Know What's Happening in Investing

U.S. Large‑Cap Stocks Overpriced by 176% Historically
SocialMar 4, 2026

U.S. Large‑Cap Stocks Overpriced by 176% Historically

Large caps are extremely expensive, well beyond 3 standard deviations above average, but back a little from last year's all-time high. These two charts come from long-run valuation work (Advisor Perspectives / Crestmont style datasets) and show how expensive the U.S....

By Tobias Carlisle
Moishe Mana Buys Discounted Downtown Miami Office Tower for $110M
NewsMar 4, 2026

Moishe Mana Buys Discounted Downtown Miami Office Tower for $110M

Moishe Mana purchased the 31‑story One Downtown office tower in downtown Miami for $110 million, securing roughly a 14 percent discount from its 2018 price. The 770,195‑square‑foot building houses 450,000 sq ft of office space, a 750‑spot garage, and ground‑level retail, and is currently...

By Commercial Observer
California Trial Set in Rate-Rigging VRDO Case Against Banks
NewsMar 4, 2026

California Trial Set in Rate-Rigging VRDO Case Against Banks

A California judge set a June 8 trial for a False Claims Act case accusing major Wall Street banks of conspiring to rig interest rates on variable‑rate demand bonds (VRDOs). The lawsuit, filed by municipal advisor Johan Rosenberg on behalf of...

By The Bond Buyer (municipal finance)
Credit Card Transfer Partners: Guide to Transferring Points and Miles to Airlines and Hotels
NewsMar 4, 2026

Credit Card Transfer Partners: Guide to Transferring Points and Miles to Airlines and Hotels

The Points Guy released a comprehensive guide that maps credit‑card points and miles to their airline and hotel transfer partners, detailing transfer ratios and current valuations. It highlights the top flexible‑points cards from issuers such as American Express, Chase, Capital...

By The Points Guy (TPG)
Netflix Co-Founder Reed Hastings, CFO Spencer Neumann Sell $48 Million Worth of Combined Shares
NewsMar 4, 2026

Netflix Co-Founder Reed Hastings, CFO Spencer Neumann Sell $48 Million Worth of Combined Shares

Netflix co‑founder Reed Hastings and CFO Spencer Neumann sold a combined $48.1 million in Netflix shares, according to March 4 regulatory filings. Hastings disposed of $39.8 million worth of 410,550 shares at $96‑$97.50 each and simultaneously bought back the same number at $9.7...

By Media Play News
Delayed Publication of US Sustainable Aviation Fuel Prices for March 3
NewsMar 4, 2026

Delayed Publication of US Sustainable Aviation Fuel Prices for March 3

Fastmarkets announced a delay in publishing the United States sustainable aviation fuel (SAF) price data for March 3. The postponed release covers three benchmarks: base cost ex‑works in Houston, delivered price in Los Angeles, and delivered price in Chicago. These prices...

By Fastmarkets – Insights
$185 Million Monarch San Antonio, TX Hotel Debuts With 200 Rooms Downtown
NewsMar 4, 2026

$185 Million Monarch San Antonio, TX Hotel Debuts With 200 Rooms Downtown

Hotel News Resource reports that the $185 million Monarch San Antonio, part of Hilton’s Curio Collection, opened in the Hemisfair District with 200 rooms, including 28 suites. The 17‑story property offers upscale amenities such as a full‑service spa, a 550‑sq‑ft fitness...

By Hotel News Resource
Qatar LNG Shutdown Sends Global Gas Markets Into Turmoil
NewsMar 4, 2026

Qatar LNG Shutdown Sends Global Gas Markets Into Turmoil

Qatar Energy declared force majeure on its LNG exports, halting production at the Ras Laffan plant amid the escalating U.S.-Israeli war on Iran. The shutdown, which affects roughly 20% of global liquefied natural gas, is expected to last at least...

By gCaptain
Correction to Steel Hot-Rolled Coil Index Domestic, Exw Italy
NewsMar 4, 2026

Correction to Steel Hot-Rolled Coil Index Domestic, Exw Italy

Fastmarkets issued a correction for its domestic ex‑works Italy hot‑rolled coil (HRC) index, adjusting the price from €682.50 to €676.25 per tonne. The error stemmed from a reporter mistake and has been rectified in the pricing database. The revised figure...

