News•Mar 3, 2026
RLTY: Monthly Income From The Growth Of AI Data Centers
Closed‑end fund RLTY offers an 8.3% yield but pays out more than it earns, eroding NAV over time. The fund is positioned to capture AI data‑center growth through holdings in REITs such as DLR, AMT, and EQIX. However, its 34.6% leverage and reliance on net realized gains for distributions increase risk, especially in a high‑rate environment. RLTY currently trades at a 6.54% NAV discount despite recent outperformance versus XLRE.
By Seeking Alpha – ETFs & Funds
News•Mar 3, 2026
Taiwan Doesn’t Have to Choose
Taiwan, home to 23 million people, sits at the nexus of global trade routes and the semiconductor supply chain, making its stability a linchpin for worldwide commerce. The Kuomintang (KMT) argues that the island should not be forced to align exclusively...
By Foreign Affairs
News•Mar 3, 2026
How Brokers Can Position Private Lending as a Strategic Advantage
Real estate brokers can turn private lending into a strategic advantage by offering faster, more flexible financing than traditional banks. Private lenders specialize in distinct property types and deal sizes, allowing brokers to match investors with the right capital source....
By Mortgage Professional America
Social•Mar 3, 2026
AI-Driven Market Dispersion Hits Multi-Decade Highs
From The Wall Street Journal: “Market ‘dispersion’ is hitting levels not seen in decades as investors sort AI winners from losers.” (Recall that Dispersion — both within and across sectors and economies — is one of the three key themes I’ve...
By Mohamed El‑Erian
News•Mar 3, 2026
Golden Goose ‘More Excited than Ever’ After Positive Earnings
Golden Goose reported FY25 revenue of €734 million, a 15% year‑on‑year rise, driven by a 21% surge in direct‑to‑consumer sales that now represent 81% of total revenue. The brand added 17 new stores, bringing its global footprint to 232 locations, with...
By Inside Retail Asia
Social•Mar 3, 2026
DC's Limited Tricks Can't Stop High Oil Prices
DC won’t let high oil prices hurt Americans Good luck As @rory_johnston frames it, here are the options • SPR release (here we go again) • Sanctions relief on Russia (err... not great) • Gas tax holiday (2022 redux) You can’t print barrels https://t.co/3KCAj8NtGr #Oil #EnergyMarkets...
By Art Berman Blog
News•Mar 3, 2026
Florida’s Fields Are Hurting – What That Means for Reefer Freight Right Now
Florida experienced an unprecedented freeze from late December 2025 through early February 2026, inflicting over $3 billion in agricultural losses. Key commodities such as tomatoes, squash, and bell peppers saw up to 50% crop loss, while strawberries, blueberries, and citrus also...
By FreightWaves
News•Mar 3, 2026
This Stock-Split Stock Is a Major AI Beneficiary. But Is Its Recent Sell-Off a Buying Opportunity?
ServiceNow completed a 5‑for‑1 stock split and posted a strong Q4, with subscription revenue of $3.5 billion, up 21 % YoY. AI‑focused Now Assist generated over $600 million in annual contract value, while non‑GAAP free‑cash‑flow margin reached 57 %. Despite these gains, the stock...
By Motley Fool Investing
Social•Mar 3, 2026
Trusts Aren't Tax Tricks—Structure Determines Benefit
I don’t need to hear this, but “put it in a trust” is not a tax strategy. It’s like saying “put it in a box.” What kind of box? Who controls the box? Who benefits from the box? That’s where the tax answer...
By Prof. Victoria J. Haneman
News•Mar 3, 2026
VLCC Rates Hit New Sky-High Record: $424,000 Per Day
VLCC charter rates surged to a record $424,000 per day after the U.S.-Israeli strike on Iran, as the Strait of Hormuz was officially closed to traffic. Spot rates for Middle‑East‑to‑China voyages jumped well above $400,000, dwarfing the recent $100,000‑plus benchmarks....
By The Maritime Executive
Social•Mar 3, 2026
EU Mulls Aluminium Scrap Export Caps Amid Rising Shipments
EU consults on aluminium scrap export limits as shipments rise and secondary producers face margin pressure. https://www.metalnomist.com/2026/03/eu-aluminium-scrap-export-restriction.html
By The Metalnomist
![MARKET PULSE AM MARCH 3, 2026 [WATCH]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://assets.nst.com.my/images/listing-featured/E988962854157AB41A6A7C5051DD8CD0_data_0.jpg)
News•Mar 3, 2026
MARKET PULSE AM MARCH 3, 2026 [WATCH]
Bursa Malaysia opened higher on Tuesday, rebounding from yesterday’s sell‑off as bargain hunters returned. Analysts flagged renewed buying interest in large‑cap banking stocks, drawn by attractive dividend yields. The benchmark index is projected to trade between 1,690 and 1,715 points...
