New highs!
Major US indices hit record highs yesterday as tech remained the dominant force, with semiconductor names and hyperscalers extending gains even as geopolitical uncertainty builds. …
April 23, 2026
Read More
Mixed reaction to extended ceasefire
The Middle East ceasefire was extended, but uncertainties too. Headlines change fast, and market reaction is volatile and sometimes unpredictable. Earnings continue to flow in …
April 22, 2026
Read More
Between hope and reality
Markets started the week on the back foot as renewed Middle East tensions weighed on sentiment, but the now-familiar pattern may already be re-emerging: early-week …
April 21, 2026
Read More
Oil jumps, tech ignores
Markets open the week on uncertain footing after weekend developments dampened last week’s optimism that tensions in the Middle East could ease. Oil prices initially …
April 20, 2026
Read More
Holidays...
Dear all, Thank you so much for bearing with me through the noise and volatility. It’s time for me to take a little time for …
April 2, 2026
Read More
Tech like it’s 2019
Hopes that the Iran conflict could de-escalate boosted market sentiment, sending US equities sharply higher while oil prices retreated and the dollar weakened. Softer US …
April 1, 2026
Read More