Focused Research
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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What We’re Reading
June 2, 2026
Commentary & analysis of selected stories on June 2, 2026
Conference Calls
Two Assumptions Driving Markets
June 1, 2026
A replay of our June 4, 2026 conference call.
Focused Research
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.
Newsclips
What We’re Reading
June 1, 2026
Commentary & analysis of selected stories on June 1, 2026
Newsclips
What We’re Reading
May 29, 2026
Commentary & analysis of selected stories on May 29, 2026
Charts of the Week
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.
Charts of the Week
Momentum is Still the Dominant Factor
May 29, 2026
Since the start of 2024, momentum stocks have returned north of 27% while every other isolated factor has returned less than 10%.
Charts of the Week
Wealthy Spending and the K-Shape Economy
May 29, 2026
Spending is now the most concentrated among the wealthy in history
Charts of the Week
All Models Are Wrong, Some Are Useful
May 29, 2026
The Confidence Board’s Index of Leading Economic Indicators (LEI) is a model. Its construction and indicators mimic the thinking of many economists and market types. Although this model is incorrect, it remains a valuable tool for understanding the economy.
Charts of the Week
Housing Still Out of Reach for Potential First-Time Homeowners
May 29, 2026
Homebuyers enjoyed a relatively affordable market in the decade following the housing crash. The recent rise in prices and mortgage rates put homeownership out of reach for many prospective first-time buyers.
Charts of the Week
The Fed’s Footprint in the Bond Market
May 29, 2026
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?