By New Straits Times (Malaysia) – Business
News•Mar 3, 2026
Alphabet Vs. The Trade Desk: Which Is a Better Buy?
Alphabet posted an 18% revenue jump to $113.8 billion in Q4, with Google Cloud surging 48% and net income rising 30%, underscoring strong AI‑driven growth and operating leverage. The Trade Desk reported $847 million in revenue, up 14% YoY, but its growth...
By Motley Fool Investing
Social•Mar 3, 2026
STAK Spikes on Volume, Eyeing $1.50‑
Nearly 60x relative volume on $STAK today, and it's one of my top watches for tomorrow amid a TON of energy names rocketing. I'll be looking for the simple break & base over today's high of day range for the day...
By Trade Momentum
News•Mar 3, 2026
US, China Discuss Investment Revival Ahead of Trump’s Trip: Sources
U.S. and Chinese officials have begun talks to revive reciprocal investment ahead of President Donald Trump's scheduled visit to Beijing. Both sides are exploring structured joint ventures and licensing arrangements, with Beijing demanding stronger protection for its firms and Washington...
By South China Morning Post – Global Economy
Social•Mar 3, 2026
Valero Set for 1‑2 Weeks More Upside
$VLO rising to near nose-bleed territory in the short run, but w/ Crude likely to approach high 70's before a peak, i expect another 1-2 weeks of strength out of VLO before this stalls out @IBDinvestors @marketsurge Big push...
By Mark Newton, CMT
Social•Mar 3, 2026
Key March Technical Themes: Breakouts, Earnings Setups, Decision Points
Top 10 charts I’m watching for March 👀📊 My latest show on @StockCharts TV covers some key technical themes: ✅ Stocks that have already started to break out (like $MPC and $JBL) 👀 Big earnings setups with divergences (hello $TGT) ⚖️ Magnificent 7 at...
By David Keller, CMT
Blog•Mar 3, 2026
4 Tax Moves to Consider This March
March offers a strategic window to boost tax‑saving accounts before the April 15 deadline. Taxpayers can max out IRA contributions, benefit from inflation‑adjusted Roth phase‑out ranges, and contribute to HSAs for triple tax advantages. Families can claim the Child and...
By Don’t Mess With Taxes
Social•Mar 3, 2026
Bank Sector Yields Surge Above 5%, Top Three Near 6%
Bank stocks annual div yield (as at 2 March) post-4Q2025 earnings. All except Alliance, AM will pay interim div in March 2026. Top 3 highest (2026 estimates): •Bank Islam: 6.22% •*CIMB: 5.92% •RHB: 5.91% =Average Sector DY: 5.10% (10 banks) [*incl Special Div 7sen]
By Azharuddin | Azha Investing
Social•Mar 3, 2026
Outperformance Depends on People, Not Just Processes
So good by @GavinSBaker In Michael Jordan’s second to last year with the Chicago Bulls, Jerry Krause, GM of the Bulls said, “Listen players don’t win championships, organizations do. It isn’t just Jordan or Pippen. It’s how we scout, draft,...
By Ian Cassel
Blog•Mar 3, 2026
Gold Soars Again Following Latest War, While Silver Pulls Back
Gold futures surged roughly $100 on Monday, briefly topping $5,400 as investors fled to the traditional safe‑haven amid a new Middle East conflict. In contrast, silver futures slipped $3.62, ending near $89.80 after a volatile swing between $86.73 and $97.30....
By Arcadia Economics’ Gold & Silver Daily
Blog•Mar 3, 2026
U.S. Treasury Rates Weekly Update for February 27, 2026
U.S. Treasury yields slipped across the curve for the week ending February 27, 2026. The 30‑year note fell 0.08 percentage points, while the benchmark 10‑year yield dropped 0.11 points to 3.97%. The 3‑year Treasury rate held at 3.39%, indicating modest...
By Chet Wang Blog (Municipal Bonds)
Social•Mar 3, 2026
Real Estate That Funds Freedom, Not Traps
I don’t do real estate like everyone else. I don’t buy properties that trap me. I buy properties that pay for my freedom. Months in Costa Rica. Months in Italy. 💃🏾💃🏾💃🏾 Booking a one way flight when I feel like it. As an ex...
