Weekly Commentary | April 26, 2026 | BANX NAV, FSCO Buy, 25/25/25/25 Portfolio

Apr 27, 2026

∙ Paid

Summary

Equity markets remain resilient despite rising oil prices and geopolitical risks, with S&P 500 earnings accelerating and EPS estimates increasing.
Bond yields are pressured by persistent inflation risks, especially from elevated oil, leading to wider CEF discounts and caution in fixed income.
The 25/25/25/25 ‘sleep like a baby’ portfolio is up 26% …