)..

1. Where Does Hormuz Oil Go?

..

2. Hormuz Traffic -98%

With attacks on vessels in the narrow transit corridor escalating last week, Bloomberg data shows that daily ship traffic through the Strait of Hormuz has plunged 98.5% over the past three weeks, from 67 vessels on February 22 to just one ship on March 16. 

The only maritime gateway between the Persian Gulf and the open ocean, the strait handles roughly one-fifth of the world’s daily oil and liquefied natural gas shipments, with very few alternatives if closed.

..

3. Mag 7 Market Cap History-Bespoke

..

4. INDA India ETF Hit -20% from Highs…Closed Below 200-Week Moving Average

..

5. Value of Private Equity Deals Held for More than 7 Years Hits $1T

.

6. Quarterly Performance of S&P 500 When Yield Spreads Narrow vs. Widen

The economy and the stock market are not one in the same, but there is a typically a strong relationship between the two and US equities have historically performed significantly better when high yield spreads are narrowing, indicating favorable economic conditions. The table below shows the quarterly performance of the S&P 500 when high yield spreads are narrowing versus when they are widening. It is also apparent that the magnitude of the change is also change is also significant as the S&P has performed better during quarters when spreads narrowed significantly and worse when they widened by a large amount.

.

7. High Dispersion Under the Hood of S&P

.

8. VC Backed Crypto Companies Investing in Non-Crypto Businesses

So far in 2026, VC-backed crypto companies have invested $1.4 billion in startups outside the industry, more than twice the $600 million they invested in crypto-focused startups, according to PitchBook data.

….

9. Probability of a Rate Hike Higher than Cut as of March

..

10. Cultivating a Lucky Mindset

Looking for the lucky explanations in life can transform our experiences

Psychology Today Dayna Lee-Baggley Ph.D

Key points

• Train your brain to find lucky interpretations with practice and repetition.

• Acknowledge reality and reframe it positively without ignoring negative events.

• Practice finding the lucky explanation to create new neural connections and change your mindset.

There was a study of people who considered themselves lucky and people who considered themselves unlucky (see Wiseman, 2003). They had to read a scenario and discuss it. One of the scenarios: You’re at the bank, and while you’re at the bank, there’s a robbery, and you get shot in the arm.

· The unlucky people said, How unlucky am I? I’m at the bank, and I get shot during a robbery.

· The lucky people said, How lucky am I? I only got shot in my arm.

This begs the question: Do they have a lucky life, or did they find ways to find a “lucky” interpretation?

Cultivating a Lucky Mindset

Most of us don’t automatically come up with a lucky explanation when faced with adversity. It requires conscious effort and practice. However, with time and repetition, you can spontaneously train your brain to expect and generate these positive interpretations.

Acknowledge the Reality: It’s crucial to understand that adopting a lucky mindset doesn’t mean ignoring or downplaying negative events. The lucky participants in the study acknowledged the fact that they had been shot. They weren't engaging in toxic positivity, which involves denying or minimizing genuine distress.

Reframe the Situation: After acknowledging the reality, intentionally look for a positive angle. For instance, "I got shot in the arm, but how lucky am I that it wasn’t more serious?" In psychology, a well-known effect highlights the importance of who you compare yourself to. When researchers examine the happiness levels of Olympic medal winners, they find an intriguing pattern: gold medalists are the happiest, followed by bronze medalists, with silver medalists being the least happy. This phenomenon occurs because each group has different reference points for comparison. Bronze medalists tend to compare themselves to those who did not win any medal, which makes them pleased and grateful for their achievement. In contrast, silver medalists often compare themselves to gold medalists, feeling disappointed that they did not win the top prize. Think about your comparison group when proposing a lucky explanation.

Practice Regularly: Like any skill, this mindset requires regular practice. Whenever you encounter challenges, make it a habit to finish the sentence with, “How lucky am I?” As you repeat this process, you create a new neural connection. Over time, your brain will begin to do this automatically.

Conclusion

Science shows us that adopting a lucky mindset doesn’t mean ignoring life’s challenges. It’s about finding a balanced perspective that acknowledges difficulties while recognizing the positives. Consciously practicing this technique can train your brain to seek the lucky explanation. This can make life feel way more manageable and hopeful.

https://www.psychologytoday.com/us/blog/the-psychology-of-weight-loss/202405/cultivating-a-lucky-mindset

..

Did someone forward this email to you? Get your own:

Disclosure

Indices that may be included herein are unmanaged indices and one cannot directly invest in an index. Index returns do not reflect the impact of any management fees, transaction costs or expenses. The index information included herein is for illustrative purposes only.

Material for market review represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results.
Material compiled by Lansing Street Advisors is based on publicly available data at the time of compilation. Lansing Street Advisors makes no warranties or representation of any kind relating to the accuracy, completeness or timeliness of the data and shall not have liability for any damages of any kind relating to the use such data.

To the extent that content includes references to securities, those references do not constitute an offer or solicitation to buy, sell or hold such security as information is provided for educational purposes only. Articles should not be considered investment advice and the information contain within should not be relied upon in assessing whether or not to invest in any securities or asset classes mentioned. Articles have been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Securities discussed may not be suitable for all investors. Please keep in mind that a company’s past financial performance, including the performance of its share price, does not guarantee future results.

Lansing Street Advisors is a registered investment adviser with the State of Pennsylvania.