Market Owl

Monday, April 27, 2026

Iran in the Rearview AI in the Front View

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It looks like the stock market detour to worries about the Iran War and the Strait of Hormuz is about over.  Yes, the Strait is still closed...
13 comments:
Monday, April 20, 2026

Strait Saga

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The Strait went from being open to then being closed.  The market is looking past it, as this gap down is tiny compared to all of the gains ...
11 comments:
Sunday, April 12, 2026

Blockading the Blockade

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Here we go again.  The markets thought we were on the cusp of a deal and then Trump flips over the negotiating table.  If you think this blo...
24 comments:
Friday, April 3, 2026

Trust the Plan?

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Things are not going according to plan.  At the start, the war was supposed to take 4 weeks.  Its been 5 weeks.  The war continues, even as ...
14 comments:
Monday, March 30, 2026

Don Tzu

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We are entering the retail capitulation phase of the stock selloff.   Retail investors have been buyers of this dip, believing in TACO, beli...
27 comments:
Sunday, March 22, 2026

Degrossing

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Trump has repeatedly tried to pump the markets, to push down oil prices with "war is almost over" tweets in a number of different ...
30 comments:
Monday, March 16, 2026

Commander in Chief Donnochio

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We are in a fog of war where the realities of the war are being hidden.  There have been a lot of lies coming from the White House.  All t...
20 comments:
Monday, March 9, 2026

Hormuz Selloff

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The worst possible scenario for an Iran War was the closing of the Strait of Hormuz.  Its happening.  All eyes are on Hormuz.  With oil cont...
18 comments:
Sunday, March 1, 2026

Iran and AI Extrapolations Gone Wild

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Take on the Iran attack:  It was well telegraphed and was a matter of when, not if.  The prediction markets were expecting it to happen by ...
21 comments:
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Market Owl
Speculator and student of the markets.
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