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12 August 2026
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176 research notes
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Daily Treasury Statement releases 16:00 ET
DTS 16:00 ET
Analyst
Douglas
Nov 2
11/02/2025 Market Update
Individual
Oct 23
10/23/2025 Market Update
Individual
Oct 16
10/16/2025 Market Update
Individual
Oct 8
10/08/2025 Market Update
Individual
Oct 2
Market Rally Meets Resistance: Why October Could Get Dicey
Over the past six months, the S&P 500 has staged an incredible rally—one that was very much in line with what my models
Free
Sep 30
09/30/2025 Market Update
Individual
Sep 24
09/24/2025 Market Update
Individual
Sep 17
What Really Drives the Price of Bitcoin? Debunking the Liquidity Myth
As Bitcoin continues to carve out a larger and larger share of the global financial system, the question of what truly drives its price has never
Free
Sep 15
09/15/2025 Market Update
Individual
Sep 9
Jobs Data, Supply Shocks, and Where We Really Are in the Cycle
On Friday, the jobs data hit—and it wasn’t good. Non-farm payrolls came in at just 22,000, far below the already low expectation of
Free
Sep 8
09/08/2025 Market Update
Individual
Sep 1
09/01/2025 Market Update
Individual
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