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.
No Helium – No Chips: The Threat Facing Semiconductors
March 27, 2026 | Petr Pinkhasov
We originally published this article on March 18, 2026. We are running it again as more clients and the mainstream media have now picked up on it.
Don’t Blindly Follow the Sell America, Buy Everything Else Trade
March 10, 2026 | Sam Rines
For the better part of a year, a common refrain has centered around the "sell America" trade.
Barrels in Reserve, Risk in the Market: Examining the Strategic...
March 9, 2026 | Tyler Lu
Will the U.S. need to tap their Strategic Petroleum Reserve?