News•Mar 6, 2026
Philippines Battles US-Iran War Fuel Crisis with Air Con Limits, Flexible Work Plan
The Philippines, heavily dependent on imported oil, is confronting rising fuel costs driven by Middle East tensions. President Ferdinand Marcos Jr. ordered government offices to keep air‑conditioners at a minimum of 24 °C and is exploring flexible or four‑day work weeks to curb consumption. The administration also plans emergency tax cuts on petroleum and is expanding fuel‑price‑locking apps and targeted subsidies for fisherfolk, farmers and public‑transport drivers. Business groups warn that a shorter workweek could strain the manufacturing sector, a key economic pillar.
By South China Morning Post – Asia
Blog•Mar 6, 2026
This Week's Chart, Next Week's Markets
The market outlook for the coming week centers on four key data releases: Japan’s final Q4‑2024 GDP estimate on Sunday, the Baden‑Wurttemberg state election in Germany on Monday, U.S. February CPI on Wednesday, and the Core PCE price index for...
By Leading Thoughts: Geopolitics, Economics & Markets
Blog•Mar 6, 2026
The Gating of Blue Owl: Reviving the “Bear Stearns” Specter in Private Markets:
Blue Owl Capital has imposed an indefinite gate on its flagship retail‑focused alternative investment vehicle, halting all investor withdrawals. The move, driven by a wave of redemption requests that threatened a liquidity mismatch, mirrors concerns from the 2008 Bear Stearns...
By HedgeCo.net – Blogs
Podcast•Mar 6, 2026•51 min
TWIFO 487: An Explosive Week in Energy, Equity, Crypto and More
In this episode of This Week in Futures Options, host Mark Longo and CME Group chief economist Eric Norland dissect a volatile week across energy, equity, and crypto markets. They highlight heating oil, crude oil, and natural gas as the...
By This Week in Futures Options (TWIFO)
News•Mar 6, 2026
Will China Overplay Its Hand?
The Trump‑Xi summit scheduled for late‑2026 follows a fragile 2025 Busan truce that temporarily halted tariffs and export bans. While the pause eased immediate market stress, critical issues such as transshipment tariffs, rare‑earth and high‑end semiconductor controls remain unresolved. Chinese...
By Foreign Affairs
News•Mar 6, 2026
India & China Must-Win Markets on Rising Middle-Class Households: Reckitt Chief
Reckitt Benckiser’s CEO Kris Licht declared India and China must‑win markets as middle‑class households there now outnumber those in Europe and the United States combined. Emerging markets now represent about 42 % of Reckitt’s core net revenue, with India and China...
By ETRetail (India)
News•Mar 6, 2026
South Korean Inflation Holds Steady, but Upside Risks Are Increasing Sharply
South Korea's headline CPI held at 2.0% year‑on‑year in February, while core inflation rose to 2.3%. Fresh food and petroleum prices fell, but service costs increased, showing lingering price pressure. Higher global oil prices and a weakening won have sharpened...
By ING — THINK Economics
News•Mar 6, 2026
Proposal to Launch Two Graphite Flake Exw China Prices: Pricing Notice
Fastmarkets has announced a proposal to introduce two new ex‑works China graphite flake price indices – 94% carbon, -100 mesh and 94% carbon, +80 mesh. The indices will be published weekly on Thursdays at 7 pm Shanghai time, with a minimum...
By Fastmarkets – Insights
Social•Mar 6, 2026
Denso's ¥1.3T Rohm Offer Seen as Undervalued
*DENSO MADE BUYOUT OFFER TO ROHM, DEAL SEEN ABOUT ¥1.3T: NIKKEI Did not fact check attached, but assuming AI overlord is correct on the valuation of Toshiba stake + Prefs, this 1.3T takeover price looks way too low. I'm all for...
By Japan Deep Value
Blog•Mar 6, 2026
Options Trading Using Econometric Models
A 2020 study applied an ARIMA(1,1,1) model to forecast the S&P 500 index for options trading, comparing it against a GARCH(1,1) benchmark. The authors bought undervalued calls and sold overvalued puts based on forecast‑price versus strike‑price differentials. Results showed ARIMA...
By Harbourfront Quantitative
News•Mar 6, 2026
Australia Exports 91,511t Chickpeas, 300,009t Lentils in Jan
Australia shipped 91,511 tonnes of chickpeas and 300,009 tonnes of lentils in January, according to the Australian Bureau of Statistics. Chickpea exports collapsed 85% from the December peak of 594,201 tonnes, while lentil shipments slipped 5% from December’s 316,358 tonnes....