By Olivia Tati
Social•Mar 3, 2026
529 Plans: Tax‑Free Education Savings for Kids
If you have kids, please get a 529 plan: • many states have a tax deduction for investing • money grows tax free • tax free withdrawals for education (tutoring, college, private schools, certificates, etc) • could rollover up to $35,000 to their Roth...
By The Money Cruncher
News•Mar 3, 2026
Gilt Yields Rise as Hopes for Bank of England Rate Cut Fade
UK inflation fell to a ten‑month low in January, reviving hopes of a Bank of England rate cut in March. However, gilt yields surged, with five‑year yields up 19 basis points, ten‑year up 14 basis points and two‑year up 12...
By Property Industry Eye
Social•Mar 3, 2026
Wealthy Buy Rentals for Equity, Not Cash Flow
Wealthy people don’t buy rentals for $200 a month in cash flow. They buy them for equity and tax advantages. Say you buy four properties at $50K equity each. That’s $200K added to your net worth, plus a massive...
By Ryan Pineda
Social•Mar 3, 2026
MDB Beats Estimates, ASTS Soars; Mixed Earnings Across Sector
$MDB — EPS $1.65 beat $0.92 est. Rev $695M beat $668M est (+27% YoY). FY27 guide $2.86-2.90B. CRO & Pres Field Ops leaving. -24% AH. $ASTS — Rev $54.3M beat $41M est (+2,731% YoY). EPS -$0.26 missed -$0.19. $1.2B contracted rev....
By Frank Zorrilla
Blog•Mar 3, 2026
Reactions to the US-Israel Attack on Iran; Prepping for the Two Sessions; Science and Technology Insurance
The United States and Israel launched a strike against Iran, dominating global headlines as China prepares for its annual Two Sessions. Beijing’s response has been limited to diplomatic condemnations, mirroring its usual stance in such crises. Iranian crude accounts for...
By Sinocism
Social•Mar 3, 2026
LNG Supply Shocks Expose Energy Transition’s Fatal Flaw
Qatar LNG offline — unprecedented. U.S. exporters win, importers lose, says @seb_kennedy Ukraine & Iran wars expose a core flaw in the “energy transition” narrative. All energy depends on supply chains — break them, you break energy. No supply chains, no energy. Plan B? #LNG...
By Art Berman Blog
Social•Mar 3, 2026
Markets
Winning Isn't Even On My Bingo Card From Safe Havens To Software Gap Down Was Bought, For Now Petro or Pedo-Dollar https://t.co/C1TzLcxyl7
By Samantha LaDuc
News•Mar 3, 2026
BTL Landlords Continue to ‘Invest Strategically’ as Rents Rise
Buy‑to‑let landlords stayed active in the UK rental market as average rents rose to £1,602 PCM, a 4.9% increase year‑on‑year. The South Coast led growth with a 10.5% jump, while London rents grew modestly but remain 49% above the national...
By Property Industry Eye
Social•Mar 3, 2026
Warner Bros. Discovery Reopens Discovery+ Subscriptions Globally
WBD Q4 FY25 call: "If you remember back when we merged into Warner Bros. Discovery, we were trying to shut down Discovery Plus. The fact of the matter is we still have millions of viewers... We have already opened up...
By Alex Morris (TSOH Investment Research)
Social•Mar 3, 2026
World's Largest LNG Plant Offline, Yet Unnoticed
Can you believe that all of the people down there are unaware that the world’s largest LNG plant is offline? https://t.co/nG6uMfgyuH
By Stephen Stapczynski
News•Mar 3, 2026
Ambitious Agents Look Beyond Portals for Marketing Edge
UK estate agents who grew in 2025 allocate significantly more budget to marketing beyond property portals than the market average, according to the Voice of the Agent survey of 495 firms. Average agents spend 6.8% of income on such marketing,...
By Property Industry Eye
Social•Mar 3, 2026
WBD Falls Far Short of FY25 Revenue Targets
FY23 financial projections from the Warner Media / DISCA deal. Fast forward to FY25: WBD generated total revenues of $37.3 billion, with $10.9 billion from DTC, EBITDA of $8.7 billion, and FCF of $3.1 billion. Missed every one of their financial projections...
