ronfy news https://ronfy.app Daily editorial briefings en Extreme fear is back in Bitcoin https://ronfy.app/news/en/a07948ca-1173-4e81-a2e0-459233ceb373-jun-issue-27 a07948ca-1173-4e81-a2e0-459233ceb373 Mon, 29 Jun 2026 10:06:38 GMT The crypto fear and greed index prints 13 out of 100. Bitcoin trades below every one of its daily moving averages. The tape broke, the macro improved https://ronfy.app/news/en/43c1351e-099d-48b5-8f79-6e67dbb07a2f-jun-issue-26 43c1351e-099d-48b5-8f79-6e67dbb07a2f Sat, 27 Jun 2026 21:36:33 GMT Five red sessions on the screen, with a macro backdrop quietly working the other way. Correction vs crash https://ronfy.app/news/en/11a2fb59-fd83-44b4-b91e-d7647ae2f0ad-jun-issue-26 11a2fb59-fd83-44b4-b91e-d7647ae2f0ad Sat, 27 Jun 2026 01:06:35 GMT The -10% that scares everyone and is, in fact, a normal part of investing. The AI boom just landed on your receipt https://ronfy.app/news/en/f74f8652-e44f-4ca5-932d-6430784ac216-jun-issue-26 f74f8652-e44f-4ca5-932d-6430784ac216 Fri, 26 Jun 2026 10:06:31 GMT Apple and Microsoft are raising prices on Macs, iPads and the Xbox. The reason isn't margin: it's memory. Why the Dow Jones is a strange index https://ronfy.app/news/en/9f39960c-c0c5-436a-a158-04054d810f40-jun-issue-26 9f39960c-c0c5-436a-a158-04054d810f40 Fri, 26 Jun 2026 05:06:42 GMT Almost every index weights by company size. The Dow weights by the price of a single share. And that changes everything. A tax on gains you haven't sold https://ronfy.app/news/en/3efd1d99-ce25-4124-b480-1c268094dded-jun-issue-26 3efd1d99-ce25-4124-b480-1c268094dded Fri, 26 Jun 2026 01:06:35 GMT In the Netherlands, the lower house approved taxing the yearly rise of stocks, bonds and crypto too, even if you never sell them. Alphabet joins the Dow Jones on Monday https://ronfy.app/news/en/edb4f0da-b19b-4a3f-bb38-57f278a38398-jun-issue-26 edb4f0da-b19b-4a3f-bb38-57f278a38398 Thu, 25 Jun 2026 20:06:30 GMT It replaces Verizon in the world's most famous index. Not just symbolic: it triggers automatic buying and selling. AI memory just printed a record quarter https://ronfy.app/news/en/d21915e5-41f6-4bf8-933d-4bd081812616-jun-issue-26 d21915e5-41f6-4bf8-933d-4bd081812616 Thu, 25 Jun 2026 10:06:33 GMT Micron posted its best quarter ever after the close. Asia ripped higher by association, but the broad market stayed put. Buying the dip: discount or falling knife? https://ronfy.app/news/en/65298fb0-d94c-41ac-8487-1dd45d352188-jun-issue-26 65298fb0-d94c-41ac-8487-1dd45d352188 Thu, 25 Jun 2026 05:06:32 GMT Everyone wants to buy cheap. Few stop to ask whether it's cheap because it's on sale or because it's sinking. Nobody's scared, and that's the problem https://ronfy.app/news/en/5f9e84c5-34c5-4725-a6a0-19ca78938498-jun-issue-26 5f9e84c5-34c5-4725-a6a0-19ca78938498 Thu, 25 Jun 2026 01:06:35 GMT One of the worst days for semis in years, and the fear gauge barely flinched. When the market yawns mid-fall, look twice. What history does after a flash crash https://ronfy.app/news/en/4f2927c0-5cea-4526-a313-94b60bed4220-jun-issue-26 4f2927c0-5cea-4526-a313-94b60bed4220 Wed, 24 Jun 2026 20:06:31 GMT Korea fell 10% in a single session. It's not the first time, and the data from those prior times says something worth hearing. Chips collapse, the rest of the market yawns https://ronfy.app/news/en/621bdab6-e9ae-41e7-9d2e-c6ae04f94ba8-jun-issue-26 621bdab6-e9ae-41e7-9d2e-c6ae04f94ba8 Wed, 24 Jun 2026 10:06:35 GMT One of the worst days for semiconductors in years sat next to a half-asleep VIX and a flat Dow. That disconnect IS the story. Why hiking rates cools the economy https://ronfy.app/news/en/1c1c2527-5e43-4de7-914c-abbc1dcb8a9a-jun-issue-26 1c1c2527-5e43-4de7-914c-abbc1dcb8a9a Wed, 24 Jun 2026 05:06:33 GMT The central bank moves just one number. That number travels through credit, spending and stocks until it reaches your wallet. AI isn't software anymore: it's copper and concrete https://ronfy.app/news/en/04971e60-2907-4b8b-9da0-efa19629b165-jun-issue-26 04971e60-2907-4b8b-9da0-efa19629b165 Wed, 24 Jun 2026 01:06:34 GMT Goldman puts it plainly: for the first time in 15 years, heavy capital beats light. The boom needs metal, building and power. What if the Fed hikes instead of cutting? https://ronfy.app/news/en/dbe16063-fa3a-4665-856e-480d4211cc46-jun-issue-26 dbe16063-fa3a-4665-856e-480d4211cc46 Tue, 23 Jun 2026 20:06:30 GMT The market