By Grain Central
Social•Mar 6, 2026
TURB Spikes on After‑
$TURB 14x relative volume today, and with how strong this closed in after-hours, it's an obvious watch for tomorrow. Two potential plans here, one on the base over VWAP/closing range highs, and another on the simple break & base over after-hours...
By Trade Momentum
News•Mar 6, 2026
RANKED: Top 20 Automakers by Battery Metals Spending
The global passenger EV market grew 18% YoY in 2025, pushing battery capacity deployment past 1 TWh for the first time. Raw‑material costs for lithium, graphite, nickel, cobalt and manganese reached $15.6 billion, an 11% rise over 2024 but still half of...
By MINING.com
Social•Mar 6, 2026
Start at 40: $1k/Month Builds $1M by 65
If you're 40 and start investing $1,000/month earning an 8% avg return: Age 45: $73,477 Age 55: $346,038 Age 65: $951,026 Add social security and you've got a better retirement than never investing at all.
By The Market Hustle
Social•Mar 6, 2026
Terminal Values Are Just DCF Shortcuts via Multiples
Terminal values are themselves short-hands for DCFs. This is because a terminal value is essentially a multiple. And a multiple is a short-cut for a DCF. More in the memo below 👇
By Speedwell Research
News•Mar 6, 2026
Average UK House Price Passes £300,000 for the First Time
The Halifax House Price Index shows the average UK home price has risen above £300,000 for the first time, reaching £300,077. Prices climbed 0.7% in January after a 0.5% dip in December, lifting annual growth to 1%. Regional gaps have...
By Property Industry Eye
Social•Mar 6, 2026
Adapt Fast: Trade Few, Cut Losses, Take Profits
The 2026 market doesn't care about your 2025 playbook. Either evolve or get left behind. I’ve stopped chasing and started buying the "failed" moves. Undercuts for longs, uppercuts for shorts. Entering at the point of maximum pain for others is the...
By Shawn Catena (TraderTV Shawn)
Social•Mar 6, 2026
Apple Dips Below Triangle; Watch MAG 7 Recovery
$AAPL broke down under minor triangle support today, & always important to monitor the "Generals" when they show meaningful strength or weakness @IBDinvestors @marketsurge While SPX and QQQ have proven range-bound in recent months, the action has proven...
By Mark Newton, CMT
News•Mar 6, 2026
Mortgage Advisers Feel More Positive About Their Businesses
The Intermediary Mortgage Lenders Association’s Q4 2025 Mortgage Market Tracker shows a modest dip in overall industry confidence, yet advisers remain highly optimistic about their own firms, with 57 % very confident and 43 % fairly confident. Average case volume slipped to 89...
By Property Industry Eye
Social•Mar 6, 2026
Same Advisor, Different Decisions, Hundred‑Thousand Dollar Gap
March 2020. COVID panic. Markets collapsed overnight. Two clients. Same portfolio. Same allocation. Same advisor. What they did next created a gap worth hundreds of thousands of dollars. It will probably never close.
By Ben | Finance & Investing
Social•Mar 6, 2026
Silver Rally Driven by Speculation, Not Fundamentals
At the time this trade had zero catalysts other than $JPM calling for $30 and everyone chasing $Silver at 110+. It's never hwere the crowd is looking/chasing and if you study the thread there were months of absolutely nothing happening outside...
By Arun Chopra
News•Mar 6, 2026
Asian Development Bank Giving Central Asia Lots of Attention
The Asian Development Bank announced a $5.4 billion financing plan for Kazakhstan, a $1.1 billion package for Tajikistan, and a $2.5 billion commitment to Azerbaijan, all aimed at strengthening the Middle Corridor trade route. The bank also launched a technical assistance program to...
By Eurasianet
Social•Mar 6, 2026
Low Volatility Seeds Future Turbulence; Powell‑Trained Models Miss Warsh
Low vol begets high vol, to paraphrase Minsky. Systems trained on Powell, and they all have been trained on Powell, will struggle to interpret Warsh… especially as he himself will struggle with the same.
