March 2026
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📰 Headlines hold the power in this market. 📈 No economic or corporate report can resist the power of a single headline out of the Middle East. As such, this week’s commentary focuses on matters that will survive the conflict, what to watch as it continues to unfold, and poses the question all investors should…
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The market threw in the towel last week as fears surrounding Iran🛢️ and inflation 📈 have brought ⛰️ rate hikes ⛰️ back into the markets. I couldn’t DISAGREE more. For the counterpunch 👊, two integral stocks you need to watch 👀, and a new tactical position I put on into Friday’s close 💵… you know…
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Although this week features a handful of important macro and micro reports, the price of oil is everything until further notice.
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📊 Despite easily beating internal and external expectations, NVDA has given up 10% since turning in their numbers📉 🤔What’s wrong with Nvidia?🤔 📣 I’ll tell you.
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Nvidia delivered a 3-star Michelin quarter 👨🍳💋 … but investors sent it back 🤮. 🌡️ PPI was scorching, yet yields kept their cool with the US10Y falling below 4% 🧊 We have plenty to recap as we get you ready for this jobs week, headlined by the February Payrolls report. I’ll also be sharing my…
Gorilla With Glasses 