Jet Fuel Has Doubled. Here’s Why I’m Still Bullish on Airlines

Published on April 7, 2026

Since the U.S. and Israel launched strikes on Iran on February 28, jet fuel prices in the U.S. have more than doubled. According to data from the Energy Information Administration (EIA), the year-to-date percent change in U.S. jet fuel prices stood above 120% as of the end of March.

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Long-Term Bullish, Near-Term Cautious

April 7, 2026
The economy continues to show resilience, and the March jobs report reinforced that view. Payroll growth came in stronger than expected, prior months were not meaningfully revised away, and the unemployment rate edged lower. Wage growth eased, but the broader message was clear: the labor market remains too firm to support any near-term case for Fed easing.

The Stock Market Rally: Buy Or Fade It?

April 7, 2026
Last week, the stock market rally was one of the best performances in nearly a year. The S&P 500 surged 3.4%, the Nasdaq climbed 4.4%, and the bulls declared the correction over. As I have stated before, having watched markets for more than 35 years, I have come to recognize the difference between a relief rally and the end of a corrective cycle.