Aklan Investment Research
@aklanresearch.bsky.social
Value-oriented securities analysis and stock market commentary | Avoiding herd mentality and searching for value in out-of-favor stocks | Not Investment advice | aklanresearch.substack.com
That #SuperBowl party is going to cost a little bit more this year.
The price for a bag of potato chips has increased roughly +7% from a year ago (and +50% more than it did in ’19, the last time the Patriots won the Super Bowl).
The price for a bag of potato chips has increased roughly +7% from a year ago (and +50% more than it did in ’19, the last time the Patriots won the Super Bowl).
February 8, 2026 at 4:02 PM
That #SuperBowl party is going to cost a little bit more this year.
The price for a bag of potato chips has increased roughly +7% from a year ago (and +50% more than it did in ’19, the last time the Patriots won the Super Bowl).
The price for a bag of potato chips has increased roughly +7% from a year ago (and +50% more than it did in ’19, the last time the Patriots won the Super Bowl).
Who are you rooting for in the Super Bowl?
Fun Fact: The average price return for the S&P 500 if an NFC team wins is +10.2%, compared to +8.1% if an AFC team wins.
GO SEAHAWKS!
#superbowl #seahawks #patriots
Fun Fact: The average price return for the S&P 500 if an NFC team wins is +10.2%, compared to +8.1% if an AFC team wins.
GO SEAHAWKS!
#superbowl #seahawks #patriots
February 7, 2026 at 9:45 PM
Who are you rooting for in the Super Bowl?
Fun Fact: The average price return for the S&P 500 if an NFC team wins is +10.2%, compared to +8.1% if an AFC team wins.
GO SEAHAWKS!
#superbowl #seahawks #patriots
Fun Fact: The average price return for the S&P 500 if an NFC team wins is +10.2%, compared to +8.1% if an AFC team wins.
GO SEAHAWKS!
#superbowl #seahawks #patriots
The Baker Hughes oil & gas rig count (week ending Feb 6) increased +5 from the previous week to 551. Top counties adding rigs were San Augustine (TX), Harrison (TX), Mississippi Canyon (LA) at +2 each. #OOTT
February 7, 2026 at 2:08 PM
The Baker Hughes oil & gas rig count (week ending Feb 6) increased +5 from the previous week to 551. Top counties adding rigs were San Augustine (TX), Harrison (TX), Mississippi Canyon (LA) at +2 each. #OOTT
This week’s EIA data shows U.S. crude oil refinery utilization to be 90.5% (-40 bps w/w). Utilization has been above the 5-yr range every week so far in 2026. #OOTT
February 4, 2026 at 11:05 PM
This week’s EIA data shows U.S. crude oil refinery utilization to be 90.5% (-40 bps w/w). Utilization has been above the 5-yr range every week so far in 2026. #OOTT
Most recent monthly data shows the U.K. unemployment rate to be 5.1% (+0.7% y/y). Marks the second consecutive month with an unemployment rate of 5% or higher. The last time that happened was Jan 2021. #UK #unemployment
February 4, 2026 at 3:47 AM
Most recent monthly data shows the U.K. unemployment rate to be 5.1% (+0.7% y/y). Marks the second consecutive month with an unemployment rate of 5% or higher. The last time that happened was Jan 2021. #UK #unemployment
As of Friday, Canada’s TSX 60 is down -0.2% YTD. The Information Technology sector (-15.8% YTD) has been a drag on the Canadian index. #$SHOP, a main component of Info Tech, is -18% YTD.
February 1, 2026 at 4:21 PM
As of Friday, Canada’s TSX 60 is down -0.2% YTD. The Information Technology sector (-15.8% YTD) has been a drag on the Canadian index. #$SHOP, a main component of Info Tech, is -18% YTD.
The theoretical profit margin (i.e. 3-2-1 crack spread) for crude oil refiners is ~$24.70/bbl, or +650 bps above the 5-yr average for this time of year. #OOTT
February 1, 2026 at 3:18 PM
The theoretical profit margin (i.e. 3-2-1 crack spread) for crude oil refiners is ~$24.70/bbl, or +650 bps above the 5-yr average for this time of year. #OOTT
Latest DOE weekly data shows U.S. distillate fuel oil demand increased +15% w/w to 4.07 MMbpd. However, demand has been below the 5-yr average for a majority of the year so far. #OOTT
January 29, 2026 at 4:21 PM
Latest DOE weekly data shows U.S. distillate fuel oil demand increased +15% w/w to 4.07 MMbpd. However, demand has been below the 5-yr average for a majority of the year so far. #OOTT
Heavy truck sales (14,000+ lbs) are a leading economic indicator, given that trucking moves ~70% of all freight in America. When truck demand shifts, the broader economy usually follows.
Latest data shows heavy truck sales increased +56,000 units or +16.7% m/m—the first monthly gain since June ’25.
Latest data shows heavy truck sales increased +56,000 units or +16.7% m/m—the first monthly gain since June ’25.
January 26, 2026 at 1:51 PM
Heavy truck sales (14,000+ lbs) are a leading economic indicator, given that trucking moves ~70% of all freight in America. When truck demand shifts, the broader economy usually follows.
Latest data shows heavy truck sales increased +56,000 units or +16.7% m/m—the first monthly gain since June ’25.
Latest data shows heavy truck sales increased +56,000 units or +16.7% m/m—the first monthly gain since June ’25.
Fast-casual restaurant Portillo’s (#$PTLO) is up for the third consecutive week, marking the first time that’s happened since Feb ’25. PTLO +32% YTD.
January 24, 2026 at 1:46 PM
Fast-casual restaurant Portillo’s (#$PTLO) is up for the third consecutive week, marking the first time that’s happened since Feb ’25. PTLO +32% YTD.
Baker Hughes weekly data shows the oil & gas rig count increased +1 w/w to 544. Sabine County, Louisiana leads the way at +2 rigs. #OOTT
January 23, 2026 at 10:33 PM
Baker Hughes weekly data shows the oil & gas rig count increased +1 w/w to 544. Sabine County, Louisiana leads the way at +2 rigs. #OOTT