By Alex Morris (TSOH Investment Research)
Social•Mar 3, 2026
Iran Strike Sparks Cross-Asset Volatility, Market Outlook Discussed
I'll be on with @MariaBartiromo tomorrow am- 7:10 EST on @FoxBusiness discussing the surge in cross-asset volatility given the Iran Strike & what it means for markets
By Mark Newton, CMT
Social•Mar 3, 2026
Yuan Gains Return Real Exchange Rate to 2024 Levels
The yuan's appreciation against the dollar over the last few months looks to have pulled China's real exchange rate back to its end 2024 levels (February is my estimate based on the CFETS index) 1/ https://t.co/KtxZcE3nT7
By Brad Setser
Social•Mar 3, 2026
Low Tariffs Make New Trade Deals Marginal; Boost Domestic Demand
I very much agree with this. For most products and for most countries (the US is now an exception, China has been a bit of an exception) tariffs are already generally low, so the incremental impact of a classic free trade...
By Brad Setser
Social•Mar 3, 2026
Futures Hit 7‑day Widest Range as D
Naz barely made OD up bar while SP & Rus failed...no surprise that the majority of the futures markets made WR7s...(widest range of the last 7 days.) DAX gave a purse trend day down. https://t.co/M06KxsRquT
By Linda Raschke
Social•Mar 3, 2026
Manufacturing Rebounds, but Core PPI Surges Unexpectedly
Manufacturing is finally reviving, but core PPI just jumped 0.8% in a month when economists expected 0.3%. Services inflation refuses to budge. 🔒 Members-Only https://t.co/4QiEXL6LgZ
By Ed Yardeni
Social•Mar 3, 2026
SQM's Price Signals Lagging 2026 LCE Production Growth
SQM’s quarterly price results remain a bellweather of the market price trend. The big question is how much higher will this quarter be? SQM’s 2026 LCE production won’t come close to the market growth for the year. Let...
By Joe Lowry ("Mr. Lithium")
Social•Mar 3, 2026
Monday Market Playbook: 45 ETFs, 95 Stocks, Key Levels
Monday’s Market Playbook: 45 ETF Positions, 95 Stock Ideas & Today’s Buy/Sell Levels https://t.co/Pc5C1TTVu1 via @hedgeye
By Keith McCullough
Social•Mar 3, 2026
Risk-Off Market: All Sectors Down, $FLSY Shines
Zor Daily View — 3/2 🔴 Breadth: NO across the board. Short-term, medium-term, all NO. 🔴 Swing Posture: RISK OFF. 🛡️ Regime: DEFENSIVE. 👀 $FLSY is a standout. https://t.co/6EKr7JExh3
By Frank Zorrilla
Social•Mar 3, 2026
Dimon Warns Inflation May Spark Economic Downturn
“Right now, the economy is doing fine, asset prices are high…I think the probabilities of something going south are more than other people think..I think inflation will cause the economic downturn:” JPMorgan’s Jamie Dimon https://t.co/xB4HN6ITSk
By Lisa Abramowicz
Social•Mar 3, 2026
Oil Shock Math Reveals Dwindling Exporter Surplus, Reshaping Trade
Some basic oil shock math, focusing on the impact on global trade ... Remember that we are starting from an unusually low surplus in the fuel exporting economies ... 1/ https://t.co/WIeQBspqCY
By Brad Setser
Social•Mar 3, 2026
Security Premium Drives Higher Energy Prices
“Energy prices need to reflect a security premium….Every commodity that must cross a border will carry the cost of the oldest lesson in political economy: security comes first:” Carlyle’s James Stavridis & Jeff Currie https://t.co/wIF8jevdyM
By Lisa Abramowicz
Social•Mar 3, 2026
Price Wars Hurt Productivity, Threaten Chinese Economy
.@Aligarciaherrer: “They cut prices aggressively, not because they’re getting leaner…but because everyone else is doing it and they fear losing customers…Unproductive companies are hurting the productive ones, which is…not good for the Chinese economy.” https://t.co/ZakESJy4Fc
By Jonathan Cheng
Social•Mar 3, 2026
Gundlach Urges Investors to Shift From Dollar to Foreign Assets
Jeff Gundlach: “My recommendation is that US Dollar based investors should be investing in foreign markets in foreign currencies. Because the US Dollar appears to be in a long-term bear market” https://t.co/b2PwOxuvyI
By Michael Fritzell
Social•Mar 3, 2026
Market Rebounds Despite News‑driven Gap Down.
Market Rally After the News Gap Down. Here are my thoughts on the current market $FSLY $VIAV $BE $TSLA $NVDA and more https://t.co/Hg5NS2ElgJ
By Richard Moglen
Social•Mar 3, 2026
Subsector Moves Defy Expectations Amid Iran Tensions
Old Wall Broker comments: "The feedback we consistently heard was the 'subsectors I thought would o/p or u/p to start the day have done the complete opposite" #Iran
By Keith McCullough