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US debt crisisUS debt crisis
+2+2
⚠️CHART OF THE WEEK: Japan is likely selling US Treasuries to defend the yen

⚠️CHART OF THE WEEK: Japan is likely selling US Treasuries to defend the yen

Japanese interventions are adding pressure to the Treasury market

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️Something unusual is happening in the market

⚠️Something unusual is happening in the market

The current assessment of the call options activity, ETF flows, market volatility and investor behavior

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
US defensive stocks are more hated than ever

US defensive stocks are more hated than ever

Investors have rarely been this complacent

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
US market sentiment entered euphoric levels

US market sentiment entered euphoric levels

Retail is driving the wave while hedge funds remain cautious

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
Hedge funds have rarely been this underweight North American stocks

Hedge funds have rarely been this underweight North American stocks

The current hedge fund market positioning may surprise you

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
Berkshire Hathaway has never held so much cash before

Berkshire Hathaway has never held so much cash before

The company also continues to sell its equity holdings

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
The S&P 500 gained for the 5th straight week. Weekly market recap, trading week 18/2026

The S&P 500 gained for the 5th straight week. Weekly market recap, trading week 18/2026

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: Global gold demand is historically high

⚠️CHART OF THE WEEK: Global gold demand is historically high

The world is scrambling for gold

Global Markets Investor
Global Markets Investor
Trade WarTrade War
+1+1
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
+3+3
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
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