After Iran

March 3, 2026  |  Sam Rines

With the Middle East currently in an all out war, it is a good time to take a step back and look at what this means for the world's energy markets.

War and the Flow of Oil

March 2, 2026  |  John Kulis

5.40 million barrels of oil from Saudi Arabia went through the Strait of Hormuz each day in 2025. 

Tracking T-Bills

March 2, 2026  |  John Kulis

T-Bills were 21.74% of outstanding debt in January 2026, almost double the level of 11.22% ten years prior.

Ready for Launch: Defense Spending and Drones

February 5, 2026  |  John Kulis

The defense budget for the U.S. is projected to be $831.5 billion in 2026. This is nearly triple the size of China's defense budget of $303.0 billion

Semiconductors Continue to Steamroll

February 4, 2026  |  Petr Pinkhasov

Bank of America is calling this a "supercycle similar to the boom of the 1990s." The industry did $772 billion in sales in 2025—up 22.5%—and it is projected to hit $975 billion to $1 trillion in 2026.

A Foundation for the Mag7 and Homebuilders

February 3, 2026  |  Sam Rines

There is never a shortage of headlines around the Mag7. Not only do they dominate the headlines, they dominate the major indices as well