By Michael Green
Social•Mar 6, 2026
Fed
Update on the Fed’s Balance Sheet and its Reserve Management Purchases. Adding T-bills, shedding MBS, Treasury note & bond balances on ice, SRF unused https://t.co/M947SfSoUP https://t.co/c3uHc5VmGA
By Wolf Richter
News•Mar 6, 2026
Sanctions and Financial Repression
The interview with Oleg Itskhoki examines how Russia employed financial repression in 2022 to weather the largest post‑war sanctions package. By banning cash withdrawals and obligating exporters to surrender foreign‑currency earnings, Moscow halted a ruble freefall and stabilized its fiscal...
By CEPR — VoxEU
Social•Mar 6, 2026
Florida Inventory Dips; Connecticut Buyers Still Stuck
Florida is one of the few places where active inventory is down a little year-over-year right now Also: Connecticut homebuyers still can't catch a break Analysis via @ResidentialClub https://t.co/cp8T0N2iHu https://t.co/OFTPOagq2t
By Lance Lambert
Social•Mar 6, 2026
China Lithium Prices Plunge Amid Weak EV Demand, War Uncertainty
China lithium prices tumble as weak EV sales, Middle East war cloud demand outlook https://t.co/8TqB23mggy
By Haplo
News•Mar 6, 2026
Mammoth Energy Services Inc (TUSK) Q4 2025 Earnings Call Transcript
Mammoth Energy Services reported $16.4 million revenue in Q2 2025 but posted a $35.7 million GAAP net loss, driven largely by a $31.7 million non‑cash impairment on its Northern White Sand mine. The quarter featured three major portfolio moves: a $108.7 million sale of infrastructure...
By Motley Fool – Earnings Transcripts
Social•Mar 6, 2026
Robinhood Launches Independent Prediction Markets Beyond Kalshi
Robinhood paved the way recently to launch its own prediction markets, outside of Kalshi https://t.co/AbYwhSNbqm
By Gunjan Banerji
Social•Mar 6, 2026
Measure Return on Risk Against Total Capital Only
WARNING ROR must ALWAYS be measured as the % return of an individual trade against TOTAL nominal capital Ppl who tout ROR as a percent return against margin or options cost or an individual stock or similar are JUST PLAIN FOOLS playing...
By Peter Brandt
Blog•Mar 5, 2026
Market Morsel: Why It’s Important to Understand the True Value of Our Grain.
The article explains that grain basis is the difference between local spot prices and futures contracts, serving as the local market adjustment on top of global pricing. In Australia, wheat basis is measured against CBOT wheat futures in Australian dollars...
By Episode 3 (EP3) – Commodities (Ag/Inputs) Reports
Social•Mar 6, 2026
US Blocks India’s Currency Advantage, Mirrors China Policy
Why are we surprised by 👇? I wrote this nearly six years ago, in the context of why the US won’t allow India the same freedom of an undervalued currency that it accorded China: https://t.co/sZ45dDSSRv
By Andy Mukherjee
Social•Mar 6, 2026
KOSPI's Memory Chip Weight
What is he on about? KOSPI is like 50% memory chip exposure and earnings estimates have gone up. The people day-trading are local retail investors, but they’re still mostly focused on US tech. https://t.co/ebX1YOmoN2
By Michael Fritzell
Blog•Mar 5, 2026
Asian Marco Initial Thoughts: Weakness in Markets Continues as Oil Rises. US Payrolls Could Add 'Fuel to the Fire' Tonight....
Asian markets posted a modest rebound on Thursday, with only Vietnam slipping, as rising oil prices and heightened tensions over the US‑Israel strike on Iran weigh on sentiment. The US dollar strengthened and European bond yields climbed, while a poll...
By Asian Market Sense
Social•Mar 6, 2026
Wall Street Embraces Crypto: Banks, Exchanges, and Regulators Converge
Just this week… *Morgan Stanley* names *BNY* as a custodian for spot btc ETF Kraken gains access to *Fed* payment system US President says *tradfi banks* need to make good deal w/ crypto industry *NYSE* owner ICE invests in crypto exchange OKX See...
By Nate Geraci
Social•Mar 6, 2026
Homeowner Numbers Stagnant; New Laws Fuel Economic Shift
That is not the scale of homeowners in America for 15 years now. The QM laws of 2010 and the 2005 BK reform law changed a lot for American economics https://t.co/SfPRuod5EC
By Logan Mohtashami
Blog•Mar 5, 2026
Berkshire Hathaway 2025 Annual Shareholder Letter by Greg Abel
Greg Abel authored Berkshire Hathaway’s 2025 shareholder letter, marking the first full‑year communication since Warren Buffett stepped back as CEO. The letter reiterates the conglomerate’s core culture—honesty, decentralized autonomy, and a long‑term ownership mindset—while confirming that Buffett will still be...
