Tue 7 Apr 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott’s Small/Mid Cap Value Report, dated April 7, 2026, spotlights a curated list of ten small‑ and mid‑cap equities, including JTC, VLX, HTG, BKS and MWE. The analysis emphasizes each stock’s valuation upside, cash generation, and dividend potential. Scott positions these picks as attractive value opportunities amid a broader market rotation toward lower‑cap, earnings‑driven assets. The report is available to subscribers via a seven‑day free trial on his Substack platform.
Weekly Kill: Grid Prices Stabilise, After some Big Pre-Easter Falls
Australian slaughter grids across eastern Australia have steadied after a sharp 30‑40 c/kg dip last week, with most direct consignment offers holding steady. Rising fuel and freight costs are adding up to 70 c/kg to purchase prices, squeezing processor margins. Easter‑shortened weeks...
Fuel Crunch: Does Australia Have Enough Cards to Keep up Supply?
Australia faces a fuel crunch as global oil supplies dip 20% and the Strait of Hormuz remains closed. The government has secured enough refined fuel to last until May, but without sizable domestic stockpiles it must lean on alternative sources,...
Pick Great Companies Over Favorable Industries Every Time
"If it's a choice between investing in a good company in a great industry, or a great company in a lousy industry, I'll take the great company in the lousy industry any day." ~ Peter Lynch
India Plans Sovereign Guarantees on Loans to Businesses Hit by Iran War, Sources Say
India will issue sovereign credit guarantees for up to $26.7 bn in loans to firms hurt by the Iran‑Israel conflict, targeting especially small and medium‑size enterprises. The program, modeled on pandemic‑era guarantees, will run for four years and cost the treasury...
Nifty Bank Prediction Today – April 7, 2026: Nifty Bank Futures: Exhibits Positive Bias
Nifty Bank futures opened lower but stayed above a critical support level, suggesting a positive bias. The Nifty Bank index slipped 0.75% to 52,222 while futures trade at 52,450, down 0.8% from the prior close. Technical charts highlight 52,000 as...
FAO Warns Global Food Prices Will Continue to Increase if Iran War Lasts
The UN Food and Agriculture Organization said the Food Price Index rose 2.4% in March, its highest level since September 2022, as oil‑driven energy costs lift commodity prices. Wheat prices jumped 4.3% while fertilizer cost pressures threaten planting decisions in...
San Francisco House Prices Hit Record $2.15 Million on AI Boom
San Francisco’s median home price surged to a record $2.15 million in March, an 18% year‑over‑year increase, driven by wealth from AI startups such as OpenAI and Anthropic. Condo prices jumped 27% to $1.36 million, nearing the April 2022 peak. The market saw...
Multibagger Stock Gallatt Ispat Share Jumps 14% Despite Weakness in Dalal Street; Here's Why
Gallantt Ispat's shares surged 14% to ₹644 (≈ $7.70) on April 7, outpacing a market that fell over 1% amid heightened US‑Iran tensions. The steelmaker reported strong Q4 FY26 results, with capacity utilisation at 91% and steel production up 9% YoY. Pellet...
East Coast Tour Bus Operators Face Shutdown over Diesel Price Hike
Around 1,000 East Coast Malaysian tour‑bus operators, excluded from the Subsidised Diesel Control System, face possible shutdown after diesel surged to RM6.02 per litre (about $1.32). Rental fees jumped 30‑40%, pushing a Kota Bharu‑Kuala Lumpur round‑trip from RM3,000 to RM5,000 (≈$660‑$1,100), prompting...
Middle Eastern Crisis – Live Updates – WC 6th April 2026
Episode 3’s latest live feed shows Australian landed urea prices soaring to A$1,445‑A$1,495 per tonne (approximately $950‑$990 USD), surpassing the peak levels seen during the first year of Russia’s invasion of Ukraine. Diesel imports are on track to outpace last year,...
