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Saudi Arabia’s banking sector, overseen by SAMA, has evolved into a $1.5 trillion‑plus powerhouse anchored by a mix of legacy institutions and fast‑growing digital challengers. Al Rajhi Bank remains the world’s largest Shariah‑compliant bank with nearly $300 billion in assets, while the Saudi National Bank (SNB) tops the market after the historic NCB‑Samba merger, managing over $300 billion. The banks are actively financing Vision 2030 mega‑projects such as NEOM and the Red Sea development, and they are accelerating digital transformation to meet modern consumer expectations. Islamic finance products and fintech collaborations are now core to their growth strategies.
Reventure's homebuyer demand index inched up this week to a 9/100. This index tracks pending sales, mortgage apps, internet searches for real estate, and buyer sentiment. A "normal" reading on the index is 50, a level which we saw before the pandemic. Note...
Many investors ignore dilution. But if a company keeps issuing shares, your ownership percentage shrinks over time. Long-term investing isn’t about how big the company gets…it’s about how much each share becomes worth. #investingtips #investingstrategy #investingmindset
The Central Bank of Turkey kept its one‑week repo rate at 37% and left the interest‑rate corridor unchanged at 35.5%‑40%, signaling a pause amid heightened global risk and rising energy prices. In its statement the bank shifted away from an...
The Iran War could trigger a global economic crisis and you won’t find a better summary of why than this one sentence from Rachel Ziemba below. Yes, this is about gas prices. But it’s also about: - the cost of food...
$USOIL - As I've already stated I think that a major top is already in, but whenever a commodity goes parabolic, it usually doesn't collapse in a straight line, but retraces a significant portion of the initial decline. The upside...
The UK Debt Management Office completed a £6.25 billion (US$8.4 billion) Green Gilt offering maturing in 2037, the first new green gilt since 2021. The issuance brings total green gilt proceeds to £55.8 billion since the program’s launch and introduces a dedicated green...
The software maturity wall isn't a secret. Everyone has this chart. $38B in 2028. Mostly B and below. These aren't getting refinanced at par. They're getting extended. The only question is whether the A&E is consensual or coercive. And if the last...
Oil prices rose despite the International Energy Agency and U.S. government announcing a large Strategic Petroleum Reserve (SPR) release. Analysts say the release was too modest to offset ongoing supply constraints from OPEC+ cuts and heightened geopolitical risk in the...
Blue Owl says the marks are real. Every sell-side analyst has a Buy. Yet $OBDC trades at a 25% discount to NAV. Finally had a chance to go through the portfolio. Found exactly what you'd expect: stale marks, understated software exposure,...
How wild would it be if everyone who called for Black Monday last weekend was just a week early? The market is being consistently walked down and eventually people come to their senses as to what's going on and the walk...
In the March 12, 2026 episode of "At the Money," Wes Gray of Alpha Architect explains how quantitative ETFs can deliver "poor man’s" alpha by embedding systematic factor exposures within low‑cost, tax‑efficient wrappers. He outlines the firm’s product lineup—including momentum,...
SS&C Technologies reported that its GlobeOp Hedge Fund Performance Index posted a 0.59% gross return for February 2026. The accompanying Capital Movement Index rose 0.87% in March, marking a 12‑month high of 129.47 points. The index, which tracks assets administered...
Step up in basis is one of the most powerful tax provisions and can wipe out a lot of taxes. Say your dad bought $200k of stocks in a brokerage account that are now worth $2M. He passes them down to you...
Gamma exposure for the combined $SPX + $SPY view shows mostly negative exposure under spot. $6700 is a key support level; if it breaks, we could see a move towards $6650 pretty quickly. The range we are currently in is...
China's government set a 2026 growth target of 4.5‑5% after meeting its 2025 goal of 5%. 2025 GDP reached CN¥140.19 trillion ($20.4 trillion), with consumption contributing 52%, investment 15.3%, and exports 32.7% of growth. The economy faces geopolitical tensions and a US‑led...
Turning 65 unlocks several tax advantages that can materially lower a senior's federal liability. For 2025 returns, taxpayers 65+ receive an extra $2,000 standard deduction and a temporary senior bonus deduction of up to $6,000 per individual. Additional savings stem...
I think it is a mistake to think that Japanese officials actually defend a fixed USD-JPY level. It makes sense to be cautious about the $USD in general as interest rate differentials have moved against it. It is a...
Another day… another downside gap at the opening… and another test of the support at the December low. $SPY would have to rally to 673.34 and $QQQ to 605.03 to fill today’s gaps. How quickly they get filled -- if...
Canadian households are being urged to reinforce financial resilience as geopolitical tensions drive up gas, grocery and insurance costs. The article stresses that solid budgeting habits, accessible savings, and disciplined debt management are essential foundations during global upheaval. It recommends...
The USDCAD pair is testing a well‑defined resistance ceiling at 1.36065, matching the week’s high. Repeated failures at this level have made it a critical barometer for market sentiment. A decisive break above could unlock bullish momentum toward the 50%...
Donald Trump suggested the US‑Israel conflict with Iran could end soon, but analysts warn the war may linger, keeping oil markets on edge. Prolonged fighting threatens to disrupt the Strait of Hormuz, a critical chokepoint for global oil shipments, which...
