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Teck and Korea Zinc have set the benchmark zinc concentrate treatment charge (TC) at $85 per tonne, a $5 increase from the previous level. The agreement introduces a payable for germanium and revises the silver payable, though sources disagree on the exact changes. Conflicting reports suggest the silver and germanium terms may be unchanged, highlighting uncertainty around byproduct costs. The higher headline TC benefits miners, but additional byproduct payables could erode smelter margins in an already tight market.
$SPY has gone nowhere in 3 weeks. Stuck between headline rallies and overnight selloffs. Range-bound markets after a shock aren't stability. They're indecision before the next leg.
Whether to buy a home is like deciding whether to have children. You should be 100% sure you want one and that you can afford to maintain it.
The Hedge Fund Trade Tip (PIN) post is gated behind a login, offering no public text beyond a membership prompt. An accompanying chart tracks a stock’s price from April 2025 to March 2026, showing early volatility, a sharp fall in late fall...
UBS analyst David Vogt kept a Hold rating on Apple (AAPL) with a $280 price target, citing a sharp slowdown in Chinese iPhone shipments. In January 2026, iPhone shipments in China plunged 37% year‑over‑year to about 2.2 million units, following a...
UBS analyst David Vogt kept a Hold rating on Apple (AAPL) with a $280 price target, citing a sharp 37% year‑over‑year drop in iPhone shipments in China for January 2026, down to roughly 2.2 million units. The decline follows a 14%...
World leaders agreed to release 400 million barrels from strategic reserves, the largest coordinated IEA drawdown ever, to counter a sharp Brent price surge after the Iran war began. Despite the announcement, Brent crude rose to about $91 per barrel, indicating...
Brazilian energy giant Raízen SA is seeking to restructure roughly $12.6 billion of debt out of court. Major European and Latin American banks—BNP Paribas, Banco Bradesco and Rabobank—have been identified as some of the company’s largest creditors. The restructuring plan is expected...
VXX tracks VIX by holding front‑month and next‑month /VX futures, rolling about 4.5 % daily. Because the futures curve is in contango most of the time, the roll forces VXX to buy higher‑priced contracts, creating a persistent drag that causes the...
Malaysia will raise fuel prices from tomorrow, with RON97 climbing to RM3.85 per litre (up 60 sen) and diesel to RM3.92 per litre (up 80 sen). Unsubsidised RON95 will increase to RM3.27 per litre. The new rates apply until 18 March, while the...
Bond market volatility spiked on Wednesday after three cargo vessels were struck near the Strait of Hormuz, pushing 10‑year U.S. Treasury yields from just above 4.14% to near 4.20%. The attacks revive concerns over oil‑supply disruptions, keeping Brent crude roughly...
My wife and I went from $304k in debt to $1M in 7 years. Here's how we did it in 30 min/mo:
Italian Prime Minister Giorgia Meloni announced that Italy will request an immediate suspension of the EU Emissions Trading System for fossil‑fuel‑fired power generators, arguing the scheme adds roughly €30/MWh, or about a quarter of household electricity costs. The move is...
Iran escalated its campaign against Gulf allies by launching drones that struck Dubai International Airport, wounding four people, and by hitting commercial vessels in the Strait of Hormuz. The Iranian military also announced plans to target banks and financial institutions...
Analysts estimate a $2.9 trillion digital opportunity in Africa over the next five years, positioning the continent as the world’s fastest‑growing bandwidth market. Internet usage has climbed to roughly 40 % of the 1.5 billion population, though it remains well below the 66 %...
Russian crude output slipped 0.6% in February, falling to 9.184 million bpd, as sanctions pressure persisted but a U.S. waiver helped Indian imports rebound. Saudi Arabia simultaneously boosted production to over 10.1 million bpd, citing a contingency plan amid escalating U.S.-Israeli strikes...
The International Energy Agency’s member states voted unanimously to release 400 million barrels of oil from their emergency strategic reserves, a move that more than doubles the 182 million‑barrel drawdown in 2022 when Russia invaded Ukraine. The sizable release is intended to...
Serve Robotics reported a strong Q4 2025 earnings beat, lifting the stock to $10.66 and sparking a double‑digit rally. The company accelerated its rollout of autonomous delivery robots, adding White Castle and new contracts with Uber Eats and DoorDash. Short interest sits...
The recent US‑Israeli war against Iran has ignited a fresh energy shock, pushing crude oil prices above $100 per barrel and tightening natural‑gas markets. Jim O’Neill draws parallels with the 1979‑1982 oil crisis, warning that producers cannot rely on sustained...
Ottawa has opened the Canadian market to Chinese electric‑vehicle imports, reviving a debate that first surfaced when Japanese automakers entered in the 1960s. At that time, unions feared job losses, but Japanese firms eventually built plants in Ontario, creating thousands...
In this episode of Credit Crunch, Mahesh Bhimalingam and guest Sarah Harrison discuss the impact of the Iran war and recent software sector volatility on global credit markets. They note that despite geopolitical tensions, credit spreads have remained relatively resilient,...
15 Most expensive SaaS stocks by Forward EV/Sales $PLTR — Palantir — 51x $NET — Cloudflare — 26x $APP — AppLovin — 21x $CRWD — CrowdStrike — 18x $FICO — Fair Isaac — 15x $AXON — Axon Enterprise — 13x $SHOP — Shopify — 12x $DDOG —...
In order to help us visualize the various stress points in the market (and in case they get worse), I created several dashboards over the weekend. First up is the commodity & currency heat map. From left to right are the...
