Blog•Mar 4, 2026
Animal Spirits: A Wave of Redemptions
Blackstone’s flagship private credit fund is experiencing a wave of redemptions, marking one of the sharpest outflows in the private‑credit space this year. The fund’s investors have withdrawn roughly 5% of assets within a few weeks, prompting concerns over liquidity and valuation pressures. At the same time, usage of leveraged and inverse ETFs has surged to multi‑year highs, adding volatility to equity markets. These trends signal a broader shift in investor risk appetite amid tightening credit conditions.
By A Wealth of Common Sense
Blog•Mar 4, 2026
Mexico’s Mining Always Got the Silver Spoon Treatment. Now It Must Reinvent Itself to Survive
Silver prices exploded from just over $20 an ounce in late 2024 to a peak of $120 in early 2026, driven by geopolitical uncertainty and soaring demand from solar and electric‑vehicle technologies. Mexico, the world’s largest silver producer, extracted roughly...
By The Mexico Political Economist
Blog•Mar 4, 2026
Russian Oil & Gas Monthly - February, 2026
The February 2026 edition of Russian Oil & Gas Monthly highlights a sudden escalation in Middle‑East tensions, specifically the outbreak of hostilities involving Iran, Israel, and the United States. The conflict, which unfolded at the end of February, disrupted global...
By EMOGCP – Russian Oil & Gas Monitor
Blog•Mar 4, 2026
5 Systems Every Rookie Investor Needs for Faster Rehabs and Bigger Profits
Serena Norris, a veteran flipper with 130+ projects and $55 million in volume, explains how five core systems transform chaotic rehabs into repeatable, profitable businesses. The systems—information, planning, execution, communication, and quality‑control—centralize documents, standardize scopes, track tasks, and enforce checkpoints. By...
By BiggerPockets (Blog)
Blog•Mar 4, 2026
S HARRIS FINANCIAL GROUP, LLC - Filing for Period Ending 12/31/2025
S Harris Financial Group (SHFG), a San Antonio‑based advisory firm managing $348.6 million for 240 clients, filed its Q4 2025 13F showing $104.4 million in disclosed securities. The portfolio is heavily weighted toward fixed‑income ETFs, with Fidelity Total Bond ETF (FBND) representing 12.5%...
By WhaleWisdom Blog
Blog•Mar 4, 2026
The Real Commodity Story
Under the Bretton Woods gold standard, oil was effectively pegged at about $2.60 per barrel, delivering remarkable price stability from 1950 until the system’s collapse. When the United States abandoned the gold‑linked dollar in the early 1970s, oil prices became...
By McleodFinance (Alasdair Macleod)
Blog•Mar 4, 2026
Iran After the War
U.S. President Donald Trump suggested that a more moderate, popular figure already embedded in Iran’s regime could lead Tehran after the conflict. Israeli Prime Minister Benjamin Netanyahu warned that while the war may be protracted, it is unlikely to last...
By Geopolitical Futures
Blog•Mar 4, 2026
A Washout Bottom?
The S&P 500 ETF (SPY) displayed a potential reversal on Tuesday, opening lower, slipping further, then rallying to close the session in positive territory. The move was reinforced by a bullish divergence on the 5‑day Relative Strength Index and trading...
By Humble Student of the Markets
Blog•Mar 4, 2026
More on China and the Middle East War
China has launched a high‑profile diplomatic campaign to halt the escalating Iran‑U.S./Israel war, calling for an immediate cease‑fire and a return to negotiations. Beijing emphasizes its flexible, interest‑based partnerships with Tehran rather than a binding alliance, underscoring that the Middle...
By The China‑MENA Newsletter
Blog•Mar 4, 2026
RFR Adoption in Cleared Rates Swaps – 2025 Update
The 2025 cleared rates‑swap data show that just over 62% of the $1,076 trillion notional is tied to risk‑free rate (RFR) indexes, leaving a 38% minority still anchored to legacy IBORs. Major currencies such as GBP, JPY and CAD have largely...
