4 Mar 2026
Despite all things going on, the 6700/7000 range remains intact.
At least for now... Source: TME
4 Mar 2026
The sector rotation so far this year has been absolutely stunning...
Source: Charlie Bilello
4 Mar 2026
The worst performers in the S&P 500 this year--software cos like Workday, Intuit and private credit giants Apollo, Blackstone, Ares
Source: Gunjan Banerji
4 Mar 2026
Have we seen this before? $SLV $EWY
Source: Trend Spider
3 Mar 2026
🚨HAVE US TECH STOCKS PEAKED?
Tech, telecom, and healthcare stocks now make up 44% of global market cap, matching the 2000 Dot-Com bubble peak. Back then, this level marked a major turning point, followed by years of underperformance. Meanwhile, financials, energy, and materials have risen to 25%, mirroring the same early-cycle recovery pattern seen after the Dot-Com peak. Will industrials OUTPERFORM over the upcoming decade? Source: Global Markets Investor
3 Mar 2026
Best defense is defense...
Source: Charlie Bilello
3 Mar 2026
Kospi -6%, bigger drop than Liberation day, worst day since August 2024 carry trade unwind
Source: www.zerohedge.com, Bloomberg
2 Mar 2026
$EWY iShares South Korea is up 54% in 39 trading days in 2026
Source: TrendSpider
