What the War on Iran Means for Africa
The escalating U.S.-Israeli war on Iran is spilling over into Africa, where Iran has cemented security ties with Sahelian juntas in Burkina Faso, Mali and Niger. Western attention is being diverted, prompting the United States to scale back counter‑terrorism support while Tehran focuses on preserving its own arsenal. This shift raises the risk of Iranian‑backed proxy attacks on U.S. and allied interests in Egypt, Djibouti and Somalia, and could drive Sahel states toward Russian or Turkish military hardware. Simultaneously, disruptions to the Strait of Hormuz and heightened oil prices threaten African economies and the vital Suez Canal trade route.
Robinhood's Exit Fee Demands 4× Referral Revenue
Interesting highlight in this article about the new Robinhood Advisor Network (custodial referral program via TradePMR that pays a 25%-of-fees rev-share for the referral): "For an RIA that ends participation in the program, they will also pay a one-time fee...
NJ Clothing Distributor Concludes Lengthy Search with Fontana Acquisition
DAUM Commercial Real Estate Services facilitated the $30.2 million sale of 6260 Mango Ave., a 113,930‑square‑foot Class A industrial distribution facility in Fontana, California. The buyer is a New Jersey‑based clothing distribution firm seeking to expand its logistics footprint on the West Coast. The transaction...
Starbucks Proximity Boosts Real Estate Investment Returns
Do you pay attention to Starbucks proximity for residential or commercial real estate investing? Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent #starbucks
Grocery Outlet Closing 36 Stores
Discount grocer Grocery Outlet announced the closure of 36 underperforming stores, about 6% of its footprint, after reporting a $235 million operating loss and a $218 million net loss in Q4. The closures are concentrated on the East Coast, affecting roughly 30%...
From Tesla to Your 401(k): How to Invest in the Elon Musk Stock Without Wrecking Your Retirement
Tesla’s meteoric rise has sparked FOMO, but piling into the stock isn’t prudent for retirement savers. A diversified, long‑term portfolio—often an S&P 500 index fund—already provides indirect exposure to Musk’s companies. Investors should audit their holdings, cap any single‑stock position (commonly...
Buy on the Dip Prospects: March 4 Edition
The March 4 edition flags 109 ETFs that satisfy a dual‑screen: a long‑term uptrend (50‑day MA above 200‑day MA) and a short‑term dip (price below the five‑day MA). The list emphasizes semiconductor funds such as SOXL, SMH and SOXX, which fell...
Well-Located Neighborhood Strip Center Sells for $11M
Atlantic Capital Partners closed the sale of the 18‑20 Main St. neighborhood strip center in North Reading, Massachusetts for $11 million. The 46,738‑square‑foot property is fully leased, anchored by a 13,225‑square‑foot CVS and nine additional service retailers. Its location near Interstates 93, 95...
Back to Normal? For How Long?
The latest Energy Information Administration data show U.S. crude inventories increasing by 3.2 million barrels in March, while exports rose to 5.1 million barrels, approaching record levels. Imports declined by 1.8 million barrels, indicating stronger domestic demand. Refinery utilization climbed...
S&P Gains $450B as VIX Falls 10%
MARKET RECAP 📈 The S&P 500 gained over $450 billion in market cap today, while the VIX dropped 10% 👀 This was a really constructive day. What the heck is going on?! Let’s talk about it 🗣️
Illinois Ranks No. 2 for Corporate Expansion Projects
Illinois has secured the No. 2 spot for corporate relocations and expansions for the fourth consecutive year, according to Site Selection. The Illinois Economic Development Corporation reported 680 qualified projects, underscoring a sustained influx of businesses. Chicago’s metropolitan area marked its...
Canadian Coliving Market and Why Canada's Empty Offices Are the Next Coliving Opportunity
Canada faces a 25% vacancy rate in B‑ and C‑class office buildings, prompting Toboggan Flats to convert these spaces into affordable coliving units in just nine months. The model leverages existing structures to cut capital costs, offering rents at roughly...
Corteva Agriscience Expert Warns 2026 Will Be Challenging, Urges Growers to Prioritize Pre-Emergence and Product Stewardship
Corteva Agriscience’s expert warns that 2026 will be a tough year for growers across all regions, emphasizing the need to invest in pre‑emergence weed control and robust product stewardship rather than cutting costs on cheap post‑emergence applications. He highlights how...
CBRE Appointed Exclusive Sales Agent for Former Mall Site in St. Louis
CBRE has been named the exclusive sales agent for the former Jamestown Mall site, a 144‑acre parcel in north St. Louis County. The property, owned by the St. Louis County Port Authority, is zoned for both commercial and residential development, making it...
Q4 2025 Earnings Conference Call Recaps: Brown-Forman (BF/B)
Brown-Forman reaffirmed its fiscal 2026 outlook, expecting a low single‑digit organic net‑sales decline despite a soft US spirits market and a severe slump in Canada, where sales are down nearly 60%. The company highlighted strong performance from Jack Daniel’s Tennessee...
