Acutis CapitalInvestment Research

Acutis Capital

The Blog

Weekly commentary on markets, positioning and the thinking behind the dashboard.

22 Sep 2026

Why we stay pro-risk this week

Financial conditions keep easing and trend remains firmly positive across equities and Bitcoin.

15 Sep 2026

Energy leads the sector table

XLE tops relative strength while utilities sit at the bottom — what the rotation tells us.

08 Sep 2026

Gold miners versus the metal

GDX is outpacing gold itself. We look at why the miners earn the allocation.