Pristine Capital

Pristine Capital

📉Bonds Breaking Down?

Market Analysis & Watchlist 5.4.26

Andrew O'Connell, CFA, FRM's avatar
Andrew O'Connell, CFA, FRM
May 04, 2026
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Hey Gang,

This Cinderella run in equities has been amazing by any standard. But we are now contending with a few harsh realities. Crude oil prices remain elevated, pressuring bond yields higher, which creates a headwind for meaningful upward equity progress from these levels. Let’s take a deeper look under the hood of today’s price action, and assess the landscape into midterms. HAGE 🍻

-Andrew

💻Inside a Pristine Research Note!

💻Inside a Pristine Research Note!

Andrew O'Connell, CFA, FRM
·
August 30, 2025
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Market Update 📊

  • XBI Biotech led in a tape of WEAK BREADTH 🔴

YTD Price Returns 📈

  • Russell 2000 Small caps leading the pack! 👇

News Flow🌎

Via FT, BBG, Tradingeconomics

Economic Calendar🌎

  • ISM Services data incoming tomorrow AM 👇

US Investing Championship Record🏆

│2026: +9.28% as of 4/30│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Use promo code PRISTINECOMMUNITY at checkout

Key Ideas 🗝️

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