is betting on cuts. One big bank sees up to three hikes this year. Someone is going to be wrong. The Magnificent 7 are running out of fuel https://ronfy.app/news/en/7e1d3b9c-b634-48e1-aefd-e509753f17b2-jun-issue-26 7e1d3b9c-b634-48e1-aefd-e509753f17b2 Tue, 23 Jun 2026 10:06:32 GMT The index closed flat, but underneath, leadership changed hands: megacaps red, small caps and chips up. What EPS is, the heartbeat of a listed company https://ronfy.app/news/en/90244edd-b7aa-44b3-a92e-5be23611d199-jun-issue-26 90244edd-b7aa-44b3-a92e-5be23611d199 Tue, 23 Jun 2026 05:06:34 GMT Earnings per share: a company's profit split across each share. The number everyone cites and few actually calculate. The half-year close moves money on its own https://ronfy.app/news/en/1f48d727-8659-4e43-b4f1-80cdb3875945-jun-issue-26 1f48d727-8659-4e43-b4f1-80cdb3875945 Tue, 23 Jun 2026 01:06:31 GMT June 30 ends H1. After a strong half, funds rebalance, and that triggers mechanical selling. Micron tests the AI-memory frenzy https://ronfy.app/news/en/99a01035-f387-463f-b769-c6518d66c12b-jun-issue-26 99a01035-f387-463f-b769-c6518d66c12b Mon, 22 Jun 2026 20:06:32 GMT It reports Wednesday after the close. It's the thermometer for the entire AI semiconductor chain. Thursday's inflation print sets July's tone https://ronfy.app/news/en/8d0f72a7-ef35-4879-a77b-55e956b9b6c2-jun-issue-26 8d0f72a7-ef35-4879-a77b-55e956b9b6c2 Mon, 22 Jun 2026 10:06:32 GMT May core PCE is the Fed's favorite gauge. With stocks near record highs, very little surprise is priced in. Market complacency https://ronfy.app/news/en/b289f219-6553-43cd-aa1d-1d9e90f75aa4-jun-issue-25 b289f219-6553-43cd-aa1d-1d9e90f75aa4 Sun, 21 Jun 2026 20:06:33 GMT When everything looks too good, that is usually when calm is most expensive. A loaded summer, a calm tape https://ronfy.app/news/en/0ec1b5de-8ec4-4b4a-a732-02077aa218e0-jun-issue-25 0ec1b5de-8ec4-4b4a-a732-02077aa218e0 Sat, 20 Jun 2026 21:36:29 GMT The S&P closes pinned near highs. The calendar leans bullish, but it arrives with three unresolved tails. Market complacency https://ronfy.app/news/en/aecd5575-61a2-46c9-8a50-25051f3fe6d5-jun-issue-25 aecd5575-61a2-46c9-8a50-25051f3fe6d5 Sat, 20 Jun 2026 09:58:12 GMT When everything looks too good, that is usually when calm is most expensive. The bounce was broad, not just four names https://ronfy.app/news/en/ba93116f-222a-416f-9e99-cf4993956da4-jun-issue-25 ba93116f-222a-416f-9e99-cf4993956da4 Fri, 19 Jun 2026 10:06:35 GMT The S&P added 0.9% and the Nasdaq 2.1%, but the real tell is underneath: almost the whole market rose together. Max pain: the expiry magnet https://ronfy.app/news/en/115b012b-7287-45b5-a67d-8c352bf8a2f6-jun-issue-25 115b012b-7287-45b5-a67d-8c352bf8a2f6 Fri, 19 Jun 2026 05:06:36 GMT On the day options expire, price tends toward the level where most of them end up worthless. That level has a name. The trade of the year is over https://ronfy.app/news/en/0d3f234e-6637-41f5-a7aa-3a5c44d620c5-jun-issue-25 0d3f234e-6637-41f5-a7aa-3a5c44d620c5 Fri, 19 Jun 2026 03:03:00 GMT Half semis, half energy: +49% on the year. The Iran deal closed the play, and money is starting to rotate into the forgotten. The S&P lost its 7,500 floor https://ronfy.app/news/en/e67f525e-0219-4a6d-8243-10b191afda3b-jun-issue-25 e67f525e-0219-4a6d-8243-10b191afda3b Fri, 19 Jun 2026 01:06:31 GMT The drop accelerated during the Fed press conference. It closed at 7,420 and entered the zone where little stops a fall. The trade of the year is over https://ronfy.app/news/en/5ac1255e-1800-4b42-8cf1-40685eb431bb-jun-issue-25 5ac1255e-1800-4b42-8cf1-40685eb431bb Thu, 18 Jun 2026 20:06:29 GMT Half semis, half energy: +49% on the year. The Iran deal closed the play, and money is starting to rotate into the forgotten. The Friday when flows run the tape https://ronfy.app/news/en/a88fc99a-271f-415f-acef-b392277a492a-jun-issue-25 a88fc99a-271f-415f-acef-b392277a492a Thu, 18 Jun 2026 10:06:38 GMT Quad witching tomorrow, plus a quarter-end rebalance set to sell $165bn of equities. Three bearish levers at once. What the dot plot is and why traders live by it https://ronfy.app/news/en/cad6316d-e641-43ff-b5b5-d91228a7f750-jun-issue-25 cad6316d-e641-43ff-b5b5-d91228a7f750 Thu, 18 Jun 2026 05:06:29 GMT A chart of dots where each Fed member marks where they see rates ahead. It sums up their expectations without anyone saying a word.