Why the Real Oil Shock Hasn’t Hit America Yet

Published on March 24, 2026

Since hostilities began in the Middle East three weeks ago, I’ve urged investors to stay calm and resist the temptation to panic-sell. While I still stand by that advice, it’s important to point out that this conflict isn’t resolving as quickly as initially expected.

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Sink or Swim

March 24, 2026
We have seen the boom in the U.S. market, and even globally, driven by the boom in AI-related securities. The average person can now tell you all about ‘Hyperscalers’, the latest addition to the cultural lexicon. The share prices of these firms have accelerated, and with this, markets have gone from strength to strength.

Markets Are Rotating Again—But This Time It’s About Power, Not Just Tech

March 24, 2026
As 2026 unfolds, market leadership is shifting in ways that go beyond the usual sector rotation. While AI-driven growth fueled recent gains, rising capital expenditures, energy demands, and valuation pressure are forcing a reassessment across both public and private markets. At the same time, economic data—particularly beneath headline job growth—suggests a more uneven expansion than many expected