Blog•Mar 7, 2026
AWS: Pre and Post-ChatGPT
Jeff Bezos highlighted Amazon Web Services as a "market size unconstrained" business in his 2014 shareholder letter, emphasizing strong returns on capital. After the letter, AWS disclosed mid‑20s operating margins that rose to roughly 30% by 2021, with ROIC consistently in the mid‑20s to mid‑30s. The launch of OpenAI's ChatGPT in November 2022 introduced a new wave of generative‑AI workloads that could reshape AWS's revenue mix. The article previews how these AI trends may affect AWS performance over the next five years.
By MBI Deep Dives
Social•Mar 7, 2026
VIX/VXV Spike Signals Near-Term Bottom, Upcoming Rally
The $VIX: $VXV ratio spiked to 1.07 on Friday. That's the biggest volatility spike since the April 2025 crash low. Last March it had an initial spike to 1.08, dropped to 0.90, then spiked to 1.27 in April, but this...
By CyclesFan
Social•Mar 7, 2026
Simple Blueprint: Talent, Value, Passive Income, Tax Mastery
Stocks Bitcoin Real Estate Businesses Private Equity Buy talent Invest in skillsets/education Provide value to marketplace Income to passive investments Aggressively maximize the tax code That’s my blueprint to $100M. Don’t overcomplicate the game.
By Brennan Schlagbaum, CPA (Budgetdog)
News•Mar 7, 2026
Kuwait Cuts Crude Output After Hormuz Disruption
Kuwait's state‑owned oil company KPC announced a precautionary cut to crude production and refinery runs after the Strait of Hormuz became effectively closed following U.S. and Israeli air strikes on Iran. In February, Kuwait produced 2.59 million barrels per day, with...
By Argus Media – News & analysis
Social•Mar 7, 2026
Stock Volatility Gap Hits 2008 Levels, Options Soar
Market stress is surging at a rapid pace: The spread between the average 9-month volatility of S&P 500 stocks and the S&P 500 index's 9-month volatility is up to 18 points, the highest since 2008. This spread has DOUBLED over the last...
By Shaik Hetpal (The Kobeissi Letter – strategist)
Social•Mar 7, 2026
Microsoft's Bullish Reversal Likely Avoids 200‑week MA
$MSFT - After almost hitting its 200 week MA last week we had a bullish reversal this week so I don't expect it to hit the 200 week MA anymore in March. An intermediate term low is probably in but...
By CyclesFan
News•Mar 7, 2026
Marcos Departs for US Visit on Sunday
President Ferdinand Marcos Jr. departs for a working visit to New York on March 8, where he will address the United Nations General Assembly and the Commission on the Status of Women. He will call for peace in the Middle East,...
By Manila Bulletin – Business
Social•Mar 7, 2026
U.S. Debt Outpaces Growth, Threatening Investor Portfolios
Jerome Powell warns the U.S. is on an unsustainable fiscal path, with national debt growing faster than the economy. Investors, learn how this affects the stock market, portfolio risk, and long-term wealth building. Smart value investing can protect your financial...
By Mike the Value Investor
Social•Mar 7, 2026
Nifty50 Option Mispriced, Hints at Monday Move
One interesting thing I noticed in Friday’s EOD option chain for Nifty50 (10 Mar expiry)...🤔 >> Look at the marked Option, closing around ₹439.85. Based on basic OTM risk premium / volatility structure, this option’s theoretical fair value appears much higher... >>...
By Anupam Dutta
News•Mar 7, 2026
Bahrain Says Refinery Fire From Iran Strike Has Been Contained
A fire erupted at Bahrain's Sitra refinery after an Iranian missile strike, but the blaze was fully contained with no reported injuries and the plant remains operational. The incident comes as the refinery, part of a $7 bn Bapco Modernisation Programme,...
By MEED (Middle East)
Social•Mar 7, 2026
Iran Conflict Fuels Endless Oil‑price, Russia‑Ukraine Funding Loop
So the longer the Iran conflict lasts... 1. The longer oil prices are higher 2. The longer the Trump admin allows Russian oil to be sold without sanctions 3. The more financial firepower Russia has to support Iran to prolong the conflict ...rinse and...
