Netflix in Talks to Buy Radford Studio Center for Up to $400 M
Netflix is in advanced negotiations with Goldman Sachs to purchase the 55‑acre Radford Studio Center in Studio City for a price reported between $330 million and $400 million. The deal would give the streamer a permanent Los Angeles foothold as it shifts from leasing to owning production assets.
Panama’s GDP Slumps 5% After First Quantum’s Cobre Panama Mine Closure
First Quantum Minerals’ 2023 shutdown of the Cobre Panama copper mine erased roughly 5% of Panama’s GDP and 7% of export earnings, costing about $2 billion in lost revenue and eliminating over 40,000 jobs. The loss has driven growth down to...
IEA Chief Warns of Unprecedented Energy Security Threat as 13 Million Barrels per Day Vanish
International Energy Agency executive director Fatih Birol told CNBC the shutdown of the Strait of Hormuz has removed roughly 13 million barrels of oil per day from global supply, calling it the largest energy‑security threat ever. The loss is driving soaring...
Oil Would Need $350 to Trigger 1970s‑style Inflation
My Leading Inflation Index has jumped to 3.95% after the recent surge in oil prices. But even this is not even remotely close to resembling the 1970s. In order to get a 1970s style rate of inflation (10%+) you'd need...
NextEra Energy Reaffirms FY26 EPS Guidance as Shares Rise 1.6%
NextEra Energy Inc. reaffirmed its full‑year 2026 adjusted earnings guidance of $3.92‑$4.02 per share, citing strong first‑quarter results that lifted revenue 7.3% to $6.701 billion. The utility’s shares jumped 1.58% to $91.46 in pre‑market trading, while the company projected dividend growth...
Santos Lifts Q1 Output, Keeps 2026 Outlook Steady Amid Rising Oil Prices
Australian oil producer Santos posted first‑quarter production of 22.5 mmboe, a 1% rise from the prior quarter and 3% above the same period in 2025. Sales reached $1.27 billion and free cash flow hit $383 million, while the company left its 2026 production...
Tesla Q1 Loss on Digital Assets Triggers Market Scrutiny
Tesla disclosed a $222 million loss on its digital assets portfolio in the first quarter, adding to mixed earnings and fueling analyst concerns over the delayed robotaxi rollout. The news has put pressure on the automaker’s stock and raised questions about...
Nasdaq Sinks as Software Stocks Slump: Stock Market Today
The Nasdaq fell 0.9% as software giants posted mixed earnings, with Tesla announcing a $25 billion capital‑expenditure plan and IBM raising its dividend despite missing full‑year guidance. ServiceNow suffered its steepest one‑day decline, dropping 17.8% after citing geopolitical headwinds in the...
CHART: Freeport-McMoRan Stock Craters on Grasberg Ramp-Up Delay – by Frik Els (Mining.com – April 23, 2026)
Freeport‑McMoRan reported Q1 earnings that beat profit estimates thanks to higher copper prices, yet the stock tumbled more than 13%, pushing its market value below $90 billion. Investors focused on the Grasberg mine in Indonesia, where a September mud‑rush halted production....
Marten Transport Announces First Quarter Results
Marten Transport reported first‑quarter 2026 net income of $1.4 million, or 2 cents per diluted share, down sharply from $4.3 million a year earlier. Operating revenue fell 8.8% to $203.5 million, while the consolidated operating ratio rose to 99.2%, reflecting tighter cost margins. Both...
Schematic Secures $6.5M and Debuts Stripe App to Enable Real‑Time SaaS Pricing
Schematic announced a $6.5 million financing round, pushing its total capital to more than $12 million, and will unveil a Stripe‑integrated app that enforces pricing and entitlement rules at runtime. The move targets SaaS firms struggling with AI‑driven, usage‑based billing models.
ONDS Poised for Rise if $9.63 Support Holds
$ONDS you have my attention... If $ONDS can hold above the Demand level at $9.63, then there is a move to the supply target at $15.29.
Oklo Shares Surge 9% After AI Partnership with NVIDIA and Los Alamos
Oklo Inc. (OKLO) climbed 9.12% to $79.01 on Thursday after unveiling a collaboration with NVIDIA and Los Alamos National Laboratory to fuse nuclear power with AI-driven modeling. The deal aims to create nuclear‑powered AI factories and accelerate fuel validation, positioning...
What’s the Deal with Iran? The Asymmetric Energy Trade Markets Are Missing
The article argues that while the immediate price shock from the Strait of Hormuz disruptions has been absorbed—Brent briefly spiked toward $120—the real trade opportunity lies in a structural asymmetry within energy equities. Two macro scenarios, either prolonged regional tension...
How to Maximize the Benefits of Taxable Munis in Your Portfolio
Jeff Lipton outlines how taxable municipal bonds can boost portfolio yield and diversification amid heightened market volatility. He notes that spreads over tax‑exempt munis have widened to 160‑170 basis points, delivering 7.89% returns in 2025 versus 4.25% for the tax‑exempt...
