Q: What impact is Epic Fury having on the markets?
Q: Changes in economic growth forecasts?
Q: Changes in earnings forecasts?
Q: What could change for the rest of 2026?
Q: What are some changes to portfolio strategies?
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Headline Round Up!
*Operation Epic Fury Timeline and Military Strikes.
*Chevron CEO Mike Wirth: “Iran war impact isn’t fully priced into oil Market!”
*International Energy Agency: Iran War “Greatest Global Energy Threat” Ever?
*Ken Fisher: How Investors Should Think About Oil and Stocks in Iran War-3 Simple Steps.
*Total Energies CEO, Patrick Pouyanne: “Never Experienced Soaring Refining Margins Like This.”
*US Locks in $56 Billion of Asian Energy Deals During Epic Fury.
*Really?! Morgan Stanley’s Mike Wilson – New Earnings Forecast: 20% Rise Next 12 Months.
*Gold Tarnished? Worst Week in 4 Decades!
*Software Stock Meltdown: AI Versus Software.
*Jeff Bezos’ New $100 Billion Target Fund: Buy Manufacturing Firms Then Revamp With AI.
*AI Capex $4 Trillion! Net Excess Free Cash Flow Negative?
*FedEx Overtakes UPS As New King of Delivery.
*TEXAS! Abilene Data Center Adjacent to Stargate Campus Rented By Microsoft.
*TEXAS! Dell Family Office Targets “Gems” in Private Credit Fallout.
*RUN AWAY! Ares Private Credit Fund Limits Withdrawals After Redemptions Surge.
*Private Credit and Private Equity Slammed by Analyst Nick Nemeth on X!
*Alliance Bernstein, Blackstone, Brookfield: “Old Economy” Hard Assets-Deep Value.
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Gold Spot (XAU/USD) (2/27/2026 – 3/26/2026)
– Courtesy of Bloomberg LP
S&P 500 Sector Totals (12/31/2025 – 3/26/2026)
– Courtesy of Bloomberg LP
S&P 500 (SPX): Trailing P/E and Forward Earnings (2/16/2026 – 5/15/2026)
– Courtesy of Bloomberg LP
Energy Select Sector SPDR (XLE) 1-Month Review (2/28/2026 – 3/26/2026)
– Courtesy of Bloomberg LP
WTI Crude (CL1) 1-Month Technicals (2/28/2026 – 3/26/2026)
– Courtesy of Bloomberg LP
Dow Jones Industrial Average (DIA) 1-Month Technical Review (2/28/2026 – 3/26/2026)
– Courtesy of Bloomberg LP
Recurrent MLP Infrastructure Fund (RMLPX) (12/31/2025 – 3/26/2026)
– Courtesy of Bloomberg LP
BWX Technologies (12/31/2025 – 3/26/2026)
– Courtesy of Bloomberg LP
Dell Technologies (12/31/2025 – 3/26/2026)
– Courtesy of Bloomberg LP
Blue Owl Capital (12/31/2025 – 3/26/2026)
– Courtesy of Bloomberg LP
