The Weekly Tape

The written notes — one market, one week, read across season, producer positioning, hedging program and term structure. The automated COT releases run in the Hedgers’ Ledger.

2026

• Aug 15
  Paid to Wait
• Aug 8
  The Warning Was Filed on Tuesday
• Aug 4
  Where the Metal Went
• Aug 1
  The Weekly Tape — the yen did not turn, it was turned
• Jun 27
  The Weekly Tape — the bond market's vote
• Jun 17
  The Tape Answers Back: A Hollow Advance
• Jun 14
  The Weekly Tape — The Dollar at the 100 Line
• Jun 11
  No Tape to Read: A Note on the SpaceX Listing
• Jun 9
  The Weekly Tape — June 9, 2026

All back issues →