OER and Inflation – Could Have Been Worse
June 11, 2026 | Sam Rines
Well. It could have been worse. Inflation is running hot, but not quite as hot as expected. And it was the (for now) usual suspects
Yield Curve Volatility
June 10, 2026 | Petr Pinkhasov
Coming into 2026 the market expected the Fed to be cutting rates. That pricing is dead
Concrete Evidence of the Data Center Boom
June 8, 2026 | John Kulis
In May 2026, there were 51,210 news stories that mentioned data centers compared to 25,196 that were related to the housing market
New Homes Await. Are Buyers Pulling Back?
May 14, 2026 | Kristen Radosh
The supply of new-home inventories in the South has continued to dominate compared to the other regions.
Rebuilding Missile Inventories Will be a Yearslong Endeavour
May 12, 2026 | John Kulis
As of 4/21/2026, CSIS estimated that the U.S. had approximately 1,085 Patriot missiles, down from a prewar estimate of 2,330
From Main Street to Wall Street: The K-Shaped Reality of Bankruptcies
April 10, 2026 | Tyler Lu
From 2020 to 2025, business bankruptcy filings were comprised primarily of Chapter 7 and 11 filings.
The Dollar – Wait and See
April 8, 2026 | Petr Pinkhasov
The dollar rallied on the Iran war—safe-haven flows, oil spike, and inflation repricing. DXY ran from 96.22 to just under 100. That countertrend move aligned with the weekly DeMark setup we were watching.
CAT Bonds – A Safe Haven?
April 7, 2026 | Sam Rines
Given the war in the Middle East, which has resulted in minimal tanker traffic in the Strait of Hormuz and ever-changing news headlines, there is reason to be skeptical of putting money to work.