Pilgrim's Progress
February 28th, 2026—mark it down like “Black Monday,” but with more jet fuel. Israel and the U.S. struck, Iran slammed the Strait of Hormuz, and suddenly, oil and gas are doing Olympic-level pole vaults. Equities are wobbling but still in the race. Inflation risk isn’t whispering—it’s shouting through a megaphone.
Our AAA Model has hit the fast lane, swapping equity comfort for commodity thrill rides. Markets are shaken, not shattered. Commodities are rallying. And global investors are tiptoeing through the fallout of a war that refuses to stay regional. Buckle up—this ride has only just begun.
