Macro Intelligence
The structural forces driving smart money
Understand the hidden mechanisms of power, money, and information that shape markets before they become headlines.
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⚠️API connection failed — showing snapshot from 2026-04-26
Smart Money Inflow Sectors
▲ INFLOWTechnology (AI Cycle)
AI capex revival — MSFT/GOOG/META Q1 beats. XLK +5% 4W. NVDA data center demand accelerating.
🕐 Started 2mo ago▲ Accelerating
▲ INFLOWBitcoin / Crypto
Spot ETF institutional inflows accelerating. BTC +43% 4W. Risk-on rotation into digital assets.
🕐 Started 2mo ago▲ Accelerating
▲ INFLOWIndustrials (Reshoring)
US manufacturing reshoring + infrastructure spend. XLI +2.4% 4W. Tariff-driven domestic capex.
🕐 Started 3mo ago→ Maintaining
Smart Money Outflow Sectors
▼ OUTFLOWHealthcare / Pharma
Drug pricing reform risk + Medicaid cut pressure. XLV -7.1% 4W. RFK Jr. regulatory overhang.
🕐 Started 2mo ago▲ Accelerating
▼ OUTFLOWGold / Precious Metals
Safe haven unwinding as risk appetite returns (F&G 66). GLD -5.5% 4W profit-taking.
🕐 Started 1mo ago▲ Accelerating
▼ OUTFLOWConsumer Staples
Defensive rotation reversal. XLP -3.8% 4W. Risk-on flows leaving safe havens.
🕐 Started 2mo ago→ Maintaining
Editorial context based on SEC 13F filings + market research