Feedgrain Focus: Volatility Kills Volume, Short Trips Appeal
Feedgrain values firmed last week as soaring diesel and urea costs forced growers to rethink grain logistics. Traders shifted volume to regional warehouses, preferring short‑haul trips that can be back‑loaded with limited fertiliser supplies. Southern farms, buoyed by recent rains,...
Clearance Slumps to 49pc in Small 9219 Head Online Offering; Prices Under Pressure
Clearance on AuctionsPlus fell to 49%, a 21‑point weekly decline, as the offering shrank to 9,219 head – a 62% drop from the prior two weeks’ 26,000‑head listings. Prices slipped across most weight categories, with light steers under 200 kg losing...
MCE.AX Deal Offers 35%+ IRR, Low Closure
$MCE.AX gross spread 10% and prob 3mos or so to final close here...just gone exclusivity...STAM also buying up the arb...don't think there's an overbid here (but you never know) but this is prob a 35%+ IRR with (absent total end...
CreditAccess Grameen Share Price Jumped over 10% After Strong Q4 Business Update
CreditAccess Grameen’s shares leapt more than 10% on April 7 after the micro‑finance lender posted a strong Q4 FY26 update. The gross loan portfolio rose 14% year‑on‑year to about $3.6 billion, with Q4 disbursements up 28% to roughly $1 billion. Retail‑finance exposure expanded...
PC Jeweller Posts 49% FY Growth, Cuts Debt, Expands Globally
PC Jeweller reported impressive Q4 FY2026 financial performance with 32% year-on-year revenue growth and 49% annual revenue increase for FY2026. The company made significant progress in debt reduction by 23% under Joint Settlement Agreement terms and signed strategic MoU with...
Market Metrics That Matter: Cboe FX March Volume Highlights
Cboe FX posted a record‑breaking Spot Average Daily Volume of $74.5 billion in March 2026, a 42.9% jump from a year earlier. The platform also set single‑day highs of $109.1 billion on March 3 for Spot and $6.7 billion on March 6 for its SEF. ECN Firm...
Singapore Minister Warned Worst Case Not Fully Priced
Singapore’s Foreign Affairs Minister Vivian Balakrishnan warned that the war in Iran could trigger a deeper energy shock than markets currently anticipate. He highlighted that Singapore generates over 95% of its electricity from imported natural gas, with roughly half of...
Should This Trillion-Dollar "Magnificent Seven" Company Spend Billions to Buy Peloton in 2026?
Analysts are speculating whether Apple, a multitrillion‑dollar Magnificent Seven firm, could acquire struggling Peloton for roughly $3 billion, a 50 percent premium over its $2 billion market cap. Apple’s $42 billion quarterly net income makes the purchase a negligible expense, and the deal could...
Why Tesla’s Stock Price Has Dropped Nearly 20% In 6 Months
Tesla’s shares have fallen about 18.5% over the past six months, marking a near‑20% slide that investors are closely watching. The decline is tied to three main factors: the company’s failure to meet its ambitious robotaxi rollout timeline, stagnant vehicle...
Japan 30-Year Bond Sale Sees Tepid Demand Ahead of Iran Deadline
Japan’s latest auction of 30‑year government bonds recorded a bid‑to‑cover ratio of 3.12, the lowest level since June and below the 12‑month average of 3.36. Investor demand softened as market participants remained wary of escalating tensions in the Middle East,...
Drop in GDP/CPI Triggers Volatility—Protect Risk
GDP and CPI are dropping this week. This is where volatility spikes. Gold moves on inflation. Nasdaq moves on interest rates. Expect fast moves, liquidity grabs, and fakeouts. Wait for confirmation and protect your risk.
Fertiliser Webinar – Sign Up Now.
A free, nationwide webinar on 8 April 2026 will reveal the real state of fertiliser supply in Australia as global demand spikes and freight constraints tighten. Organisers will break down what fertiliser is actually arriving, where shortfalls may occur, and how international...
Pop Mart’s Strong Results Fail to Answer “Next Labubu” Question
Pop Mart reported 2025 revenue of $5.4 billion, up 184.7% YoY, with overseas markets contributing over 40% of sales. The Labubu franchise drove $2.7 billion, 38% of total revenue, and propelled plush sales 560% higher than expectations. Despite the strong top line,...
