ARM IPO: KArma Bites
Following the company’s IPO pricing at $51 per ADS (American Depositary Share) resulting in a market valuation of over $52 billion, its trading debut…
Following the company’s IPO pricing at $51 per ADS (American Depositary Share) resulting in a market valuation of over $52 billion, its trading debut…
ORTEX Perspectives on the S&P 500 for August August marked a tumultuous month for stocks. Despite a recent string of positive sessions that helped stock…
The Method During quarterly reviews, S&P 1500 index rebalance is mainly fueled by Index Committee discretionary decisions of newly eligible companies entering the index and…
STOXX Europe 600 The buffers for entry in the index are 550 – 750 applicable for both the quarterly and annual review. The buffers imply…
Quarterly changes For the first time following the annual May review, MSCI is implementing Foreign Inclusion Factor (or MSCI Float) changes at a quarterly review…
MSCI is announcing their index rebalance on Thursday. We predict the rebalance will have 13 additions and 16 deletions with MSCI Japan facing 4 deletions…
ORTEX Perspectives on the S&P 500 for July Markets kept up their strong performance in 2023 by ending the first month of Q2 in the…
On July 3rd 2023, Tesla’s stock price jumped causing its weighting on the Nasdaq 100 to surpass 4.5%. Together with the rally of tech giants…
ORTEX Perspectives on the S&P 500 for June At the halfway point in the year, stocks have had a remarkable 2023 so far. The Nasdaq…
ORTEX Perspectives on the S&P 500 for May It was a mixed month for three three major averages in May. The Nasdaq Composite ended May…
On May 4th 2023, consumer-healthcare business Kenvue (KVUE UN) went public as a result of Johnson & Johnson’s carve-out. Even though this is characterised as…
ORTEX Perspectives on the S&P 500 for April All three major averages were positive for the second month running in April. ORTEX Short Interest Data…
ORTEX Perspectives on the S&P 500 for March All three major averages were positive in the first quarter, despite turmoil in the banking sector highlighted…
ORTEX Perspectives on the S&P 500 for February February proved a difficult month for markets, and ORTEX Short Interest Data showed most sectors continuing…
January saw the market rebound in the wake of 2022’s carnage, and ORTEX Short Interest Data showed most sectors seeing a decline in bearish…
As a leading provider of real-time short interest estimates, ORTEX often receives questions about the Daily Short Sale Volume data that FINRA officially reports.…
The month of December started off with strong data for the labor market, with nonfarm payrolls soaring by 263,000 in November. Perhaps somewhat counterintuitively,…
November was a choppy month, dipping in the first week of trading before staging a broad-based rebound to close higher. Many companies in the…
After launching ORTEX Index Rebalance Predictions last month, we have continued to build out our proprietary model to support several prominent S&P indexes, including…
ORTEX believes that data empowers investors to make informed investment and trading decisions, which is why we work continuously to add more and more…
ORTEX is excited to announce a powerful new proprietary dataset: ORTEX Index Rebalance Predictions. All major stock market indexes conduct regular rebalances to adapt…
October proved to be a volatile month, with the major indexes breaching the June lows to set fresh year-to-date lows before staging a strong…
Last week’s big meltdown in tech resulted in massive gains for short sellers. ORTEX data shows that bears pocketed $1.63 billion in profits across…
By just about any measure, technology stocks have suffered a historic sell-off this year amid surging interest rates and a challenging macroeconomic backdrop. That…
Transcripts for earnings calls, investor conferences, and analyst day events are among the most important sources of information for investors. These conversations offer unique…
We are excited to launch a highly-anticipated feature that we have been working on for a long time: Custom Views. This entirely new module…
As the market declined, ORTEX data shows that short interest increased considerably across nearly all sectors within the S&P 500. Interestingly, bearish sentiment in…
At ORTEX, we are continuously working to improve our platform, including the user interface and how data is displayed across different sections. To that…
Ever since the short squeeze saga from early 2021 that saw stocks like GameStop (NYSE: GME) and AMC (NYSE: AMC) skyrocket as bears scrambled…
We are excited to announce that ORTEX is launching a new pricing structure, which will allow an even greater number of investors to utilize our…
There are many important liquidity metrics that investors watch in order to better understand market conditions. Among the most important is free float, sometimes called…
Short selling has existed in its most basic form for hundreds of years, but the practice of taking a position that profits from the…
From Monday February 14th, 2022, ORTEX is changing the methodology it uses to calculate Estimated Short Interest. This article explains the background to this change…
What a difference a year makes. In our wrap-up of 2020, we described the rollercoaster ride that short-sellers had been on over the previous 12…
In recent days we have had a lot of questions and comments regarding both naked shorts and synthetic activity surrounding a stock, in particular AMC.…
It’s a staring contest of epic proportions. As retail investors continue to unite and drive the price of AMC to record highs, short sellers have maintained…
18th of May 2021 It’s a script worthy of any blockbuster sequel. Following the David versus Goliath story of GameStop from earlier this year, retail…
18th of May 2021 Since the Short Squeeze events in GameStop, NYSE:GME and many other stocks at the beginning of the year there has been…
Regular users of ORTEX will be familiar with our Alpha Trading Signals; they have highlighted valuable opportunities for a few years now. 2020 was a…
2021 shows no signs of being any less eventful than 2020. We’ve already seen an attempted insurrection in the United States, the inauguration of a…
Short Interest has recently been a topic of active discussion. At the centre of the discussion is GameStop (GME), but many other companies are affected…
In a year like no other, short sellers have had to adapt quickly. How well they’ve been able to do that has been the question…
As market watchers have spent much of November assessing the impact of the US election result and the arrival of viable Covid-19 vaccines, one of…
Last week I wrote about the changing seasons across global markets as investor optimism soared in response to the Biden victory and the positive results…
November brings a ray of sunshine for the travel and tourism sector, but winter may be coming for remote working stocks Grounded planes, closed borders,…
Halloween came early for investors this October as markets were spooked by a series of events that broke the relatively stable conditions of previous months.…
Fear and uncertainty; these two words possibly best describe 2020 so far. As countries around the world have taken unprecedented action to tackle the pandemic,…
Short sellers lose $16bn on bets against 30 largest US companies since April 2020 with September registering as the only profitable month The return of…
Every now and then, stock indexes have to change what stocks they consist of, to ensure they represent the market, this is known as an…
Long short managers have long had an image problem. Despite significant PR efforts from many of the larger firms, efforts to rebuild the reputation of…
What are the most useful stock data points to help you make profitable trading decisions? There are so many moving parts of a stock and…
Short statistics and trends are a crucial element in understanding how a stock behaves and how sentiment surrounding a stock is developing. ORTEX Short interest…
ORTEX trading signals: What they are and how you can use them to make an average of 18% per trade Users of ORTEX will be…