Focused Research
CoT Commentary: Specs Reduce Treasury Shorts
March 9, 2026
Large speculators have pared their net short position in Treasuries since reaching an extreme in September.
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What We’re Reading
March 9, 2026
Commentary & analysis of selected stories on March 9, 2026
Focused Research
Employment in Pictures – Don’t Blame Bad Weather
March 6, 2026
The U.S. shed 92k jobs in February, but the weather was not to blame.
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What We’re Reading
March 6, 2026
Commentary & analysis of selected stories on March 6, 2026
Focused Research
Private Investments & BDC Risk
March 5, 2026
Investor concerns about systemic risks related to private asset fund gating is overblown but that doesn't mean these highly levered software concentrated funds don't have risks.
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What We’re Reading
March 5, 2026
Commentary & analysis of selected stories on March 5, 2026
Media & Communications
If you want the Fed to cut rates, things just got a lot more complicated.
March 4, 2026
Jim Bianco joins Bloomberg to discuss Inflation and the Fed, Geopolitics and Bond Yields, Credit Stress, Private Funds and Gating with Jonathan Ferro & Lisa Abramowicz.
Focused Research
Why Are Software Job Postings Surging
March 4, 2026
AI has decimated software jobs over the years. While job postings are bouncing back more recently, we have entered a new era in the software development industry.
Newsclips
What We’re Reading
March 4, 2026
Commentary & analysis of selected stories on March 4, 2026
Focused Research
Q4 Earnings Wrap Up
March 3, 2026
With a handful of companies left to report Q4 earnings, the beat rate is well below previous quarters but growth is in line.
Newsclips
What We’re Reading
March 3, 2026
Commentary & analysis of selected stories on March 3, 2026
Conference Calls
Chaos & Uncertainty!
March 2, 2026
A replay of our March 6, 2026 conference call.