September 08, 2026
Beyond Politics: Is Chairman Warsh Rewriting the Rules of U.S. Monetary Policy?
September 02, 2026
Treasury Secretary Scott Bessent's decision to expand planned buybacks..
May 26, 2026
On a pure macro basis, the current equity market could arguably be trading at disproportionate levels.
May 19, 2026
Headline inflation still looks uncomfortable, but not catastrophic...
May 14, 2026
We generally prefer to keep politics at the edge of market analysis, not at the center of it...
May 05, 2026
Before the conflict, our base case was already for a market that could trade sideways with wide top-to-bottom...
April 24, 2026
One possible scenario for the stock market in the near term...
April 21, 2026
The oil and gas market is not a single trade. It is a supply chain — spanning production, refining, and...
March 31, 2026
A $1 move at the pump would redirect ~$50–60B from consumers to energy — compressing discretionary spending...
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