By Fastmarkets – Insights
MDA Space Reports Record Revenue Again in 2025, Driven by Satellite Manufacturing Progress
NewsMar 4, 2026

MDA Space Reports Record Revenue Again in 2025, Driven by Satellite Manufacturing Progress

MDA Space posted a record C$1.63 billion in 2025 revenue, a 51% year‑over‑year jump, driven largely by its Satellite Systems division. That segment surged 85.5% to C$1.1 billion, fueled by contracts for Low‑Earth‑Orbit constellations with Globalstar and Telesat Lightspeed. Adjusted net income...

By Via Satellite
Revealing Our Decade-Long Real Estate Due Diligence Blueprint
SocialMar 4, 2026

Revealing Our Decade-Long Real Estate Due Diligence Blueprint

The Crown Jewel Regular readers know that we created our original due diligence checklist in ~'14, on the advice of an experienced real estate investor who became our largest 3rd party property management client. (What's a "due diligence checklist"? It's a long...

By Moses Kagan
Call OI Climbs as 0DTE Puts Curb Put Accumulation
SocialMar 4, 2026

Call OI Climbs as 0DTE Puts Curb Put Accumulation

TLDR: Call OI keeps going higher while Put OI does not. These PC chart on X differ in a bunch of ways. What "S&P Ratio" specifically means can differ: are you including SPX options, is it single stocks only, is it...

By Brent Kochuba
The Average 401(k) Balance Grew 11% in 2025: Why This Rally Is Lowering Default Risks for Homeowners
NewsMar 4, 2026

The Average 401(k) Balance Grew 11% in 2025: Why This Rally Is Lowering Default Risks for Homeowners

Fidelity’s analysis of nearly 25 million 401(k) accounts shows the average balance jumped 11 percent in 2025 to $146,100, marking a third straight year of double‑digit growth. The median balance stays modest at $34,400, but accounts with $1 million or more rose to...

By Realtor.com News
How to Profit From America’s Housing Shortage – Without Owning a House
PodcastMar 4, 20260 min

How to Profit From America’s Housing Shortage – Without Owning a House

In this episode of The Art of Passive Income, host Mark Podolsky and his fellow land investors discuss how to profit from America’s housing shortage by buying cheap raw land and using owner‑financing to generate passive income, without ever owning...

By The Land Geek
Don't Fade Gold's Initial Balance Breakout for Fast Moves
SocialMar 4, 2026

Don't Fade Gold's Initial Balance Breakout for Fast Moves

Gold traders keep making the same mistake… They fade the Initial Balance breakout. But when gold breaks and accepts outside the first hour range, the move can run fast into price discovery. ⚡ Comment IB and I’ll send you my free Initial Balance...

By Trader Drysdale
The Best Playbook for Investing During a War Is Usually Doing Nothing
NewsMar 4, 2026

The Best Playbook for Investing During a War Is Usually Doing Nothing

The New York Times argues that the best response to the Iran‑Israel conflict‑driven market turbulence is to stay the course. While short‑term speculation in energy, defense stocks, gold or Treasuries can appear tempting, academic research shows that most investors achieve better...

By The New York Times – Your Money
Mortgage Rates Nearing Sub‑6% Despite Week’s Volatility
SocialMar 4, 2026

Mortgage Rates Nearing Sub‑6% Despite Week’s Volatility

Even with all the madness of this week #mortgagerates are almost back below 6% #realestate #housing #chartdaddy #mortgagespreads

By Logan Mohtashami
How to Build a “Set-It-and-Forget-It” Real Estate Portfolio Without Owning Rentals
BlogMar 4, 2026

How to Build a “Set-It-and-Forget-It” Real Estate Portfolio Without Owning Rentals

The article argues that traditional rental ownership is a hands‑on business and proposes passive alternatives for investors who want cash flow, appreciation, and tax benefits without daily management. It outlines three tiers: low‑cost REITs, mid‑range co‑investing clubs that pool capital...

