Financial News
What We’re Reading
May 6, 2026
Commentary & Analysis of selected stories on May 6, 2026
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May 6, 2026
Earnings
Q1 Earnings Update: Mag 7 Takes Charge & Results Couldn’t Be Better
May 5, 2026
Expectations for Q1 (blue) have taken the elevator over the past week; full-quarter expectations are now nearly 26%.
Financial News
What We’re Reading
May 5, 2026
Commentary & analysis of selected stories on May 5, 2026
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May 5, 2026
Markets
CoT Commentary: Yen Falls Out of Favor
May 4, 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
May 4, 2026
Commentary & analysis of selected stories on May 4, 2026
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May 4, 2026
Data Reports
Total Return Review – Big Market Moves
May 1, 2026
Energy markets continue higher. Stocks had one of their best months on record.
Financial News
What We’re Reading
May 1, 2026
Commentary & analysis of selected stories on May 1, 2026
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May 1, 2026
Stocks
Sell in May & Go Away…or Not
May 1, 2026
Seasonality charts can help support or refute market narratives. Due to the relatively small data sets associated with monthly data, they can also be used incorrectly to confirm an already-formed bias.