Tuesday: Oil Price Rises After New Trump Threats
The episode covers how Donald Trump's threat to strike Iran's energy and water infrastructure spiked oil prices by about 2%, while U.S. jobs data showed strong payroll growth but weakening wage gains, easing pressure on the Fed. ANZ economists discuss mixed signals in the Australian economy, including a slowdown in high‑price housing markets, a sharp rise in building approvals, and tightening labor market indicators. They also note robust trade surpluses and the potential impact of Middle‑East tensions on Australian imports and exports. Finally, the deep‑dive with ANZ economist Maddy Dunk highlights divergent housing trends across Australian capital cities, with Sydney and Melbourne softening while Perth remains exceptionally strong.
Services Sector Slows as Iran War Fuels Inflation: ISM Survey
The ISM reported that the U.S. services sector slowed in March as the Iran conflict disrupted supply chains and pushed inflation higher. The non‑manufacturing index slipped 2.1 points to 54%, while the employment index fell to its lowest level since...
As Iran’s Civilian Economy Crumbles, Its Military Economy Grows Stronger
In the first month of the U.S.-Israel campaign against Iran, strikes have largely avoided civilian infrastructure, focusing instead on strategic energy assets such as Kharg Island and the South Pars gasfield. The sustained pressure of sanctions and war‑related disruptions is...
Another DTLA Office Tower May Sell
Manulife U.S. REIT is proposing to sell the 35‑story TCW Tower in downtown Los Angeles to the Los Angeles Department of Water and Power for $92.5 million, roughly $129 per square foot, pending City Council approval. The tower was only 46%...
The Iran War Is Driving up Produce Prices
The ongoing Iran war has triggered a sharp rise in global fuel prices, directly inflating transportation costs for fresh produce. As shipping expenses climb, retailers are passing the added burden onto consumers, resulting in higher grocery bills for fruits and...
The Motley Fool Asks: Where Will Apple Stock Be in 5 Years?
The Motley Fool projects Apple’s share price to reach roughly $410 in five years, implying a 10.5% annualized return. The analysis assumes the current price‑to‑earnings multiple of 31.5 will ease to about 30 while diluted earnings per share grow at...
Goldman Sachs Lends $80 Million Refinance
Goldman Sachs has issued an $80 million, five‑year, fixed‑rate, interest‑only mortgage to refinance the Del Rey Campus, a 162,031‑square‑foot creative office complex in Marina del Rey. The loan, arranged by Sonnenblick‑Eichner, targets a premium Silicon Beach asset anchored by tenants such as the World...
Ontario Budget 2026 What It Means for Business Owners and Investors
Ontario’s 2026 budget cuts the small‑business corporate tax rate from 3.2% to 2.2% effective July 1, 2026. It also reduces the non‑eligible dividend tax credit to 1.9863%, raising the combined tax on such dividends to 48.89% starting 2027. A temporary HST new‑housing...
NYC's Massive Deficit Threatens Even Safe Government Bonds
Government bonds are generally considered a safe investment. But NYC’s budget deficit is so massive  that there’s a real risk of collapse, and perhaps the need for a bailout.
Investing's Simple; Mastering Emotions During Market Swings Is Tough
Investing is the easy part. Controlling your emotions when your portfolio drops -20% and then bounces +30%... That's hard.
Jamie Dimon Warns High Taxes Could Push People Out of New York — but Wall Street Isn't Leaving Yet
JPMorgan CEO Jamie Dimon warned that New York City's high corporate and individual income taxes could push employees and businesses out of the region. He highlighted a decade‑long decline in JPMorgan's NYC headcount, contrasted with rapid growth in its Texas...
ASX Set to Retreat, Wall Street Loses Steam After Trump’s Threat to ‘Take Out’ Iran; Oil Rises
President Donald Trump warned Iran could be "taken out in one night," reigniting geopolitical risk and pushing oil prices higher. U.S. equities posted modest gains—S&P 500 up 0.3%, Dow 0.2%, Nasdaq 0.5%—while Australian futures slipped about 1.1% at the open. Brent...
