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    <title>Housh Capital</title>
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      <title><![CDATA[Oil's $40 Morning Collapse Fully Reverses as Iran Resumes Attacks; 178K Jobs Land Into Closed Markets]]></title>
      <link>https://houshcapital.com/archive/post-market-brief-2026-04-03</link>
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      <description><![CDATA[WTI swung from $72 to $112 intraday as ceasefire optimism gave way to fresh Iranian strikes on Gulf infrastructure; the March payrolls beat waits for Monday.]]></description>
      <pubDate>Fri, 03 Apr 2026 00:00:00 GMT</pubDate>
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    <item>
      <title><![CDATA[Oil Down 28%, Jobs Beat 3-to-1 — Both Land Into a Closed Market]]></title>
      <link>https://houshcapital.com/archive/pre-market-brief-2026-04-03</link>
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      <description><![CDATA[WTI crude collapses on Iran ceasefire diplomacy and OPEC+ supply expectations; 178K payrolls print waits for Monday.]]></description>
      <pubDate>Fri, 03 Apr 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[S&P Recovers From Iran-War Re-Escalation as WTI Surges 12%, Tech Leads]]></title>
      <link>https://houshcapital.com/archive/post-market-brief-2026-04-02</link>
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      <description><![CDATA[Trump's 21-day extension of Operation Epic Fury crushed ceasefire hopes overnight; U.S. equities bounced back with tech leading as WTI surged 12% to $112.]]></description>
      <pubDate>Thu, 02 Apr 2026 00:00:00 GMT</pubDate>
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    <item>
      <title><![CDATA[Trump's War Address Sends WTI Up 11%, Reversing Tuesday's Ceasefire Rally]]></title>
      <link>https://houshcapital.com/archive/pre-market-brief-2026-04-02</link>
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      <description><![CDATA[Trump's primetime address vowing to 'hit them extremely hard' over the next two to three weeks reversed ceasefire hopes and sent WTI crude surging past $111 — the biggest one-session spike since the Hormuz blockade began.]]></description>
      <pubDate>Thu, 02 Apr 2026 00:00:00 GMT</pubDate>
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      <title><![CDATA[S&P Opens Q2 Up 0.7% as Iran Ceasefire Talks Pull Oil Below $100; Nike Hits a 9-Year Low]]></title>
      <link>https://houshcapital.com/archive/post-market-brief-2026-04-01</link>
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      <description><![CDATA[Indirect U.S.-Iran negotiations, a surprise ADP beat, and Intel's $14 billion fab buyback lifted nine of eleven sectors — while Nike's forward guidance sent the stock to levels last seen in 2015.]]></description>
      <pubDate>Wed, 01 Apr 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[Futures Up 0.7%, Oil Drops 4% as Trump Claims Iran Asked for Ceasefire]]></title>
      <link>https://houshcapital.com/archive/pre-market-brief-2026-04-01</link>
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      <description><![CDATA[Trump's overnight Truth Social post claiming Iran requested a ceasefire — denied by Tehran within hours — is the morning's single driver: equities rallying, WTI crude sliding back below $100.]]></description>
      <pubDate>Wed, 01 Apr 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[S&P Surges 2.9% as Iran Peace Signals and Nvidia's $2B Marvell Bet Drive Best Session Since May 2025]]></title>
      <link>https://houshcapital.com/archive/post-market-brief-2026-03-31</link>
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      <description><![CDATA[Dual de-escalation signals from Tehran and Washington triggered the quarter's sharpest risk-on day, though the S&P still ended Q1 down 5.3% — its worst quarter since 2022.]]></description>
      <pubDate>Tue, 31 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[Futures Jump 1% as Trump Signals Willingness to End Iran War Without Hormuz Reopening]]></title>
      <link>https://houshcapital.com/archive/pre-market-brief-2026-03-31</link>
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      <description><![CDATA[A WSJ report that Trump will accept a deal without requiring the Strait to reopen is the overnight catalyst; Nike earnings after the bell and Conference Board consumer confidence at 10 AM ET are today's live events.]]></description>
      <pubDate>Tue, 31 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[WTI Settles Above $100 for First Time Since 2022 as Hormuz Stays Closed; 10-Year Yield Breaks 4%]]></title>
      <link>https://houshcapital.com/archive/post-market-brief-2026-03-30</link>
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      <description><![CDATA[Oil's first $100+ settlement since the conflict began forced a split-tape session: energy and bonds rallied, tech and small caps fell, and the bond market's recession signal overshadowed the inflation trade.]]></description>
      <pubDate>Mon, 30 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[Oil Breaks Back Above $100 as Overnight Futures Rally Fades]]></title>
      <link>https://houshcapital.com/archive/pre-market-brief-2026-03-30</link>
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      <description><![CDATA[Fresh Houthi attacks over the weekend erased an early Asia-session pop; Powell's Harvard remarks at 10:30 AM ET are the morning's live catalyst.]]></description>
