The United States and its allies are warning that the Iran‑Israel conflict could lift oil prices to $80‑plus per barrel, creating a lucrative window for Russia’s sanctioned oil stockpiles. Russia, facing dwindling revenues after years of sanctions, now eyes the surge as an opportunity to sell hundreds of millions of barrels stored in tankers. Western sanctions, including a $44.10 price cap, aim to limit Moscow’s earnings, but China and India have recently cut Russian purchases. Analysts urge tighter enforcement of shadow‑fleet and energy sanctions to prevent Russia from profiting and bolstering its war effort.

My Final Decision for All IPO : Avoid ❌ So, Out of 8 IPO - I personally asked to avoid all 8 IPO 🥲 It was best decision as per market conditions and situation. 🔴 Because, all of these IPO listed -ve @champ_trader

Who knows whether its valid or not, but the oil curve is fading the Iran war so far and seems to think this wraps up pretty quickly. No idea whether that's valid pricing or not but does increase the tension...

Private equity firm EQT Real Estate has agreed to purchase a 4.4‑million‑square‑foot portfolio of 25 East Coast warehouses from Singapore‑based Mapletree Investments for $575 million. The assets span Connecticut, New Jersey, North Carolina, Georgia and Florida and include a mix of single‑tenant, multi‑tenant,...
I did a rant this morning live in my trading room of what to buy and what to avoid and what to short and my HIGH conviction Iran Risk Is Not Priced In - as I have been writing about...
Iran's retaliatory strikes on energy infrastructure in the Gulf have effectively closed the Strait of Hormuz, a chokepoint for a fifth of global oil shipments. The shutdown immediately disrupted energy‑intensive sectors in the region, notably petrochemicals, fertilizers and aluminum, curtailing...

Toronto’s February real‑estate market saw a modest 0.29% price uptick, lifting the typical home to $938,800, yet sales plunged to 3,868 units – a 6.3% year‑over‑year decline and the lowest February volume in over two decades. Active listings hovered around...

Vibe coding lets financial advisors generate custom applications by prompting AI models, bypassing traditional programming. Tim Witham’s $100‑per‑month Claude subscription produced a portfolio‑analysis tool that replaces YCharts and adds thousands of dollars in value. Advisors like Shaun Melby are building...

ArcelorMittal Kryvyi Rih announced the shutdown of its Foundry‑Mechanical Plant (LMZ) in Zelensky’s hometown, effective end‑May. The closure will displace more than 2,400 workers and underscores the cumulative strain on Ukraine’s metallurgy sector after four years of conflict. Escalating energy...
If you want to make real money in the market consistently, stop trying to call tops and bottoms and Monday-morning quarterbacking what you could have done. Focus on managing risk relative to reward and turning over your edge. Then, your...
The Credit for Other Dependents (ODC) provides a $500 nonrefundable tax credit for each qualifying dependent age 17 or older, including adult children, elderly parents, and other relatives who meet IRS support and residency tests. The credit is claimed on...

ADDITION BY SUBTRACTION: What happens when you take the MSCI EM Index and start kicking out autocratic countries with low freedom scores (eg China, Russia) and use that excess budget to load up on freer countries? You crush the benchmark....

Apple has begun blocking U.S. iPhone users from downloading or updating any ByteDance‑owned apps that are intended for the Chinese market, including Douyin, Doubao, and Fanqie Novel. The restriction, enforced through on‑device geolocation checks, follows the Protecting Americans from Foreign...

The escalating conflict in Iran has jolted markets, prompting a sharp S&P 500 swing and renewed inflation worries. Financial advisors warn that while long‑term investors can stay the course, those approaching retirement should treat the volatility as a signal to review...
In 1973, US debt/GDP was 32%, deficit/GDP was 1%, & NIIP/GDP was +10%. There was no level of inflation & rates that could push the US into a debt spiral. Today those #’s are 122%, 6%, & -90%, & 4.8% 10y...
Wedbush Securities highlighted Apple, Microsoft, ServiceNow, Palantir and several cybersecurity firms as its top technology picks as geopolitical tensions with Iran rise. The analysts described these stocks as defensive, citing strong cash flows, AI and cloud capabilities, and exposure to...

Live look at $MRVL chart ahead of its scheduled earnings today. Options expiring March 20th show an implied volatility reading of 89.5%, which is about a (+/-) $11.41 move from the underlying stock.

Host Hotels & Resorts CFO Sourav Ghosh said the REIT’s 2025 outperformance was driven by strong transient leisure demand at its upscale and luxury assets, with guests spending more on F&B, golf and spa. The company expects continued tailwinds in...
The HFT algos/CTA trend followers don't discount geopolitics very well. If @hkuppy is right, he makes a real case why active management is of ultimate importance when there is a real global change. The VIX is not mean reverting this time,...
Jim Cramer says the oil market is signaling the Iran war won't spiral, and that's bullish for stocks, per CNBC 🤦🏻♂️

The episode examines the sharp rise in global tungsten prices, tracing it from China's export controls to a deeper, structural supply shortage caused by aging mines, limited investment, and reduced output. Experts explain how the squeeze affects both Chinese domestic...

