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1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️Headline volatility is hiding the real US job market weakness

⚠️Headline volatility is hiding the real US job market weakness

Forward-looking indicators suggest further deterioration

Global Markets Investor
Global Markets Investor
GoldGold
China and Poland bought the dip in gold

China and Poland bought the dip in gold

Central banks are acquiring gold at a historic pace

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
⚠️⚠️The US and Iran have agreed to a 2-week ceasefire

⚠️⚠️The US and Iran have agreed to a 2-week ceasefire

The worst-case scenario is off the table for now

Global Markets Investor
Global Markets Investor
World EconomyWorld Economy
⚠️This map is absolutely remarkable

⚠️This map is absolutely remarkable

Oil flows from the Persian Gulf and South East Asia

Global Markets Investor
Global Markets Investor
World EconomyWorld Economy
Strait of Hormuz traffic is picking up, but remains a fraction of pre-war levels

Strait of Hormuz traffic is picking up, but remains a fraction of pre-war levels

Traffic is rising, but Iran holds the keys

Global Markets Investor
Global Markets Investor
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
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