I had a simple family dinner over the weekend, nothing fancy, just a normal meal. Then the bill came, and for a moment I wondered if the restaurant had secretly turned into a hedge fund. Prices seemed to be rising faster than the stock market. Jokes aside, it was a small but very real reminder…

War headlines, stubborn inflation, oil flirting above USD90, tariffs, and global trade tensions… If you only read the news, you would probably expect markets to be deep in the red and yet Wall Street keeps climbing. Confused? You are not alone. Why the disconnect? So is the market seeing something we are missing? Or is…