Newsclips
What We’re Reading
April 2, 2026
Commentary & analysis of selected stories on April 2, 2026
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Total Return Review – A Volatile Month
April 1, 2026
March was a volatile month for many markets. The energy markets saw some of their biggest swings in decades.
Focused Research
The Amazon of War
April 1, 2026
If the U.S. cannot reopen the Strait of Hormuz, then it is up to Ukraine’s "Amazon War" methods to break this stalemate and validate 21st century war tactics.
Newsclips
What We’re Reading
April 1, 2026
Commentary & analysis of selected stories on April 1, 2026
Focused Research
Profiling Financial Conditions in March
March 31, 2026
March was a very chaotic month for markets, driven by an avoidable oil shock. Tighter financial conditions are the natural course. If the conflict ends and an acceptable resolution is reached, expect conditions to ease again.
Newsclips
What We’re Reading
March 31, 2026
Commentary & analysis of selected stories on March 31, 2026
Focused Research
Iran and Ukraine Are Showing the Cost of War
March 30, 2026
Iran is proving that war no longer belongs to whoever owns the biggest ships and the most expensive missiles. Cheap mass-produced drones can now threaten oil, trade, and stability at a fraction of the cost. If the West cannot adapt fast, markets will price a more violent, riskier world.
Focused Research
CoT Commentary: Large Specs Shift Treasury Positioning
March 30, 2026
Large speculators are shifting their Treasury net positions across the curve.
Newsclips
What We’re Reading
March 30, 2026
Commentary & analysis of selected stories on March 30, 2026
Newsclips
What We’re Reading
March 27, 2026
Commentary & analysis of selected stories on March 27, 2026
Charts of the Week
Breaking Down Debt in the U.S.
March 27, 2026
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper
Charts of the Week
Comparing the Value of Credit in the U.S. to GDP
March 27, 2026
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period.