What Many Commentators Are Missing About the Iran Oil Situation Much of the public discussion surrounding the current Iran crisis assumes a familiar outcome: geopolitical […]
Year: 2026
Treasury Market Recap: 2-year, 5-year, and 10-Year Yields Climbed as Oil Shock and Inflation Fears Outweighed Weak Jobs Data
Treasury market recap: 2-year, 5-year, and 10-year yields climbed as oil shock and inflation fears outweighed weak jobs data U.S. Treasury yields rose across the […]
Weekly Market Recap: Currency Moves, Treasury Shifts & Global Equity Performance
Table 1 — Major US Equity Indices (% Change This Week) Index Week Start Week End % Change S&P 500 4,334 4,318 -0.4% Nasdaq Composite […]
Treasury Market Recap: 2-, 5-, and 10-year Yields Fell as Policy Risk and Geopolitics Met Mixed Inflation Signals
Treasury market recap: 2-, 5-, and 10-year yields fell as policy risk and geopolitics met mixed inflation signals U.S. Treasury yields moved lower across the […]
What’s Really Going On With the Chicago Bears Stadium Debate?
It’s shocking to hear that the Chicago Bears might be leaving the City of Big Shoulders. Chicago and the Bears seem inseparable. The Bears have […]
Treasury Market Recap: 2-, 5- & 10-Year Yields Respond to Data and Risk
Weekly Treasury Market Recap: 2-, 5- & 10-Year Yields Respond to Data and Risk As markets transitioned into the first full trading week of 2026, […]
Modular Nuclear Power: An Investor’s Framework
Modular nuclear power refers primarily to small modular reactors (SMRs) and microreactors. The investment thesis is not about science breakthroughs. It is about execution, standardization, […]