Swami Weekly Wrap: March 23, 2026 (Bear market in play)

Hi Swami Subs,

This week’s dashboard is about as “risk-off” as it gets: broad equities and fixed income are weak, credit continues to leak, and Energy is one of the only pockets still holding green. SAE gave back some ground last week, but continues to protect capital far better than SPY on a YTD basis.