Investment boom in America The AI capex boom is spreading throughout the economy, lifting many ships and is mildly inflationary. Stock indices, valuation metrics, earnings,…
Victor Adair12 July 2026
Brent crude oil futures return to pre-war levels Front-month Brent futures traded between ~$71-~$73 on February 27 and closed this week at ~$73. Front-month WTI…
Victor Adair28 June 2026
Crude oil prices spiked in March Brent crude oil futures spiked in March as the US and Israel attacked Iran and as Iran retaliated. Prices…
Victor Adair21 June 2026
Sooner or later, it was gonna happen After rallying for 9 consecutive weeks, the leading US stock indices tumbled on Friday. The weekly S&P chart…
Victor Adair7 June 2026
Leading global equity indices hit new record highs The S&P has closed higher for 9 consecutive weeks, up ~20% from the March lows. The Nasdaq…
Victor Adair31 May 2026
Another all-time high for the S&P, up ~18% from the March lows The S&P has closed higher for 8 consecutive weeks, something that has happened…
Victor Adair24 May 2026
The S&P has its biggest down day on Friday since late March After rallying nearly 19% from the March lows to record highs on Thursday,…
Victor Adair17 May 2026