Financial News
What We’re Reading
March 13, 2026
Commentary & analysis of selected stories on March 13, 2026
Commentary & analysis of selected stories on March 13, 2026
In the latest installment of Talking Data, Jim discusses the ongoing Iran conflict, the Strait of Hormuz, and crude oil.
As Treasury issuance continues exploding higher, bank reserves are being stretched thinner and thinner as a source of liquidity.
While everyone focuses on AI, defense stocks have crushed all other major market themes since Trump took office.
Although tokenized assets are a drop in the bucket compared to real-world assets, their growth has been remarkable.
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
A long-term look at objects in space
A review of our recent research
Wednesday Iran attacked shipping and ports from the north end of the the Persian Gulf to the Oman Port of Salalah, 1500 miles to the south. The market is worried the U.S. military does not have a plan to neutralize this threat. Brent oil is back above $100.
Commentary & analysis of selected stories on March 12, 2026