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WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks posted a weekly gain for the first time since the Iran war began. Weekly market recap, trading week 14/2026

US stocks posted a weekly gain for the first time since the Iran war began. Weekly market recap, trading week 14/2026

Summary of the trading week using the most popular posts from the X platform

Global Markets Investor
Global Markets Investor
GoldGold
⚠️CHART OF THE WEEK: Turkey is burning through its gold reserves at an unprecedented pace

⚠️CHART OF THE WEEK: Turkey is burning through its gold reserves at an unprecedented pace

Where is all the gold Turkey is selling ending up?

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
⚠️The private credit exodus is accelerating:

⚠️The private credit exodus is accelerating:

The walls are closing in on private credit at a record pace

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
The market experienced the worst start to the year since the 2022 bear market

The market experienced the worst start to the year since the 2022 bear market

The Iran war, collapsing AI sentiment, and the Strait of Hormuz closure defined a brutal quarter for investors

Global Markets Investor
Global Markets Investor
The FedThe Fed
+3+3
⚠️Foreign central banks are dumping US Treasuries at the fastest pace in years

⚠️Foreign central banks are dumping US Treasuries at the fastest pace in years

Foreign central banks are adding to the pressure in the Treasury market at the worst possible time

Global Markets Investor
Global Markets Investor
INVESTMENT PORTFOLIOINVESTMENT PORTFOLIO
⚠️Portfolio performance review March 2026

⚠️Portfolio performance review March 2026

Assessment of my long-term investment portfolio as of March 2026

Global Markets Investor
Global Markets Investor
The FedThe Fed
The Federal Reserve's cumulative losses are massive

The Federal Reserve's cumulative losses are massive

The Fed is one of the few institutions that can lose hundreds of billions of Dollars with almost no consequences

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
How are institutional investors positioned in this market?

How are institutional investors positioned in this market?

Some supplemental data on institutional activity in the market, following the posts in Sunday's weekly recap.

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks fell for the 5th consecutive week. Weekly market recap, trading week 13/2026

US stocks fell for the 5th consecutive week. Weekly market recap, trading week 13/2026

Summary of the trading week using the most popular posts from the X platform

Global Markets Investor
Global Markets Investor
Global Stock MarketsGlobal Stock Markets
+1+1
⚠️CHART OF THE WEEK: The Iran War is squeezing global tech supply chains

⚠️CHART OF THE WEEK: The Iran War is squeezing global tech supply chains

Helium shortage hits tech and healthcare, not just balloons

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
!!️Market pressure on Trump to de-escalate the Iran War is at extreme levels

!!️Market pressure on Trump to de-escalate the Iran War is at extreme levels

Will a verbal intervention be enough to calm the markets?

Global Markets Investor
Global Markets Investor
World EconomyWorld Economy
Oman/Dubai crude oil prices are crashing at a historic pace:

Oman/Dubai crude oil prices are crashing at a historic pace:

Meanwhile, negotiations between the US and Iran appear to be ongoing.

Global Markets Investor
Global Markets Investor
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