Trump Pauses Iran Strikes: Oil Crashes, Stocks Surge
Seeking Alpha·2026-03-23 15:55
He also said, based on those communications, the U.S. has decided to hold off onI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earnings, tech disruption, policy shifts and capital flows — to iden ...