Financial News
What We’re Reading
March 17, 2026
Commentary & analysis of selected stories on March 17, 2026
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Sorting Through Markets
March 17, 2026
Join us Thursday, March 19, 2026 for our next conference call.
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Cartoons
March 17, 2026
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Sorting Through Markets
March 16, 2026
Join us Thursday, March 19, for our next conference call
Data Reports
CoT Commentary: Specs Increase WTI Long
March 16, 2026
The net position of large speculators in WTI has reached a 1-year extreme.
Financial News
What We’re Reading
March 16, 2026
Commentary & analysis of selected stories on March 16, 2026
Humor
Cartoons
March 16, 2026
Financial News
What We’re Reading
March 13, 2026
Commentary & analysis of selected stories on March 13, 2026
Talking Data Podcast
Talking Data – War and Markets
March 13, 2026
In the latest installment of Talking Data, Jim discusses the ongoing Iran conflict, the Strait of Hormuz, and crude oil.
Humor
Cartoons
March 13, 2026
Markets
Are Bank Reserves “Ample”?
March 13, 2026
As Treasury issuance continues exploding higher, bank reserves are being stretched thinner and thinner as a source of liquidity.
Markets
The Trump War Premium
March 13, 2026
While everyone focuses on AI, defense stocks have crushed all other major market themes since Trump took office.