HINDSIGHT · REPORTS
The week in markets, and how much of it was noise
Every Saturday: what moved, how broad it was, and whether a week like it is rare or just what randomness produces anyway.
Equities
The weekly S&P 500 report: indices, sectors, breadth, and a luck check against what chance alone would produce.
LATEST · 03 Oct 2026Week ending 2 Oct 2026: S&P 500 -0.2%, a mixed weekThe S&P 500 moved -0.2% (a 0.1σ week; moves this big happen most weeks). 34% of its stocks rose; 16 moved more than 10%, against about 19.8 a bell curve would expect.READ THE REPORT →
S&P 500, week-0.2%
Stocks that rose34%
Moves over 10%16a bell curve expects 19.8 (90%: 13–27)
VIX15.3
Commodities
Weekly commodity reports. Coming soon: vote for the one to start first.
COMING SOONOilThe week in crude: what the price did, what the futures curve did, and why an oil fund and the oil price can part ways. Measured against chance, like the rest.I WANT THIS ONE →
COMING SOONFreightThe week in shipping rates, which can triple in a year and give it all back: where the cycle stands, and whether this week's swing is news or ordinary noise.I WANT THIS ONE →