Global Mail Archive
This is where you can find all of our Global Mail articles from Ivan Martchev.
4-28-26: Is April the Cruelest Month?
by Ivan Martchev April 28, 2026 April is not over, but we are already close to a 13% rise in the S&P 500 since March 30, closing Friday at a new all-time [...]
4-21-26: Stocks Try to Fly like Icarus
by Ivan Martchev April 21, 2026 After hitting an all-time high on the S&P 500 on Friday (before Iranians shot at a tanker in the Strait of Hormuz), we have an opportunity [...]
4-14-26: This Ceasefire is Starting to Look Like a Failing Truce
by Ivan Martchev April 14, 2026 When it comes to the stock market, investors decided to run with the best-case scenario on news of talks between the Trump administration and Iran in [...]
4-7-26: Investors Hope for the Best, but are they Prepared for the Worst?
by Ivan Martchev April 7, 2026 If you told me WTI crude oil futures would rise 11.4% last Thursday, up $11.42, to $111.54, I would have guessed the S&P 500 would have [...]
3-31-26: One Cannot Print (or Tweet) Crude Oil
by Ivan Martchev March 31, 2026 Last week’s high in S&P futures was set just about the time of the Monday morning post from President Trump, saying he was giving Iran a [...]
3-24-26: A “Force Majeure” in LNG Has Been Triggered
by Ivan Martchev March 24, 2026 According to mainstream dictionaries (via Google’s Gemini), “Force Majeure” is a contractual clause freeing parties from liability when extraordinary, unforeseeable events—like natural disasters, war, or pandemics—make [...]
3-17-26: The Longer the War, the Worse the Economic Impact
by Ivan Martchev March 17, 2026 I have stated previously this kinetic war is similar (so far) in economic impact to the trade war threat last April. Cost prohibitive tariffs caused a [...]
3-10-26: When Oil Reverses, the Stock Market Will Bottom
by Ivan Martchev March 10, 2026 In a good economy, we have started a market decline that is, at a minimum, headed into the area of the S&P 500’s 200-day moving average, [...]
3-3-26: The Iran War Begins, But Where Will It End?
by Ivan Martchev March 3, 2026 I am writing this on Sunday, before the futures market opens at 6 pm, but I expect the opening to be quite dramatic, although – to [...]
2-24-26: A “Tariff-ic” Week for the Stock Market
by Ivan Martchev February 24, 2026 Contrary to hasty reporting by many media outlets on Friday – after the Supreme Court ruling on the Trump administration’s use of International Economic Emergency Powers [...]
2-18-26: The NASDAQ 100’s Gravitational Pull
by Ivan Martchev February 18, 2026 In Star Wars: A New Hope, the legendary smuggler Han Solo, piloting his Millenium Falcon, gets pulled into the Death Star via its tractor-beam as he [...]
2-10-26: The Iranian Issue Is Far from Resolved
by Ivan Martchev February 10, 2026 If you went on a tropical island vacation last week – to one of those places with no phones or internet – and you got completely [...]
