70 days into the war, stocks are regularly making new highs, but crude oil is not. The U.S. economy is doing well, headlined by booming earnings, and inflation is on the rise. And at the end of the week, we get a new Fed chair.
Commentary & analysis of selected stories on May 14, 2026
Join us today, May 14 for our next conference call.
Commentary & analysis of selected stories on May 13, 2026
Energy prices continued to push CPI higher in April, but a quirk in BLS methodology regarding shelter prices also pushed the index higher.
Q1 earnings have caught most off guard as expectations for full quarter growth cross 27%.
Commentary & analysis of selected stories on May 12, 2026
A replay of our May 14, 2026 conference call.
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.