By My Money Blog
Social•Mar 6, 2026
PBM Critics Overlook Their Owners' Low, Stagnant Margins
So I've read a few long essays on how abusive pharmaceutical benefit managers and group purchasing organizations are, and they all make a strong case. And then I look at the companies that own PBMs, and their margins are a)...
By Byrne Hobart
Social•Mar 6, 2026
Investors Rotating From US Tech to Commodities and Bonds
"We are in the first phase of a great rotation away from the US FANG+ and related stocks, semiconductor, and AI software companies towards oil & gas, utilities, emerging market, and resource stocks, and Treasury bonds." - Marc Faber
By Michael Fritzell
Social•Mar 6, 2026
Dollar Index May Hit Record as Other Currencies Collapse
This paints a potential scenario for how the dollar index could return to its all time high. Not bc it is great. But bc all other fiat will fail first.
By Brent Johnson
Social•Mar 6, 2026
Rising PITI Costs Shatter 2020‑24 Sales Threshold
Total PITI costs surged for housing and in a QM lending environment that was set to crush sales. I had a price model limit for 2020-2024: if we didn't surpass 23% during those five years, we would be okay; we...
By Logan Mohtashami
Social•Mar 6, 2026
RBI Dollar Sales Trigger Rupee's Biggest Asian Surge
#IndiaWatch🇮🇳: After the rupee hit a record low, India’s central bank sold dollars. Then, the Rupee SURGED, with the biggest gain in Asia today. https://t.co/rzGC4rj8Kv
By Steve Hanke
Social•Mar 6, 2026
Fannie Mae Predicts Steady 6% Mortgage Rates Through 2027
Fannie Mae: Get use to these mortgage rates Fannie Mae's forecast for the average 30-year fixed mortgage rate: Q3 2026 --> 6.0% Q4 2026 --> 6.0% Q1 2027 --> 6.0% Q2 2027 --> 6.0% Q3 2027 --> 6.0% Q4 2027 --> 6.0%
By Lance Lambert
Social•Mar 6, 2026
US Grants India 30‑Day Waiver for Stranded Russian Oil
This will help. But crucial to understand: India’s total crude imports are ~5.5 mil b/d. This is a minor offset to 20 mil b/d locked out of the market. Washington appears set on offering a drip-feed of relief to a major oil...
By Vandana Hari
Social•Mar 6, 2026
Invest Enough, and Your Portfolio Funds Housing Forever
I want to gently point out that most people do not understand that if you invest enough, your portfolio can pay your housing costs in perpetuity So when I say "renting can be cheaper," they are bewildered "Yes but how will you...
By Ramit Sethi
Social•Mar 6, 2026
Opendoor's Sacramento Margins Remain Razor‑thin Despite Improvement
Pulled some #Opendoor stats in Sacramento. They are doing better than a few years ago, but some razor thin margins. This is the dollar difference between acquisition price and resale price. Real estate fees, holding costs, credits, & repairs costs...
By Ryan Lundquist
Social•Mar 5, 2026
Mortgage Rates Set for Volatile Swings Amid Global Uncertainty
My biggest takeaway right now regarding mortgage rates is to expect heightened volatility. They will likely bounce around a lot more than normal thanks to the ongoing conflict in the Middle East. The good news is 30-year fixed rates remain near ~3-year...
By The Truth About Mortgage
Social•Mar 5, 2026
DraftKings Eyes Prediction Markets for 10‑30% Higher Margins
Draftkings is getting into prediction markets "Because prediction markets aren’t subject to state taxes, they are expected to have margins that are 10 to 30 percentage points higher than traditional sports betting" https://t.co/NZkaOy523j https://t.co/jXiPNCN8da
By Gunjan Banerji
Social•Mar 5, 2026
Walk Away When Bridge Debt, Low DSCR, Thin Yield Spread
Here’s how to identify when a deal is too risky: Sometimes the deals you don’t do are more important than the deals you do This 40-unit deal that I underwrote a while ago had 4 major deal breakers 1. Having to take...
By The Real Estate God
Social•Mar 5, 2026
Marvell's Strong Earnings Boost S&P 500 Inclusion Odds
Marvell $MRVL is one of our top candidates to potentially be added to the S&P 500 this month. Strong earnings today and it popped 15% after market. S&P 500 rebalance announcement will be tomorrow after close. https://t.co/lZz8qTXoSU
By James Seyffart