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☕️ Two things worth keeping in mind for where the markets go next

May 08, 2026

Good morning! 👋

It's Hayley here - and I've heard from Japan that they're running out of sushi. I've also heard from Keith, who confirms he is very full. Hmmm. 🤔

You’ll know what’s happened if global sushi prices go up!

Anyhoo, Keith and Noriko are getting ready to be joined by the legendary Suze Orman and her wife KT - so I hope Japan is ready. 😄

Now, let me paint you a picture of this week.

Monday: Iran headlines. Markets wobble.
Tuesday: Markets claw it back.
Wednesday: Records. Everywhere.
Thursday: US and Iranian forces exchange fire in the Strait of Hormuz overnight.
Friday morning: Futures up so far in premarket trading as I type.

If you'd read only the headlines this week, you'd have been terrified or at least very confused.

If you'd stayed invested and stayed calm? You're most likely sitting on gains right now.

Keith recorded this for you at 5am on the Kamogawa River in Kyoto. He wanted to make you aware of two things worth keeping in mind over the next few weeks - and yes, both are going to test your emotions and could result in a sell-off. But for smart investors, both are opportunities.

Here are just three of the headlines I’m seeing in the markets today:

Sony reported this morning. Operating profit up 13% year on year. A ¥500 billion (roughly $3.2 billion) share buyback announced. And 47 years of dividend payments. But here's what caught my eye. Sony just signed a new agreement with TSMC to develop next-generation image sensors. Most people hear "image sensor" and think camera. But Sony's sensors are now sitting inside AI systems, autonomous vehicles, robotics, and medical imaging equipment. Yesterday we talked about IonQ and quantum computing as proof that the Sixth Wave is here. Today Sony just handed us another data point.
The importance of buy the best, ignore the rest!®. Planet Fitness, Shake Shack and Whirlpool all reported. The stocks sold off and we’re not too surprised. These are what you'd call n+1 companies, meaning they are not building anything new, simply iterating on what already exists. As Keith said from the riverbank in Kyoto, there is an enormous amount of money out there looking for a home. It's not going to find a long-term home in n+1 companies. It’s going to go to “zero to one” companies that are creating something that didn’t previously exist and, in doing so, redefine the playing field.
Cloudflare layoffs – The company reported good earnings, but stock is selling off due to major layoffs. Many investors are quick to panic about layoffs because they think it means that the company is in trouble. But sometimes they shouldn't be feared! Put another way…Cloudflare has been using its own AI tools internally, and they worked so well that over a thousand roles are now redundant. Although layoffs are sad on a personal level, from a business POV, why pay for headcount when the AI you built can do it better? Every business on the planet will adapt, adopt, or die.