ING commodity strategist Warren Patterson discusses the ongoing oil price volatility, with Brent crude intermittently breaching $100 per barrel despite the International Energy Agency’s announcement of record supply releases. He examines how the conflict with Iran, particularly the strategic choke...
Rising home values—up 45‑55% since 2019—have intensified pressure on property‑tax systems in several states. Florida, Indiana and Texas are each considering measures that would largely eliminate local property taxes, replacing the lost revenue with higher sales taxes, new user fees,...
Why are oil speculators assuming this war is short and irrelevant? Yesterday I talked to an energy analyst I highly respect, and he waved off the Iran situation. Oil/gas markets are dynamic and flexible, he posited, they can handle it....
I thought $aapl would act better this morning. It didn’t. Hurt a bit. $254 a key level now
In this Money Life episode, host Chuck Jaffe talks with three experts—Jay Jacobs of BlackRock, Todd Rosenbluth of Vetify, and retirement scholar Wade Pfau—about how long‑term investment themes remain intact despite heightened geopolitical fragmentation and market volatility. Jacobs stresses that while current...
Wow. The cost for protection is nearly off the charts. Feels extreme given S&P 500 is about 4% from new ATHs. Nice one from @MacroCharts
When the financial crisis was heating up, geniuses at Deutsche Bank opted to buy more "highly rated" tranches of mortgage backed securities. With that in mind, when I see that DB says they are expanding their private credit exposure, I...
Zacks Investment Research highlights five no‑load mutual funds that combine strong three‑ and five‑year returns with low expense ratios, positioning them as attractive options amid heightened market volatility driven by geopolitical tensions and inflation concerns. The funds—spanning precious metals, semiconductors,...
Full shut-in of the MEG (AG) is obviously bearish for short- mid-term #tanker markers. The tanker stocks are betting this lasts *months*. Oil is partially reflecting, but $SPY is wildly bloated. Trade: -Bullish oil firms: $KOS -Mega bearish $SPY -Holding key tankers: $DHT $STNG
Oil is still well below its highs from the extreme buying that we saw early Monday morning. But if it closed here for the day, it'd be its highest close yet.
The Best Bilt Cash Redemption Is The Most Boring — But It Turns 30 Cents Into A Dollar - View from the Wing https://t.co/z6kxNi1nO9
She's not wrong. One reason "we're in trouble" is young adult access to the American Dream is so diminished--as evidenced, for instance, by this decline in home ownership.👇🏽 ✔️ 1980: 59% of young adults owned a home ✔️Now: 37% of young adults...
$DKS gap up and pullback now well over yesterday close on ER. New here on the pullback
U.S. comparative inventory rose 1.5 mmb for the week ending March 6 Crude C.I. rose 1.8 mmb, gasoline rose 1.5 mmb and distillate rose 0.9 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/bXRNoEFCkI
Intraday breadth levels --10:05 AM. At 10:00 AM is typically when you get gap down bounces. Let's see how this plays out. https://t.co/KEBy6nTMTA
U.S. long bonds $TLT are -51.7% over the last 6-years since peaking in 2020... https://t.co/5aCcOZfJZT
$spy failed it reclaim $673 and now below $669.50. See if it stays below. Fast tape. $662ish is low of the week
$SOX Daily. Heckuva spot for semiconductors to fail: potential head & shoulders top & lower high. $NVDA has been negatively diverging from sector for months https://t.co/LiA0UEyDIL
New NYT Opinion from me: The debt math of the United States only works if the rest of the world believes in it… but they’re starting not to. What does that mean for our future (and for all this debt)?...
With a stop loss at $192, where $NVDA has not been able to break out above, the risk is $10 from here with $40 upside (short) down to $142. Great risk / reward. Oh by the way, $NVDA is 7.7%...
A lot of the criticism about build-to-rent on this app is grounded in ignorance about what BTR is, who builds it, who funds it, who lives in it, and why it's appealing to the small share of families who choose...
#Housing market is poised for growth this year if Iran conflict doesn't raise rates, says HousingWire Mohtashami https://t.co/ZBWUvaAFKo
Gold should be exploding right now. Here's why it isn't Oil +8%. Stocks tanking. USD rising on safe haven flows But gold? Flat Meanwhile Iran's new Supreme Leader Khamenei says Strait stays closed warns of US military bases attacks Watch what happens next👇...
A mentor I had 20 years ago would say, “You might be able to pump them up, but fundamentals have to keep them up.”
Prediction markets think WTI futures haven’t peaked yet Market-implied odds of maximum price of front-month contracts this year https://t.co/KJycyDttIE https://t.co/obrkd1ueUb
All eyes & hopes rest on the 2 main oil ports of #MinaAlFahal in Oman and #Fujeirah in UAE if any of these continues to be impacted then it's serious for oil prices. ميناء_الفحل #ميناء_الفجيرة#
Lennar $LEN - reporting today... currently more than -50% from highs... and a contestant on the 52-week new lows list (and multi-year new lows list)... https://t.co/gPTOqr0qj4
U.S. dollar $DXY, volatility $VIX and yields $TNX all rising in tandem > 20-day EMA... https://t.co/Dv49pGJIRC
