Valois Capital Management, LLC :: Opinions are my own and often those opinions speak in GIFs
New York, USA
Joined June 2015
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In addition to FOMC this week we have MSFT, GOOG, AMZN, and INTC earnings. the first two being on the same day as FOMC.
#earnings for the week of October 26, 2026
earningswhispers.com/calweek
$MSFT $GOOGL $INTC $AMZN $SNDK $SOFI $HOOD $SKHY $NOW $CAJPY $STX $APH $CAT $QXTI $CLS $BSX $KLAC $UPS $V $KO $VRT $VZ $GLW $GEV $FCX $ENPH $CDNS $RMBS $RBLX $NUE $CAKE $CVNA $FDX $FFIV $FTNT $CARR $CCJ $CNC $AMKR $PNR $RDDT $LLY $TMUS $STM $WELL $VMC $VFC $TWLO $UBS $IP
ALT The most anticipated earnings releases for the week of October 26, 2026, are Microsoft #MSFT, Alphabet #GOOGL, Intel #INTC, Amazon #AMZN, Sandisk #SNDK, SoFi #SOFI, Robinhood #HOOD, SK Hynix #SKHY, ServiceNow #NOW, and Seagate Technology #STX.
Michael Bento retweeted
BREAKING: Netanyahu says Israel has fresh intelligence that Iran will launch attacks to disrupt the Israeli elections on Tuesday, and that Iran now poses a "real and tangible existential danger."
"This is the window of time we have left to complete the necessary work to ensure our physical existence for the coming years. All the required resources of the state must be invested in this mission," Netanyahu adds.
It comes after Netanyahu yesterday said that Iran has restarted its nuclear program and "wants to destroy us within a short time."
The IDF Chief of Staff warned yesterday that restarting the war this close to the vote would force it to be postponed indefinitely.
This macro analysis for subscribers is more massive than I planned. I’m still writing. So I’m aiming to get this out by Tuesday. No matter what I plan on having it out before FOMC this week. Sorry for the delay again, I didn’t want to half bake it and push out garbage, especially since it’s for paying subscribers. If you all haven’t figured it out yet, I’m my own harshest critic and hold my work to an impossibly high standard.
Michael Bento retweeted
100,000 PROTESTERS FLOOD TEL AVIV just 3 DAYS before ISRAELI ELECTIONS, rallying against NETANYAHU'S GOVERNMENT
HOSTAGE FAMILIES demand 'TRUTH' over OCTOBER 7 FAILURES, calling for COMMISSION OF INQUIRY
Netanyahu rival GADI EISENKOT hailed at RALLY as 'THE NEXT PRIME MINISTER'
Anyone else notice that Iran basically saved Cuba by pulling all US military resources away from the planned attack?
Everyone keeps saying that this means the war is going to resume tomorrow (Sunday). Here’s the thing, Israel’s election is on Tuesday, so I bet that nothing happens tomorrow and Monday afternoon is when things get spicy.
Translation: Bibi knows he’s about to get his ass handed to him in the Israeli elections.
BREAKING: Netanyahu says Iran has now restarted its nuclear program and intends to destroy Israel within a short time.
"Iran has restarted its nuclear program, and it wants to destroy us within a short time," Netanyahu said an hour ago.
IDF Chief of Staff Eyal Zamir has warned that resuming the war this close to Tuesday's election will force the vote to be postponed indefinitely.
Netanyahu said on Wednesday that toppling the Iranian regime is now his directive to the IDF and Mossad.
Just so I don't get accused by the trolls for larping, the calls that I hinted at buying in yesterdays write-up (when I said my money was literally on the VIX coming in today), were 10/30 770C that were closed after the late morning bounce for -20.35%.
I don't hit 100% of the time, and nobody else does. Anyone who tells you they do is lying.
This is why I am waiting until the close today to see how we close in relation to the massive dark pool level at 762.27, there is still a possibility we head to 755 Monday and lower still beyond.
It looks like we ended up doing case B from my write up and coming down to 760. If we can manage to close back above the 762.27 dark pool, then we are set up for a massive ripper on Monday. It looks though like we may stage an afternoon attempt to go to 765.
So a bit of a change to this week's posting schedule. The Friday daily write-up will be posted ON Friday rather than Sunday. This is so I have time to finish the Macro Outlook this weekend for subscribers.
