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The Rotation Is Louder Than the Selloff

The Rotation Is Louder Than the Selloff

Software down 5%. Chips up 17 days running. Same tape, different decisions.

Apr 23, 2026

Nasdaq High. Gold High. Same Day.

Nasdaq High. Gold High. Same Day.

That pairing shows up maybe twice a decade. Here's what it usually means next.

Apr 22, 2026

Oil Up 5%, Nasdaq Breaks a 34-Year Streak, Small-Caps at a Record

Oil Up 5%, Nasdaq Breaks a 34-Year Streak, Small-Caps at a Record

Monday, and the weekend did the work. The U.S. seized an Iranian ship. The Strait of Hormuz went back to closed. Oil jumped six percent. Stocks went red. Friday's rally feels like it happened a year ago.

Apr 20, 2026

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