By BiggerPockets (Blog)
Growth Dominance Hits 30‑Year High, May Be Peaking
SocialMar 4, 2026

Growth Dominance Hits 30‑Year High, May Be Peaking

We are moving away from the most extreme growth-over-value cycle peak in modern history. On a relative basis, the expensive vs. value ratio is now back to the 2021 Meme stock peak, which was then higher than at any...

By Tobias Carlisle
How Out-of-Town Buyers Are Driving Rental Demand in 87 of the Top 100 Housing Markets
BlogMar 4, 2026

How Out-of-Town Buyers Are Driving Rental Demand in 87 of the Top 100 Housing Markets

Out‑of‑town buyers now account for 62% of online home views in the 100 largest U.S. metros, with 87 markets driven by non‑local interest. Affordability, warm climates and remote‑work flexibility are prompting moves from high‑cost hubs to cheaper Sunbelt and Mid‑west...

By BiggerPockets (Blog)
Iran Dispute Threatens US Farm Exports, Especially Olive Oil
SocialMar 4, 2026

Iran Dispute Threatens US Farm Exports, Especially Olive Oil

🇺🇸🇪🇸USA & Spain are at odds over Iran, and Trump has floated a trade embargo. What could that mean for U.S. ag? On the import side, olive oil would be the biggest victim. USA exported a record $2.4B in farm goods...

By Karen Braun
Micro‑Small Cap Ratio Near Critical Inflection, RSI Soars
SocialMar 4, 2026

Micro‑Small Cap Ratio Near Critical Inflection, RSI Soars

The Micro-Small Cap ratio is testing a key inflection zone, with RSI at lofty levels. $IWC $IWM $RUT https://t.co/LD4kpacHjC

By Chris Kimble
Fujairah Oil Facility Catches Fire From Drone Debris
NewsMar 4, 2026

Fujairah Oil Facility Catches Fire From Drone Debris

On March 3, 2026, debris from a drone intercepted by UAE air‑defence systems ignited a fire at the Fujairah Oil Industry Zone. Authorities quickly contained the blaze, reporting no injuries and resuming normal operations within hours. The incident occurred as...

By MEED (Middle East)
NVDA Closes Feb Gap, Holds Above Key Moving Averages
SocialMar 4, 2026

NVDA Closes Feb Gap, Holds Above Key Moving Averages

$NVDA filled the Feb26-27 gap down ahs many ma's just overhead. I own it and NVDL

By Sunrise Trader
Nvidia CEO Warns $30B OpenAI Investment Could Be Final
SocialMar 4, 2026

Nvidia CEO Warns $30B OpenAI Investment Could Be Final

Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’: CNBC $NVDA $AIQ

By S. Joseph Burns
Gulf Oil and Gas Crisis Sparks Calls for Renewables Investment
NewsMar 4, 2026

Gulf Oil and Gas Crisis Sparks Calls for Renewables Investment

The war between the United States, Israel and Iran has disrupted oil and LNG flows through the Strait of Hormuz, halting Qatari LNG production and sharply raising global energy prices. About one‑fifth of world oil and LNG passes the strait,...

By Climate Home News
VIX May Signal Short-Term Market Bottom, Says Adami
SocialMar 4, 2026

VIX May Signal Short-Term Market Bottom, Says Adami

Is the VIX showing signs of a short-term market bottom? 🎙️@GuyAdami on the correlation between the $VIX & $SPX https://t.co/BIswcB9QAe

By Dan Nathan
Yield Rise Minimal Despite Growing Middle East Tensions
SocialMar 4, 2026

Yield Rise Minimal Despite Growing Middle East Tensions

Mideastern commodity force majeures beginning to populate my X feed Western company evacuations of Mideastern countries beginning to populate my X feed Western investor consensus still heavily weighted to this being a short conflict. Yet 10y UST yields are only up to 4.08%?...

By Luke Gromen
Best 12-Month CD Rates for March 4, 2026: Up to 4.10%
BlogMar 4, 2026

Best 12-Month CD Rates for March 4, 2026: Up to 4.10%

Certificates of deposit are offering some of the highest short‑term yields in recent memory, with the best 12‑month CD reaching 4.10% APY as of March 4 2026. The national average sits at just 1.55% APY, highlighting a sizable premium for rates‑focused savers....

