Insights, Delivered Daily.

Diesel hit record highs even as crude fell below $100. The real story is refinery bottlenecks, soaring crack spreads, and dangerously tight capacity.

Stocks rallied on hopes for deals with Iran and China, while the Fed and a 10-year Treasury near 5% signal inflation isn't done. This week will show which market read the room correctly.

What happens when restaurants can’t raise menu prices anymore? They shrink portions—and that could complicate how investors interpret inflation and corporate margins.

Most people who hear "wealth manager" picture someone in a glass-walled office moving money between accounts. The reality is more layered - and for people navigating competing financial priorities, more useful - than that image suggests.

The Fed’s higher long-run rate suggests expensive money may be the new normal—not merely a temporary phase of the current economic cycle.