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Trade WarTrade War
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China holds a $1.2 trillion card over the US economy

China holds a $1.2 trillion card over the US economy

China can halt key US industries without using force

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

⚠️Portfolio performance review April 2026

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

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
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Division inside the Fed is intensifying

Division inside the Fed is intensifying

The US central bank held rates unchanged for the 3rd consecutive meeting

Global Markets Investor
Global Markets Investor
World EconomyWorld Economy
Fertilizer prices are through the roof

Fertilizer prices are through the roof

Expect global food prices to rise further

Global Markets Investor
Global Markets Investor
JapanJapan
The Bank of Japan held rates steady on Tuesday

The Bank of Japan held rates steady on Tuesday

Meanwhile, the risk of a currency intervention is rising

Global Markets Investor
Global Markets Investor
World EconomyWorld Economy
The world is lining up to buy American oil at an unprecedented rate

The world is lining up to buy American oil at an unprecedented rate

The US is the biggest beneficiary of a Strait of Hormuz blockade

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
The S&P 500 rose for the 4th straight week. Weekly market recap, trading week 17/2026

The S&P 500 rose for the 4th straight week. Weekly market recap, trading week 17/2026

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

Global Markets Investor
Global Markets Investor
US economyUS economy
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⚠️CHART OF THE WEEK: US oil exports hit another all-time high

⚠️CHART OF THE WEEK: US oil exports hit another all-time high

US oil exports are surging as the Iran war reshapes global energy flows

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
How is market sentiment evolving after the rebound?

How is market sentiment evolving after the rebound?

Are institutional and retail investors positioned bullish or bearish on US stocks at the moment, and what does it imply?

Global Markets Investor
Global Markets Investor
World EconomyWorld Economy
Global oil inventories are heading toward an all-time low

Global oil inventories are heading toward an all-time low

The Strait of Hormuz crisis is spreading from oil to industrial metals

Global Markets Investor
Global Markets Investor
US economyUS economy
The US consumer is running out of steam

The US consumer is running out of steam

US consumers are spending more but buying less.

Global Markets Investor
Global Markets Investor
World EconomyWorld Economy
The Strait of Hormuz disruption is triggering a global food crisis

The Strait of Hormuz disruption is triggering a global food crisis

The Strait of Hormuz crisis is reaching a breaking point with 800 vessels stuck

Global Markets Investor
Global Markets Investor
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