The Rotation Nobody Expected. Energy and Industrials Are Leading 2026. While everyone debated AI, Caterpillar and Exxon quietly outran the Nasdaq
The Fed Just Rewrote the Playbook. Markets Haven’t Caught Up. Kevin Warsh’s first meeting flipped rate expectations in one afternoon.
The Volatility Is in Oil, Not Stocks The OVX is running at triple the VIX. That gap is where the real options signal lives right now.