Editas Medicine reported Q2 2024 progress on its gene‑edited cell therapy reni‑cel, presenting interim data from the RUBY sickle‑cell and EdiTHAL beta‑thalassemia trials. All 18 RUBY patients were free of vaso‑occlusive events, with hemoglobin levels above 14 g/dL and fetal hemoglobin exceeding 40% after six months. The company completed enrollment for both adult and adolescent cohorts, while cash resources of $318 M are expected to fund operations into 2026. Management also reaffirmed its in‑vivo pipeline goal of achieving pre‑clinical proof‑of‑concept by year‑end.

Wrise Wealth Management has partnered with Bangkok‑based brokerage IFCG to launch a joint wealth‑management platform for Thai investors. The alliance combines Wrise’s institutional‑grade technology and global investment access with IFCG’s network of over 400 advisers and deep local distribution. It...
Constellium Inc. reported a strong fourth‑quarter 2025, delivering $2.2 billion in revenue, a 28% year‑over‑year increase, and an adjusted EBITDA (excluding metal‑price lag) of $213 million, the highest ever for the quarter. Net income swung to $113 million from a $47 million loss, driven...
Negative supply shock will lead to price increases & the only way to correct that if supply doesn’t rise is, well, demand destruction. We are headed towards demand destruction if the conflict doesn’t end by Day 14. Today is Day 10....
Asia‑Pacific property investors are entering 2026 with a cautiously firmer outlook, shifting capital toward sectors that still offer supply constraints and structural demand. A new CBRE survey shows data‑centre assets have become mainstream, attracting the strongest investor interest across the...

On Liberation Day, we created a Long/Short basket (dollar neutral) meant to capitalize on any fears of stagflation due to Tariffs. That wasn’t our expectation, however. We wrote “The likely result…the administration declares victory, and most tariffs eventually come down...

The oil market erupted as West Texas Intermediate surged past $100, briefly reaching $111 after a 36% weekly rally. The surge was triggered by the effective closure of the Strait of Hormuz, forcing Gulf producers to curtail output and causing...
Oil prices have surged past the $100 per barrel mark, with West Texas Intermediate climbing above $108 and Brent exceeding $107, reflecting a 16‑18% rise since the start of the year. The jump is driven by escalating war risks in...

$105/bbl A few months ago many said this would never happen. Never bet against inflationary assets in an inflationary era. Deglobalization is structural no cyclical. Watch food prices next. In a world of extreme inequality, with a Fed that needs lower rates to keep...

If the front-month WTI crude oil future matches natural gas’s 100% gain in 2026 to its January peak, it would reach about $115 a barrel -- then what by the midterms? Gas has reversed all of those gains. Spiking crude can be...
DBS is urging Singapore‑based SMEs to hedge at least half of their foreign‑exchange exposure amid heightened volatility from the Middle‑East conflict. The bank’s SecureFX facility, which lets companies lock in rates up to US$1 million without credit lines, is already used...
Brent prompt futures opened above $108 per barrel on NYMEX, marking a notable price surge. The rally is driven by OPEC+ output cuts, lingering Middle East tensions, and a weakening dollar that favors commodities. Analysts warn the $108 level could...
May be starting to move in to a market of instead of buy grains and soy for an inflationary trade into sell grains and soy in a “risk off” everywhere type of trade. Gold and silver are sure not...

"A true compounder reinvests cash flows at rates above its cost of capital." Most investors chase growth. The best investors chase compounding. A true compounder does one thing exceptionally well: it reinvests cash flows at returns higher than its cost of capital.

Brooklyn‑based luxury developer Eckstrøm is using a subscription‑style waiting list, called the Little Black Book, to sell 60% of its townhomes off‑market. The model lets vetted ultra‑wealthy buyers lock in properties 12‑18 months ahead and co‑design finishes such as Danish...

Chinese New Year 2026 brings festive spending to the Philippines, but household debt has surged to $60.9 billion, pushing the debt‑to‑GDP ratio to 12.8%. Average credit‑card balances now sit at ₱54,000 across 20 million accounts, highlighting the risk of a debt trap....

Zillow just updated their 2026-27 rental market forecast. They're projecting single-family rent growth at only +1.1% in 2026, and +0.5% in 2027. With multifamily rents dropping -0.2% and -1.5%. They also project CPI rent growth to fall to ~1.0% by early 2027, which...

“We see no reason to actively add equity exposure at this time as risk/reward will improve from either price action or a path to de-escaltion forming:” Citi’s Kaiser. The oil VIX reached its highest level other than during COVID since...

The latest episode of Volatility Trading Strategies examines how the escalating Iran‑Russia conflict could trigger a sharp market correction. Host Brent Osachoff outlines a shortlist of exchange‑traded funds that historically perform well during geopolitical shocks, including gold miners, short‑duration Treasuries,...

Kuwait Petroleum Corporation announced it will begin throttling oil production as domestic storage fills, a precautionary step ahead of potential forced shutdowns. The move follows Iran’s recent attacks on vessels in the Strait of Hormuz, which have severely constrained tanker...

