Bitcoin prices actually rose in March—the first monthly gain since September. A rare green month amid broader geopolitical turmoil. 2
Brazil showed a ton of relative strength in March—much stronger than anticipated. [4](https://x.
📌 X Insight Update[x_fin] (2026/03/30 23:51)
Oil prices are reversing higher at lightning speed. The Iran situation and Strait of Hormuz risks are flowing directly into the real economy, hitting household budgets as fuel relief vanishes. 30
Energy stocks are making historical runs.
📌 X Insight Update[x_fin] (2026/03/31 00:14)
Trump equals volatility. Volatility equals pullbacks. Pullbacks are your friend. Stay simple. 1
VIX is screaming risk. Closing around ~30 puts it in the 93.1 percentile historically. Rare territory for volatility. [22](https://x.
Software and crypto topped before the broader market. The question of whether they’ve bottomed first remains open [2](https://x.
📌 X Insight Update[x_fin] (2026/02/27 12:24)
$NVDA is still fundamentally undervalued despite the rally. With Q4 revenue at $68.1B and EPS at $1.62, the 73% YoY growth is massive. Forward PE will likely drop below 20 by 2028, with daily profits hitting $1B. A fair valuation sits between $200-$250, supported by a PEG of 0.8.
📌 X Insight Update[x_fin] (2026/02/26 05:34)
SaaS and tech growth stocks like Sofi (-27%), Hood (-33%), PLTR (-27%), AMZN (-9%), and MSFT (-18%) have significantly underperformed YTD, contrasting with stable ETF portfolios such as SPY (0.65%), SPMO (0.4%), and QQQ (-0.24%) [1](https://x.