Mar 26, 2026
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- Thursdays have been the weakest day of the week for the S&P 500 over the past decade, and 2026 has no exception with nine consecutive weeks of Thursday declines.
- Over the past 50 trading days, the Energy sector has seen some of the highest consistency of daily gains on record.
- A hypothetical strategy of only owning the S&P 500 when it has been above its 50-DMA has underperformed a simple buy and hold strategy for decades.
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Mar 25, 2026
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- Over the past six months the decline in the P/E ratio of Tech versus the S&P 500 has fallen by the largest amount since 2002.
- Performance this week has appeared to be largely rotational as the best performers were also those that were the worst performers month-to-date through Friday.
- After seasonal adjustment February saw the third-largest increase in ex petroleum import prices since monthly data begins at the end of the 1980s.
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Mar 24, 2026
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- Throughout the S&P 500’s history, a hypothetical strategy that goes to cash when the index falls below its 200-DMA has outperformed.
- Today’s 2-year note auction saw terrible demand; similar to other coupon sales so far in March.
- Regional Fed surveys showed that there may have been supply chain stress even before the war with Iran began.
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Mar 23, 2026
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- While the VIX continues to trend higher, there are some other signs indicating that volatility may have peaked.
- Gold has seen a large rise in leverage over the last four weeks whereas the drop in corporate bonds leverage has been 3 standard deviation move.
- Data center spending climbed to 6.4% of private nonresidential construction spending in January.
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Mar 19, 2026
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- The Energy sector has now traded in overbought territory for 49 consecutive trading days; the second longest streak of overbought readings on record.
- Intraday, crude oil futures continue to be driven by extreme lurches in positioning and weak liquidity.
- Data from the Federal Reserve’s Flow of Funds report showed that the corporate financing gap remains negative despite the boom in AI investment.
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Mar 18, 2026
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- Today’s Federal Reserve policy statement contained no material surprises and Fed Chair Powell’s presser was also mostly unremarkable.
- DRAM/NAND memory producer Micron (MU) blew the doors off earnings with revenues 21% above estimates and triple what they were a year ago.
- The latest PPI release showed that costs were broadly accelerating even before the recent leap in gasoline and diesel prices.
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