Micron’s Super Cycle Signals a Bright Outlook for Chipmakers
October 7, 2026 | Petr Pinkhasov
As a follow-up to my July 8, 2026 post, Why Chipmakers Win, While Hyperscalers Spend, Micron reported its FY 2026 results on September 30, 2026
Rising Yields, Rising Options Activity in TLT
October 7, 2026 | John Kulis
A client asked whether there was any relationship between the monthly change in the yield on the U.S. Treasury 30-year bond and the average daily options volume on TLT
Don’t Question the Consumer
October 6, 2026 | Sam Rines
Following the pandemic stimulus, the US consumer was supposedly going to face a long (and painful) hangover. That hangover never (really) happened.
Collector Cars, Used Autos & Rate Hikes Are Being Driven by...
September 16, 2026 | Petr Pinkhasov
A good sign that real upward rate pressure is going to manifest itself outside of TIPS and other direct means of measuring prices is that Used car prices for collectors are now starting to show a rebound in price
U.S. Housing: High Rates, High Payments, More Cancellations
September 15, 2026 | John Kulis
In August 2026, 13.94% of pending U.S. home purchases were cancelled
Maybe OER Is (Still) a Problem
September 14, 2026 | Sam Rines
At these levels of mortgage rates, housing should be one of the more disinflationary aspects of the print. But it was not.
Metals: Don’t Leave Them Behind Yet
August 5, 2026 | Petr Pinkhasov
If we take a look across the metals, some of these charts are starting to look really good in the medium term.
Ebbs and Flows of the Oil Market
August 4, 2026 | Sam Rines
Another weekend, another deal. Or, at least, that seems to be the pattern.
Will Anything Slow Down Data Center Construction?
August 4, 2026 | John Kulis
Data center spending keeps getting revised up as the buildout speeds along