts. Regime, breadth, and liquidity still set the trade.
About
Stocks With Aaron is where I share real-time market analysis: tech structure, Mag7 event risk, global macro drivers, and research notes from the desk.
By day I'm building Onyx at Dark Stone Capital. On X I write the way I think — short, structured, and honest about what the chart allows vs. what the narrative wants.
Everything here is for education and discussion only. NFA — not financial advice. Do your own work.
Stay in the loop
Watchlists, structure maps, and macro context as the session develops — not after the narrative hardens.
@stockswithaaronOne email with the best structure notes and macro maps from the week. No spam, unsubscribe anytime.