Oil Stays Calm as Strong Earnings Keep Bull Market Intact

Published on July 14, 2026

Despite renewed geopolitical tensions in the Middle East, markets continue to display remarkable resilience. Major equity averages sit within striking distance of new all-time highs while oil, perhaps the biggest surprise of the year, remains anchored in the low $70s despite renewed hostilities.

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Is US Democracy at Risk?

July 14, 2026
As we move toward the mid-term elections, many are making the argument that “democracy is at risk.” We get politicians making this argument, but when supposedly sober political and economic analysts start to make it, we do get worried.

Spotting Market Bubbles: Why History Says It’s Nearly Impossible

July 14, 2026
If you knew you were standing inside a stock market bubble, you wouldn’t be standing in it for long. You’d sell. So would I, and so would everyone reading this. And if spotting market bubbles was something everyone could do in real time, the bubble couldn’t form in the first place.