Social•Mar 8, 2026
India’s Fertilizer Reliance Highlights Asia’s Supply Vulnerability
Asia supply of oil, gas & fertiliser is rather concentrated. We are seeing a massive supply shock to the most important input of modern life: food and transport.
By Trinh Nguyen
Social•Mar 8, 2026
Inflationary Assets Surge; Food Price Spikes May Spark Unrest
$105/bbl A few months ago many said this would never happen. Never bet against inflationary assets in an inflationary era. Deglobalization is structural no cyclical. Watch food prices next. In a world of extreme inequality, with a Fed that needs lower rates to keep...
By Tavi Costa
Social•Mar 8, 2026
WTI Could Hit $115 If Gas Gains Replicate
If the front-month WTI crude oil future matches natural gas’s 100% gain in 2026 to its January peak, it would reach about $115 a barrel -- then what by the midterms? Gas has reversed all of those gains. Spiking crude can be...
By Mike McGlone
Social•Mar 8, 2026
Lag And
Hey energy experts, what's the lag, in days, from a change in wholesale gasoline futures to retail (AAA average) prices? And what's a good rule of thumb on the spread/mutiple between the two? (Answer in DM's if you prefer.)
By Greg Ip
Social•Mar 8, 2026
Brent Crude Nears $110, Signaling Economic Strain
Behold, the global economy cracking. Brent crude approaching $110/bbl, up >$16 higher since Friday’s close. https://t.co/exH8mOBUXy
By Rory Johnston
Social•Mar 8, 2026
WTI Crude Surges Over 21% Past $100
WTI crude has shot up as much as 21.7% immediately after the Asia session open. We are well above $100/barrel. #Oil #OilPrices #IranWar2026 https://t.co/vC2re37nrC
By John Kicklighter
Social•Mar 8, 2026
Oil Spikes 20% as Brent Nears $110, Risk Assets Tumble
Oil prices opened about 20% higher in Asia on Monday. Brent crude near $110 now. Risk assets are in for a terrible session today https://t.co/iLDxgMZZxb
By David Ingles
Social•Mar 8, 2026
Brent Surpasses $110 Amid Hormuz Turmoil – Outlook?
Join us today in an X Space for X Subscribers: 🚨Hormuz Chaos: Brent Blasts Past $110 — What's Next for Oil?🚨 Today, Sunday, March 8, 9:00 PM US EST, 8:00 PM US CST No link now. Will open the Space on time.
By Anas Alhajji
Social•Mar 8, 2026
Rising Fuel Costs Trigger Supply Chain Margin Collapse
If you go back you will see that I did. This is the chart I alerted members to my private X service to three weeks ago https://t.co/ebO2QwWczT
By Peter Brandt
Social•Mar 8, 2026
Rising Crude Oil Threatens Airline Stocks This Week
If Crude Oil does what the chart indicates might be possible, then airlines are headed for a world of hurt. I would not want to be long airline stocks this coming week $CL_F For all you fancy-pants newbie chartists, this is called...
By Peter Brandt
Social•Mar 8, 2026
Shift to Risk‑Off Grain Sales, Bonds Gain Safety
May be starting to move in to a market of instead of buy grains and soy for an inflationary trade into sell grains and soy in a “risk off” everywhere type of trade. Gold and silver are sure not...
By Jason Britt
Social•Mar 8, 2026
Oil Spikes 13% to $100, Nudging Inflation Up
Oil prices surge another 13% to $100 a barrel, after the biggest weekly gain since 1993
By Gunjan Banerji
Social•Mar 8, 2026
U.S. Gas Prices Jump 46¢, Diesel 83¢ in Week
The turmoil is already hitting Americans’ wallets. Regular gasoline across the U.S. costs 46 cents a gallon more than it did a week ago, according to AAA, while diesel has become 83 cents more expensive @WSJmarkets @DavidUberti https://t.co/QZd9ArOPkx
By Gunjan Banerji
Social•Mar 8, 2026
US100 Reaches 200‑DMA, Up
And US100 hits the 200 DMA...400 pts from Friday's note issued 10 mins after NFP (time is GMT) https://t.co/bdLsTvTejL
By Ashraf Laidi
Social•Mar 8, 2026
True Compounders Reinvest Cash at Returns Above Cost
"A true compounder reinvests cash flows at rates above its cost of capital." Most investors chase growth. The best investors chase compounding. A true compounder does one thing exceptionally well: it reinvests cash flows at returns higher than its cost of capital.
