THE ONE THING
New entries collapsed by half in one week as election uncertainty gripped the market
By Cathy · Lead Analyst, Fundprints
The number of names entering the earliest stage of institutional conviction fell from ten to five in a single week, the sharpest drop in new entries in recent editions. Meanwhile, the Crowded stage grew by four, meaning money kept flowing into established positions rather than opening new ones…
ALSO IN THIS EDITION
- What's not happening: the silences and price-vs-evidence divergences nobody else tracks
- The tape: all 3 Prints this week, each with its base rate and why it matters
- For your book: what this week's evidence changes for the names you hold
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