Newsclips
What We’re Reading
March 5, 2026
Commentary & analysis of selected stories on March 5, 2026
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Page 31 of 3388Media & 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.
Focused Research
Total Return Review – Updating Several Themes
March 2, 2026
The stock picker's market continues, precious metals are clawing back toward new highs, and ex-U.S. stocks assert their dominance over U.S. stocks.
Focused Research
CoT Commentary: Backing Off Dollar Shorts
March 2, 2026
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Newsclips
What We’re Reading
March 2, 2026
Commentary & analysis of selected stories on March 2, 2026
Newsclips
What We’re Reading
February 27, 2026
Commentary & analysis of selected stories on February 27, 2026
Newsclips
What We’re Reading
February 26, 2026
Commentary & analysis of selected stories on February 26, 2026