Markets
War and New Highs
May 11, 2026
A replay of our May 14, 2026 conference call.
A replay of our May 14, 2026 conference call.
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Commentary & analysis of selected stories on May 11, 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.
Commentary & analysis of selected stories on 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.
Strategy's bitcoin holdings are once again profitable.
The AI race is minting wealth for Google's cofounders.
A long-term look at real home prices since WWII
A review of or recent research