BitFuFu Inc. secured the Mining Service Provider of the Year award at the 10th annual FinTech Breakthrough Awards. The accolade spotlights the company’s 26.4 exahash per second (EH/s) global hash‑rate, 463 MW of power capacity and a balance sheet holding 1,830 BTC, underscoring its role in expanding accessible Bitcoin mining for retail and institutional investors.
Maverick Capital disclosed that AI‑related stocks now account for roughly 44% of its assets, highlighted by a $504 million stake in Taiwan Semiconductor and a $358 million position in Alphabet. The shift underscores Lee Ainslie’s conviction in semiconductor and cloud infrastructure growth.
The Bank of England left its base rate unchanged at 3.75%, a decision that has already triggered higher mortgage pricing and a shift in borrower behaviour. Lenders are repricing deals amid geopolitical volatility, while savers see a small upside as...
S&P Dow Jones Indices has licensed its S&P 500® to Trade[XYZ] for a perpetual futures contract on the Hyperliquid blockchain, creating the first officially authorized 24/7 on‑chain derivative tied to the benchmark. The product targets eligible non‑U.S. investors and leverages...
BlackRock Asset Management Canada disclosed March 2026 cash distributions for more than 70 iShares ETFs listed on the TSX and Cboe Canada. Payouts range from $0.033 to $0.469 per unit, with record‑date holders on March 26 receiving cash on March...
Global investors are shifting into Malaysia, recording just US$80 million net equity sales this month while the FTSE Bursa Malaysia KLCI fell only 1.2%. The move is driven by Malaysia’s political stability, current‑account surplus and status as a net oil‑gas exporter...
The Bank of Japan and the U.S. Federal Reserve both kept policy rates steady, prompting the yen to climb roughly 0.4% against the dollar and leaving the greenback largely flat. The moves come amid heightened oil‑price volatility from the Middle‑East...

There's a curve in finance that most investors get wrong. It's called the efficient frontier. Markowitz defined it in 1952. Most investors still don't understand what it means in practice. Here's what they get wrong:
Corporate bond yields rose Tuesday as credit spreads showed early signs of widening amid the Iran war. The Morningstar US Corporate Bond Index spread, which had narrowed to 0.83 percentage points before the conflict, is now inching higher, signaling renewed...
Nvidia announced it has obtained several U.S. export licenses, allowing the company to restart production and shipments of AI chips to Chinese customers. CEO Jensen Huang said the supply chain is “getting fired up,” signaling a potential revival of a...
Rising crude prices sparked by escalating Iran‑Iraq hostilities pushed Brent toward $110 a barrel, pulling the Dow Jones down 315 points and weighing on materials‑heavy equities. The sell‑off widened as investors reassessed Fed rate‑cut odds amid higher‑inflation risks.
Bunge Global SA announced the pricing of a $1.2 billion senior unsecured note offering, split into $500 million of 4.8% notes due 2033 and $700 million of 5.15% notes due 2036. The proceeds will be used for general corporate purposes, including debt repayment,...

Bank of Canada won’t be cutting rates anytime soon. Inflation is rising because of the war 🇮🇷

For those of you trying to figure out what's going on with the Brent-WTI spread. Let me point out an old gem that helps explain it. - Different delivery date windows - Different contract expiration dates - When things are volatile, individual...

CPA Anthony Venette advises private‑equity general partners to gift a portion of their carried interest early, allowing any subsequent appreciation to grow outside their taxable estate. By transferring this future‑growth right before it accrues, GPs can significantly reduce estate‑tax exposure...

Symmetry Invest, the Aalborg‑based boutique asset manager, announced the hiring of two new investment analysts—Thomas Richard from Paris and Joseph Isaac Rein‑Saunders from Berlin. Richard joins after co‑managing European small‑ and micro‑cap funds, while Rein‑Saunders brings academic research and freelance...

Casey's General Stores (CASY) earned a spot on Josh Brown’s Best Stocks list as higher gasoline prices boost its top‑line revenue. The Midwest‑focused chain reported 4% same‑store sales growth this quarter and an 8% rise over two years, driven largely...

The U.S. Energy Information Administration’s March Short‑Term Energy Outlook raised its 2027 crude oil production forecast by about 0.5 million barrels per day, citing higher West Texas Intermediate prices. The agency now expects average output of 13.61 million bpd in 2026 and...
Fascinating to see where Brent and TTF are trading right now after the last 24 hours of attacks and counter attacks. Brent is up a mere 3%, and TTF is lower than at the peak on Tuesday March 3rd. The...
The latest Finviz treemap visualizes today’s money flow across the U.S. equity market, spotlighting heavyweight names such as Microsoft, Google, Meta, Netflix, JPMorgan, Visa and Berkshire Hathaway. Large‑cap technology stocks dominate the top‑right quadrant, indicating strong inflows, while financials occupy...
Jabil Inc. (NYSE:JBL) posted a 23% year‑over‑year revenue jump to $8.28 billion in Q2 2026, driven by AI‑related demand in intelligent infrastructure and regulated‑industry segments. The company’s aggressive share‑repurchase program trimmed the share count by 4.4% year‑to‑date, supporting a 2.5% stock price...
If your company has match with your 401K and your budget can’t handle contributing 5%. Don’t skip your contributions — start with 1% and move the needle as you get a bump via bonus or pay. I did this and...
Precious Metal Miner Misery #crudeoil $XAUUSD $XAGUSD $GLD $SLV $DXY $GDX I break down how rising oil, yields & a stronger dollar are pressuring gold, silver and miners - while client research shows oil shocks disrupt auto demand & hit platinum and...
A presidential tax reform commission in Tanzania presented a sweeping overhaul after a 17‑month delay, warning that the current tax system is eroding public trust. The nine‑member panel delivered 284 recommendations, including a formal National Tax Policy, a new Tax...