By Quinn Thompson
Social•Mar 7, 2026
VIX Hits Highest Level Since April 2025 Tariff
VIX closed at its highest since the Apr'25 tariff (and above the +1 StD level).
By DailyChartBook
News•Mar 7, 2026
UAE Utilities Say Services Stable Amid Tensions
UAE utility giants Abu Dhabi National Energy Company (Taqa) and Etihad Water & Electricity confirmed that water and electricity services remain fully operational despite recent missile attacks in the region. Both firms activated risk‑management frameworks and precautionary procedures to safeguard...
By MEED (Middle East)
Social•Mar 7, 2026
Identify Real Price Discovery, Stop Fading Expansions
Most traders see price stretch and immediately try to fade it. Big mistake. Sometimes that move isn’t exhaustion… it’s price discovery. The Price Wave Deviation Bands help you see the difference between rotation and expansion so you stop fading the wrong moves. Full class now...
By Trader Drysdale
Blog•Mar 7, 2026
Marriott’s Worst Resort May Finally Close — A $50 Million Subsidized Redevelopment in the U.S. Virgin Islands Is Taking Shape
Marriott’s Carambola Beach Resort on St. Croix, long branded as a failing un‑branded property, is slated to close this summer for a $50 million government‑subsidized redevelopment. The resort’s troubles began when a U.S. Virgin Islands pension fund injected $15 million during the Great...
By View from the Wing
Social•Mar 7, 2026
Most Homeowners Miss Tax Savings Worth Thousands
2 in 3 households own a home, yet most have no idea how homeownership taxes work. If you own a home (or plan to), here are some tax tips that will save you thousands:
By The Money Cruncher
Social•Mar 7, 2026
Your BlackRock Worries Likely Miss the Real Issue
If you saw the BlackRock headline this week and your first thought was "should I be worried about my own investments," you're not the only one. But the thing you're worried about probably isn't what you think it is.
By Ben | Finance & Investing
News•Mar 7, 2026
Are EM Bonds the Most Obvious Trade in the World?
Emerging‑market (EM) bonds are delivering roughly double the yield of developed‑market debt while their volatility has fallen below that of traditional safe‑haven assets. The structural advantage stems from EM governments carrying about half the debt‑to‑GDP ratios of their developed counterparts,...
By Advisor Perspectives
Social•Mar 7, 2026
Local NIMBY Votes Drive Housing Prices Sky‑High
This is why your housing is so expensive Not Blackstone, not "greedy landlords" Just your mom, dad, & neighbors voting for NIMBY local politicians who then prevent housing from being built That's why you pay tens of thousands of dollars more than...
By Ramit Sethi
News•Mar 7, 2026
India Grants Subsidy to $360m Chip Assembly Project
India announced a subsidy for a $360 million back‑end semiconductor assembly plant being built by Kaynes in partnership with Japan’s Mitsui & Co. and Aoi Electronics. The government support aims to lower capital costs and accelerate the plant’s commissioning, targeted for later this...
By Nikkei Asia – Economy
News•Mar 7, 2026
Pakistan Seeks Saudi Red Sea Route for Oil After Iran Closes Hormuz
Pakistan is turning to Saudi Arabia’s Red Sea corridor to import crude after Iran’s closure of the Strait of Hormuz following recent U.S.–Israeli strikes. The disruption threatens Pakistan’s already tight fuel supply, prompting the government to adopt aggressive conservation policies,...
By Nikkei Asia – Economy
News•Mar 7, 2026
ARK Innovation ETF: The Trading Strategy Is Now Flashing 'Sell' (Rating Downgrade)
ARK Innovation ETF (ARKK) is flashing a tactical "sell" as its 50‑day moving average fell below the 200‑day line. The fund’s 47% annualized volatility and an 81% peak drawdown make any allocation above 10% highly speculative. Additionally, the discretionary "trim...
By Seeking Alpha – ETFs & Funds
News•Mar 7, 2026
Indo-US Trade Talks Reset; Deal Now Expected in 3-4 Months
Indo‑US trade talks have been reset after the U.S. Supreme Court struck down tariffs imposed under the International Emergency Economic Powers Act, activating the joint statement’s review clause. Both governments now have a three‑to‑four‑month window to reassess the proposed preferential...
