Please note: due to tech glitches which we are working through, we have a new format. The Overview is no longer clickable. The full review is in the PDF below.
OVERVIEW
1. This week’s market narrative will be heavily driven by a dense slate of high-impact economic data, including ADP employment, retail sales, ISM manufacturing, and weekly jobless claims, all of which will help refine the market’s view on growth resilience and the Fed’s policy path .
2.THIS WEEK’S MAIN STORY FOCUSES ON THE IRAN CONFLICT. The Iran conflict is most likely to de-escalate within the next month, with an estimated 55% to 65% probability of a near term resolution phase, though not a full peace agreement.
3. ARKK, ARKW & ARKF will offer OpenAI to their portfolios’ holdings! ARK Invest, led by Cathie Wood, is incorporating exposure to OpenAI across its flagship ETFs: ARK Innovation ETF (ARKK), ARK Next Generation Internet ETF (ARKW), and ARK Fintech Innovation ETF (ARKF), marking an evolution in how public market investors can access private AI leaders.
4. World Watch
- IRAN’S REJECTION OF CHINA’S MEDIATION PROPOSAL reflects a deliberate strategy to preserve negotiating control rather than a simple diplomatic slight. Tehran appears unwilling to engage in externally structured frameworks, whether from the U.S. or China, that could dilute its leverage or impose terms misaligned with its objectives, such as control over the Strait of Hormuz, security guarantees, and broader geopolitical positioning.
- NASA’s ARTEMIS II MISSION, the first crewed lunar mission since 1972, has entered its final countdown phase with launch targeted for April 1, 2026, marking a critical inflection point in the modern space race and the broader commercialization of space.
- An updated snapshot of the current global state of economy.
5. Quant & Technical Corner: a selection of quantitative & technical data we monitor on a regular basis to help gauge the overall financial market conditions and the investment environment.
From the desk of our Chief Investment Officer
As an investment professional with over twenty-six years of experience in the financial services industry, Andrew helps clients to protect, grow and transfer wealth during their lifetime with objective, unbiased, customized and efficient strategies.
Education, Professional Licenses Acquired & Affiliations
- Series 7, 63, 65 and 24 Licensed.
- Currently holding Series 65 License registered with SEC
- BA in Economics – Boston University (Boston, MA) 1993
- Certificate in Commodities Trading – New York University (New York, NY) 1991
- Certificate in Financial Planning – New York University (New York, NY) April 2011
With extensive experience in the Financial Services Industry, Andrew Tang and Turner Financial Group provides disciplined wealth management with an intelligent caring approach to each and every client that compliments the Dedicated Financial offering.
Len writes much of his own content, and also shares helpful content from other trusted providers like Turner Financial Group (TFG).
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