Projects, Experiments, and Notes

Market Pulse

Rising conflict in the Gulf has pushed oil back above $100 and kept bond yields volatile, forcing markets to reprice toward a stubbornly high inflation and higher‑for‑longer rates backdrop. Against that macro stress, AI infrastructure, defense, and energy plays still have the best fundamental tailwinds, while long-duration growth, housing-sensitive names, and speculative crypto remain most exposed if yields jump again. The edge this week comes from treating oil, the 10‑year yield, and Bitcoin as your real-time risk barometer and being willing to rotate quickly rather than assuming May’s buy‑the‑dip pattern will automatically repeat.

Updated Jun 1, 2026 · Weekly Market Overview - 06/01/2026