22 Sep 2026
Why we stay pro-risk this week
Financial conditions keep easing and trend remains firmly positive across equities and Bitcoin.
Acutis Capital
Weekly commentary on markets, positioning and the thinking behind the dashboard.
Financial conditions keep easing and trend remains firmly positive across equities and Bitcoin.
XLE tops relative strength while utilities sit at the bottom — what the rotation tells us.
GDX is outpacing gold itself. We look at why the miners earn the allocation.