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China has imposed strict limits on fertilizer exports, banning nitrogen‑potassium blends and many phosphate varieties while allowing only a few products such as ammonium sulphate. The curbs affect up to 40 million tonnes, roughly half to three‑quarters of last year’s shipments, tightening global supply amid price spikes from the US‑Israeli war on Iran. Major importers including Thailand, India and Brazil now face reduced availability and higher costs. Analysts expect the restrictions to stay in place through August, covering the peak June‑August export window.
Brent is at $115. As oil prices rise, the risk of a Trump TACO also rises. That in turn depends on dysfunction in global markets. At the moment, even with Brent up 70% from a month ago, markets are looking...
Shipping through the Strait of Hormuz has been halted, driving oil prices above $100 per barrel and threatening global food security. The United Nations, recalling its 2022 Black Sea Grain Initiative that enabled safe Ukrainian grain shipments, could apply a...
Gold and silver prices are sliding as concerns mount over the dollar and the broader fiat currency system. The decline mirrors the 2008‑2009 financial crisis, when gold fell from $1,000 to $680 before rallying to a $1,920 peak in 2011....
Shanghai certified 30 new regional headquarters and 15 overseas‑funded R&D centres, including eight Fortune 500 firms. The certifications highlight continued foreign interest despite a three‑year decline in China’s realised FDI. Shanghai now hosts over 1,000 HQs and 647 R&D sites, reinforcing...
One of the most recurrent questions I’m seeing at the moment is – why are #gold prices not going up, when we’re seeing one of the biggest risk events in the last 10 years, and when gold was a major...
Charlie Munger: "99% will be in the bottom 99%. That's just the way it's going to work." "In my generation, the nerds who were patient and rational eventually did well — who lived within their income and worked at being sensible...
The episode covers the rapid escalation of Iran's attacks on Gulf energy infrastructure following Israel's strike on an Iranian gas field, which sent Brent crude above $116 a barrel and spiked European gas prices over 20%. Host Luke Vargas and...
UP Fintech Holding Limited announced unaudited 2025 results, posting $612.1 million in revenue, a 56.3% increase from 2024, and net income of $170.9 million, up 181.4%. The broker added 29,700 funded clients in Q4, lifted total assets to $60.8 billion and expanded its...
The S&P 500 is trading roughly 5% above its 200‑day moving average, a technical buffer that keeps the index from a formal breakdown. A sharp pullback in AI‑related stocks is being offset by a rally in energy shares, creating a...
Cim Investment Management reduced its Microsoft holding by 51.1%, selling 24,365 shares and retaining a $12.08 million stake that still represents about 3.3% of its portfolio. The move reflects a tactical rebalancing rather than a full exit, as the firm continues...
Adobe announced a record first‑quarter revenue of $5.5 billion, a 12% year‑over‑year increase, driven by strong adoption of its AI‑enhanced Creative Cloud and Document Cloud products. The earnings highlight how large‑cap tech firms are leveraging generative AI to accelerate growth.
Elliott Investment Management has acquired a "significant" stake in Japan's Mitsui O.S.K. Lines, sending the shipper's shares up about 12% in Tokyo. Elliott says the market undervalues the business and is pushing for a review of its real‑estate holdings and...
Flow Traders announced a 24/7 over‑the‑counter desk that provides two‑way pricing for tokenized money‑market funds, equities and commodities, including Franklin Templeton's BENJI and Tether Gold. The service aims to give permissioned institutional counterparties continuous access to tokenized assets, a move...
Swedish electric‑vessel maker Candela closed a €30 million financing round, with €8 million from the World Bank’s International Finance Corporation. The funds will finance a second factory in Poland and accelerate global roll‑out of its P‑12 hydrofoil ferries as the company eyes...
Kohl's CEO Michael Bender announced on the March 10 earnings call that the chain will not pursue additional store closures in 2026 after closing 27 underperforming locations in 2025. The update comes as fourth‑quarter revenue fell 3.9% to $5.17 billion, but...
It’s always been amazing to me how you can have 10 microcaps in the portfolio with a similar positive fundamental/solid management setup over the next two years. You think they can 2-3x. A few will and several won’t quite make...
The Federal Reserve voted 11‑1 to keep its benchmark rate at 3.5%‑3.75% while the Iran‑Israel conflict sent oil prices soaring. The U.S. dollar index jumped to around 100, prompting sharp moves in the euro, yen and other major currencies.
The Federal Reserve kept its policy rate in the 3.50%-3.75% band on March 18, 2026, prompting the 10‑year Treasury yield to climb 5.5 basis points to 4.256% and the 2‑year to 3.741%. The move sparked a broad‑based rise in yields...
The Federal Reserve voted 11‑1 to leave its benchmark rate unchanged at 3.50%‑3.75%, prompting the Dow Jones Industrial Average to fall about 800 points. The S&P 500 and Nasdaq each slipped more than 1.3%, as investors digested higher oil prices...
Abaxx Singapore has been admitted as a Local Associate Member of the Singapore Bullion Market Association. The move underscores the launch of its kilobar‑native, physically deliverable gold futures contract and a pilot that uses digital title to mobilize vaulted gold...
Iran’s attacks on Qatar’s Ras Laffan LNG terminal and two Kuwaiti refineries drove Brent crude to $116.38 a barrel, triggering a sell‑off across Asian equities. The Nikkei fell 3.4%, South Korea’s Kospi slipped 2.7%, and other regional indices posted double‑digit...
Amundi has listed its Global ex‑US Government Bond UCITS ETF (ticker GXUS) on the London Stock Exchange. The physical, sampling‑based ETF tracks the Bloomberg Global Treasury Large Markets DM ex US Index, providing exposure to investment‑grade sovereign debt from developed...