By The Hindu BusinessLine – Economy
Blog•Mar 7, 2026
George Answers Your Questions: First Thoughts on the Attack on Iran
George Friedman of Geopolitical Futures provides his first assessment of the recent attack on Iran, describing the immediate strategic context and the organization’s internal response. He explains that Geopolitical Futures has moved to a “Red Alert” posture, mirroring past crisis...
By Geopolitical Futures
Social•Mar 7, 2026
Invest with Built‑In Protection: Prioritize Margin of Safety
Seth Klarman: “The most important thing in investing is to have a margin of safety.” Takeaway: Buy with protection built in. Most investors lose money before they even buy.
By Mike the Value Investor
Social•Mar 7, 2026
Master Institutional Market Structure Trading Steps
How to actually trade Institutional Market Structure📊 Market Structure ITR 📊 Market structure ITH/IT'LL Confirmations📊 Market structure. Sycle 📊 Institutional 📊 Step 3- Fair value GAP OUT 📊 Market structure. ITH/IT'LL 📊 Market structure. STH, STL 📊 Market structure. STR 📊
By Prince Action Master
News•Mar 7, 2026
West Asia Crisis: Ministry Asks Ports to Consider Waiving Charges, Issues SoP
India’s Union Shipping, Ports and Waterways Ministry issued a standard operating procedure to mitigate disruptions from the West Asia crisis. The SOP authorises ports to consider waiving or reducing charges such as vessel fees and storage rent on a case‑by‑case...
By The Hindu BusinessLine – Economy
Social•Mar 7, 2026
Holding Cash Is the Biggest Investment Risk
She had $1.2 million in cash. Three years. Waiting for the "right time" to invest. She thought cash was safe. Zero risk. She didn't realise she was already taking the biggest risk of all.
By Ben | Finance & Investing
Social•Mar 7, 2026
Silver Faces Bearish Reversal, New ATH Unlikely
$Silver - Had a bearish reversal at the yearly R1 pivot and ended the week with a bearish engulfing candle. The Odds favor further downside to the 20 week MA as it had after the January top. In any case,...
By CyclesFan
Social•Mar 7, 2026
Junk Bond Drop Signals Real Economic Stress
High yield credit (HYG) down 0.5% on March 6th. When junk bonds sell off alongside equities, it means credit markets are sniffing out real economic stress, not just a volatility event. Watch HYG. It leads. Always. https://t.co/HpbzOsBALw
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Mar 7, 2026
Only Staples and Energy Up: Survival Trade, Not Growth Scare
Only two sectors green on March 6th: Consumer Staples (+0.4%) and Energy (+0.2%). Tech -2.1%. Discretionary -1.8%. Financials -1.3%. When people buy Cheerios and oil but sell everything else, you're not in a growth scare. You're in a survival trade. https://t.co/8RrBLVWIBN
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Mar 7, 2026
Sentiment Extremes Signal Upcoming Market Reversals
Sentiment extremes often precede reversals - but it's never as easy as it sounds. See IGV from Jan-Feb.
By Frank Cappelleri
Social•Mar 7, 2026
Goldman Holds 7600 SPX Target, Cuts Loom
Goldman sticking with a 7600 YE SPX target... I give it 4 weeks before we start seeing estimate cuts across the street https://t.co/DsTzT8zbEO
By Mike Zaccardi
Social•Mar 7, 2026
Goldman Sachs Equity Sentiment Remains Flat, Offering Little Guidance
GS equity sentiment still near the flat line.. can't take much signal from that https://t.co/ySSxmcNywv
By Mike Zaccardi
Social•Mar 7, 2026
Unlock Systematic Trading Blueprint Insights with Steve Burns
Here is an interview I did recently: The Systematic Trading Blueprint with Steve Burns https://t.co/EX1CEF4BPd
By S. Joseph Burns
Social•Mar 7, 2026
Industrials Overvalued at 26x P/E, Staples Match Tech
S&P 500 sector valuations... Industrials a nosebleed 26x P/E Staples same as Info Tech https://t.co/p5OdBIqFE8
By Mike Zaccardi
Social•Mar 7, 2026
Energy Outperformance Makes S&P 500 Returns Volatile
