Mar 31 A bear market rally for the ages

$MKC $MNSO $WMT

Author

Mukund Mohan
March 31, 2026

Market

“The optimism on the street is more due to the relief rally on the bottom than the fact that the Iran war might end soon” 😊 😋

Strong rally for the indices, but I am cautious

The near term outlook is still cautious until the Iran war is sorted and the Hormuz Strait issue is resolved. The global inflation index thanks to fuel shortages caused by the war means most countries will have to show slower GDP growth in Q2.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

www.amazon.com/Why-similar-people-very-differently-ebook/dp/B0GDWJQB5D

Insights from the portfolio

McCormick Corp earnings review and Unilever foods acquisition $MKC

The acquisition of Unilever's food business will be a big change for the spice maker

stocksmarts.substack.com/p/mccormick-corp-earnings-review-and

Video of the day

Today’s video is on Walmart $WMT ( ▲ 0.63% ) the world’s largest retailer.

Deep dive of the day

Miniso deep dive and 2026 outlook $MNSO – Investment Literacy Coach

blog.mukundmohan.online/index.php/2026/03/31/miniso-deep-dive-and-2026-outlook-mnso

Good setups for swing

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