China's Oil Supply Half Threatened by Hormuz Slowdown
Just FYI, with reduced traffic through the Strait of Hormuz (it cannot be objectively assessed as fully closed), China risks losing roughly 40 to 50 percent of its oil imports, which come from Gulf producers whose exports transit the Strait,...
3 Factors that Could Get Software Stocks Going Again After a Brutal Stret...
Software stocks have entered a steep downturn, with the iShares Expanded Tech‑Software Sector ETF (IGV) dropping 24.3% in Q1, marking the worst relative performance to the S&P 500 since 2002. Evercore ISI analyst Kirk Materne identifies three potential catalysts: renewed AI‑driven...
Why TSMC Grew Four Times Faster than Its Foundry Rivals in 2025 — Price Hikes, Vertical Integration, and Commanding Technology...
The semiconductor foundry market hit a record $320 billion in 2025, with TSMC commanding 38% and growing 36% YoY, far outpacing rivals that collectively rose 8%. Its dominance stems from an unprecedented volume of sub‑5 nm wafers, aggressive price hikes, and a...
Elliott Wave: Subjective Metaphor, Not Scientific Geometry
You're never too old to learn something new. I don't do what PTJ does. I do what I do. Elliott Wave is subjective pattern fitting. Two Elliott Wave practitioners looking at the same chart will count waves differently, label them...
The Iran War Nightmare Scenario Trump Is Facing
The post imagines Iran telling President Trump that the Strait of Hormuz will stay open only if oil trades abandon the U.S. dollar in favor of euros, yuan or cryptocurrencies. Tehran claims it can rally dozens of nations to bypass...
‘Financially Cautious’: The Gen Zs Determined to Be Home Owners
Australian Gen Z are prioritizing homeownership despite soaring prices. A 23‑year‑old couple saved aggressively and bought a four‑bedroom house in Ipswich for about $1.16 million USD, reflecting a pragmatic shift from Sydney’s $1.76 million market (≈$1.16 million USD). Surveys show 35 % of Gen Z plan to purchase...
Oct 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA
The Summit’s eighth episode (E8) will be held in Tempe, Arizona on October 1, 2025, featuring Matthew Jarvis, co‑founder of The Perfect RIA, as the keynote guest. The series, now in its eighth installment, has previously hosted leaders such as Shelby Nicholl, Scott Danner,...
PIMCO Expands Active ETF Lineup With Timely Inflation-Linked Launch
PIMCO has launched the Inflation PLUS Active ETF (PCPI), an inflation‑linked fund that combines ultra‑short TIPS with derivatives such as CPI swaps. The ETF carries a net expense ratio of 25 basis points, positioning it as a low‑cost, actively managed hedge...
3 Must‑Have Elements for a Reliable Breakout
3 things EVERY breakout needs (to stop getting faked out) in less than 60 seconds #howtotrade #daytrading #momentum #tradingeducation #stockmarket
Unseasonal Rain May Dent Wheat Output, Quality
Unseasonal rain and hailstorms across northern India have cut the 2025‑26 wheat harvest by an estimated 3‑4%, lowering total output from the projected 115 million tonnes. The excess moisture has also damaged grain quality, especially in Uttar Pradesh, Bihar, Punjab and...
Lipsky Cited in Bloomberg Article Detailing Why the Iran War May Impact Trump’s Goal of Lowering Interest Rates
A Bloomberg piece cites Atlantic Council analyst Josh Lipsky to explain how the escalating war in Iran could derail former President Donald Trump’s longstanding ambition to push the Federal Reserve toward lower interest rates. The conflict is inflating geopolitical risk...