By Clarus Financial Technology
Blog•Mar 4, 2026
Core, Satellite, and Structural Premiums: PensionDanmark’s Approach to Emerging Market Debt
PensionDanmark has shifted the bulk of its emerging market debt portfolio from external managers to an internal team, now overseeing most hard‑currency and local‑currency sovereign exposure. The fund employs a core‑satellite framework, using the internal core for broad beta and...
By HedgeNordic
Blog•Mar 4, 2026
Stick to What You Know
The article warns investors that geopolitical crises, such as the current Middle East conflict, trigger instinctive, emotion‑driven actions that clash with sound investing. It highlights the impossibility of forecasting short‑ and long‑term market reactions to such events. Instead, it reminds...
By The Behavioural Investment
Blog•Mar 4, 2026
Elliott Wave Update of EURUSD – March 4th, 2026
The latest Elliott Wave update shows EUR/USD slipping over 200 pips as investors flee to the U.S. dollar amid heightened Middle East tensions. Wave analysis suggests the pair is in a corrective phase, with the next bullish support zone around 1.0750....
By EWM Interactive – Forex
Blog•Mar 4, 2026
Global Geopolitical Tensions Drive Capital Into Safe Havens:
Geopolitical tensions in 2026 have re‑emerged as a primary driver of global capital flows, prompting investors to seek defensive positions. Tens of billions of dollars have moved into money‑market funds, while traditional safe havens such as U.S. Treasuries, gold, and...
By HedgeCo.net – Blogs
Blog•Mar 4, 2026
Major Pension Funds Accelerate Allocations to Alternative Investments
Pension funds worldwide are rapidly expanding allocations to alternative assets, with global pension assets exceeding $60 trillion. The Teachers’ Retirement System of Illinois alone approved nearly $1 billion for hedge funds and private‑market strategies, reflecting a broader move toward private equity, private...
By HedgeCo.net – Blogs
Blog•Mar 4, 2026
Falling Approvals Shatter Housing Targets
The Australian government’s National Housing Accord, launched on 1 July 2024, set a goal of delivering 1.2 million new dwellings within five years. ABS data show that after the first 15 months, about 81,000 homes—27 % of the target—remain unbuilt, creating a sizable shortfall. The...
By MacroBusiness (Australia)
Blog•Mar 3, 2026
Reactions to Iran War; US-China; Two Sessions; DeepSeek and Qwen
China’s foreign ministry publicly condemned Israeli and U.S. military strikes against Iran, urging an immediate cease‑fire and emphasizing diplomatic solutions. Wang Yi’s call with Israel’s Gideon Sa’ar highlighted Beijing’s call for de‑escalation and protection of shipping lanes in the region....
By Sinocism
Blog•Mar 3, 2026
TMTB EOD Wrap: Software Vs. Semis
Software equities outperformed semiconductors sharply, driving the IGV‑SOX performance spread to a 10‑year high of 14.70% on a six‑day rolling basis. This marks the largest spread since the index’s inception, with only six days in the past decade exceeding a...
By TMT Breakout
Blog•Mar 3, 2026
California Legislature: Previewing the Year Ahead in California State Housing Policy
The Terner Center is hosting a March 24 webinar to preview California’s housing policy agenda for the 2025‑2026 legislative session. After a busy first year that delivered high‑profile bills on affordability, zoning and climate, lawmakers are expected to maintain an aggressive...
By Terner Center Blog: No Limits (UC Berkeley)
Blog•Mar 3, 2026
Projected Prices and Volatility Factors for 2026
The Risk Management Agency released 2026 projected prices and volatility factors for corn and soybeans after February’s price‑discovery period. Corn’s projected price fell to $4.62 per bushel, $0.08 below 2025, while soybean’s rose to $11.09, $0.55 higher than last year....
