ETF Yourself

ETF Yourself

RESEARCH

Why the ceasefire doesn't change what this market is about

The overriding theme is bigger than oil prices, the Fed or corporate earnings

ETF Yourself's avatar
ETF Yourself
Apr 08, 2026
∙ Paid

Firefighters observe a burning fire during a training exercise.
Photo by Costa Mokola on Unsplash

Getting older has its downsides, but the perspective of experience isn’t one of them. As ETFYourself.com grows, I feel compelled to share that perspective because investing in 2026 has become a different beast entirely.

Today, stocks are like fish in a tidal wave. Company fundamentals matter less than ever; instead, prices gyrate based on the “Super Bowl” of the week—be it Fed decisions, NVDA earnings, or geopolitical rumors. With 24/7 media and massive capital concentration in S&P 500 index funds, there’s less room for the traditional stock picker. Most assets simply move in lockstep.

Here’s the latest version of “how do I know this”:

I saw this clearly in my own trading account this morning.

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