$XLE vs. $SPY - Forward returns for the S&P 500 pretty bumpy when energy is outperforming this much.... https://t.co/Cp4GQFvRq3
By Larry Thompson (HostileCharts)
Social•Mar 7, 2026
Russell 2000 EPS Growth Slips Below 50%
Down, down, down... Russell 2000 CY EPS growth estimate now below 50%.. it was > 60% coming into the year $RTY $IWM GS https://t.co/qDC1XXP7cq
By Mike Zaccardi
Social•Mar 7, 2026
Small‑cap Slump Signals Delayed Bull Market Confirmation
Russell 2000 down 2.3%. Small caps are the canary. They need cheap credit, domestic demand, and labor stability. They have none of those right now. If you're waiting for small cap leadership to confirm a bull market, you'll be waiting a while. https://t.co/mDOKLhcosE
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Mar 7, 2026
Clients Outpace Advisors: Record Bullish Sentiment Signals Capitulation
BofA: Signs of capitulation: a record proportion of clients are more bullish than their advisors https://t.co/ZGEXCrToNB
By Mike Zaccardi
Social•Mar 7, 2026
RSPD vs RSPS: Repeating Patterns of Range and Breakdowns
$RSPD vs. $RSPS - So Many charts look like this..... Annoying range.... Failed Breakout..... Successful Breakdown.... Messy Action Below the 200 Day..... https://t.co/uh2qn4kI15
By Larry Thompson (HostileCharts)
Social•Mar 7, 2026
China Shows Unexpected Insulation From Oil, Gas Price Shocks
Sensitivity to OIL price spikes JPMAM Sensitivity to GAS price spikes China is more insulated on both charts than you might have suspected https://t.co/OJm0FMOcmF
By Mike Zaccardi
Social•Mar 7, 2026
Dragonfly Capital's Weekly Market Outlook: Key Moves Ahead
Dragonfly Capital - What to expect from the stock market this week https://t.co/SCdJB4qg8A $SPY $IWM $QQQ $GLD $TLT and more
By Greg Harmon
Social•Mar 7, 2026
Market Tricks Beginners: Luck Isn't Skill, Double‑Down Costs
The greatest trick the market plays on beginners is making you think luck is skill. It waits for you to double or triple down on your next bet and then it teaches you your first lesson.
By Ian Cassel
Social•Mar 7, 2026
Geopolitical Tensions Meet Key US Inflation Data This Week
Iran war headlines will be in focus this week but US inflation will also be front and center. Here are the reports to watch 👇 🇺🇸 US -CPI -Personal Income/Spending -UMich Sentiment Index -Durable Goods -Housing Data 🇪🇺 EZ -EZ & GE IP -GE Trade 🇨🇦 CA -Jobs -Trade
By Kathy Lien
Social•Mar 7, 2026
Nasdaq 100 Holds Range Amid Worsening News Flow
News flow keeps getting worse, yet the Nasdaq 100 keeps on trading sideways. The pressure in this range is building. We discuss timeframes, risks, and positioning heading into next week. 📺 Watch here: https://t.co/nt5IS0fbSr $SPY $QQQ $USO $VIX $IGV https://t.co/YWkFBr5Z2s
By Evan Medeiros
Social•Mar 7, 2026
Oil Hits $90, Yet Dollar Weakens—New Trend
Something really unusual happened yesterday. While oil was pushing above $90 per barrel, the Dollar fell. That's very significant because we'd normally expect to see the oil spike drive the Dollar higher. We've transitioned back into a weak Dollar world... https://t.co/2nXDj5db75...
By Robin Brooks
Social•Mar 7, 2026
Dollar Weakness, Not $100 Oil, Drives the Trade
In the space of one week, we've gone from everyone saying oil prices would barely move to now everyone falling over themselves predicting $100 oil. Whatever. I don't think that's where the trade is. The trade is in the Dollar,...
By Robin Brooks
Social•Mar 7, 2026
Japan's Debt Limits Yen Defense Amid Market Shocks
In trade-weighted terms, the Yen is lower now than mid-2024 when Japan intervened to prop it up. Japan's high public debt is a terrible weakness. When unexpected shocks come along - like war in Iran - its hands are tied...
By Robin Brooks
Social•Mar 7, 2026
Reopening Hormuz Strait Essential to Curb Oil Price Surge
STRAIT OF HORMUZ re-opening is central to any effort to prevent another spike in oil prices: https://t.co/hWRuSylzaC
By John Kemp