The U.S. and Iran are reported

The U.S. and Iran are reportedly close to signing a memorandum to end the war, with Trump saying the chances of a deal are “very high.”

Brent crude fell -7.83% in a single day to $101, while WTI dropped -7.03% to $95.
The inflation narrative is starting to loosen, the U.S. dollar index fell -0.43%, and risk assets benefited.

US Market Unstoppable New High: Too Late to Chase?

$SPX$ hit an intraday high of 7369.22 yesterday, $IXIC$ reached 25,850.19, the Dow climbed back above 50,000, and $NVDA$ surged +5.77%, reclaiming a $5 trillion market cap. Is simply holding stocks enough to make money now? Chase highs or wait for a pullback? Goldman is raising SPX targets, while hedge funds are exiting — who do you believe? AMD is now worth $680B after an 18% surge, and ARM rallied +13% after-hours on AI CPU repricing. How much upside is still left? If an Iran deal is finalized and Fed rate-cut expectations return, where will the money flow next?

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