Grains Remain on the Uncertainty Roundabout
Global grain markets have softened as improved U.S. rainfall forecasts eased bullish sentiment on winter wheat, while USDA reports only 35 % of the crop in good-to-excellent condition, below expectations. Funds have rapidly unwound long positions built on weather risk, pushing...
BTL Landlords Continue to Flee the Rental Sector
Buy-to-let landlords in the UK are still exiting the private rental sector, but the pace is slowing. Goodlord’s survey of 1,200 landlords shows 24% are actively selling or considering selling property, down from 35% a year earlier. Meanwhile, 72% are...
China Started Preparing for an Energy Crisis Long Before the Iran War
China has been quietly building a buffer against energy disruptions for years, stockpiling oil and accelerating renewable projects. Its aggressive shift toward solar, wind, hydro and electric vehicles has already cut domestic demand for refined oil, diesel and gasoline. Simultaneously,...
Allies’ Trust in U.S. Plummets, Eyes Turn Away
It will be a while before America can look another ally directly in the eye Source: Visual Capitalist https://www.visualcapitalist.com/sp/ig02-countries-losing-trust-in-the-u-s/
ICBC and CCB Lead China’s 6 Biggest Banks in US$61 Billion Dividend Payout
China’s six largest state‑owned banks will distribute over 420 billion yuan (about US$61 billion) in dividends for 2025, a 1.6 percent rise from the prior year. ICBC and CCB each top 100 billion yuan, maintaining a 30 percent payout ratio, while the other four banks...
10 Stocks With Unexpected Gains
Wall Street opened higher on strong U.S. jobs data, with all three major indices in the green, while investors kept an eye on the unfolding Iran conflict. Ten mid‑cap stocks with at least $2 billion market caps posted unexpected gains, led...
Sky-High Fuel Prices Will Drive Ship Efficiency Retrofits
U.S. efforts to block the IMO’s Net Zero Framework are unintentionally accelerating maritime sustainability as Middle‑East attacks drive bunker fuel prices to historic highs. The surge in marine fuel costs dramatically shortens the payback horizon for efficiency retrofits, making measures...
WA Post-Record Crop Could Be as Small as 15Mt: MP
Western Australia, Australia’s top grain producer, faces a severe urea shortage linked to the Iran‑Israel‑US conflict, prompting MP Rick Wilson to warn that the 2026‑27 crop could fall to around 15 million tonnes – roughly a 45 percent drop from the record...
SPY Bullish on Earnings, AI
Macro: SPY supported by ~17.5% S&P earnings growth and AI/NVIDIA outperformance. Technicals are bullish but 150‑day EMA caps. Risk: higher oil → inflation, Fed hawkish shift. Trade: buy pullbacks; stop <150‑day EMA. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Emotions Up, Profits Down: Discipline Beats Impulse
Emotions high = profits low. Liquidity taken. Structure shifted. Imbalance respected. The setup was perfect… discipline wasn’t. Save this before your next trade. #forex #smartmoney #icttrading #tradingmindset #priceaction
Weird but True – Hilton Non-Refundable Rooms ARE Refundable in the US, Mexico and Caribbean
Hilton allows guests to recover most of a non‑refundable reservation in the United States, Mexico and the Caribbean by booking a new non‑refundable stay at any Hilton property in those regions. The original booking is refunded minus a service fee...
Banks Trim Exposure to Struggling Business
#LORD ..good to see their banks reducing their risk if anything untoward were to occur to this somewhat challenged business https://t.co/Jw0iyNJ25O
Taiwan Boosts Coal Power as Gas Supply Falters
KING COAL STRIKES AGAIN 🪨🪨🪨 Taiwan will increase coal-fired power generation to bolster energy security, as the war in the Middle East crimps gas supplies The Mailiao coal-fired power plant will ramp up output from its No. 1 and 3 units https://t.co/jXfSAf3HMo
Analysts Favor Domino's Over McDonald's as the Better Buy Amid Fast‑Food Headwinds
While both chains posted modest growth in 2025, analysts argue Domino's offers a more compelling upside than McDonald's. Domino's posted 3% full‑year same‑store sales growth, a 5% revenue rise and trades at just 18 × forward earnings, versus McDonald's higher multiple...
