Key American Equities Held Up, To Be Commented..

August is approaching, and then September…

Soon we will finish July, which is usually a strong to very strong month for U.S. stocks. The SPY chart on TradingView confirms this. However, this year, some market participants are watching/thinking and looking for solutions to determine when and how the NASDAQ might crack.

Ready to Crack in Aug or Sep? pic.twitter.com/dlQzFNEXv1

— Mario Randholm (@MarioRandholm) July 28, 2026

In the chart above, both Japan and China have moved away from the levels of the third week of June, while Europe and the USA remain within a 3-month range.

Post in Spanish: https://open.substack.com/pub/mariorandholm/p/eeuu-aguanto-se-podria-comentar?r=293tyd&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

Sectors in the USA: there are only two negative sectors for the year. The nervousness I see is due to not wanting to lose what has been harvested during these 7 months.

Multiple sectors are showing strength, why are key market participants worried? pic.twitter.com/6FYv3Re22K

— Mario Randholm (@MarioRandholm) July 28, 2026

July is ending, and we know what usually happens in August and September, if not review the trading view link… but remember, historical performance does not…

Regards,

Mario

NVDA CDS:

Hey Nvidia, maybe cool it a bit on the "circular financing" circle jerk deals already. You are blowing up the bond market. https://t.co/jsOv00Ky97 pic.twitter.com/BK3WB7OU5P

— zerohedge (@zerohedge) July 28, 2026