Sink or Swim

Published on 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.

Continue reading on website
Other news

Let the Games Begin: Markets vs. The Fed

March 24, 2026
lthough the US now produces more oil than it consumes, it still exports lighter crude and imports heavier crude that US refineries need. As a result, global supply disruptions continue to play an outsized role in determining what US consumers pay at the pump. In short, during geopolitical crises, international oil markets matter more for gasoline prices than domestic production alone.

Why the Real Oil Shock Hasn’t Hit America Yet

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.