Humor
Cartoons
March 3, 2026
A replay of our March 6, 2026 conference call.
The stock picker's market continues, precious metals are clawing back toward new highs, and ex-U.S. stocks assert their dominance over U.S. stocks.
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Commentary & analysis of selected stories on March 2, 2026
Commentary & analysis of selected stories on February 27, 2026
Commentary & analysis of selected stories on February 26, 2026
AI collapses software costs and automates database drudgery. This newly affordable efficiency makes demand explode, creating new complex problems that future companies with human employees will solve. Yet if job destruction outpaces creation, we risk a historical societal revolt instead of a technological breakthrough.
Commentary & analysis of selected stories on February 25, 2026