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Here’s Why Stocks Are Going Crazy

Joseph Carlson After Hours•Apr 1, 2026

Summary

Joseph analyzes the recent massive market rally, noting that his own portfolio surged by $65,000 in just two days. He addresses the widespread bearish sentiment regarding the situation in Iran, specifically critiquing economist Mohamed El-Erian's recent warnings. Joseph points out that El-Erian was similarly bearish at the exact bottom of the COVID-19 crash in March 2020, suggesting that economic expertise does not always translate to successful investing. He emphasizes that the market prices in recoveries long before issues like energy shocks or inflation are fully resolved.

Joseph also references a recent interview with Warren Buffett, who dismissed the current 7% market correction as 'nothing' compared to the 50% drops he has experienced. Joseph uses this to reinforce the importance of a long-term investment horizon. Finally, Joseph debunks a viral study by LendingTree which claimed a $400,000 income is necessary to raise children. He labels this 'fail of the week,' arguing the study uses flawed math, ignores tax credits, and is designed to fearmonger people into taking loans.

Meta (META): Joseph highlights that Meta has surged over 8% in five days, serving as the largest contributor to his portfolio's recovery. Although he is still personally in the red on the position, he maintains high conviction that every purchase he has made will eventually be profitable. He views the recent price action as a massive move in the right direction for the company.
Alphabet (GOOGL): Google shares have risen 6.45% in the past week, leading to combined gains of approximately $80,000 across Joseph's portfolios. He describes these as 'really good days' for the stock, which remains a core holding. The recovery in Google has significantly bolstered his passive income and story fund portfolios.
ASML: Joseph describes ASML as an 'absolute beast of a company' with no significant competitors operating at its level. The stock rose 5% recently, and Joseph's $120,000 position currently shows over $57,000 in gains. He remains extremely impressed by the company's technological dominance in the semiconductor space.

Mentioned Stocks

META
Sentiment: BUYAction: RECOMMENDED

Reasoning: Joseph believes every buy he has made so far will end up being a good buy. He notes that Meta is the single biggest contributor to his recent portfolio recovery, rising over 8% in 5 days.

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ASML
Sentiment: BUYAction: RECOMMENDED

Reasoning: Joseph calls ASML an 'absolute beast' with no real competition at its level. He is heavily in the green on this $120,000 position.

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GOOGL
Sentiment: BUYAction: RECOMMENDED

Reasoning: The stock has seen strong gains recently (up 6.45% in 5 days), and Joseph holds significant gains in this position across his portfolios, viewing it as a strong performer.

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