Recent articles

ORTEX Monthly Recap for January

  ORTEX Perspectives on the S&P 500 for January The stock market kept its winning streak alive as all the major averages closed out January…

ORTEX Monthly Recap for December

  ORTEX Perspectives on the S&P 500 for December The stock market finished 2023 with a bang as the S&P 500 climbed for nine weeks…

ORTEX Monthly Recap for November

  ORTEX Perspectives on the S&P 500 for November In what is a historically strong month for stocks, all three major averages snapped their three-month…

New ORTEX Interface & App

The ORTEX App is now released, and to celebrate, we are offering a week’s free trial – Download and start a subscription now to check…

ORTEX Monthly Recap for October

  ORTEX Perspectives on the S&P 500 for October October marked a downbeat month for the stock market, which led each of the three major…

NASDAQ-100 December Annual Reconstitution

Nasdaq-100 rebalances its constituents once annually in December. At that point all eligible issuers, ranked by market capitalization, are considered for Index inclusion. Eligibility criteria…

ORTEX Monthly Recap for September

  ORTEX Perspectives on the S&P 500 for September September marked the worst monthly performance of the year for the S&P 500 and Nasdaq Composite.…

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…

ORTEX Monthly Recap for August

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…

S&P 500: Decision (or not) Time

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 September Annual Rebalance

STOXX Europe 600 The buffers for entry in the index are 550 – 750 applicable for both the quarterly and annual review. The buffers imply…

MSCI August – Float Trades

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 Index Rebalance Predictions

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 Monthly Recap for July

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…

ORTEX Monthly Recap for June

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 Monthly Recap for May

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…

Kenvue IPO: Saved by the Greenshoe?

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 Monthly Recap for April

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 Monthly Recap for March

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 Monthly Recap for February

  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…

ORTEX Short Interest Insights from January

  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…

Introducing Credit Default Swap Data

  ORTEX believes that data empowers investors to make informed investment and trading decisions, which is why we work continuously to add more and more…

Introducing ORTEX Index Rebalance Predictions

  ORTEX is excited to announce a powerful new proprietary dataset: ORTEX Index Rebalance Predictions. All major stock market indexes conduct regular rebalances to adapt…

Now Available: Event Transcripts

  Transcripts for earnings calls, investor conferences, and analyst day events are among the most important sources of information for investors. These conversations offer unique…

Introducing Custom Views

  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…

Notable Short Interest Activity from September

  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…

Revamping ORTEX’s Short Interest Interface

  At ORTEX, we are continuously working to improve our platform, including the user interface and how data is displayed across different sections. To that…

A New Pricing Structure for ORTEX

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…

What is Free Float?

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…

The Naked Truth

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.…

Blink and you’ll miss it!

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…

AMC brings new drama to the stock market 

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…

Live Short Interest

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…

ORTEX Trading Signal Performance

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…

Normal Returns

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…

Index Rebalance in FTSE

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…

Short Interest and what it tells you

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…

Alpha Signals

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…

Recent articles

ORTEX Monthly Recap for January

  ORTEX Perspectives on the S&P 500 for January The stock market kept its winning streak alive as all the major averages closed out January…

ORTEX Monthly Recap for December

  ORTEX Perspectives on the S&P 500 for December The stock market finished 2023 with a bang as the S&P 500 climbed for nine weeks…

ORTEX Monthly Recap for November

  ORTEX Perspectives on the S&P 500 for November In what is a historically strong month for stocks, all three major averages snapped their three-month…

New ORTEX Interface & App

The ORTEX App is now released, and to celebrate, we are offering a week’s free trial – Download and start a subscription now to check…

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