March 12, 2026

PERFECTION IN MARKET CALLS — NIGAM ARORA EXPLAINS THE STRATEGY IN CHICAGO: FUTURE OF FINANCE INTERVIEW

Markets rarely move in straight lines.

Instead, they are driven by powerful crosscurrents — interest rates, inflation expectations, global liquidity, institutional positioning, and rapidly shifting investor sentiment.

Understanding how these forces interact is what separates disciplined investors from the crowd.

In a recent interview with Oliver Renick on Chicago: The Future of Finance, Nigam Arora explains how sophisticated investors navigate these crosscurrents and identify opportunities when markets become volatile.

This conversation provides valuable insight into the analytical framework that has helped investors position ahead of major market moves.

Markets Are Being Driven by Crosscurrents

Today’s market environment is unusually complex.… Please click here or the title below to read more.

March 12, 2026

IRAN ESCALATES AND GOADS TRUMP BUT TACO HOPIUM KEEPS INVESTORS BUYING STOCKS

By Nigam Arora

To gain an edge, this is what you need to know today.

Iran Goads Trump

Please click here for a chart of oil futures (CL_F).

Note the following:

The chart shows the move up in oil when Iran laid out its conditions for ending war.
Why would talk of peace spike the price of oil? The reason is Iran is simply goading President Trump. There is zero probability of President Trump accepting any of Iran’s conditions. Here are Iran’s three conditions from a post from Iran’s president:
- “[Recognition of] Iran’s legitimate rights”
- “Payment of reparations”
- “Firm int’l guarantees against future aggression”
The chart shows when Iran escalated by hitting a ship in Iraqi waters.

… Please click here or the title below to read more.

March 12, 2026