Commentary

The Commentary section contains more conversational notes on markets, companies, and current themes. These posts are less formal than the core research and dashboard updates, and are intended to share ongoing observations, ideas, and reactions to developments as they occur.

U.S. Tech Coverage Update (March 29, 2026)

Commentary

U.S. Tech Coverage Update (March 29, 2026)

Commentary

The Driver of Stock Markets

Commentary

Investor Question: Portfolio Management

Commentary

Investor Question: Leveraged ETFs

Commentary

Investor Question: Portfolio Protection

Commentary

US M&A Activity in February 2026

Commentary: Oil Price Spike

Commentary

Commentary: Oil Price Spike

Key investor considerations

Commentary: Overreliance on AI Creates Opportunity

Commentary

Commentary: Overreliance on AI Creates Opportunity

Observations

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