Western mobile game makers see China as a $50 bn opportunity with roughly 700 m players. Regulatory approval, limited ISBN licenses and a fragmented Android ecosystem raise entry costs. Success stories such as Nexon’s Dungeon & Fighter Mobile illustrate upside, yet discoverability...
Oil prices have surged above $100 a barrel, up from $60 earlier this year, as the Hormuz Strait bottleneck intensifies amid the US‑Israeli conflict with Iran. The spike mirrors the 2022 oil‑gas crisis, prompting governments to adopt emergency measures like...
China’s 15th Five‑Year Plan (2026‑2030) repositions the country for a hostile international environment, emphasizing geopolitical resilience over the optimistic growth narrative of previous plans. Domestically, the plan pushes for technological self‑reliance and reinforces traditional industries such as metallurgy and shipbuilding,...
South Korean equity markets slumped on March 19, with the KOSPI dropping 2.73% and the KOSDAQ 1.79% as semiconductor giants SK Hynix and Samsung fell over 4% each. The decline was driven by a massive foreign outflow—1.88 trillion KRW from...
European hotel investors remain bullish for 2026, driven by AI‑enabled cost efficiencies, according to Cushman & Wakefield. 58% plan to allocate more capital than in 2025, and 54% intend to be net buyers, while only 7% expect to sell. AI is...
Oil prices surged over 5% on Thursday, with Brent breaching $113 per barrel after Iran struck Qatar's Ras Laffan LNG hub and threatened the South Pars field shared with Israel. The attacks reignited regional energy‑supply fears, sending European gas up more...
State Street Investment Management launched a distributing version of its Blackstone Euro AAA CLO GBP Hedged UCITS ETF, allowing investors to receive regular coupon payments. The GBP‑denominated fund is fully hedged to sterling and carries a 0.30% total expense ratio....
Interactive Brokers posted a stellar 2025, with net income up 30% to $984 million and revenue climbing 20% to $6.21 billion. Commission revenue surged 27% to $2.15 billion as daily average revenue trades rose 30% year‑over‑year, while client assets hit $820 billion, a 40%...
The One Big Beautiful Bill Act introduces a tax deduction for interest paid on auto loans tied to new cars bought in 2025. To qualify, the vehicle must be newly purchased, assembled in the United States, and used for personal purposes, with a maximum...
Average US gasoline prices have surged 37% since the January lows, rising to the highest since 2022. The absolute price level, $3.88, is still within the range of normal from a historical perspective. But it's rising at an rapid clip,...
$Gold - I want to remind you that the 14 month RSI closed at 95.67 at the end of February, its most overbought level in history. If you can't stomach an 11% drawdown and cry about "manipulation" or "suppression" or...
Indian equities slipped after a three‑day rally, but analyst Rahul Sharma sees the pullback as a buying window. He urges investors to accumulate Nifty ETFs amid stable volatility and cites a resilient Bank Nifty. Sharma’s high‑conviction stock picks are ONGC,...
Traders shift BOE, ECB rates outlook just hours before policy decisions https://t.co/HA0mTq7RsS via @greg_ritchie @alicegledhill1 https://t.co/CmyGExhjII
If the government is intent on the country becoming an emerging market, why does it insist on capital controls and foreign ownership limits? https://t.co/FnahXHXxsu https://t.co/NKzW8fXfGG
Oil prices jumped to roughly $115 a barrel after fresh attacks on Middle Eastern energy infrastructure, while European natural‑gas futures surged more than 20% following reports of extensive damage at Qatar’s Ras Laffan LNG plant. The price spikes triggered broad equity...
Mean reversion (MR) updates for subscribers. There are new signals. -#ES_F bonus MR +16% YTD -Bonus MR+momentum: +4.2% YTD -Main MR strategy: +5.2% YTD - $SPY -3% YTD Links in profile (second link) 🔽 $GLD $TLT $QQQ
Brent is up 70% in the past month. This prices Strait of Hormuz tanker traffic at half its capacity indefinitely. With the Saudis diverting lots of oil to the Red Sea and Iran continuing to export, we're already almost at...
#EAH "ahead of expectations". Pretty beat up so recovery could have plenty of legs. Worth looking at. I don't hold.
#LSL results read well and they say current trading is decent; but of course Iran mess could rock this. ShareScope has fwd p/e 9.2 falling to 7.9 and fwd Divvy 5% rising to 5.2% AND Buybacks on top. Certainly interesting....
ShareScope has #IGG on fwd p/e 11.6 falling to 10.5 and fwd Divvy 3.5% rising to 3.6%, BEFORE 5% jump today - BUT remember there are Buybacks on top. With a strong history of growth it seems reasonable value still.
MUMBAI/NEW DELHI(Reuters)-India, a leading importer of fertilisers, is in talks to increase purchases from Russia, Belarus and Morocco as Middle East tensions and China's export curbs risk tightening supplies ahead of the summer planting season - government and industry sources
Tactically $spy $661ish is the battle ground for today. Does it stay under or reclaim. https://t.co/NCX9lIi8IW
#DUKE to pay a Q4 Dividend of 0.70p per Share with ExDiv date 26th March 2026.
SNB restates increased resolve on the franc as it holds its rate at zero https://t.co/SZ7RmvXJDF via @bbenrath https://t.co/djvkw40yjQ
🇨🇭 Stronger verbal intervention language from the SNB: "the SNB's willingness to intervene in the foreign exchange market has increased". https://t.co/yuDHGc7oUG https://t.co/wcrzVudyN7
European gas buyers need to panic ... now. Brutal for the more price elastic EM buyers here.
European natural gas prices keep on rising and have now more than doubled )+134%) in just four weeks from €29/MWh on 17 February to €67/MWh today. Geopolitical tensions and wars always drive up gas prices. Not a bug in the system....
