Peace In Iran: Can A Deal Drive A Second Half Rally?

Peace In Iran: Can A Deal Drive A Second Half Rally?

Written by Michael Lebowitz and Lance Roberts | Jun 15, 2026

Markets rallied late last week on headlines that a US-Iran peace agreement is close. While…

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May Inflation Print: Why the 4.2% Headline Is an Oil Story

Written by Lance Roberts | Jun 13, 2026

🔎 At a Glance 🏛️ Market Brief – SpaceX Debuts And Elon Is A Trillionaire…

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A Supply Tsunami Is Coming

A Supply Tsunami Is Coming

Written by Michael Lebowitz and Lance Roberts | Jun 11, 2026

The coming wave of equity supply we detailed in The IPO Boom is growing. Last…

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SPCX Is Firing Up: 3 Businesses To Breakdown

SPCX Is Firing Up: 3 Businesses To Breakdown

Written by Michael Lebowitz and Lance Roberts | Jun 11, 2026

After much anticipation, SpaceX (SPCX) begins trading tomorrow. The headlines will focus on the $2…

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Oil Market Opinions Widely Vary

Oil Market Opinions Widely Vary

Written by Michael Lebowitz and Lance Roberts | Jun 10, 2026

Art Berman wrote an excellent analysis describing the state of the oil market and two…

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The CPI Math Driving Inflation Works Two Ways

The CPI Math Driving Inflation Works Two Ways

Written by Michael Lebowitz and Lance Roberts | Jun 9, 2026

Simple math suggests that tomorrow’s CPI report for May will likely continue to show high…

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