Know What's Happening in Investing
The Business Intelligence Engine
Investing Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
In this episode of Commodity Week, panelists Todd Gleason, Greg Johnson (Total Grain Marketing), Seth VanderWidey (Logic Ag Marketing), and Sherman Nuland (Zaner Financial) discuss the current grain and oilseed markets amid high oil prices and rising fertilizer costs. They examine how the Iran war and sustained crude prices could lift corn and soybean prices, while input cost spikes—especially diesel and nitrogen—are prompting some producers to shift acreage from corn to soybeans. The conversation also covers the upcoming March 31st planting intentions report, the role of speculators in the ag commodity index, and strategies for farmers to manage risk through price locking and cost analysis.
In this episode of the Dividend Cafe, host Brian Seitel reviews a volatile market environment driven by Middle East tensions, rising oil prices, and mixed economic data. He highlights short‑term positive factors such as $160 billion in Q1 tax refunds, the...
Dubai crude surged to a record $166 a barrel as U.S.-Iran hostilities crippled transit through the Strait of Hormuz. Brent crude has risen nearly 48% since the conflict began, trading around $106, while WTI lags but faces upward pressure. Analysts...
Oil could hit $150 a barrel. Not because of speculation. Because one-third of the world's oil supply is now at risk, and there is no substitute for oil in global production. None. Here is what mainstream economists are missing:
The article warns that a disruption in the Strait of Hormuz could turn an oil price shock into a fertilizer shock, raising food costs and broadening inflation. About one‑third of global fertilizer exports, especially nitrogen‑based urea, pass through Hormuz, and...
We use a lot of fundamental metrics at TLI to determine the true value of a company. That being said another thing to look at is insider buys and sells. They are the ones that know the operations of the...
$SPX - Closed below the 200 day MA which is a red flag but I'm still bullish for 3 reasons: 1. We are 79 trading days from the November low which is equal to the duration of the last 16 week...
Goldman Sachs warns that equity markets face a heightened correction risk amid oil price spikes, the Iran conflict, and AI‑driven disruptions, with major indices already in the red for 2026. The firm cautions that traditional bond buffers will be less...
The real problem is nitrogen-based fertilizers, which are, as a rule, derived from oil-based naphtha or natural gas. Currently, Qatar takes natural gas produced at its South Pars gas field, which was recently struck by Iran, to make ammonia and...
The article explains how federal retirees can optimize Thrift Savings Plan (TSP) withdrawals by integrating tax‑planning strategies. It distinguishes between traditional and Roth TSP rules, outlines penalties for early, non‑qualified distributions, and details required minimum distributions (RMDs) that begin at...
Especially in a #Quad3 Bearish $SPY TREND, if you're going to buy Longs on red, you should be re-loading on Core Shorts on green... Coaching Notes: I'll almost always go back to McGough @HedgeyeRetail in a market like this His fundamental research...
Adjusted Meridian Holdings Inc. (formerly Golden Matrix Group) options were modified on March 3, 2026, creating a new deliverable of eight MRDN shares plus a cash‑in‑lie payment of $2.55 per contract. The cash portion, based on a $7.65 share price and a...
Alright, y'all, looks like I'm eating crow on this one. This post from @bxunit very much says it is truly exclusive. "While this is the first product of its kind, it is also the only official S&P 500 perp product, meaning trade[XYZ]...
The Daily Energy Report reframes Hormuz Strait risk by emphasizing crude quality over sheer volume, noting medium‑sour grades now dominate exports while light‑sour streams like Murban remain niche. Asia faces the steepest impact from any Hormuz disruption, prompting tighter crack...
The National Association of Realtors moved its existing‑home‑sales release about ten days earlier, a change that Tom Lawler says will likely generate larger-than‑usual revisions. January’s non‑seasonally adjusted sales were revised up by 5,000 units, pushing the SAAR to 4.02 million from...
We are in the midst of a hot war in the Middle East, with Oil prices kissing $120, a cooling (pre-war) labor market, and the odds of a recession ticking up from modest levels. And despite all of this geopolitical economic...
For the cap-weighted index, price has remained quite elevated and well above the rising uptrend line. While the trailing P/E ratio has contracted from 26.1x to 23.9x, it remains elevated. The equal-weighted index is far less extended against its rising trendline,...
Over the past four decades, federal retirement benefits have been reshaped by a series of landmark statutes, beginning with the 1986 Federal Employees Retirement System (FERS) that introduced a Thrift Savings Plan and linked benefits to Social Security. Subsequent laws...
One of the more interesting things in the housing market right now is the divergence between Builders and existing owners. Builders are now near 9 months of supply (heavy correction / near crash level) But existing owners are at only 4...
Stop chasing breakouts ❌ The first hour tells you everything: 📈 Above IB = trend 🔁 Inside IB = chop 🎯 Edges = fade Comment IB and I’ll send you the free indicator 🔥 #daytrading #futures #tradingtips #priceaction #vwap
The Options Clearing Corporation (OCC) issued a memo that special pricing will apply to HIMZ1/2HIMZ1 options expiring on March 20, 2026 because the cash‑in‑lieu amount for fractional shares has not been set. Each contract delivers seven Defiance Daily Target 2X Long HIMS ETF...