      <pubDate>Mon, 30 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[The Petrodollar Is Not What You Think It Is]]></title>
      <link>https://houshcapital.com/archive/the-petrodollar-is-not-what-you-think-it-is</link>
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      <description><![CDATA[Oil invoicing is a rounding error on the dollar system. The war isn't changing that.]]></description>
      <pubDate>Sun, 29 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[March NFP Drops to a Closed Market — Powell Goes First, the Hormuz Deadline Comes After]]></title>
      <link>https://houshcapital.com/archive/week-ahead-2026-03-30</link>
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      <description><![CDATA[Good Friday shuts markets before payrolls land, leaving four trading sessions to position for data the tape can't react to until Monday — when Trump's Iran pause also expires.]]></description>
      <pubDate>Sun, 29 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[Dow Enters Correction as Iran Formally Closes Strait of Hormuz; Oil Surges 8%]]></title>
      <link>https://houshcapital.com/archive/post-market-brief-2026-03-27</link>
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      <description><![CDATA[Iran's Revolutionary Guard turned away three container ships and declared the strait closed, sending WTI above $95 and pushing the Dow into correction on the S&P 500's fifth consecutive losing week.]]></description>
      <pubDate>Fri, 27 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[Trump Extends Iran Strike Deadline, Futures Recover Modestly After Thursday's Rout]]></title>
      <link>https://houshcapital.com/archive/pre-market-brief-2026-03-27</link>
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      <description><![CDATA[A second 10-day extension on threatened Iran strikes gives markets a thin reprieve, but the Strait of Hormuz stays closed and the structural headwinds are unchanged.]]></description>
      <pubDate>Fri, 27 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[Nasdaq Enters Correction as Meta's Court Losses and Google's TurboQuant Hit Tech]]></title>
      <link>https://houshcapital.com/archive/post-market-brief-2026-03-26</link>
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      <description><![CDATA[Two company-specific shocks — Meta down 8% on back-to-back child-safety verdicts and memory chips cratering on Google's new compression algorithm — drove the session's damage as Iran peace talks collapsed overnight.]]></description>
      <pubDate>Thu, 26 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[Iran Rejects U.S. Peace Plan; Futures Fall as War Premium Returns]]></title>
      <link>https://houshcapital.com/archive/pre-market-brief-2026-03-26</link>
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      <description><![CDATA[Tehran's formal rejection of Washington's 15-point ceasefire proposal reverses yesterday's relief rally, sending futures down 0.7–0.85% and pushing WTI back above $91.]]></description>
      <pubDate>Thu, 26 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[CRCL Is Not the Best Way to Own Stablecoin Growth]]></title>
      <link>https://houshcapital.com/archive/crcl-is-not-the-best-way-to-own-stablecoin-growth</link>
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      <description><![CDATA[Stablecoins may be real. Circle still looks like a weak equity expression of the theme because too much of the economics leak to distributors, rates, and adjacent expansion bets.]]></description>
      <pubDate>Wed, 25 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[S&P Gains 0.54% as U.S.-Iran Peace Proposal and Arm's AGI CPU Deliver a Two-Front Rally]]></title>
      <link>https://houshcapital.com/archive/post-market-brief-2026-03-25</link>
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      <description><![CDATA[Diplomatic signaling on Iran pulled oil down 2.2% and Arm's first in-house chip sent semiconductors surging 16% — the market had two reasons to buy and one sector to sell.]]></description>
      <pubDate>Wed, 25 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[Futures Rally 0.6–1.1% on Iran Ceasefire Overture; ARM Soars on First In-House AI Chip]]></title>
      <link>https://houshcapital.com/archive/pre-market-brief-2026-03-25</link>
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      <description><![CDATA[A U.S. 15-point ceasefire proposal sent to Tehran via Pakistan has oil down sharply and equities broadly higher, while ARM's pivot to chip manufacturing sends its stock up 12% on a Meta anchor order.]]></description>
      <pubDate>Wed, 25 Mar 2026 00:00:00 GMT</pubDate>
    </item>
    <item>
      <title><![CDATA[Futures Fade 0.3–0.6% as Iran Denies Talks; PMI Costs Surge to 23-Month High]]></title>
      <link>https://houshcapital.com/archive/pre-market-brief-2026-03-24</link>
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      <description><![CDATA[Monday's relief rally meets Tuesday's reality check: Tehran's categorical denial of any negotiations with Washington has re-lit the geopolitical risk premium, while S&P Global's flash PMI showed manufacturing falling below 50 and input costs spiking at the fastest pace in nearly two years.]]></description>
      <pubDate>Tue, 24 Mar 2026 00:00:00 GMT</pubDate>
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