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US Diesel Crack Spread Hits $102 as SPR Safety Net Frays
The consensus read on the US diesel crack spread breaking $100 a barrel is that this is a supply shock story. It is, but only partly. The more uncomfortable read is that the emergency buffers…
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Auto Loan Originations Record Masks a Deteriorating Floor Beneath
The consensus read on auto loan originations hitting a record in Q2 2026 is broadly celebratory: Americans are borrowing more than ever to buy cars, which must mean the market is healthy. The…
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Existing Home Sales Frozen as Supply Hits Multi-Year Highs Across the Board
The consensus read on the US housing market is that mortgage rates are the villain keeping existing home sales frozen at multi-year lows. Strip out the rate narrative, though, and the data…
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Five Ways Busy Executives Can Build Thought Leadership Without Social Media Burnout
There’s a myth that thought leadership requires constant social media presence. It doesn’t. Some of the most influential leaders barely touch social media at all. Warren Buffett…