By Farmdoc daily
Blog•Mar 3, 2026
How Long Does It Take to Get a Reverse Mortgage in 2026?
The article outlines the typical 30‑to‑60‑day timeline for obtaining a reverse mortgage in 2026, detailing the five required steps from HUD‑approved counseling through closing. It highlights that well‑prepared borrowers can close in as little as 30 days, while common setbacks...
By The Mortgage Reports
Blog•Mar 3, 2026
Vanguard’s Transfer on Death Plan Kit
Vanguard announced on September 20, 2025 that it now permits a Transfer‑On‑Death (TOD) designation for joint taxable brokerage accounts. The new option is accessed via an online request, a printable form, and a mailed signature, rather than a fully digital submission. Vanguard’s...
By Humbledollar
Blog•Mar 3, 2026
Opendoor Says It Will Offer 4.99% Mortgage Rates to Its Home Buyer Customers
Opendoor announced a beta mortgage product that will provide a 30‑year fixed rate of 4.99% with no points or fees, roughly a full percentage point below the current 6% market average. The discount is achieved through reduced margins, automation, and...
By The Truth About Mortgage
Blog•Mar 3, 2026
Critical Minerals in Focus as Major Toronto Mining Conference Underway – by Ian Bickis(CTV News Northern Ontario – March 2,...
The Prospectors and Developers Association of Canada (PDAC) conference in Toronto, drawing over 27,000 attendees, has placed critical minerals at the forefront of its agenda. Industry leaders warned that geopolitical fragmentation is heightening supply‑chain vulnerability for metals such as copper,...
By Republic of Mining
Blog•Mar 3, 2026
NEW POD! How Credit Markets Shaped a Nation with Sarah Quinn
In the latest Net Interest Extra episode, sociologist Sarah Quinn discusses her book *American Bonds*, which argues that credit markets have been a foundational force in shaping the United States. Quinn traces how borrowing practices influenced industrial growth, urbanization, and...
By Net Interest (Substack canonical)
Blog•Mar 3, 2026
TMTB: Gitlab (GTLB) Buyside Bogeys
GitLab (GTLB) heads into its quarterly earnings call at 4:05 pm, with an implied 15% price move priced in by the market. The stock has tumbled 50% since the end of October and now trades at roughly three times forward revenue,...
By TMT Breakout
Blog•Mar 3, 2026
What We Just Learned About The Dollar
The dollar continues to function as a global safe‑haven asset even amid acute crises, reaffirming its appeal to risk‑averse investors. Simultaneously, elevated U.S. Treasury yields are drawing capital despite lingering concerns over fiscal deficits and policy uncertainty. Market data shows...
By Heisenberg Report
![Model Factsheet Update [February]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://substackcdn.com/image/fetch/$s_!Xnrp!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fce2ca8fd-928e-45d0-8e0e-e5d9b20c566d_1280x1280.png)
Blog•Mar 3, 2026
Model Factsheet Update [February]
Tematica released an updated suite of model factsheets covering a broad range of thematic, core, targeted, and dividend income strategies. The new AI & Data Center, CHIPS Act, Cloud Computing, Digital Infrastructure, and Nuclear Energy models reflect emerging technology and...
By Tematica Signals (Substack)
Blog•Mar 3, 2026
February Update - Tematica Select Digital Infrastructure Model (DIGI)
On March 3, 2026 Tematica released its February update to the Select Digital Infrastructure (DIGI) model, which tracks firms that build and operate the backbone of the hyper‑connected economy. The revision expands the universe to include edge‑computing, 5G tower, and submarine‑cable operators,...
By Tematica Signals (Substack)
Blog•Mar 3, 2026
Cell Tower Valuation Model (Updated March 2026)
The article introduces a new Excel‑based Cell Tower Valuation Model designed for telecom infrastructure underwriting. It highlights how 5G rollouts, rising data usage, and new operators are turning cell towers into high‑demand, inflation‑protected CRE assets. Valuations are driven by cash‑flow...
