The dumbest call of all time was Wall Street telling investors to buy global stocks ex-U.S. ahead of this war – which everyone knew was coming.
Global stocks ex-U.S. have far more risk exposure to this oil crisis than U.S. companies.
But now U.S. investors have far more risk… pic.twitter.com/rrp7HR8Pot
— Mac10 (@SuburbanDrone) March 5, 2026
China tech might be sending a signal.$CQQQ (China Tech) in red$QQQ (Nasdaq) in green
For most of the past year these two moved almost in lockstep. The correlation stayed very high for months.
But recently that relationship has started to break down.
China tech is getting… pic.twitter.com/2aHB2j7wjj
— Mike (@MarketMike) March 5, 2026