Swami Weekly Wrap: April 6, 2026 [Fractal bounce in play — value leads, energy pauses]

Hi Swami Subs,

First — thank you for your patience this week as we worked through a data bug impacting part of the dashboard. Everything is now resolved.

The market gave us a sharp reminder of how fast things can move: a counter-trend bounce ripped higher late last week, catching many of the prior leaders offside. While the tape looked strong on the surface, the underlying message hasn’t changed much — this still looks like a short-term pause inside a broader, more fragile trend. The key shift: small/mid cap value is starting to outperform meaningfully, while prior leadership (energy / inflation beneficiaries) took a breather.