The Human Edge

The Human Edge

This post is different. Maybe too different. I’m not sure why I’m writing it here, but these things have been heavy on my mind, so here it goes. My grandaddy has a 1976 Custom Deluxe Chevy K10. He went to be with Jesus a few years ago, but it’s still his truck. For 50...

The Market in Pictures, May 29

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from stocks catching up with earnings, to the AI impact and US dominance, to FOMC expectations and trillion-dollar companies. Have a...

The Bond Environment Entering the Warsh Regime

Treasury Curve Movements   The yield curve today looks drastically different than the beginning of the year. The largest increases have occurred in the belly of the yield curve, with 2s rising the most at a 59 bp increase since the start of the year, with lesser...

The Market in Pictures, May 22

Our research team parses a vast amount of institutional data and market research daily to isolate the key signals that matter. This week’s selection highlights a structural regime change in inflation, a fundamentally anchored equity rally, and the unprecedented scale...