AI
Why Chipmakers Win, While Hyperscalers Spend
July 8, 2026 | Petr Pinkhasov
Hyperscaler capex is the demand line for the semiconductor industry, and the market is pricing the two sides of that transaction very differently
Daily Data Points
Sample Daily Data Points
The Thriving Zombie Companies
July 7, 2026 | Sam Rines
There is a case to be made that further advances in efficiency stemming from AI could be more beneficial for some of the Zombies than other companies
Market
Small But Mighty: How Small Caps Stack Up to Their Larger Counterparts
July 6, 2026 | Tyler Lu
YTD, small cap stocks have outperformed large cap stocks by a considerable margin
Monday
Agriculture
Commodities Update – Crop Check: Knee High by the 4th of July?
July 6, 2026 | John Kulis
On 6/25/2026, President Trump announced that he would ask Congress for $11.1 billion of aid for U.S. farmers
Energy
Commodities Update – Gasoline Inventories See a Modest Uptick
June 8, 2026 | John Kulis
Motor gasoline inventories in the U.S. increased to 214.96 million barrels on 5/29/2026
Energy
Commodities Update – A Comeback for Coal?
May 4, 2026 | Tyler Lu
With the current Iran war and disruptions through the Strait of Hormuz, more countries may begin pivoting to coal as oil and natural gas becomes increasingly more expensive to procure
Tuesday
Investor Flows
Investor Flows – Consumer Cyclical’s Cycle To The Top
July 7, 2026 | Tyler Lu
The three ETF categories with the largest inflows for the week that ended on 7/2/2026 were Consumer Cyclical Sector ETFs at $5.35 billion, Inv Grade ETFs at $3.31 billion, and Global ETFs at $3.21 billion
Credit
U.S. Credit Update – July 7, 2026
July 7, 2026 | Tyler Lu
Fixed Income and Corporate Sector Returns, Options-Adjusted Spreads, Credit ETF Flows, Biggest Movers, Issuance Recap
Investor Flows
Investor Flows – U.S. Large Cap Stays on Top
June 9, 2026 | John Kulis
The three ETF categories with the largest inflows for the week that ended on 6/5/2026 were U.S. Large-cap ETFs at $13.31 billion, U.S. Broad Equity at $3.46 billion, and Aggregate Bond ETFs at $1.73 billion
Wednesday
Sample Weekly Reports
Global Supply Chain Update – U.S. Trucking Rates Keep Rising
July 8, 2026 | Tyler Lu
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios
Sample Weekly Reports
Global Supply Chain Update – Transporting Goods Gets More...
June 10, 2026 | Tyler Lu
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Sample Weekly Reports
Global Supply Chain Update – An Eye on Imports and Exports
May 6, 2026 | John Kulis
Recent News, Shipping Rates, Supply Chain Pressure, Capacity Utilization, and Inventory/Sales Ratios.
Thursday
Inflation
Inflation Roundup – July 9, 2026
July 9, 2026 | Tyler Lu
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Inflation
Inflation Roundup – June 11, 2026
June 11, 2026 | Tyler Lu
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Inflation
Inflation Roundup – May 7, 2026
May 7, 2026 | John Kulis
Total Returns, The State of Inflation, Market-Based Expectations, Energy and Commodities
Data Science Podcast
Data Science Podcast
Arbor Data Science Podcast: Wealth Creation in Modern Times
June 25, 2026 | Gus Handler
Sam Rines discusses how high-profile tech IPOs and multi-billion dollar bond offerings drive immense wealth creation, fueling robust U.S. consumer demand in luxury real estate, high-end automotive, and restaurant...
Data Science Podcast
Arbor Data Science Podcast: Defense Stocks
June 18, 2026 | Gus Handler
In this episode of the Arbor Data Science Podcast, Petr Pinkhasov evaluates recent market dynamics, capacity challenges, and technical charts impacting major defense stocks.
Data Science Podcast
Arbor Data Science Podcast: SPR Drawdowns, CPI Realities &...
June 12, 2026 | Gus Handler
Sam Rines characterizes the latest CPI report as a mixed but largely expected print driven by energy costs, views regional housing spikes in the Northeast and Midwest as potential data anomalies, and anticipates a...