Source Post

Here’s Why Stocks Are Going Crazy

Joseph CarlsonApr 15, 2026

The creator discusses a recent market rally, attributing it to President Trump's statement about potentially leaving Iran, which eased geopolitical concerns. He contrasts this with bearish predictions from Mohamed El-Erian, highlighting El-Erian's past inaccurate market timing. The creator also critiques a LendingTree study on the affordability of raising children, deeming it flawed and fearmongering. He mentions his own portfolio's recovery, with Meta, Google, and ASML showing significant gains, and discusses Warren Buffett's long-term perspective on market downturns.

Linked Mentions

Tickers discussed in this post

FICONeutralLow ConvictionResearch Only

FICO is mentioned as an example of a company that raises prices.

NFLXNeutralLow ConvictionResearch Only

Netflix is mentioned as an example of a company that consistently raises prices.

MSFTBullishMedium ConvictionSignal-backedSecondary

Microsoft is included in the list of companies that saw positive movement during the market rally.

AMZNBullishMedium ConvictionSignal-backedSecondary

Amazon is listed as one of the companies that experienced a surge in stock price.

SPGIBullishMedium ConvictionSignal-backedSecondary

S&P Global is mentioned as one of the companies that saw gains during the recent market surge.

ASMLBullishHigh ConvictionSignal-backedPrimary

ASML is described as an incredible company with little competition, showing strong performance and significant gains on a large position.

METABullishHigh ConvictionSignal-backedPrimary

Meta is the biggest contributor to the creator's portfolio recovery, with the creator believing all past buys will eventually be profitable.

Linked Signals

Tracked calls opened from this post

META
buy opened Apr 15, 2026
-9.79%
ASML
buy opened Apr 15, 2026
+12.32%