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Admiral Guy Global Perspective Made Personal Week of August 2, 2026 Introduction: What kind of return do you see on your investments? Your hard-earned cash requires an annual return of 3-4% to simply keep up with inflation, or risk losing buying power! Stay informed with Admiral Guy, a premier weekly newsletter for global investments, markets, and business news. The contents of this newsletter are informational and should not be taken as advice. For regular email delivery, please visit agadvisoryfirm.com/letters#ag-subscribe. Economic Indicators (1-week change*): U.S. Treasury 10-year yield 4.7% → U.S Mortgages 30-yr average 6.7% ↗ Crude Oil ICE Brent $89.09 ↓ Gold C.M.E. COMEX $4,112.02 ↑ Bitcoin Vs. U.S.D. $64,711.33 ↘ U.S. Dollar Vs. Foreign✫ 100.07 ↓ Year-to-date (Y.T.D.) 49 bp, [0.49%] ↑ Rates generally follow 10-year Treasury yield Y.T.D. performance 46.4% ↑↑ Y.T.D. performance 4.8% ↓ Y.T.D. performance 26.4% ↓↓ Y.T.D. performance 1.8% ↑ Market Benchmarks (1-week change*
A.I. Summary (Google Gemini): While strong corporate earnings and consumer spending support economic growth, persistent inflation, interest rates, and escalating Middle East conflict pose severe risks, favoring a cautious, neutral investment stance. Market Fundamentals: Despite ongoing market volatility, second-quarter earnings remain strong, driven by strong growth in the financial and technology sectors. As earnings reporting for the second quarter proceeds, the results continue to be encouraging. The financial sector, especially investment banks, saw greatly expanded revenues primarily on trading and mergers and acquisition fees. In recent days, technology companies, especially [Google parent] Alphabet, also reported strong second quarter revenue growth; market volatility is likely to continue. Market Technicals: The recent stall in technology stocks suggests a shift toward broader market participation; a relatively comprehensive, yet weak, uptrend remains intact. The recent
The Global Perspective: The Iran war continues to expand, and sustained elevated gas prices are expected for U.S. consumers until international diplomatic or maritime security efforts can reopen the Strait of Hormuz. Major updates on the war in Iran, as U.S. Central Command (CENTCOM) announced, “IRGC forces launched multiple ballistic missiles [on Tuesday] … in an attempted surprise attack on U.S. forces based in the Middle East. All Iranian missiles were successfully intercepted.”1 In response to the attacks, the U.S. with Saudi Arabia retaliated against the Iran-backed Popular Mobilization Forces (P.M.F.) in Iraq.2 The P.M.F. is providing security for the Arbaeen pilgrimage to Karbala, but has already promised to hit back after their mission concludes.3 The situation in the Middle East, now in its sixth month following the commencement of Operation Epic Fury, continues to deteriorate. Prior to the U.S.-Israeli military campaign [the U.S. has since the mid-June ceasefire excluded I

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A.G. Advisory Firm, LLC (“A.G. Advisory”) is a Registered Investment Adviser. This content is intended to provide general information about A.G. Advisory. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. Past performance is no guarantee of future returns. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Additional Important Disclosures may be found in the A.G. Advisory Form ADV Part 2A. For a copy, please Contact Us. © 2026 A.G. Advisory Firm, LLC. All rights reserved.

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