Erdogan Warns US‑Israeli Strikes Could Ignite Regional Fire
#TurkeyWatch 🇹🇷: On February 28th, President Erdogan condemned the US–Israeli strikes on Iran and warned that if diplomacy and common sense do not prevail, the region could be dragged into a “ring of fire.” ERDOGAN'S 'RING OF FIRE' WAS...
Tech’s Valuation Gap Narrows, Bubble Narrative Fades
Yardeni Research Chart of the Day (April 6, 2026) In the late 1990s, Tech's market-cap share towered 15 percentage points above its earnings share. Today that spread is 1.5 points. Earnings have done the catching up. Is the bubble comparison finally...
JPMorgan Flags $1 Trillion U.S. Grid Upgrade as Massive Investment Opportunity
JPMorgan’s March 25 research report labels the 60‑year‑old U.S. power grid a national‑security risk and estimates roughly $1 trillion of upgrades will be required by 2035. The bank says the scale of spending will create a flood of debt and equity...
Strait Opening Won’t Quickly Resolve Aluminum Supply Disruptions
The opening of the strait doesn't automatically fix the supply problems. As with oil - aluminium. EGA's is saying its giant aluminum plant could take a year to start back up after the strikes a few days ago. The strikes...
China Buys Iran's Oil, Sustaining Sanctions‑busting War Funding
How China Helped Iran Cushion the Blow of Sanctions and Fund Its War Machine—Over the past half decade, China has provided Iran with a financial lifeline by buying most of its oil @RoryWSJ @BrianSpegele @austinramzy https://t.co/36s4JdH6hU https://t.co/36s4JdH6hU
Buy the Dip, Hold Long—Veteran Gold Miner’s Strategy
I started in gold mining sector before 2000… buy the dip and stay long has been my strategy. https://t.co/IJIQMj8beA
Demand Destruction Is Permanent, Decline Is Temporary
I AM GOING TO WEAR MY PROFESSOR'S HAT TONIGHT: ✳️"Demand destruction" is one thing. "Demand decline" is another. ✳️Oil investors don’t talk about “demand destruction.” We talk about “demand decline.” 🔸Destruction = gone forever. 🔸Decline = comes back.
Gulf States Pivot to New Allies After
The Gulf Arab states may seek alliances with Turkey, China, India, & Japan says @MahmoudianArman The US war ruined their futures by destroying foreign investment based on perception of stability #Gulf #Geopolitics #EnergyCrisis #MiddleEast https://t.co/GyYMSu7OKQ
IRGC Aims to Block Qatari LNG, Boost US Supply
Ok, I get it, so...the IRGC wants to choke China and help the US LNG industry by preventing Qatari LNG from reaching China. https://t.co/ERTjvf1YSU
Markets Price Today, Not Tomorrow—Explosive Shift Imminent
Markets aren’t pricing what’s coming—they’re pricing what is, says Jeff Currie. And right now, there’s no shortage. But when “later” becomes “now,” the market has to clear. That’s when things get explosive. #Oil #Markets #EnergyCrisis #Geopolitics
Manufacturing Expands Despite Oil Surge and Negative Sentiment
Oil prices spiking from geopolitical chaos, yet manufacturing PMI just hit its highest level since 2022. Firms are expanding even as 64% of their comments turn negative. 🔒 Members-Only https://t.co/y8VyQR2euZ
Wisconsin Lets Couples File Separately Federally, Jointly Statewise
I was today years old when I learned there is a state out there that allows you to file separately at the federal level and jointly at the state level. Thanks, Wisconsin. Your married physicians seeking PSLF really appreciate you. #TaxTwitter