Focused Research
Inflation Watch – Gas Prices & a Quirk in Shelter Prices
May 12, 2026
Energy prices continued to push CPI higher in April, but a quirk in BLS methodology regarding shelter prices also pushed the index higher.
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Q1 Earnings Update: Anthropic to the Moon?
May 12, 2026
Q1 earnings have caught most off guard as expectations for full quarter growth cross 27%.
Newsclips
What We’re Reading
May 12, 2026
Commentary & analysis of selected stories on May 12, 2026
Conference Calls
War and New Highs
May 11, 2026
A replay of our May 14, 2026 conference call.
Focused Research
CoT Commentary: Cotton Sees Persistent Demand
May 11, 2026
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Newsclips
What We’re Reading
May 11, 2026
Commentary & analysis of selected stories on May 11, 2026
Focused Research
Employment in Pictures – A Second Consecutive Strong Month of Job Growth
May 8, 2026
Jobs grew by 115k in April, beating all but four economists' estimates from Bloomberg's survey. This also marked the first time in a year that the U.S. saw consecutive months of positive job growth. Traders expect the Fed to keep rates steady through the rest of 2026.
Newsclips
What We’re Reading
May 8, 2026
Commentary & analysis of selected stories on May 8, 2026
Charts of the Week
IPO Returns Suffer After First Day of Trading
May 8, 2026
Stocks often see great returns on their first day of trading after an IPO, but the returns from there on out are another story.
Charts of the Week
Crude Oil Traders Enjoying the Roll
May 8, 2026
Spot Brent prices are up 55% over the past year, but have gained over 90% on a total return basis.
Charts of the Week
Inflation Expectations
May 8, 2026
Market participants pay close attention to inflation expectations, often treating them as facts about the future. While they accurately capture what the market is thinking at the time, they are often not very accurate in predicting future moves.
Charts of the Week
Strategy’s Bitcoin Holdings Back in Black
May 8, 2026
Strategy's bitcoin holdings are once again profitable.