Last March, the New York Times wrote that the US was supplying detailed ISR (Intelligence, Surveillance, Reconnaissance) to Ukraine so that Ukraine could more effectively kill Russian targets (with US-made weapons.) We appear to be approaching dangerous territory. https://t.co/aBoGhQCU2x

Bullish charts keep going up. And when they stop going up, that's no longer bullish. But if they don't stop going up, then they don't stop being bullish. $ROST https://t.co/hHdgbWj9aO

Synopsys (SNPS) saw its stock tumble more than 32% as the broader software sector faced an AI‑driven sell‑off, yet the company still commands a 41% share of the electronic‑design‑automation market and posted a 43% rise in its contract backlog. CEO...

Oracle Plans Thousands of Job Cuts in Face of AI Cash Crunch “In September @Oracle disclosed in a filing it was planning its largest-ever restructuring, which will cost as much as $1.6B in the current fiscal year ending May, incl severance...

$AMZN > 225 = breakout above all the moving averages $AMZN < 200 = breakdown of key support $AMZN between 200 and 225 = 💤 https://t.co/GbWTIoHDaR
Reckitt Benckiser posted 5.4% like‑for‑like sales growth in Q4, with the core portfolio up 5.9% and beating its own consensus. The expansion came almost entirely from emerging markets, where China and India delivered double‑digit gains, while Europe contracted 4.5% in...
loonie strengthens amid middle east chaos. upside of being a quasi petrocurrency i guess https://t.co/kfnMOPwxal
Defensive leadership getting smashed which will erode those "breadth" metrics.... But please...cherry pick some bullish stuff for me.... *Note - Dogshit stocks rallying doesn't count.
Indonesia’s 2020 ban on raw‑nickel exports sparked a surge in domestic smelting and processing, positioning the country as a textbook case of resource‑based industrialisation. Yet its clean‑technology ambitions remain modest: EV exports totaled only US$12 million in 2024, dwarfed by Thailand’s...

$XLV - Failed breakout...annoying.... I would avoid those who share the breakouts - then go radio silent when they fail. It's called intellectual dishonesty... https://t.co/OK82rfxZZU

“The firms are using repo-like loans from one particular investment bank to mask debt, the letter says.” https://t.co/YLQH5cPi6f
Rentokil Initial reported 2.6% organic revenue growth in North America for Q4 2025, reversing an early‑year dip and driving a 13% jump in its share price. The pest‑control specialist also posted an 82.2% colleague retention rate, marking 12 consecutive quarters of...

since @federalreserve starting cutting rates this cycle (Sep '24), U.S. 10-year yields $TNX have risen... the green circles show the rate cuts since... https://t.co/g34w7tO0BZ

Boston Scientific $BSX -34.1% from highs... another contestant on the 52-week new lows list... https://t.co/MCT33YSBqJ
BRE Global reports a 90 % increase in BREEAM certifications across North America between 2023 and 2025, highlighting rapid adoption in the U.S. market. California leads with over 60 certified projects, followed by Texas, Minnesota, Tennessee and Indiana. Industrial properties show...

while the Canadian bank industry group $ZEB (inside of financials) has been strong, the $TSX financial sector itself has not been strong, relative to the broader index itself... here's $XFN vs. $TSX on 4-time frames: top right: 8/20EMA top left: 20EMA/50SMA bottom left:...
We don’t do customization and we don’t build homes on other people’s land. We buy land. we build homes on that land. and then we sell those homes to American families
Aptiv’s subsidiaries have launched a $1.5 bn private senior notes offering tied to the planned spin‑off of its Electrical Distribution Systems (EDS) unit. The notes, due in 2031 and 2034, will be held in escrow until the separation is finalized. In...

$CRM putting some into let it ride. Still own trade shares. 205 next level on radar entry to the overhead gap https://t.co/aLYT4HZjaj

S&P 600 up 9% YTD. S&P 500 flat. Tech lagging. Energy leading. Value crushing growth. This isn't a head fake. This is a regime change. The small-cap rotation is real and it's getting started. https://t.co/AYVusIGbRd

AI data center construction is accelerating, with tech firms targeting 85 GW of power by 2030—about 20% more than the current grid can supply. Start‑ups like Cloverleaf Infrastructure are emerging as “powered land” brokers, securing utility contracts and rural acreage for...
Home sellers are relisting properties at fastest pace in a decade, but spring supply is still low https://t.co/nuOAzLHBun

Even more novel idea: Use manufacturing to build NICE housing in the places people want to live https://t.co/gmQAr9C8Ap

The Defense Industrial Base Consortium (DIBC) announced that the U.S. military is inviting proposals to develop domestic production of 13 critical minerals, including tungsten, arsenic and nickel, with submissions due March 20, 2026. The request covers the entire value chain—from...
When I look at total assets of the ETF market, commodities less than 2% of total assets. ETF investors definitely under weight
Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers Wait, are the controls on memory "working" and did they make sense in the first place? https://t.co/c6dfq2skXK

FWIW - Sure feels like something to keep a close eye on no now that we've arrived at 43.9999. https://t.co/00dDXuJBOI
You get that feeling the tape is heavy, like they want to open the floodgates. Then you remember how choppy it’s been — breakdowns get bought, only to be sold right at potential breakout levels. https://t.co/CD3aDoYpDA