Development Site Across From UCLA Fetches $38M in Off-Market Sale
Newmark brokered the off‑market sale of 10918‑10926 Le Conte Avenue in Westwood for $38.2 million. The 1.16‑acre parcel includes a 9,647‑sq‑ft office building and sits directly across from UCLA and the Ronald Reagan UCLA Medical Center. The transaction was co‑represented by Newmark...
Fastmarkets Proposes to Change Mexico Non-Ferrous Scrap Units
Fastmarkets announced it will convert its Mexico non‑ferrous scrap price assessments from peso per pound to peso per kilogram. The change aligns the pricing units with the kilogram‑based invoicing and contract norms used by most suppliers, processors and buyers in...
Okta Beats Fourth-Quarter Estimates, but Issues Weak Guidance
Okta reported fourth‑quarter 2026 earnings that topped Wall Street forecasts, posting adjusted EPS of $0.90 and revenue of $761 million, an 11% year‑over‑year increase. Despite the beat, the company issued a cautious first‑quarter outlook, projecting revenue of $749‑$753 million and adjusted EPS...
Lenders Offer Pricing Promos in Anticipation of a Hot Market
Mortgage lenders are rolling out new pricing promotions as rates hover near 6% and react to recent geopolitical volatility. United Wholesale Mortgage introduced a 75‑basis‑point refinance boost and a $600 appraisal credit for purchases, extending the offer to Pro Elite...
Delayed Publication of China (Brazil), China (US Gulf), Brazil, Argentina and US Soybean Crush Margins
Fastmarkets announced a delayed release of its latest soybean crush margin data for key markets, including China (Brazil and US Gulf), Brazil, Argentina, and the United States. The reported M1 margins show a positive 30.50 yuan/mt for China‑Brazil soy, a...
Trump Says ‘401(k)s Are Way up’ — but Workers Are Tapping Them at Record Rates
President Donald Trump highlighted that 401(k) balances have risen, a claim supported by Fidelity data showing an 11% jump to $146,400 in 2025. However, the same year saw record‑high hardship withdrawals and a rise in 401(k) loans, signaling underlying financial...
Center City's Largest Office Space Slated For Resi Conversion: The Philadelphia Deal Sheet
Centre Square, Philadelphia’s largest office tower, changed hands for roughly $94 million, a steep discount from its 2017 $328 million purchase. The building’s occupancy had slipped to 37.6%, prompting the new owners, PMC Property Group and Dean Adler, to propose a mixed‑use...
Ohio Expensing Conformity Will Boost Innovation and Competitiveness
Ohio’s Senate Bill 9, pending Governor DeWine’s signature, will update the state’s static conformity date to align with federal tax changes enacted after March 7, 2025, including the One Big Beautiful Bill Act’s restoration of immediate first‑year expensing for research and experimentation (R&E) under Section 174. Because...
QQQ's Weekly Close Above 100‑DMA Could Defuse Bearish Outlook
$QQQ - Last Wednesday it had a big up day and closed above the 100 day MA ahead of NVDA earnings. Today we had a big up day ahead of AVGO earnings. The 16 week cycle points to a low...
The Sneaky Social Security Scams Targeting Retirees in 2026 — And the One Rule That Keeps You Safe
In 2026, scammers are increasingly targeting retirees by masquerading as Social Security Administration representatives through phone calls, texts, letters, and social media. They use caller ID spoofing and official‑looking logos to pressure victims into paying fees or revealing personal data....
Sydney’s “Pretty Sh!t” Auction Market
Sydney’s property auction market experiences a sharp surge in clearance rates during February and March, marking the highest seasonal performance in recent years. Historical data shows 2022 and 2024 achieved the peak clearance percentages for this period. As the year...
Ukrainian Strike Devastates Russian Navy in Novorossiysk
On the night of March 2, 2026, Ukrainian drones launched a strike on the Russian port of Novorossiysk in Krasnodar Krai, inflicting heavy damage on multiple Russian naval vessels. The attack ignited a fire that burned throughout the night, fueled...
Mortgage Rates Dipped Below 6% in February Amid Treasury Rally
Mortgage rates slipped further in February, with the 30‑year fixed‑rate mortgage averaging 6.05% and briefly dipping below the 6% mark, while the 15‑year rate fell to 5.43%. The 10‑year Treasury yield held near 4.18% for most of the month before...
Crude Volatile as Hormuz Risks Increase
Oil markets remain volatile as the fifth day of the US‑Iran conflict curtails traffic through the Strait of Hormuz, a chokepoint for roughly 20% of global oil. West Texas Intermediate steadied just under $75 a barrel while Brent hovered around...
Drought Relief Could Be Coming Soon for Much of the Midwest
The Midwestern Regional Climate Center warns that more than 70% of the Midwest remains in moderate to extreme drought after a dry winter. New weather models, however, project several inches of rain across the Eastern Corn Belt in March, offering...
Coal: Unexpected Hedge for AI Boom and Economic Rebound
I know it's only March but if you know anyone in your family is going to be on the naughty list you may want to consider hedging your future coal purchases with a long $COAL position. You're competing against the...