By The College Investor
IGV Weekly Holds Support, Bounces Off 200‑SMA
SocialMar 4, 2026

IGV Weekly Holds Support, Bounces Off 200‑SMA

Weekly chart $IGV so far so good on this horizontal support/200sma bounce and follow through https://t.co/OlB7ZAUhrB

By HCPG
Citi Flags Extreme SPX Bearishness, Skew Near 3‑year Highs
SocialMar 4, 2026

Citi Flags Extreme SPX Bearishness, Skew Near 3‑year Highs

Citi: Options investor positioning in the SPX index is extremely bearish, with skew close to 3-year highs https://t.co/8bOEw1FFfS

By Gunjan Banerji
California Senator Aims To Ban ‘Predatory’ Investors From Buying Lots After Disasters
NewsMar 4, 2026

California Senator Aims To Ban ‘Predatory’ Investors From Buying Lots After Disasters

Senator Adam Schiff introduced S.3961, a bill that would prohibit institutional investors—defined as companies owning 75 or more homes—from purchasing lots, parcels, or homes in federally declared disaster zones for six months after a catastrophe. The measure targets the surge...

By Realtor.com News
NAHB Warns Congressional Housing Bill Will Curb Supply
SocialMar 4, 2026

NAHB Warns Congressional Housing Bill Will Curb Supply

National Association of Home Builders: The Congressional housing package being pushed through right now would HURT housing supply NAHB: The latest version of the bill would 'undermine' build-to-rent construction The @NAHBhome email obtained by @PunchbowlNews/@BrendanPedersen 👇

By Lance Lambert
QQQ Hourly: Choppy Month Within Six-Month Range
SocialMar 4, 2026

QQQ Hourly: Choppy Month Within Six-Month Range

$QQQ Hourly. Your last month in the Nasdaq. Easy to get worn out in this choppy tape, especially if putting on many trades. Range within broader 6 months range https://t.co/oBihc4j2vh

By chessNwine
FLKR: South Korean Market Nosedives, Wait For The Right Entry Point
NewsMar 4, 2026

FLKR: South Korean Market Nosedives, Wait For The Right Entry Point

Analyst Komal Sarwar initiates coverage of the Franklin FTSE South Korea ETF (FLKR) with a Hold rating, noting the fund’s recent 130% rally driven by Samsung and SK Hynix. The ETF now trades at a price‑to‑earnings multiple of 19 and...

By Seeking Alpha – ETFs & Funds
Fed Stuck: No Cuts Amid Rising Stagflation
SocialMar 4, 2026

Fed Stuck: No Cuts Amid Rising Stagflation

The Fed is trapped. Oil at $81 → inflation rising. Stocks selling off → growth slowing. Yields above 4% → no room to cut. Stagflation isn't a theory. It's a Tuesday. Rate at 3.5-3.75%. Next meeting March 17. They will do nothing. And that's the problem....

By Michael A. Gayed, CFA (Lead-Lag Report)
New Podcast “The Options Trench” Emphasizes Measurement Over Prediction
SocialMar 4, 2026

New Podcast “The Options Trench” Emphasizes Measurement Over Prediction

Moontower 🌙Launching podcast/YT series: The Options Trench 🌙Make it make sense 🌙"measurement not prediction" in the wild https://t.co/SVLluHexwT refs: @outlieroptions @halfkelly @Citrini7 @shaneparrish https://t.co/6sjaG9EPz6

By Kris Abdelmessih
Retail REITs Benefiting From Strong Market Fundamentals, Tight Supply
NewsMar 4, 2026

Retail REITs Benefiting From Strong Market Fundamentals, Tight Supply

Retail REITs are thriving as strong market fundamentals and limited new development tighten supply. Occupancy reached 95.7% in Q4 2025, while rent growth held at 2.1% year‑over‑year. Funds from operations rose 14% YoY, and A‑rated malls posted NOI 10% above pre‑COVID...

