Day

March 23, 2026
Sloppy close, but what could we expect? We ended +102bps for the session. Moves included starting DELL because of their terrific quarter and the fact that SMCI is under investigation, adding to GLW, BHP and XLK. The marines are scheduled to arrive in the Middle East on Friday, just in time for Trump’s latest deadline....
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We are off session highs after contradictory reports are on the tape. This morning Trump saved markets from a plunge with a post regarding peace talks with Iran and a 5 day delay on bombing their power plants. Mid afternoon Iran said no such talks are taking place and they are at war. I suppose...
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