Canadian Solar $CSIQ shareholders quietly singing to themselves, "the sun will come out... tomorrow??"... the stock is -27.9% and trading right back to the Oct 1/25 breakout bar... https://t.co/SKgnzJIXax

The U.S. Dollar: Short vs. Long Term Watch Full Video on YT ➡️ https://t.co/vgIHgyjagj #usd #useconomy #geopolitics

U.S. new‑home sales plunged in February, posting a 9.5% month‑over‑month decline—the steepest drop since 2013. The slowdown coincided with mortgage rates hovering above 7%, weakening buyer affordability. Builder confidence fell to its lowest level since 2020, and unsold inventory rose...
The US and its allies are making a concerted effort to de-escalate the oil/gas war, having witnessed that Iran was willing -- and able -- to climb the escalation ladder very quickly. To be seen whether Tehran plays ball. Whatever the...
As with fuel, so with fertilizers. If maintained, China will remove a major global fertilizer exporter (second largest in 2024) from the market already slammed by the closure of the Straits https://t.co/ecZOLrSkBL
Illinois is set to re‑enter the municipal bond market next week with a $1.4 billion general‑obligation issuance. The proceeds will fund accelerated pension‑benefit payments, the Rebuild Illinois capital program, IT upgrades and other infrastructure projects. The deal includes a $200 million taxable...

You can pull up this type of chart on almost any symbol and see that the VRP tends to be fatter when vol is low This is PLTR Written about it in lots of places. https://t.co/zUpvOPQB7T
energy stocks seem a tad (short-term) stretched and pretty cleary overbought... since they took off (no, not when Iran was attacked) but instaed in mid-January as they broke out, they've had little in the way of pullback... $XEG $XLE
Tencent Holding Ltd. Q4 FY2025 earnings call transcript CSO Mitchell: “Higher-end imported GPUs are now becoming available again.” Well yes..... https://t.co/93O4LUslpq
*US WILL NOT IMPLEMENT CRUDE EXPORT BAN: POLITICO ... OK, so how about refined products? I've been saying up 'till now that they're going to be tempted to restrict trade, but that I thought they'd be more likely to restrict refined products...
Random: Calendar years where the S&P 500 sets a new ATH in Q1 - yet also trades to a lower quarterly low than Q4 of the prior year? $spx Mar-25 Mar-22 Mar-20 Mar-94 Mar-90 ...

U.S. comparative inventory rose 3.7 mmb for the week ending March 13 Crude C.I. rose 4.5 mmb, gasoline fell 3.6 mmb and distillate fell 1.7 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/C0YGpBqbqu

YPF now seeing buyers 3500 May $42 calls for $3.15 to $3.20, nice run already from last week write up https://t.co/4fVGR5BExA

Worst asset performers relative to their own vols in the past month on my watchlist Homebuilders, high yield credit, world equity index https://t.co/gpd005m2Yi
@mrmbrown and I talk about whether fuel retailers are price gouging, or is the government the villain here? https://t.co/IeuhUHsjut
Taking a quick five minutes to check in on your finances while you eat breakfast or commute to work could help you feel more in control of your money. https://t.co/VyvdVlw501
Why is everyone assuming CL manipulation and not just occam's razor that asian markets need oil and they cant access landlocked wti as easily and are all bidding up whatever is accessible even if at a significant premium

The Polymarket odds of "no rate cut in 2026" continue to generally track the 2-year yield https://t.co/VY0P2eN1XO

Moontower Thursday 🌙Sold some puts on a turd so then I needed to like look at it and stuff 🌙Exploring the link between revenue seasonality and volatility You'll find several ways of looking at data to test your own ideas. https://t.co/nO8SPhrkJm https://t.co/MMfM6hW9aP

$GLD put of the day, 450 opex from $1-30, inciting a dealer dumpathon ON https://t.co/jU8qmVi9bh

US intelligence assessment admits China is not planning a 2027 Taiwan invasion, contrary to the assertions of numerous China hawks. h/t PA https://t.co/yR1D5boDrL

$VIX: 27.85 on March 13. 21.51 now. A 6+ point collapse in one week while oil trades near $100, the Fed just held, and private credit is cracking. Complacency doesn't announce itself. It just shows up in the $VIX. https://t.co/QOUSwv6YZ0
The S&P 500 remains the standard benchmark—but its current makeup may no longer reflect the broad, diversified U.S. exposure investors assume. What does that mean for passive investing, manager evaluation, and portfolio decisions? https://t.co/WLekmvu2T3

🇪🇺 Unfortunately for the ECB, and despite the staff best efforts to use a later-than-usual cut-off date, their baseline scenario looks instantly obsolete. Market pricing for inflation is already consistent with the adverse scenarios. The main question is about indirect effects....
The 2 year U.S. Treasury yield has risen 50 basis points in less than three weeks. It now suggests one Fed HIKE may be coming.
The de-dollarization thesis driving gold may be well and truly dead. I'm acting defensively. I have failed - once again - to internalize a theory of mind for pathological narcissists and psychopaths.