By Nareit
EU Leaders Push for Measures to Cut Power Prices
SocialMar 4, 2026

EU Leaders Push for Measures to Cut Power Prices

EU leaders set to call for measures to lower power prices https://t.co/23kSOba0ij via @E_Krukowska @europressos https://t.co/5KEoG1V75b

By Zöe Schneeweiss
Key Factors for Trusting Today's Market Bounce
SocialMar 4, 2026

Key Factors for Trusting Today's Market Bounce

Can this bounce be trusted.. or not??. I'll break out WHAT needs to happen to have more confidence, today at 2:25 EST on @FoxBusiness w/ @cvpayne

By Mark Newton, CMT
BMO Just Made These ETFs More Tax Efficient (ZCON, ZBAL, ZGRO)
BlogMar 4, 2026

BMO Just Made These ETFs More Tax Efficient (ZCON, ZBAL, ZGRO)

BMO has restructured its three asset‑allocation ETFs—ZCON, ZBAL and ZGRO—by replacing the traditional aggregate‑bond component (ZAG) with a discount‑bond strategy (ZDB). The swap reduces taxable coupon income, aiming to boost after‑tax returns for investors holding these funds in non‑registered accounts....

By Canadian Portfolio Manager Blog
Housing Market Tightens, Competition Returns to Pre‑2020 Levels
SocialMar 4, 2026

Housing Market Tightens, Competition Returns to Pre‑2020 Levels

Is the housing market getting tighter? Yes. Supply and demand have squeezed together over the past few months, so competition levels are now are at pre-2020 norm levels (instead of being softer). I'll write more about this tomorrow. Any thoughts?...

By Ryan Lundquist
Market Values Future Risk over Current Earnings
SocialMar 4, 2026

Market Values Future Risk over Current Earnings

MongoDB: Revenue up 27%. Beat on earnings. Rule of 40. Record cash flow. Stock: Down 22%. Why? Two top execs left. Guidance light. The market doesn't care what you did. It cares what you're about to lose. https://t.co/u0W819CWth

By Michael A. Gayed, CFA (Lead-Lag Report)
Fiscal Rules in Emerging Market Economies
BlogMar 4, 2026

Fiscal Rules in Emerging Market Economies

The World Bank’s January 2026 Global Economic Prospects report finds that more than half of emerging market and developing economies (EMDEs) now operate under at least one fiscal rule, up from roughly 15 % in 2000. Fiscal rules are linked to medium‑term...

By The Conversable Economist
Weekly S&P 500 Trend Overview Across North American Sectors
SocialMar 4, 2026

Weekly S&P 500 Trend Overview Across North American Sectors

a weekly glance at the short, intermediate and long-term S&P 500 $SPX relative trend condition of all the key North American sectors and assets... #SectorWatch https://t.co/CZoeJ2bjDH

By David Cox
Fast‑track Housing Startup Leaves Dozens Unfinished Near Austin
SocialMar 4, 2026

Fast‑track Housing Startup Leaves Dozens Unfinished Near Austin

Boom to bust. Onx Homes came to Austin MSA in 2022—backed by $167 million in investor capital—w/ a plan to deploy a rapid construction process (builds completed in under 60 days) Now several dozen of its half-built homes are sitting neglected about...

By Lance Lambert
EU Anticipates Exemption From US 15% Tariff Increase
SocialMar 4, 2026

EU Anticipates Exemption From US 15% Tariff Increase

EU expects exemption from the US universal tariff boost to 15% https://t.co/XiyLxBsgAB via @jendeben https://t.co/I0YRgVF88F

By Zöe Schneeweiss
Holding Walmart: Overbought but No Trade Signal
SocialMar 4, 2026

Holding Walmart: Overbought but No Trade Signal

$WMT daily updated chart. Basing along the 10/21ma's worked off overbought conditions from Feb. Still own let it rides on this name. No trade shares at this time https://t.co/JV2KvZcV1K

By Sunrise Trader
PLTR Targets 155‑156 After Support Holds
SocialMar 4, 2026

PLTR Targets 155‑156 After Support Holds

$PLTR we now have 2 small gaps and the 10/21ma's for support levels below and watching 155-156 for next level higher. I am close to putting shares from this trade into let it ride. I still own...

By Sunrise Trader