Nikoladze Joined the Embassy of the Republic of Poland to Launch and Discuss Findings From the Organizations’ New Report
Atlantic Council expert Maia Nikoladze partnered with the Embassy of the Republic of Poland on April 6, 2026 to unveil a joint report that maps Iran’s logistical and financial support for Russia’s drone campaign in Ukraine. The analysis quantifies the flow of...
Delta Air Line Stock Enjoys Pre-Earnings Pop as Oil Cools
Delta Air Lines (DAL) is set to report its fiscal first‑quarter results on April 8, prompting a modest 0.2% pre‑earnings rally to $66.88 as oil prices stabilize. The carrier has posted its first quarterly loss since March 2025 and its shares have...
Price Opportunities Shift From War to Weather
U.S. grain markets are moving from a war‑driven price premium to weather‑focused risk as USDA’s March 31 report projects near‑record corn yields of 185.3 bushels per acre and sizable soybean plantings. The agency’s outlook points to a top‑third corn price...
Worley Consulting-Pace Refining Margins
Worley Consulting has entered a strategic partnership with Pace Refining to enhance the latter's refining margins. The collaboration will deploy Worley’s process‑optimization and digital‑transformation expertise across Pace’s downstream assets. Early projections suggest margin improvements of up to 15 percent through...
U.S. Petroleum Exports Hit Record, Reaching New Markets
U.S. weekly petroleum product exports surged to a record 7.9 mb/d for the week ending March 27, according to EIA. While weekly figures are volatile, multiple sources have reported U.S. product exports increasing to Asia, Africa and other areas. Trade...
#58719
The Options Clearing Corporation (OCC) announced that the SPAC and New Issue ETF, previously trading under the ticker SPCX, will adopt the new symbol SPCK on April 7, 2026. Symbol changes are routine when issuers rebrand or restructure, but they require precise...
Crude Oil Soars As U.S. Deadline To Iran To Open Strait Of Hormuz Closes In
Crude oil prices jumped on Monday as the United States extended its deadline for Iran to reopen the Strait of Hormuz, a vital chokepoint that carries roughly 20% of global oil. WTI May futures rose $1.39 to $112.93 a barrel,...
Consus Ag Consulting Afternoon Wrap Up
Futures were mixed on Monday, with corn and soybeans gaining while wheat slipped. Strong weekly export figures and a rally in the energy complex lifted grain prices, and interior processing margins continued to improve. Ethanol margins averaged about $0.40 per...
Standard Real Estate Investments Acquires Suburban Apartment Community For $61M
Standard Real Estate Investments, in partnership with Belay Investment Group, acquired the 256‑unit Martin’s Point apartment community in Lombard, Illinois for $61 million. The purchase was financed with a $43 million loan from Prudential, marking the third suburban Chicago multifamily asset for...
When Will Grain Markets Lose the Geopolitical Premium?
The USDA Prospective Plantings report showed corn, soybean and wheat numbers essentially in line with expectations, leaving little room for surprise. Prices held firm, with December corn hovering near $4.85 and November soybeans around $11.57, reflecting continued market resilience. Fund...
Fitch Upgrades Vedanta Resources to BB-, Outlook Stable
Fitch Ratings upgraded Vedanta Resources to BB‑ from B+, marking its highest bond rating in a decade. The agency cited expectations of higher commodity prices, increased volumes, and lower operating costs as catalysts for stronger earnings before interest, tax, depreciation...
Morningstar DBRS Assigns AAA Credit Rating to RBC Global Covered Bonds, Series CB105
Morningstar DBRS has assigned a AAA rating to RBC’s Series CB105 covered bonds, a $750 million issuance maturing in April 2029 with a 4.139 % coupon. The bonds are backed by a diversified pool of Canadian residential mortgages valued at roughly $119.3 billion CAD...
Muni Market Sees Minimal Tax Selling
The municipal bond market entered the 2024 tax season with less selling pressure than usual, as investors leaned on cash and money‑market funds rather than liquidating muni holdings. Investment‑grade munis slipped 2.32% in March, pulling year‑to‑date returns to –0.18%, while...
