Newsclips
What We’re Reading
May 19, 2026
Commentary & analysis of selected stories on May 19, 2026
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CoT Commentary: Large Specs Still Buying Treasuries
May 18, 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 18, 2026
Commentary & analysis of selected stories on May 18, 2026
Newsclips
What We’re Reading
May 15, 2026
Commentary & analysis of selected stories on May 15, 2026
Newsclips
What We’re Reading
May 14, 2026
Commentary & analysis of selected stories on May 14, 2026
Newsclips
What We’re Reading
May 13, 2026
Commentary & analysis of selected stories on May 13, 2026
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.
Focused Research
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