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 focus centered on Washington, with markets assessing both the State of the Union address and the Supreme Court’s decision striking down elements of the Trump era tariff framework. While the ruling was notable from a legal standpoint, its practical impact should not be overstated, businesses should not expect previously collected tariff taxes to be refunded, and the economic burden already absorbed remains embedded in supply chains. More importantly, the decision does not eliminate the administration’s ability to impose tariffs altogether.

2. Main Story This Week Focuses on Ask Not What Can Go Wrong, But Rather, What Can Go Right! Despite elevated concerns around monetary policy, liquidity, geopolitics, and recession risk, markets continue to do what they have historically done best: climb walls of worry. The U.S. is currently operating within an equilibrium of policy direction, innovation, and capital flows that creates a net positive investment backdrop.

3. CEREBRAS FILES CONFIDENTIALLY FOR A U.S. IPO according to The Information:

  • Cerebras Systems has confidentially filed an S-1, signaling a potential U.S. IPO as soon as April; this suggests underwriting is advanced and timing is opportunistic.

  • Cerebras is the 11th largest holding in Private Shares Fund (PIIVX) (as of 2/5/2026), making an IPO a potential liquidity and NAV catalyst. We (TFG) use PIIVX in some of our investment strategies.

  • The company designs wafer-scale AI inference/training systems, a differentiated approach versus traditional GPU architectures. [Read the full review for Technology, validation & investor implications, etc.]

4. World Watch

  • 20 Trillion RMB in the Shadows – The Xi Family Wealth Map Exposed – Don Xiang of ‘Digging-Into-China’ details an alleged corruption case focused on the wealth accumulation of relatives of Xi Jinping, rather than on Xi personally holding assets.

  • CAPITAL INFUSION TO THE US – President Trump’s claim that global corporations and foreign governments have committed $18 trillion to invest in the United States during The State of the Union speech on 2/25/2026.

  • 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.

Weekly Market Review, February 26, 2026

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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