Investment Review №339. Playing Defense
The decline in interest in risk assets and the local correction did not lead to a fundamental shift in the overall trend.
Content
Update to Our Investment Outlook Following the U.S.–Israel–Iran Military Escalation
US market
Playing Defense
S&P 500
S&P 500 from February 12 to February 23, 2026
Top Story
The “Sell America” Trade Is Likely Wrong
Current trends
Review as of February 24
Company News
Corporate News In Focus of Our Analysts
Small-caps
Small-cap Segment Overview
US Investment Idea
Investment Idea: Electromed
Stock Recommendations
Recommendations on shares
Options Idea
LONG CALL ON SYM
IPO
IPO of PayPay Corporation. Mobile Payments Service
Armenia Market
Armenian Market: A Bright Streak
UAE Market
UAE Market. The Rally Lacks Catalysts
Investment Review №339. Playing Defense
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