What's Driving Markets Right Now
Each month Dan publishes a market update covering economic conditions, sector rotation, and the broader cycle. The list below is a preview of the format — real updates land here as Dan publishes them. For Dan's deeper research, head to the articles library.
Recent Updates
Preview entries below — layout placeholder while we wire up real publishing.
May 2026 — Where We Are in the Cycle
Mid-cycle expansion, rates stabilizing, energy sector showing leadership. What this means for income investors heading into summer.
Read Update →April 2026 — Sector Rotation in Plain English
Which sectors lead, which lag, and why the rotation matters more than the headline index. A primer for new investors trying to read the market.
Read Update →March 2026 — The Energy Thesis Revisited
Two decades of energy research, distilled into the conditions that drive a good economy. Why oil is still 80% of the macro story.
Read Update →