By Adventures in CRE (A.CRE)
Blog•Mar 3, 2026
Headline Risk Rises Again – Defensive Market – Bearish Patterns in Tech
The provided page is a subscriber‑only login portal for TrendInvestorPro, a service offering systematic trading strategies, market timing models, and ETF analysis. No substantive market commentary or data is visible without a paid subscription. The page lists features such as...
By TrendInvestorPro (Blog)
Blog•Mar 3, 2026
Submarket Spotlight: Denver, Brighton & Northern Colorado Industrial Market
Colorado’s industrial warehouse market is fragmented into distinct submarkets, each driven by functional priorities rather than aggregate metro metrics. In Denver’s infill and core corridors, limited land and high labor proximity sustain strong demand for small‑bay, last‑mile spaces, while Commerce...
By The Broker List – Blog
Blog•Mar 3, 2026
BTQ Technologies Added to WisdomTree Quantum Computing Fund
BTQ Technologies Corp. has been added to the WisdomTree Quantum Computing Fund (WQTM), a U.S.-listed ETF that targets pure‑play quantum hardware, software and infrastructure firms. The fund, launched in October 2025, manages roughly $26.4 million as of February 27 2026. BTQ’s inclusion highlights its...
By Quantum Zeitgeist
Blog•Mar 3, 2026
Frontier AI Economics
Frontier AI model developers operate under highly speculative economics, with valuations suggesting they will capture strong net‑profit margins over time. The range of possible outcomes remains broad, from modest profitability to potential monopoly power, as illustrated by a hypothetical Anthropic...
By MBI Deep Dives
Blog•Mar 3, 2026
Diesel Prices Rise Sharply, While Gas Increases Remain Modest Across the U.S.
U.S. diesel prices jumped 10 cents to $3.809 per gallon for the week ending Feb. 23, with the Midwest posting the steepest regional rise of 13 cents. The West Coast continues to lead in absolute cost, averaging $4.465. By contrast, gasoline...
By The TruckersReport Blog
Blog•Mar 3, 2026
Jack Lifton Interviews James Deckelman on Deep Sea Minerals and the Strategic Push Into Seabed Critical Minerals
Jack Lifton interviewed Deep Sea Minerals CEO James Deckelman about the company’s push into polymetallic seabed nodules as a new source of critical minerals. Deckelman highlighted a projected doubling of demand by 2040, a widening supply gap, and soaring copper...
By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Blog•Mar 3, 2026
Day 4 Iran Update: Hormuz BLOCKADE Incoming: Reinsurers CANCEL All Gulf Coverage + Qatar LNG SHUT DOWN | Rapid Read...
On March 3, 2026, coordinated U.S. and Israeli airstrikes continued to degrade Iranian command, missile and naval infrastructure while collateral damage caused civilian casualties. Major marine reinsurers issued 72‑hour war‑risk cancellation notices for the Persian Gulf and adjacent waters, effective March 5,...
By GeopoliticsUnplugged
Blog•Mar 3, 2026
Brownfield Exploration Gives Copper Supply Breathing Time
The rate of discovering new copper deposits has fallen by half over the past decade, driven by a roughly 60% drop in grassroots exploration funding. In contrast, brownfield and mine‑site exploration has supplied four times more copper than greenfield discoveries,...
By MinEx Consulting – Publications/Blog
Blog•Mar 3, 2026
Disastrously, Mexico’s 2025 Investment Was OK
Mexico’s government hailed 2025 capital investment as reaching historic highs, but the underlying data tells a different story. Year‑over‑year growth was roughly 2%, a modest rise that barely nudges the long‑term trend upward. Critics argue the figures are underwhelming and...
By The Mexico Political Economist
Blog•Mar 3, 2026
75,000 “Relistings” Could Hit the Market, But Inventory WON’T Explode?