OK. Pending apocalypse or local bottom? @Nations_Indexes TailDex ($TDEX aka crash put) hit 30 on Friday with $VOLI (ATM vol) at 22.58. TDEX level is 97th percentile and spread above VOLI also 97th percentile. You don't need to look far...
[looks at Brent curve] Gary Gorton voice: "investors can earn a risk premium by buying distant commodity futures at a discount to spot"
Isn't it likely that countries in fiscal distress find it hard to borrow, have to pay high default premia, and run down their reserves like everything else?

According to @Polymarket, there is a 64% chance of average US gas prices surpassing $4.50/gallon this month. THE WINDS OF WAR = HIGHER GASOLINE PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/yN19wtznw8

Left is a still unfilled gap in S&Ps from Jan 1, 2013 Will another gap in S&Ps become unfilled? Just asking for a friend. https://t.co/cNPv8XxpVb
The war’s not stopping because of some pain at the American pump. The implications for global fertilizer markets (ammonia, sulphur) are probably going to be as big of a deal as the energy disruptions in several months. Asian economies are in...

We've been saying for weeks now that the odds of a banana peel sell off was high. It simply is that time of year and now it is happening. Lot of fear out there, but more weakness into mid-March would...

Oil futures over $100, which is going to shock folks — but I’m old enough to remember $140-150 peaks in the past (inflation adjusted) Only upside, is that folks will lean into EVs and solar if this lasts more than...

Small caps down more than 3% because 1.) Inflation is a much bigger worry than a week ago and no cuts are coming? 2.) Sell the winners? 3.) Lucy https://t.co/3gsriv02Qd
Asia supply of oil, gas & fertiliser is rather concentrated. We are seeing a massive supply shock to the most important input of modern life: food and transport.
Hey energy experts, what's the lag, in days, from a change in wholesale gasoline futures to retail (AAA average) prices? And what's a good rule of thumb on the spread/mutiple between the two? (Answer in DM's if you prefer.)

Join us today in an X Space for X Subscribers: 🚨Hormuz Chaos: Brent Blasts Past $110 — What's Next for Oil?🚨 Today, Sunday, March 8, 9:00 PM US EST, 8:00 PM US CST No link now. Will open the Space on time.

WTI crude has shot up as much as 21.7% immediately after the Asia session open. We are well above $100/barrel. #Oil #OilPrices #IranWar2026 https://t.co/vC2re37nrC
Oil prices opened about 20% higher in Asia on Monday. Brent crude near $110 now. Risk assets are in for a terrible session today https://t.co/iLDxgMZZxb

If you go back you will see that I did. This is the chart I alerted members to my private X service to three weeks ago https://t.co/ebO2QwWczT

Behold, the global economy cracking. Brent crude approaching $110/bbl, up >$16 higher since Friday’s close. https://t.co/exH8mOBUXy

If Crude Oil does what the chart indicates might be possible, then airlines are headed for a world of hurt. I would not want to be long airline stocks this coming week $CL_F For all you fancy-pants newbie chartists, this is called...
Oil prices surge another 13% to $100 a barrel, after the biggest weekly gain since 1993
The turmoil is already hitting Americans’ wallets. Regular gasoline across the U.S. costs 46 cents a gallon more than it did a week ago, according to AAA, while diesel has become 83 cents more expensive @WSJmarkets @DavidUberti https://t.co/QZd9ArOPkx

And US100 hits the 200 DMA...400 pts from Friday's note issued 10 mins after NFP (time is GMT) https://t.co/bdLsTvTejL
Hey @chigrl How common is it to see WTI>Brent and what does it signify please? “West Texas Intermediate surged as much as 15% to $104.61 a barrel at the open after last week adding a record 36%. Brent climbed above $102.” @business

Oil futures surge above $100 for the first time since 2022 🚨 🛢️ Brent contract jumps more than 10% as the conflict in the Middle East continues https://t.co/KgPOv96YdC
NQ drops 200 points on the open with a wide gap WTI above $100 for first time since 2022 24,000 will likley tested as sentiment sours over expanding conflict in Iran Prepare to hear doomsday all day long on talking head TV
Crude >$100 I’d say here we go, but honestly can’t believe we’re still going. https://t.co/14yKcmsMOq

WTI > $104 RBOB not up as much, but it crossed $3.. implying $3.95 at the pump in due time. https://t.co/yLhu2NxY1C
The S&P 500 spent months holding in a tight 6,800–7,000 range, yet the options market signaled fragility beneath the surface. The Iran conflict finally broke the equilibrium as we saw play out last week. Check out our weekly analysis: https://t.co/UMX9NhD0Z1
How the US-Israel-Iran War Impacts Oil, Gas, and US Stocks | Anas Alhajj... https://t.co/ZnJKFSYWCr via @YouTube
Iran has named Mojtaba Khamenei, a son of the country’s slain supreme leader, as his father’s successor. He is known for having close ties to Iran’s Islamic Revolutionary Guards Corps.
The Sunday Stalk List | Ep. 39 Punches were landed this week, and not by the bulls.. https://t.co/JwYFveywfv

busy week ahead with CPI GDP $ORCL $PATH $ADBE earnings and lots of news flow. Get my game plan tomorrow: https://t.co/YtTTmqCyAJ https://t.co/IOFyfaYqny