Invesco QQQ Trust, Series 1 (QQQ)

U.S. Markets Are Repeating 2025's Tantrums

The SP500 is anchoring expectations on a 2–3 week resolution of the US/Iran war, trades at ~20x forward earnings. Read why I remain bullish on US equities.

Weekly Indicators: Interest Rates Decline Even As Oil Shock Worsens

Track key U.S. economic indicators: yield spreads, mortgage rates, layoffs, Fed new orders, and consumer spending—see what’s improving and what to watch..

The March Jobs Report: Unemployment Down, Labor Slack Holds, And So Should The Fed

Despite February’s hiring weakness, March data and jobless claims indicate hiring picked up and separations remained subdued. Read more on the job market here.

IHD: This Fund Has A Lot Going For It, But The Price Is Above Average

Explore Voya IHD’s 9.94% EM high-dividend fund: tech-heavy AI winners, total-return history, and today’s 4.19% NAV discount. Read here for more details.

Good Jobs Numbers Offset By Likely Lengthy Wartime Risk

March jobs hit 68k as 0.75% GDP and Hormuz closure through 2027 spiked oil and inflation, requiring yield curve control and Treasury tax exemptions. Read more here.

Weekly Commentary: A Squeeze, A Gambit, And A Z.1

April 2026 Perspective

March was a reminder that markets can shift quickly when geopolitical events begin to shape the economic outlook.