General/money & Finance Apr 2026
Energy stocks and commodities (especially oil and gold) have significantly outperformed as a hedge against geopolitical risk. High-quality bonds and international equities have also outperformed U.S. large-caps early in 2026.
Despite a volatile start to the year due to conflicts, markets have shown a remarkable ability to "climb a wall of worry". General/Money & Finance
Technology remains the primary driver, specifically fueled by the AI revolution . However, leadership is broadening into cyclical sectors like financials, industrials, and energy. Energy stocks and commodities (especially oil and gold)