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Natural Gas Is Cheap, But Is It Time To Buy?

Natural gas looks cheap, with its ratio to oil near a 20-year low.  A level we haven’t seen since the early shale expansion era. But cheap...
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Mag 7 Earnings Up Next: AI Monetization and Leadership Transitions Take Center Stage

All eyes turn to the Magnificent 7 this week as Alphabet, Meta, Microsoft, Amazon and Apple all report Q1 2026 results. The S&P 500 Index...
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Tech Stocks, Bond Yields, Oil: What’s Driving Markets Now

The stock market is asking and answering. Right now, there are four questions driving investor thinking: Will tech continue to run?  Will yields rise or fall?  Where is...
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Stocks Shook Off March Dip: Q1 Earnings and April Data Take Center Stage

The Q1 reporting season is off to a solid start, but investors must also eye macro data points ahead Record-high stock prices come as consumers...
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Q1 Earnings Off To Strong Start; Record CEO Confidence Anchor Market

Banks and chip names kicked off earnings season with robust results last week The S&P 500 Index (INDEXSP: .INX) is projected to deliver its sixth consecutive...
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Oil Prices Move First; Headlines Come Later

Oil is surging but this isn’t just about prices at the pump. It’s about a bigger macro shift. WTI futures are trading around $90 a...

Q2 2026 Investor Conference Calendar: Reading the Corporate Body Language

Geopolitical risk once again reared its head last quarter. Worries over the war in Iran linger into Q2 as well, with both WTI and Brent crude...
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Q1 2026 Corporate Earnings Preview: Double-Digit Growth and the Visibility Gap

Banks kicked off Q1 2026 earnings season yesterday with a rare Goldman Sachs front-run, with JPMorgan, Citigroup and Wells Fargo on deck for today.   The...
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U.S Dollar Down, Bond Yields Falling: Tailwind to Trouble?

Last week, the U.S. dollar broke down. Today, it is trading below the 50-day moving average, a level that often defines short- to intermediate-term trend. Now,...

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