Latest posts

  • 4 Oil and Gas ETF Plays as Prices Stay Sky-High

    With oil and gas prices elevated amid the Iran conflict, investors can consider ETFs like UGA, USOY, OILU, and PXJ, each offering distinct risk levels and strategies for energy exposure.

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  • Sandisk Just Delivered a Blowout Quarter—Here’s Why the Stock Is Falling

    Sandisk shares fell over 8% despite beating earnings estimates, as slightly soft revenue guidance overshadowed 60%-plus revenue growth and expanding margins from AI-driven data center demand.

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  • Thursday assorted links

    1. “Next to rising oxygen levels and other contributing factors, the importance of feces in ancient ecosystems is often overlooked…” 2. New publication on AI and institutions.  Good people involved. 3. Chicago boys in Chile. 4. What kind of machine can a book make? 5. Longevity firms push for medical deregulation in Montana (WSJ). 6.…

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  • Solve for the (Refine) equilibrium

    We’re proud to announce that Refine has signed partnerships with two leading publishers in economics. Both the American Economic Association and the Econometric Society now use Refine’s AI-assisted technical verification as part of their publication processes. Here is the thread.  And more comments here. The post Solve for the (Refine) equilibrium appeared first on Marginal…

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  • Sunday Night Futures

    Weekend: • Schedule for Week of January 11, 2026 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 futures are down 16 and DOW futures are down 104 (fair value). Oil prices were up over the last week with WTI futures at $59.37 per barrel and Brent at…

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