Jeff Currie, former head of commodity research at Goldman Sachs, warned that the ongoing disruption of the Strait of Hormuz makes oil prices virtually unstoppable in the near term, and no policy response—such as strategic petroleum reserve releases or government...
Rather dramatic repricing of the Fed rate path vs 3 weeks ago before the Iran war. Cut cycle terminal rate now 3.28 with odds increasing that cut cycle is already over https://t.co/VYJRS9oWdI
IG credit not happy in here (LQD/IEF) and that tends to be risk-off for equities. https://t.co/M9wDvl27Od
The existing‑home market is entrenched in a deep recession, contrary to recent optimistic forecasts. While lower mortgage rates have eased affordability pressures, they address only a fraction of the sales slowdown. Persistent inventory shortages and muted buyer confidence continue to...
This is how the single print cave fill area looks on Damon's market profile charts where he is working this live... @DamonPavlatos https://t.co/mGAgEsHYQ4 https://t.co/zoRmbEuifu
In retirement, you’re not necessarily looking to replace your salary, but earning some income can be a way to preserve your nest egg. https://t.co/wOfHYW9AWm
The author revisits his earlier article warning about AWS’s long‑term outlook, sparked by the rise of ChatGPT and AI‑driven workloads. Reader feedback was notably more constructive, prompting a follow‑up that clarifies and expands on the original concerns. Additional analysis, including...
Australian Dollar Forecast: AUD/USD Resistance Under Siege – Bulls Eye 7200 https://t.co/Z4xmadvNgr $AUDUSD Weekly Chart https://t.co/GZy1mBhw92
💰 Personal finance links: donating shares not cash, understanding your home insurance, and why wealth is more than just money. https://t.co/bdDm8cuhWn image: https://t.co/Erm8sUw9Vp https://t.co/BfNyG6Ndyd
The Softs report shows speculative buying lifting cotton and Florida orange‑juice (FCOJ) futures while global production remains robust. Coffee markets are under pressure as Brazil’s exports fell 23.5% year‑over‑year, pushing the most‑active ICE contract down over 17% YTD. Sugar prices...
The index trend matters first. Understand the trend and make trades based on that trend.
Tplex: Rate complex under pressure UST 10 Yr Notes 4.20% +6.5bp's Dimes 112-00+ down 14/32's
A 50‑year‑old caregiver in California faces mounting costs caring for a mother with dementia while funding a teenager’s college. The column highlights that caregivers are not legally required to pay out‑of‑pocket and urges early engagement with local Area Agencies on...
$QQQ resistance on underside of 20sma, so needs to get over 615. Support near 572. Tons of noise in between. https://t.co/pyLqnAyrf6
Interestingly, crude oil is up after the IEA reserve release. If this head and shoulders pattern on the near term charts plays out, we are looking at oil back above $102 a barrel. https://t.co/WA4Ceo89fg
A 2025 working paper tracking 59,105 Swedish investors shows that after retirement trading frequency rises by about 7.7% and portfolio holdings increase 8.2%, yet risk‑adjusted returns (Carhart alpha) fall roughly 0.6 percentage points. The same pattern mirrors the UK, where...
Until that supply and trendline taken out bias short term with bears towards 200sma $SPY https://t.co/C6tM7zhQhj
So far so good $SMH against 20sma weekly support. Fantastic tell going forward even if you don't trade SMH https://t.co/Q73Q72lzBz
Clever marketing by Ireland. Most of this is private investment that would have happened anyway. And trivial compared to the tax gains Ireland is reaping from US firms -- Eli Lilly disclosed tax payments to Ireland of $6.6...
The S&P Consumer Staples Index has moved above its 200‑day exponential moving average, a key technical signal often interpreted as a bullish trend. The crossover suggests that the defensive sector is gaining upward momentum after a period of volatility. Investors...
Both US headline and core #CPI for February were both in-line with expectations and previous: 2.4% and 2.5% respectively. Nevertheless, expectations for FOMC rate cuts through this year are the lowest since May 2nd (-30bps). That won't make Trump happy... https://t.co/9kJhHgDilS
Oracle Corp reported fiscal Q3 earnings of $1.79 per share on $17.19 billion revenue, both comfortably beating forecasts. The company lifted its FY2027 revenue guidance to $90 billion and announced a potential $50 billion capital raise to expand cloud infrastructure. Shares surged 12.5%...
One fun takeaway from my Lilly story: looking at $LLY from a market cap/employee ratio. Far more in line with tech giants like $META $GOOG $MSFT than pharma peers like $MRK $AZN $PFE: https://t.co/pVIADCH8AU https://t.co/FJE8JLIrmO
if you keep increasing the taxy levy without real benefits, eventually new supply (some forced) comes into market and lowers price, which then increases the tax rate burden as a % of asset that makes it very unattractive this is the...
Indian equities plunged nearly 2% on Wednesday, pushing the Nifty 50 and Sensex to 10‑month lows as fresh West Asia tensions revived market anxiety. The sell‑off erased about ₹5.48 trillion in BSE market capitalisation in a single session, while foreign institutional...
The Strait of Hormuz remains almost shut, even as the risk premium priced into Brent currently (blue) is on par with that after Ukraine (black). The Strait is 3 times more important for global oil supply than Russia, so risk...
Rather than the IEA's own 400 million barrels, the most important number right now is Japan's announcement that's releasing from Monday (March 16th) ~80 million barrels from its reserve. Those are actual flow barrels that will hit the market immediately...
