By Joe Zidle

Clarity in a market of noise.

Institutional-grade investment strategy and asset allocation research, delivered daily.

Latest Research

FREE February 10, 2026

Labor: Cooling not collapsing

Q4 2025 compensation growth decelerated YoY. The Fed gets the gradual wage moderation it wants, but services inflation will remain sticky....

PREMIUM February 09, 2026

Its inflation, stupid

CPI was released but as usual, the first report of the year was faded by investors because of everyone's newest obsession: residual seasonality. Scratching your head on that one? Well, click here....