The US–Iran ceasefire has effectively broken — yet stocks are at record highs, oil is contained, and Bitcoin is quietly breaking down. In this 1M65 Macro Update We look at why markets stay calm when the headlines scream, why oil is elevated but fading (not exploding), why AI has hijacked the market's attention, and the real reason Bitcoin is falling while equities make new highs — rotation, not panic. Then the part that matters: what a disciplined investor does about it.
This is education, not financial advice. Stay disciplined, keep your Crash Buying ladder ready, and let your rules — not the noise — decide your next move.
Discipline compounds. Euphoria does not.
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