All That Glitters |  The Weekender 1.31.26

Welcome to the current issue of Weekender!

Read January 31st’s Weekender for our regular update on the S&P 500 and financial markets. This issue expands on Themes from the market as related to the recent commodity trade, observations with crypto, and a Market Narrative on the US Consumer.

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A RESOLUTION – 1.10.26

THANK YOU – 11.29.25

NO FEAR – 11.15.25

BOREDOM AND CURIOSITY – 10.11.25

LOSERS, EVERY ONE OF US – 9.13.25

LABOR BOOGIE – 8.16.25

WHEN DATA RULE – 8.9.25

THIS TIME IS DIFFERENT – 8.2.25

POSITIVITY – 6.21.25

CONTEMPT – 6.14.25

TWO QUESTIONS – 5.10.25

END OF AN ERA – 4.26.25

PLAYING WITH FIRE – 4.12.25

REST WELL JEREMY – 3.29.25

TARIFF TROUBLES – 3.15.25

HOUSE VIEW SUMMARY – 3.8.25

ALL FOR ONE – 2.22.25

BEGINNING AGAIN – 2.15.25

CHANGES COMING – 11.23.24

HAIL TO THE CHIEF – 11.9.24

I LOVE EVERYBODY – 10.19.24

WHAT A WONDERFUL WORLD – 9.27.24

MUCH ADO ABOUT NOTHING – 8.17.24

THE ROTATION CONTINUES – 7.1.24

COMMODIFICATION – 6.22.24

BEST DAY – 6.15.24

SHORT INTEREST – 6.1.24

WHY WE FIGHT – 5.27.24

EVERYTHINGS AMAZING AND NOBODYS HAPPY – 5.18.24

PIANO MAN – 3.16.24

ONCE AND FUTURE KING – 2.24.24

SO LITTLE AT STAKE – 2.3.24

LET THE BITINGS BEGIN – 1.27.24