Newsclips
What We’re Reading
February 5, 2026
Commentary & analysis of selected stories on February 5, 2026
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What We’re Reading
February 4, 2026
Commentary & analysis of selected stories on February 4, 2026
Focused Research
Q4 Earnings Update: There’s the Bounce We Expected
February 3, 2026
With 34% of companies reporting earnings so far, nearly 79% have beaten the median earnings estimate on Wall Street.
Newsclips
What We’re Reading
February 3, 2026
Commentary & analysis of selected stories on February 3, 2026
Focused Research
CoT Commentary: Metals Surge Extends to Palladium
February 2, 2026
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Focused Research
Total Return Review – Precious Metals’ Roller Coaster Start to the Year
February 2, 2026
Precious metals started 2026 on quite the roller coaster.
Newsclips
What We’re Reading
February 2, 2026
Commentary & analysis of selected stories on February 2, 2026
Newsclips
What We’re Reading
January 30, 2026
Commentary & analysis of selected stories on January 30, 2026
Charts of the Week
The Dollar Used in Half of All Currency Transactions
January 30, 2026
The dollar accounts for more than half of all SWIFT traffic globally.
Charts of the Week
Wealth Distribution in the K-Shaped Economy
January 30, 2026
A comparison of the assets and liabilities of the wealthiest Americans versus the rest of the country
Charts of the Week
What Factors Worked in 2025?
January 30, 2026
2025 was another banner year for momentum stocks. Only three years (including 2024) saw greater returns.
Charts of the Week
The Bitcoin ETFs and Strategy Are Holding a Loss
January 30, 2026
The 10 spot bitcoin ETFs and Strategy, the largest digital asset treasury company, collectively hold about 10% of all bitcoin outstanding with an average purchase price of $85,400. They are now collectively holding an unrealized loss.