Weekly Digest
Weekly Research Recap
March 27, 2026
A review of our recent research.
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Page 12 of 836Stocks
Market Dynamics Flip Volatility Regime
March 26, 2026
For much of the past few years, volatility has manifested much more in underlying index securities than at the index level. The Iran conflict has flipped this on its head.
Financial News
What We’re Reading
March 26, 2026
Commentary & analysis of selected stories on March 26, 2026
Humor
Cartoons
March 26, 2026
Financial News
What We’re Reading
March 25, 2026
Commentary & analysis of selected stories on March 25, 2026
Humor
Cartoons
March 25, 2026
Financial News
What We’re Reading
March 24, 2026
Commentary & analysis of selected stories on March 24, 2026
Humor
Cartoons
March 24, 2026
Bonds
The Bond Market Is Signaling an Inflation Shock, Not a Recession Scare
March 23, 2026
The bond market is repricing higher yields and exploding volatility for a major inflation shock from oil disruptions, not a recession. Like 2022, these supply shocks lift inflation faster than they slow growth, forcing the Fed to hold steady or even hike rather than cut rates.
Markets
CoT Commentary: WTI Longs
March 23, 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
March 23, 2026
Commentary & analysis of selected stories on March 23, 2026
Humor
Cartoons
March 23, 2026