Cumulative Broiler Placements 2% Ahead of Last Year
The USDA reports that broiler hatchery activity is 2 percent ahead of 2025, with 254.46 million eggs set and a hatchability rate of 78.5 percent. Placements rose to 193.98 million chicks, up 1.532 million week‑over‑week and 2 percent year‑over‑year. State data show Arkansas leading placements while...
Brazil’s Record Soybean Harvest Adds Pressure to U.S. Prices
Brazil's soybean harvest hit record levels in 2026, with unprecedented acreage, yield, and total production. The surge creates a global surplus that could flatten U.S. soybean price expectations for the upcoming season. Economist Chad Hart notes the bounty mirrors last...
Rent Cuts Trigger Nationwide Landlord Sell‑offs
Investors are selling properties after months of cutting rent. And it's happening all over the U.S. The owner here is a Wall Streeet Landlord. They purchased for 195k in 2012 and have rented it out ever since. And rent has gone...
New Hire Greg Knight: $800M Profit, Recent Struggles
Scoop: Taula’s New Hire Greg Knight Made $800 Million Profit at Millennium But Last Two Years Were Tough https://t.co/KYHo535VRM
Temnycky in Real Clear Defense on the Impact of Russia’s Full-Scale Invasion on US and European Security
Mark Temnycky argues that Russia’s full‑scale invasion of Ukraine has shattered the post‑Cold War security paradigm in Europe, forcing the United States and its allies to re‑arm and rethink deterrence strategies. He warns that the policy choices made by Washington,...
Senator Slotkin Backs Critical Mineral Stockpile for Security
Michigan Senator Elissa Slotkin, a Democrat, says she supports legislation that would create a minerals stockpile
Takeda Slashes 400 US Jobs in Restructuring
Takeda to Cut 400 US Jobs as Part of Overhaul, Nikkei Says @business cc @dailyjobcuts @MacroEdgeRes
Patient Shorts Pay Off in Live Trading Session
Patient Shorts Rewarded - live trading room Tuesday ;-) $VIX $SPX $EWY $EWT $EWJ $SNDK $STX $WDC $MU Charting VIX for intraday scalps PLUS timing the top in South Korea ;-) https://t.co/zuRtN2DthN
Markets Bounce Back, Bullish Setups Dominate After Iran Crisis
Some observations on the Index Charts: Lots of Bullish setups across the whole lot. The unstable situation from yesterday of the Candlesticks being outside the Bottom Bollinger Bands has corrected very quickly. I find it amazing how markets have shaken off the...
Qatar LNG Shutdown Tightens Supply, Pressures Emerging Markets
Oil and gas price shocks hit emerging markets more than developed. Not to mention South Korea and Japan are major buyers (read: dependent). BOJ inflation-induced rate hike can be pulled forward from my Q3 projection to Q2. $USDJPY
SPX Stays Rangebound, Hinting at Bearish Distribution
SPX remains rangebound...but is it bearish distribution? I make the case on @stockcharts https://t.co/zhE0dQKw6t https://t.co/gxDUQiufmG
Corgi Funds Files for 88 New 2x Leveraged ETFs
So Corgi Funds just filed for 88 (yes eighty eight) 2x levered single stock ETFs. Here's a sample of some of them. h/t @Todd_Sohn cc @TaxAlphaInsider @DaveNadig @sumitroy2 https://t.co/Pl5FFaII2y
Solar Returns to Weekly Pivot, Potential Radiant Move
Solar back at the weekly pivot. If it holds, this setup could radiate. $TAN https://t.co/9PZcJohfMc
OpEx Set to Unload 35% of US Options
Citadel Rubner: OpEx will represent the largest technical event of the month, with ~35% of US options exposure set to roll off by March 20 https://t.co/CZEymqKzhl
Dollar Rally Signals Stronger USD, Potential Market Shifts
The Dollar’s Climb: What It Means Now $DXY $USD $UUP My thoughts based on the charts on @stockcharts https://t.co/zhE0dQKw6t https://t.co/JXMstMoSwD
Energy-Driven Inflation Drowns US‑Iran Conflict, Fed Cut Hopes Slump
One of the side effects of the blasé market response to the US-Iran conflict is economic concerns seem to readily overridden by inflation expectations from higher energy prices. Expectations for Fed rate cuts through 2026 have dropped to -41bps -...
Multi‑billion FX Options Expire Thursday Across Major Currencies
Notable Thurs FX option expirations: 1.9 bln euros at $1.1685 $1 bln at JPY157 GBP535 at $1.3350 $305 mln at CAD1.3650 $335 mln at MXN17.50 $755 mln at BRL5.21 DTCC listed https://t.co/bSx6eAhEKQ
Profit by Buying Laggards, Not Momentum Leaders
Gary Anderson won the Charles H. Dow award in 2003 from the MTA for his work on the shift from buying momentum leaders to when it becomes more profitable to buy laggards. (Get his book, The Janus Factor). https://t.co/LoWws9pmX5
Undervalued Stocks Surface: Is Janus Factor at Play?
Scraping the bottom of the barrel for shares that are not overbought? Or, is Gary Anderson's "The Janus Factor" at work?! https://t.co/GEptwkZCcv