Published May 22, 2026
Stocks continue to largely ignore the rising bond yields that typically raise warning flags for markets. Below, we provide a series of recent notes from Delta Research regarding recent market action: (more…)
hyperscalers
Rule of 10 Hits a New High
Published April 24, 2026
As an investor, it can be confusing to see the market shrug off troubling news events. Such is the case with the Strait of Hormuz closure, an event that is clearly disrupting supply chains of many energy, fertilizer, and other products. (more…)