Author: Doug Kass

Treasury Auctions

11:30 a.m.: Treasury hosts an $89B 3 and a $77B 6-Month Bill Auction

Economic Calendar for the Week

Positions: None.

I will have a new market update on Wednesday morning.

Working on it now.

Position: None

FUN FACT 🚨: The Stock Market has never peaked in June https://t.co/FTEPUSUX61 pic.twitter.com/iCs6nQs3jQ

— Barchart (@Barchart) June 1, 2026

Position: None

Call For Dispatch

Position: None

This is incredible:

AI-related companies have issued ~$140 billion in investment-grade bonds year-to-date, accounting for 49% of the total IG issuance.

AI-related companies have also attracted ~$220 billion in venture capital funding year-to-date, making up 87% of the total.… pic.twitter.com/dppFGbumH9

— The Kobeissi Letter (@KobeissiLetter) June 1, 2026

Position: None

The S&P Short Range Oscillator moved to a little less overbought at 1.82% vs. 2.63%.

Position: Short SPY (L), QQQ (L) 

– NYSE volume7% above its one-month average;  
– NASDAQ volume 16% above its one-month average; 
– VIX index:  down 2.48% to 15.35

Volume

Breadth

S&P 500 Sectors

Nasdaq 100 Heat Map