Blog•Mar 11, 2026
Ex-Goldman Commodity King Warns 'No Policy Response Can Meaningfully Reverse Oil Prices'
Jeff Currie, former head of commodity research at Goldman Sachs, warned that the ongoing disruption of the Strait of Hormuz makes oil prices virtually unstoppable in the near term, and no policy response—such as strategic petroleum reserve releases or government interventions—can meaningfully reverse the trend. The strait carries roughly 18.5 million barrels per day, and a prolonged closure could halt more oil than the entire U.S. strategic reserve holds. Currie also framed this as part of a broader commodity super‑cycle driven by chronic underinvestment, shifting demand patterns, and geopolitical risk. He promoted a “HALO” investment approach, favoring heavy, low‑obsolescence assets that can hedge inflation and supply shocks.
By ZeroHedge – Markets
Blog•Mar 11, 2026
Oil Markets Remain on Edge – Two Healthcare Stocks with Leading Uptrends
The piece titled “Oil Markets Remain on Edge – Two Healthcare Stocks with Leading Uptrends” is hosted on TrendInvestorPro but is locked behind a subscription login, offering only a brief promotional banner and no substantive market data. No details on...
By TrendInvestorPro (Blog)
Blog•Mar 11, 2026
EU Considers Gas Price Cap to Reduce Bills
The European Commission is evaluating a gas‑price cap to dilute gas’s influence on electricity pricing across the bloc, as announced by President Ursula von der Leyen. The measure is intended to curb soaring power bills for households and industry. Critics...
By Irina Slav on energy
Blog•Mar 11, 2026
Elliott Wave Update of USDJPY – March 11th, 2026
USD/JPY is hovering near the 158.00 level as traders grapple with mixed signals stemming from the ongoing conflict in Iran. The pair’s price action reflects a classic Elliott Wave pattern, with analysts debating whether the current wave is poised for...
By EWM Interactive – Forex
Blog•Mar 11, 2026
Elliott Wave Update of USDCAD – March 11th, 2026
The latest Elliott Wave update notes that USDCAD has remained virtually unchanged this week despite extreme volatility in crude‑oil prices. Analysts highlight a critical resistance level around 1.3800 that could dictate short‑term direction. While oil surged 36% following geopolitical tensions,...
By EWM Interactive – Forex
Blog•Mar 11, 2026
Sydney Faces Heavy House Price Falls
Sydney’s housing market is poised for a steep correction, with SQM Research now projecting up to a 6% price decline by 2026, while Melbourne may see a 4% drop. Recent data show zero growth in Sydney and a 0.1% dip...
By MacroBusiness (Australia)
Blog•Mar 11, 2026
PBOC Is Expected to Set the USD/CNY Reference Rate at 6.8824 – Reuters Estimate
The People’s Bank of China set the USD/CNY reference rate at 6.8824, a 35‑month low for the dollar and a record‑strength yuan. The fixing, announced around 0115 GMT, follows a managed‑float system that permits a ±2% trading band. By choosing...
By investingLive – Asia-Pacific News Wrap
Blog•Mar 10, 2026
Why David Einhorn Is Reducing Equity Exposure Despite Solid Returns
Greenlight Capital’s Solasglas fund posted a 7.9% fourth‑quarter gain and a 9.8% year‑to‑date return in 2026, outpacing the S&P 500’s modest rise. Despite solid performance, David Einhorn trimmed net equity exposure to about 29% in February, down from roughly 40%...
By The Acquirer’s Multiple (Blog)
Blog•Mar 10, 2026
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
The latest Acquirer’s Multiple® Large‑Cap screen highlights a cluster of capital‑intensive cyclicals, discounted financials and mature global franchises that are trading at historically low acquisition multiples despite robust operating income, free cash flow and active shareholder returns. Valuations remain anchored...
By The Acquirer’s Multiple (Blog)
Blog•Mar 10, 2026
The Closer – Big Bond Sale, BDC, Housing – 3/10/26
Amazon became the latest investment‑grade borrower to tap the bond market, issuing a tranche that ranks as the fourth‑largest IG bond sale ever to fund its data‑center expansion. The deal adds several billion dollars of capital at a competitive yield,...
By Bespoke Investment Group – Think B.I.G. Blog
Blog•Mar 10, 2026
MacroPass™: Jeff Clark's Latest Gold Mining Stock Pick
Jeff Clark of The Gold Advisor recommends a newly formed gold miner that controls a project with more than 2 million ounces of proven gold in Colombia’s prolific belt. The company, less than two months old, is fully funded, has begun...
By Adam Taggart – Weekly Market Recap
Blog•Mar 10, 2026
Is the Bottom In For SPX? March 11 Plan
The newsletter dissects recent S&P 500 E‑mini (ES) moves, labeling rapid sell‑offs as "elevator down" events that trigger failed breakdowns and short squeezes. After a sharp dip to 6588 on Sunday, the index rebounded to 6850, repeatedly testing the 6778‑82...
By S&P 500 (SPX/ES) Trade Companion
Blog•Mar 10, 2026
The January Effect 2026 Edition
The January Effect 2026 Edition revisits the century‑old seasonal rally that typically lifts equities and certain currency pairs in the first weeks of the year. By analysing price action from the 2025‑2026 transition, the piece highlights a pronounced EUR/USD volatility...
By Factor Trading (Peter Brandt Blog)
Blog•Mar 10, 2026
Podcast: Chris Waller of Plural Investing and Hidden Gem Investing
In a recent podcast, Chris Waller of Plural Investing and Hidden Gem Investing breaks down two high‑profile spin‑offs—GCI Liberty (GLIBK) and Seaport Entertainment (SEG). He explains why rights offerings on spin‑offs, championed by investors like Joel Greenblatt, can be compelling...
By Stock Spinoff Investing
Blog•Mar 10, 2026
Consus Ag Consulting Afternoon Wrap Up
After a weaker overnight session, the market opened mixed with grains under pressure and soybeans gaining. Soy products rallied, driven by speculation that soybean balance sheets may tighten enough to trigger rationing. Grain prices were weighed down by divergent global...
By Consus Consensus