Newsclips
What We’re Reading
June 8, 2026
Commentary & analysis of selected stories on June 8, 2026
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Page 16 of 3388Focused Research
May Employment Surprises Higher
June 5, 2026
The U.S. added 172k jobs in May, crushing even the highest estimate. The 3-month change in payrolls has moved up to nearly 180k.
Newsclips
What We’re Reading
June 5, 2026
Commentary & analysis of selected stories on June 5, 2026.
Focused Research
Total Return Review: WTI & Convertibles Are Shining
June 4, 2026
WTI, driven by the war, and convertibles, driven by tech exposure, are having their best start to the year.
Newsclips
What We’re Reading
June 4, 2026
Commentary & analysis of selected stories on June 4, 2026
Newsclips
What We’re Reading
June 3, 2026
Commentary & analysis of selected stories on June 3, 2026
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.
Newsclips
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