Having watched the markets for the past 30 years, I have come to see them less as a science and more as a long-running drama, same cast of fears and hopes, just different plot twists depending on what you are looking for. The current geopolitical tension? What about the day-to-day antics of Donald Trump? Honestly,…

On my trips to and from the airports, I found myself in long, unfiltered conversations with cab drivers, an unintended but surprisingly rich “alternative data source.” Well, the topic was predictable: rising oil prices. These drivers are already feeling the pinch. Globally, oil prices have surged sharply due to disruptions linked to the Iran conflict,…