Apr 13 The market is unpredictable, but earnings season kicks off well

$GS $FAST $CPNG

Author

Mukund Mohan
April 13, 2026

Market

“Most market watchers expect some relief from the war in Iran, but this seems like a stalemate. Iran does not want to give up and the US does not want to give in” 😊 😋

Not sure why the markets were up

Goldman Sachs earnings was stellar even admits the war and other issues. Equity trading was the bright spot. As I mentioned last week semiconductors continue to do well $INTC ( ▼ 2.11% ) is up 50% in the last 8 days, and $SNDK ( ▼ 0.84% ) and $MU ( ▲ 9.17% ) are faring well.

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Insights from the portfolio

GS Goldman Sachs Delivers Massive Q1 Beat as Equities Trading and Advisory Revenue Surge

Goldman Sachs Delivers Massive Q1 Beat as Equities Trading and Advisory Revenue Surge.

Mukund Mohan

Video of the day

Today’s video is on Coupang $CPNG ( ▲ 2.83% ) the S. Korea quick delivery eCommerce company.

Deep dive of the day

FAST Fastenal Hits Q1 Targets as Digital Solutions Offset Uneven Industrial Demand - Investment Literacy Coach

Fastenal ($FAST) reported Q1 2026 results this morning that acted as a masterclass in operational discipline, meeting Wall Street expectations with an EPS of

Investment Literacy Coach

Good setups for swing

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