International Small-Caps Offer Plenty of Perks
The WisdomTree International SmallCap Dividend Fund (DLS) has demonstrated that international small‑cap equities can defy the stereotype of higher volatility. Over the past three years the $1.06 billion ETF posted an annualized volatility of 14.3%, well under the 20.8% seen in...
China Advances Tech, Economy Hesitates, Military Stalls
our first ask ian live. a caller asked if china is shifting from second gear to third. technologically, yes. economically, maybe. militarily, not so much. xi still playing the long game. @gzeromedia
Watch for Temporary Tops, Honor Your Trading Plan
Seeing many potential temp top sticks on daily charts. Have to see if they confirm tomorrow. This does not mean a name is going to crash it often means that pullbacks and tests of former areas will be...
Cloneable Secures $4.6M Seed Round
Cloneable, an AI automation startup focused on infrastructure operations, announced a $4.6 million seed round. The round was led by Congruent Ventures with participation from First In, Overline, St. Elmo Venture Capital, and Bull City Venture Partners. In the same announcement, Cloneable...
Crowd Street Launches Integrated Self-Directed IRA Account Setup with Equity Trust
Crowd Street announced an integrated self‑directed IRA solution built with Equity Trust, letting members open and fund retirement accounts directly on the platform. The new workflow eliminates the need to juggle multiple custodial sites, offering digital document signing and funding...
Rare Diesel Cargoes Move From US West Coast to Australia
Three tankers have departed the U.S. West Coast carrying more than 925,000 barrels of ultra‑low sulfur diesel bound for Australia, a route rarely used before the recent Middle East conflict. The volume shipped in the past two months nearly matches...
Smart Ways Retirees Can Lower Home and Auto Insurance Costs
Retirees are urged to re‑evaluate home and auto insurance as lifestyle shifts can create savings opportunities. Lower driving mileage, home upgrades, and changes in risk tolerance often make existing policies misaligned with current needs. Adjusting deductibles, bundling policies, or switching...
Steady Office Demand Tempers Houston's Negative Absorption
Houston’s office market posted a 10% quarter‑over‑quarter leasing increase, yet NRG’s departure of 479,000 SF drove the first‑quarter net absorption negative. Class‑A properties absorbed 70% of the 2.4 M SF leased, underscoring a continued flight‑to‑quality. New supply of 500,000 SF entered the market, with...
Tesla Dwarfs Peers with 539% Profit Outlook
Expected profit growth in next 5 years: Tesla: +539% Palantir: +326% Carvana: +250% Oracle: +178% Microsoft: +131% Amazon: +124% Uber: +119% AppLovin: +107% Meta: +87% Alphabet: +87% Palo Alto: +86% Spotify: +85% Apple: +77% Netflix: +65% Robinhood: +61% (avg analyst estimates)
US Dividend Yield Near Historic Sub‑1% Threshold
A few more up days and the US stock market is going to take out the all-time low dividend yield of 1.1%. Do we see a sub 1 % dividend yield?!
Distressed Sales Numbers Show Signs of Market 'Normalization'
Auction.com’s Q1 report shows distressed‑housing activity moving toward pre‑pandemic norms. Completed foreclosure auctions rose 10% from the prior quarter and 33% year‑over‑year, bringing volumes to about 66% of the first‑quarter 2020 level. The distressed‑sales rate edged up, with buyers paying...
Admin Claims New Iran Terror Premium in Oil Prices
From the @DallasFed special edition of its energy survey: “… The administration’s comment about an “Iran terror premium” existing for decades with oil pricing is laughable. But now the administration has created one where it did not exist before…” — anonymous...
Intel's CPU Surge Powers Sixth Straight Guidance Beat
Ah the mighty agentic CPU surge. Good for $INTC. Solid beat, guidance is great, six consecutive quarters of beating guidance.
🎯Take Profit Alert: IREN Cash Secured Put
A trader closed a -2 May 8 $29 cash‑secured put on IREN after capturing 84.58% of the $240 premium, realizing a $203 profit with 15 days left to expiration. The underlying stock moved well above the strike, rendering the put deep...
SPY Holds Sweet Spot as Today's Lows Remain Firm
Day 12 holding in sweet spot $SPY watch today's lows which held going forward https://t.co/Huyu9mEPe8
Easy Policy Fuels Stock Rise, Then Yield Spike Crashes Markets
One of the popular narratives is from those focused on easy policy stance and persistent inflation. It follows the purple line. Higher stock prices with modestly higher yields driven by growth and inflation and then a capitulation by central...
CPP, OAS and Other Strategies to Help Seniors Face a More Expensive Retirement
Canadian retirees are feeling pressure as inflation erodes the purchasing power of a 2021‑level retirement income. The article outlines strategies to boost cash flow, including delaying CPP and OAS, part‑time work, monetizing hobbies, and renting out assets, while emphasizing the...
