17/06/2026
Political shocks can dominate headlines — but they do not always change the long-term earnings power of companies.
In this week’s Market Report, we look at why geopolitical sell-offs are often shorter-lived than feared, why US share buybacks are becoming an underestimated source of structural demand, and why elevated short interest may be more constructive than alarming.
We also examine the 4-year Presidential Cycle, which currently points to continued consolidation before a historically stronger phase later in the cycle.
The key message: stay disciplined. Markets are driven by earnings, interest rates, balance sheets, and capital allocation — not by every headline.
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