Navigating Market Uncertainty: SpotGamma’s Real-Time Gamma Insights, Oil Volatility, and Strategic Options Plays Amid Iran Tensions
SpotGamma released a new real‑time gamma analytics suite that highlights how option market makers are adjusting exposure as oil prices swing amid heightened Iran‑related geopolitical risk. The platform flagged a 45% rise in near‑term gamma concentration on crude‑linked equities, while...
Industrial Rents Near JFK Eclipse $30 Per SF For First Time As New Terminals Come Online
Industrial space near JFK saw unprecedented demand in 2025, with 770,000 SF leased—a 63.4% year‑over‑year rise. Triple‑net asking rents broke the $30 per square foot barrier, the first time in the submarket’s history, while vacancy slipped to 6.4%, well under the...
S&P Stalled: Need New Highs, T‑Bills Offer Certainty
Re: the S&P 500, what a mess. A primary uptrend can't resume until new ATH's. A downtrend can't emerge until < 6,316. Not jumping above last week's high today is a bit ominous. T-Bill & chill looks pretty to me - paying...
Daily Money Habits Build Long‑Term Savings Success
Financial transformations don’t happen overnight, but making a few smart money habits a part of your daily routine can help you reach your savings goals. https://t.co/WHyTeag1eo
Key Nasdaq100 and Gold Levels Predicted Upcoming News
Gave the key levels on Nasdaq100 and gold and the "news followed" 2 days later https://t.co/xWV7xbQUXI
S&P 500 Historically Surges 30‑44% After Wars
Yardeni Research Chart of the Day (April 6, 2026) History is on the side of the bulls. The S&P 500 rose 31%-44% in the two years after four of six major US military conflicts since WWII. Does history rhyme here? https://t.co/L002x8ENP4
Rotate VG Profits Into New Hedgeye Energy Ticker
If you're long $VG and want to sell-SOME here, good - rotate whatever you sell into another Energy Ticker I just gave you from Fernando @HedgeyeENERGY via Real-Time Alerts
First Weekly Portfolio Shift Signals Make-or-Break Moment
(PREMIUM) "Tactical Update: April 6, 2026 - Make or Break..." First portfolio change of the week... via The Lyons Share https://t.co/Erxetrw4KU https://t.co/0Xl1grhOeJ
Added April Call Positions Across BA, CME, CBOE, and EBAY
added: $BA Apr 215 calls, $CME Apr 310 calls $CBOE Apr 24 Exp 297.50 calls and $EBAY Apr 24 Exp 100 calls
VG Jumps 7% as Hedgeye and RPKent
Nice +7% ramp in $VG for Fernando @HedgeyeENERGY - I see @RPKent is long of it in a certain HAM ETF
Iranian Rial Gains 9% Amid US-Israeli Conflict, Media Silent
Since the start of the US-Israeli war on Iran 5 weeks ago, the Iranian rial as APPRECIATED by 9% against the USD. THE WESTERN MEDIA (READ: PROPGANDA MACHINE) REMAINS SILENT ON THIS INCONVENIENT FACT. https://t.co/9n42ihPYE9
Credit Crises Always Begin with Historically Low Spreads
Every major credit event in the last 20 years started with spreads near historic lows. Every one. $JOJO exists for exactly this setup. https://t.co/HDTwfAvNu3
Trump-Era Markets Thrive, Except March Downturns
March Madness: the stock market has done well under Trump (both terms) EXCEPT the month of March. All the big negative mkt catalysts seem to happen in March (COVID, Tariffs, Iran). Here's S&P long term avg vs Trump Years. Do...
Middle East Oil Loss Spikes Global Oil Prices
Yes...we do get something from the Persian Gulf. 8% of US imports come from the Middle East. More importantly, when you lose Middle East oil, all other oil goes up in price and demand.