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🌮To TACO, Or Not to TACO?

Market Analysis & Watchlist 3.12.26

Andrew O'Connell, CFA, FRM's avatar
Andrew O'Connell, CFA, FRM
Mar 12, 2026
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Hey Gang,

POTUS is putting the pressure on, but Iran isn’t backing down. The NEW supreme leader wants to keep the Strait of Hormuz closed, and pledged to open other fronts if the war persists. To TACO, or not to TACO? That is the question. 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 📊

  • CL Crude Oil rallied +10% as ZB long-term bonds fell

  • XLE Energy led in a tape of WEAK BREADTH 🔴

YTD Price Returns 📈

  • Three out of four indices in negative territory! No instant gratification this year 👇

News Flow🌎

Via BBG, FT

Economic Calendar🌎

US Investing Championship Record🏆

│2026: -22.3% as of 2/28│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

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Andrew O'Connell, CFA, FRM
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Feb 6
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Key Ideas 🗝️

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