The wild ride for the markets continued last week as once again the idea the US-Israel Was with Iran is thought to be near its end. Whether or not that comes to fruition is anybody's guess. More importantly, what happens with oil supply and thus energy prices is far more
Writing a quarterly newsletter to summarize the past 3 months and look ahead at the next 3 months is never easy. It is especially difficult when you have as much happening as we do right now. Based on the market performance in the 1st quarter, you would think all of
The stock market remains on edge as the war in Iran enters its 4th week. As we have seen since the start, war is messy and difficult to predict. We will continue to see fluctuations based on "news" from various sources. The fact of the matter is the longer there
It's been four weeks since the United States and Israel attacked Iran. What was thought to be a short-term conflict seems to have turned into something else. This has lead to confusing headlines and statements surrounding the war (including the "statement" on Truth Social this morning that (for now) the
When market news is noisy, as it is today, I find it better to say less. This allows us to focus on the bigger picture and highlight the most important things. This week we are looking at some developing risks that threaten the bull market, starting with our most trusted
