BNN Bloomberg
🏢 Bell Media
Jul 30, 2026
· 5 min read
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Kim Bolton’s Top Picks for July 30, 2026 - BNN Bloomberg
Original article ↗B.I.A.S. ANALYSIS
CENTER
LEFTCENTERRIGHT
Signal breakdown
Heuristic (v1/v3)
-0.20 · CENTER
ML v2 (DistilBERT)
0.268 · RIGHT
Ensemble
0.134 · CENTER
🏦 Source Intelligence
Rolling outlet bias
CENTER
avg -0.014
2,703 articles tracked
7-day bias trend
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Article Excerpt
Top Picks from Kim Bolton, President and Portfolio Manager, Black Swan Dexteritas
Focus: Technology Stocks
Top picks: Snowflake, Palo Alto Networks, CrowdStrike
MARKET OUTLOOK:
In the middle of June, 2026 your BSD team hedged about one-third of the BSD Global Tech Hedge Fund’s stock portfolio, plus about one-third of our separately managed account’s stock portfolios. The hedge was composed of short equity index futures and options on equity index futures.
By the middle of July the hedge had grown to about 50 per cent of the notional value of the stock portfolios. By the last week of July …
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Jul 30, 2026
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