Global Mail Archive
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 [...]
2-3-26: The Stock Market is Worried about Iran
by Ivan Martchev February 3, 2026 The stock market is concerned about war in Iran – and this concern is not limited to stocks. Crude oil, the most important global commodity, rose [...]
1-27-26: Unintended Consequences (and Fed Chair Announcement) Alert
by Ivan Martchev January 27, 2026 I thought a sell-off would come if the Supreme Court did not agree with the administration’s assertion of authority to impose tariffs at will, but I [...]
1-21-26: The Great Rotation Continues
by Ivan Martchev January 21, 2026 Looking at the raw numbers, the S&P 500 Index was marginally down last week (-0.38%), but if you look at the same index with the components [...]
1-13-26: As the First Week in January Goes, So Goes the Year
by Ivan Martchev January 13, 2026 Decades ago, the saying went “As goes January, so goes the year” but we have increased the speed of information dissemination and the speed of trading, [...]