CAR Volatility Spike Stabilizes Market, Reduces Uncertainty
The easiest way to qualitatively understand the hammering of $CAR vol on the selloff is that this move was STABILIZING to the market. It reduces uncertainty. Opposite of how normal sell-offs work.
Home Bancorp Targets Bigger Acquisitions Amid Rising Stock
Home Bancorp $HBCP eyes larger M&A as stock price improves | S&P Global Market Intelligence https://t.co/yi98Ndxs6f
Sellers No Longer Deterred by Lock-In Effect, Study Finds
Homeowners are shedding the lock‑in effect, prompting more listings this spring. Coldwell Banker’s 2026 Home Shopping Season Report, based on over 700 agents, finds over a third of sellers have sub‑5% mortgage rates yet plan to list, and 40% say...
June OTM Puts Showed No Gamma Movement
Not shocking but i had to look it up. Took a snapshot of June expiry in $CAR when it was down $238. Far OTM June puts (200 strike and lower) moved LESS than their starting delta. In other words...they had no...
China Moves From Sanctions Victim to Export Regulator
"After years...on the receiving end of sanctions, China is now developing its own export control regime. Last year's controls on rare earths only signalled the beginning of what might be a much greater degree of intervention" - from @China_Digital https://t.co/EzBswTk66J
Swoop Raises $7.3 Million Seed for African Super App, Food Delivery First
Swoop, an Eswatini‑origin food‑delivery startup, secured a $7.3 million seed round to fund its first expansion outside the country, targeting Nigeria’s burgeoning market. The round was led by Silicon Valley investors such as Long Journey, Variant, Soma Capital and Zero Knowledge...
Buffett’s 1962 Deal: 83% Cash, 4× EBIT
Warren Buffett Case Study: East Sullivan Mines - 1962. 83% of Net Cash. 4x EBIT. https://t.co/xpfz5TrvtQ
Urea Shortage Resurfaces; Urgent Need for New Fertilizer Solutions
We have a shortage of urea again. The last time I saw this was during the pandemic. We need to come up with better ways to produce fertilizer. Who's working on this?
Futures Settle: ‘Historically Large’ Storage Injection Snaps Nymex Natural Gas Win Streak
Natural gas futures slipped sharply on Thursday after the Energy Information Administration reported a 103 billion cubic‑feet weekly injection, the largest in recent history. The injection lifted total Lower 48 working inventories to 2,063 Bcf, well above the five‑year average. The surge in...
Tesla's Earnings Beat, yet Weakest Nasdaq Correlation
Tesla offered the first earnings update of the Mag 7 last night, and $TSLA gapped down today after the headline beat (slight revenue miss and capital expenditure plans were higher than expected). That said, of the Mag 7, Tesla has...
Consider Hedging SPY Around $708.5 After Recent Dip
If u felt vulnerable when $spy was below $703 a few hours back. Perhaps add some hedges with $spy $708.50ish
Kinder Morgan Earnings: Strong Q1 Results & Data Center Wins
Kinder Morgan reported a strong Q1 2026, beating adjusted EBITDA expectations and lifting its full‑year outlook by more than $250 million. The company trimmed leverage to 3.6× net‑debt‑to‑EBITDA and raised its quarterly dividend 2% to $0.2975 per share. A $10.1 billion project...
Large‑cap New Highs Outpace Lows 73 to 11
there are 73 large-cap stocks hitting the 52-week new highs list today... there are 11 large-cap stocks hitting the 52-week new lows list... #HighLowShow #marketUpdate #investing
Holding Energy Exposure Yields New Cycle Highs
Unlike some, we didn't sell our Energy Exposures - new Cycle Highs for us in $OIH terms https://t.co/Ita9wyMzJx
Fractional Real Estate Investing Is on the Rise in the Sun Belt
Fractional real estate platforms are booming as high mortgage rates and soaring home prices shut out first‑time buyers. DataIntelo estimates the global market at $4.2 billion in 2025, projected to reach $14.8 billion by 2034, with North America accounting for 38.6% of...
Industrials Lead Gains on Red Market Yesterday
Long Industrials $XLI was the best Sector Style to allocate capital to on red yesterday, well done
Chinese Export Share Soars as US Tariffs Shift Demand
China’s share of global car sales jumped from 4.5% to 11.4%, and global sales of electronics JUMPED from 20.7% to 26.1%. The scope and scale of Chinese exports is SURGING. Thanks to Trump's tariffs, the world is pivoting away from made in...
What Happens to Your Brokerage Account When You Die — And Why Many People Haven’t Set It Up Right
When a brokerage account owner dies, the fate of the assets hinges on how the account is titled. A Transfer‑on‑Death (TOD) designation or joint ownership can move the holdings to heirs instantly, avoiding probate. Without a beneficiary, the account enters...