S&P to Cliffwater: if you keep honoring redemptions above 5%, we might downgrade you. So the choice is: gate your investors and keep your rating, or pay your investors and lose it. The product design is now working against itself.
Terry Smith (Fundsmith) on selling Brown-Forman: "We hoped family ownership would lead them to perhaps find a course through all of this that a company subject to the influence of quarterly earnings wouldn't be able to do, but it's not...
Simon White joins MacroVoices to argue that ongoing geopolitical conflicts are adding a new layer to inflationary pressures, creating a "three‑act" inflation scenario. He draws parallels between today’s monetary stimulus and the 1970s oil shocks, suggesting that war‑driven commodity spikes...
Russell 2000 back at the 2024 highs. Bulls need this to hold. Lose it and there’s 7 to 8 percent lower in play. $RUT $IWM https://t.co/DDXQ9EAN6x
just a reminder that tomorrow is "quadruple witching" volatility today may in part be attributed to the hedging of options traders
U.S. regular gasoline prices jumped nearly 90 cents to about $3.80 per gallon, while diesel rose $1.40 to just over $5, according to AAA data. The surge could cost the average household more than $600 in extra fuel expenses this...
R2k was down 1.4%, yet finished up more than 0.7%. Interesting it happened near the late '24 peak and the 40-week MA. https://t.co/HJ6HMSKM0f
PTX Metals $PTX.V $PANXF Someone got some nice cheapies today and price is threatening to make a hammer. Drills turning at W2. Over $35M spent by Inco and Aurora ... over 2.5B lbs Cu Equivalent including 2M oz...
The heatmap below shows that expectations of further rate cuts have all but vanished. Meanwhile, stress in the credit markets continues to mount with both investment grade and high yield spreads making new wides, and the private credit sensitive equities...
$SNDK and $WDC inched up let it ride stops. $WDC still own a slice of trade shares
New home sales and prices stumble in January. But my eyes are on that Under Construction line... https://t.co/ba6EOBkX36
$NFLX back test of the gap and 21ma. See what tomorrow brings. Still own let it rides. https://t.co/z4uC0tlksb
Love someone as much as disgraced oil executive Scott Sheffield loves musing about how oil prices will stay high. https://t.co/FvV8HROEj1 https://t.co/yzPdBxjHjy
🆓 Thursday links: assessing manager performance, how AI impacts company moats, and the case for a new MacBook Neo. https://t.co/duwiEpYK9L chart: https://t.co/gq6jLYoEZI https://t.co/VnZShWu1PC
$VXUS holding 76 overshoot of 20sma. Same look as $QQQ rallying into resistance, $NVDA holding 200sma. This is a do or die level for a lot of stuff we are watching https://t.co/ppXrYUZW6g
Also in today's newsletter. Per the WIRP function on the terminal, not only are imminent rate cuts off the table, the market-implied policy path is actually *slightly* higher over the rest of the year now. https://t.co/FRganNTPH0
GUESS WHAT'S NEW TODAY... Yen is spiking higher as USD sells off - that is my MONEY GOES HOME™️ in full view 😭 The market bounce 'looks' like put monetization on dollar dump, BUT don't count your right tail chickens before they...
If you sold on Liberation Day – you missed 34% recovery in $SPX If you sold on Silicon Valley collapse spring 2023 – you missed 78% in $SPX If you sold on Covid in spring 2020 – you missed 198% recovery in...
$NVDA : A+ for effort to keep that 200sma -- tomorrow big day for followthru or breakdown https://t.co/V5CeiyXZhD
“.. The plan .. reflects the administration’s desperation to reduce oil prices, encouraging Iran to sell more oil even while it is at war ..” @nytimes https://t.co/MWCiL3jrqQ https://t.co/wCWv18Be6N
Right at resistance. Close here and move thru would do wonders for bull confidence $QQQ Otherwise next support 575 https://t.co/zFYrs6ZsBO
there are 40 large-cap stocks hitting the 52-week new highs list today... there are 37 large-cap stocks hitting the 52-week new lows list... #FinanciallyINsync #HighLowShow #marketUpdate #investing
Poll question of the day... Does $SPX finish the week above or below its 200-day moving average?
The boat is getting tippy. About $64 billion has come out of SPY + QQQ over the past 3 months. That's nearly double the previous decade's extreme. Still not all that extreme as a % of assets tho. https://t.co/Ep1DBUQEqI
Apple Now Makes About 25% of iPhones in India After China Pivot. More on this in the Chartbook Top Links today. https://t.co/qnDkCJRBFG
Trump Administration Shuts Down Export Ban Rumors as Trump Moves to Cool Oil Prices https://t.co/yzIMSfps18
Price momentum and earnings momentum are not the same thing... but the best opportunities often happen when they align. Alex Carteau @EpsMomentum joins me on the pod to talk about timing, earnings gaps, and post-earnings drift. Worth a watch. ...
‘One day chicken, one day feathers’: why US shale producers are not cheering $100 oil. This and more in the Chartbook Top Links today. https://t.co/cEMRj6MyHl
My focus continues to be on the Mag 7, which has remained in its narrow range since last October. Should we break the lows, the broader indices will be at risk of a deeper correction. https://t.co/DCwPOyMXCH
