Weekly Market Insights – Monday, May 18, 2026
Stocks ended the week mixed as stronger-than-expected inflation data weighed on investor sentiment, offsetting gains fueled by chipmaker stocks.
Weekly Market Insights – Monday, May 11, 2026
Stocks rose last week as peace talks progressed and investors cheered better-than-expected economic news and Q1 corporate results.
Softness in Software
A few months ago, several private software companies defaulted on their debt covenants. This caused many lenders to software companies to reevaluate their borrowers’ ability to pay. When lending, there’s an adage – the return OF the principal is more important than the return ON the principal.
Weekly Market Insights – Monday, May 4, 2026
Stocks rose last week as investors looked past stalled Middle East peace talks to focus on corporate earnings.
Weekly Market Insights – Monday, April 27, 2026
Stocks were mixed last week as investors monitored the ongoing ceasefire in the Middle East and considered the potential outcomes of the conflict.
Weekly Market Insights – Monday, April 20, 2026
Stocks rallied last week amid investor optimism for an end to the war in the Middle East and the resumption of normal global trade.
Weekly Market Insights – Monday, April 13, 2026
Hope triumphed over fear last week as investors focused on the prospect of a lasting Middle East ceasefire and the reopening of the Strait of Hormuz.
Weekly Market Insights – Monday, April 6, 2026
Stocks surged during the short trading week amid renewed optimism for a swift resolution to the conflict in the Middle East, coupled with unexpectedly strong job growth in March.
Energy, Inflation, and Liquidity: What Investors Need to Know Now
I write these monthly letters to you without the help of Artificial Intelligence. Of course, we use AI afterwards for several important purposes. Among other things, it generates possible headlines, social media optimizations, and it summarizes the text to ensure that the machine and I agree that the takeaways match my intent.
Weekly Market Insights – Monday, March 30, 2026
Stocks finished a difficult week in the red as investor focus moved from ceasefire negotiations to the potential economic consequences of a prolonged conflict.