March 31, 2026

Markets:

Stock futures rose on Tuesday as after a new report offered investors hope that the U.S.-Iran war could soon come to an end.

The Wall Street Journal reported that President Donald Trump had told aides he was willing to end military hostilities in the Middle East even if the Strait of Hormuz remained largely shut.

Technology, which has been under pressure since the conflict began, rose broadly in the premarket. The Technology Select Sector SPDR Fund (XLK) traded 0.6% higher. Nvidia climbed 1%, and Microsoft advanced nearly 2%.

Still, crude prices remained higher after Bloomberg reported that Iran struck a Kuwaiti oil tanker in Dubai waters. The Dubai government’s media office said in a post on X that no injuries were reported and that “the safety of all 24 crew members has been secured.”

Brent crude futures were up 4% to trade above $117 per barrel, and West Texas Intermediate futures advanced nearly 1% to above $103 per barrel.

Wall Street is coming off a mixed session. The S&P 500 and Nasdaq declined, while the Dow eked out a small gain.

The S&P 500′s Monday losses put it just over 9% off its closing high and were driven by declines in the technology sector, which slid more than 1%. But Art Hogan, chief market strategist at B. Riley Wealth Management, said that the recent pullback may reflect a typical market reset rather than anything out of the ordinary.

Portfolio:

We enter today’s session holding no open positions.

Last week in our morning premarket, we mentioned that we believed the majority of this conflict could be resolved by Easter, and the current tone of headlines continues to lean in that direction. A meaningful update or resolution-type announcement over the weekend would not be surprising and could act as a strong catalyst for market confidence and capital rotation.

We also heard comments from Warren Buffett suggesting that Berkshire Hathaway would look to deploy cash if markets weaken further. Historically, that type of messaging signals that long-term institutional capital is preparing for the next opportunity cycle, which tends to be constructive for the broader market.

This environment feels very similar to last year’s tariff-driven volatility — heavy headlines, uncertainty, forced selling, and then a transition into a new cycle. As capital rotates and funds reset positioning, new leadership typically emerges quickly.

Our current view is that the market either attempted to put in a low yesterday, or we may see another attempt today. Either way, we are closely watching for confirmation before aggressively deploying capital.

Bounce and momentum candidates on watch:

AAOI
NBIS
SOXL
MRVL
APP

These names are showing early volume signals and positioning in the queue, but patience remains critical here.

To be clear, the only real panic we are seeing right now is headline-driven buying from traders afraid of missing the bottom. We do not need to catch the exact bottom. Missing a few points for confirmation is completely acceptable if it allows us to attack the move with conviction and size once the trend is established.

And let’s be clear about one thing — no one attacks market cycles and trends the way our service does. When the cycle turns and confirmation arrives, we will move into full attack mode. That is what this service was built on and why so many success stories exist within this community.

For now, patience remains the strategy.

The opportunity is building.
The cycle is forming.
The time to attack is coming soon enough.