Kevin Gordon

As rates continue to move higher, small caps have struggled more than non-profitable tech https://t.co/EkQsdAl8y5

The latest from @CollinMartinCS and our fixed income team ... rates: even higher for longer https://t.co/jltue6VJX4 https://t.co/CYiBW5XjgA

Back to the '90s: Consistent with our view that the "Great Moderation" era is over, the rolling 200d correlation between the S&P 500 and the 10y Treasury yield is at its most negative since 1997 https://t.co/56ExTlOh48

Bloomberg @economics Fedspeak model is at its most hawkish since May 2023 https://t.co/GcClz5od2V

As national diesel prices touch $6.522, this: *US PREPARES 90-DAY DIESEL EXPORT BAN: POLITICO https://t.co/Nyl1Oa3n1B

New all-time high for Nymex WTI crack spreads https://t.co/J3aAWYnjrc

S&P 500 +1.5% today with an advance-decline spread of +83

Latest Fed rate hike didn’t do much to meaningfully narrow the spread between the 2y Treasury yield and fed funds rate … former is still +74bps above the latter https://t.co/TqbhfKG4bb

AAII bears up to 53.3% ... highest since May 2025 https://t.co/bWc0e4kbJB

The Fed just hiked rates. Why? https://t.co/9waQsb1m2l