Markets
What The Crude Oil Forward Curve Says
June 2, 2026
When the crude oil forward curve is in steep backwardation — today's price far above next year's — it signals critically tight inventories and is bullish for spot price.
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Two Assumptions Driving Markets
June 2, 2026
Join us Thursday, June 4 for our next conference call.
Financial News
What We’re Reading
June 2, 2026
Commentary & analysis of selected stories on June 2, 2026
Humor
Cartoons
June 2, 2026
Upcoming Call
Two Assumptions Driving Markets
June 1, 2026
Join us Thursday, June 4, for our next conference call.
Markets
AI Powers The Stock Market
June 1, 2026
The entire "war rally" in the stock market has been driven by AI. Take out AI, and the rest of the stock market has done little since gasoline started soaring.
Markets
CoT Commentary: Large Specs Buying Notes
June 1, 2026
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Financial News
What We’re Reading
June 1, 2026
Commentary & analysis of selected stories on June 1, 2026
Humor
Cartoons
June 1, 2026
Financial News
What We’re Reading
May 29, 2026
Commentary & analysis of selected stories on May 29, 2026
Humor
Cartoons
May 29, 2026
Markets
Underlying S&P 500 Volatility Hits New High
May 29, 2026
Volatility has manifested much more in underlying index securities than at the index level and now it's at a new extreme.