Sammy's Research

Reports & Notes

Personal market observations, analysis, and financial notes.

Market May 2026

Q2 2026 Market Outlook

A personal review of current market conditions, sector rotations, and key macro indicators heading into Q2. Notes on what to watch and why.

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Stocks Apr 2026

Watchlist Review — April

Monthly review of personal watchlist positions. Valuation checks, earnings updates, and updated thesis notes for tracked equities.

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Macro Mar 2026

Interest Rate Environment

Notes on the Fed's current stance, yield curve observations, and the impact on equity valuations and bond allocations in my personal portfolio.

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Personal Feb 2026

Annual Portfolio Review 2025

Annual reflection on investment decisions made in 2025 — what worked, what didn't, and the lessons carried forward into the new year.

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Stocks Jan 2026

Sector Deep Dive: Technology

A personal analysis of the technology sector — valuations, AI exposure, and concentration risk considerations for a long-term position.

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Macro Dec 2025

Dollar Strength & Global Impact

Notes on USD trajectory, its effect on international equity exposure, and how currency risk factors into my thinking on global diversification.

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