Housing market analysts note that roughly 75,000 single‑family homes are being relisted, representing about 11% of active inventory. De‑listings surged to 60‑80% of new listings during the holiday season, reflecting sellers pulling overpriced homes. Most relistings stem from owner‑occupiers waiting...
By BiggerPockets (Blog)
Blog•Mar 3, 2026
The Dollar Is the Only Game in Town
The U.S. dollar is strengthening across major G10 pairs as the Middle East conflict fuels risk aversion, pushing the euro, yen, and sterling lower. Emerging market currencies such as the peso, yuan and real also slide, while equity markets suffer...
By Marc to Market
Blog•Mar 3, 2026
The Permabulls and Iran
On Monday the S&P 500 closed essentially flat after permabulls rushed in on the opening dip, echoing Michael Burry’s “greatest buy‑the‑dip generation” claim. The optimism was short‑lived as escalating tensions in Iran prompted a market rethink. The author warns that...
By Top Gun Financial Blog
Blog•Mar 3, 2026
India’s Iron Dome: The Multi-Billion Dollar Shield
India is negotiating to acquire Israel’s Iron Dome and Iron Beam systems to plug a critical short‑range gap in its multi‑layered air‑defense architecture, known as Mission Sudarshan Chakra. The plan emphasizes sensor‑fusion, centralized command and cost‑effective interception of drones, rockets...
By China Business Spotlight
Blog•Mar 3, 2026
Economic Implications of the Iran Attacks
U.S. and Israeli strikes prompted Iran’s Revolutionary Guard to announce a closure of the Strait of Hormuz, one of the world’s most vital oil chokepoints. The move threatens to halt commercial traffic, immediately spiking crude prices and prompting insurers to...
By Geopolitical Futures
Blog•Mar 3, 2026
Federal Reserve Revenue: Cutsinger’s Solution
The Federal Reserve sets its own operating budget and remits any surplus to the Treasury, but it lacks a residual claimant who would benefit from cost savings. Because officials do not capture saved dollars, there is little incentive to minimize...
By EconLog (Library of Economics and Liberty)
Blog•Mar 3, 2026
Gold Daily Call for March 3rd, 2026
Midas Touch Consulting issued its Gold Daily Call for March 3, 2026, projecting that spot gold will initially trade sideways before turning lower. The technical chart highlights a near‑term support zone around $2,050 per ounce and resistance near $2,150. The note cites...
By Midas Touch Consulting
Blog•Mar 3, 2026
Avoiding the Echo Chamber: Kraft’s Playbook in Tighter High-Yield Market
Kraft Fondene’s high‑yield funds posted double‑digit returns in 2025 despite a market shift toward tighter spreads and lower dispersion. Leveraging a strong 2024 portfolio, the team rotated out of over‑compressed positions such as Heimstaden Bostad and reduced exposure to subordinated...
By HedgeNordic
![[Update & Reveal] John Wood Group: Buyer Lock-In via Lending Pays Off: Double-Digit Gains Since January](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://substackcdn.com/image/fetch/$s_!B5NZ!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F32978d04-1cd9-421d-91c4-d4ab686c7abd_577x577.png)
Blog•Mar 3, 2026
[Update & Reveal] John Wood Group: Buyer Lock-In via Lending Pays Off: Double-Digit Gains Since January
John Wood Group’s merger with Sidara has cleared all antitrust and regulatory hurdles, confirming the buyer’s lock‑in strategy that began with a $250 million loan injection. The regulatory green light on March 3 triggered a share price rise to 28.70 pence, delivering double‑digit...
By Compounding Capital
Blog•Mar 3, 2026
Tidan Deepens Volatility Arbitrage Expertise
Tidan Capital has appointed Laurent Keller as Senior Portfolio Manager, bolstering its volatility and options arbitrage platform. Keller brings over a decade of quantitative experience in equity volatility relative‑value, dispersion and correlation strategies from a large Swiss institutional investor. He...
By HedgeNordic