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The recent surge in global energy prices has provided a masterclass in financial resilience. While headlines often focus on the conflict itself, the real story for investors is the stark divergence in how different economies and asset classes are responding.

Despite recent geopolitical headwinds, the S&P 500 has demonstrated remarkable resilience, officially recording five consecutive quarters of double-digit earnings growth as of Q4 2025.

This week, we look at semiconductors, the bonds of hyperscalers, the U.S. national debts and AI models.

The Information presented does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. This information should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities that might be mentioned herein.

This week we look at oil prices, the traffic in the Strait of Hormuz, the falling cash flow of hyperscalers and the rotation away from AI stocks.

The Information presented does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. This information should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities that might be mentioned herein.

This week, we look at companies with a market cap above $1 Trillion, the IPO market, the Warsh Fed and how the stock market likes to test new Fed Chairs.

The Information presented does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. This information should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities that might be mentioned herein.

This week, we look at solar electricity, the broadening stock market, the latest inflation numbers and what the Fed might do at their next meeting.

The Information presented does not involve the rendering of personalized investment advice but is limited to the dissemination of general information. This information should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities that might be mentioned herein.