By Mike the Value Investor
Social•Mar 8, 2026
WTI Surpasses Brent, Signaling Market Shift
Hey @chigrl How common is it to see WTI>Brent and what does it signify please? “West Texas Intermediate surged as much as 15% to $104.61 a barrel at the open after last week adding a record 36%. Brent climbed above $102.” @business
By Daniëlle DiMartino Booth
Social•Mar 8, 2026
Oil Futures Top $100 Amid Middle East Tensions
Oil futures surge above $100 for the first time since 2022 🚨 🛢️ Brent contract jumps more than 10% as the conflict in the Middle East continues https://t.co/KgPOv96YdC
By Stephen Stapczynski
Social•Mar 8, 2026
Markets Tumble as Oil Hits $100, Iran Tensions Rise
NQ drops 200 points on the open with a wide gap WTI above $100 for first time since 2022 24,000 will likley tested as sentiment sours over expanding conflict in Iran Prepare to hear doomsday all day long on talking head TV
By Boris Schlossberg
Social•Mar 8, 2026
Oil Prices Surpass $100, Market Still Surging
Crude >$100 I’d say here we go, but honestly can’t believe we’re still going. https://t.co/14yKcmsMOq
By Rory Johnston
Social•Mar 8, 2026
WTI Tops
WTI > $104 RBOB not up as much, but it crossed $3.. implying $3.95 at the pump in due time. https://t.co/yLhu2NxY1C
By Mike Zaccardi
Social•Mar 8, 2026
Iran Conflict Shatters Fragile S&P 500 Range
The S&P 500 spent months holding in a tight 6,800–7,000 range, yet the options market signaled fragility beneath the surface. The Iran conflict finally broke the equilibrium as we saw play out last week. Check out our weekly analysis: https://t.co/UMX9NhD0Z1
By Brent Kochuba
Social•Mar 8, 2026
Middle East Conflict Sends Oil, Gas, Stocks Tumbling
How the US-Israel-Iran War Impacts Oil, Gas, and US Stocks | Anas Alhajj... https://t.co/ZnJKFSYWCr via @YouTube
By Anas Alhajji
Social•Mar 8, 2026
Iran Appoints Khamenei's Son, IRGC‑linked, as Successor
Iran has named Mojtaba Khamenei, a son of the country’s slain supreme leader, as his father’s successor. He is known for having close ties to Iran’s Islamic Revolutionary Guards Corps.
By Javier Blas
Social•Mar 8, 2026
Zillow Predicts Near‑flat Rent Growth, Easing Inflation Pressure
Zillow just updated their 2026-27 rental market forecast. They're projecting single-family rent growth at only +1.1% in 2026, and +0.5% in 2027. With multifamily rents dropping -0.2% and -1.5%. They also project CPI rent growth to fall to ~1.0% by early 2027, which...
By Nick Gerli
Social•Mar 8, 2026
Citi Advises Holding Off Equities Amid Soaring Oil
“We see no reason to actively add equity exposure at this time as risk/reward will improve from either price action or a path to de-escaltion forming:” Citi’s Kaiser. The oil VIX reached its highest level other than during COVID since...
By Lisa Abramowicz
Social•Mar 8, 2026
Bears Deliver Punches, Bulls Take the Hit
The Sunday Stalk List | Ep. 39 Punches were landed this week, and not by the bulls.. https://t.co/JwYFveywfv
By Larry Thompson (HostileCharts)
Social•Mar 8, 2026
Preparing for a Data-Heavy Week: CPI, GDP, Earnings
busy week ahead with CPI GDP $ORCL $PATH $ADBE earnings and lots of news flow. Get my game plan tomorrow: https://t.co/YtTTmqCyAJ https://t.co/IOFyfaYqny
By Scott Redler
Social•Mar 8, 2026
TDEX Crash Put Hits 97th Percentile Amid Volatility Surge
OK. Pending apocalypse or local bottom? @Nations_Indexes TailDex ($TDEX aka crash put) hit 30 on Friday with $VOLI (ATM vol) at 22.58. TDEX level is 97th percentile and spread above VOLI also 97th percentile. You don't need to look far...
By Jim Carroll
Social•Mar 8, 2026
Inventory Growth Slows, February Still Outpaces Season
This ResiClub table helps you see through the seasonal inventory shift noise The inventory growth slope has decelerated from last year However, based on the February figure—the most important print of the year—we’re pacing a tad above the normal seasonal pace https://t.co/6IrsSaR9mW
By Lance Lambert
Social•Mar 8, 2026
Low US Rigs Signal No Rapid Production Surge
The low level of active US oil and gas rigs indicate a quick ramp in production is unlikely without sustained high oil prices and higher E&P company share prices. https://t.co/GDCcOHcEBE
By Quinn Thompson
Social•Mar 8, 2026
Home Prices Dip 1.38% YoY, Falling Since October
List prices are 1.38% below last year. Home prices have been negative since October and are moving lower, relative to last year. Here's two views https://t.co/xHl3d0HNvs
By Mike Simonsen
Social•Mar 8, 2026
Corn and Soybeans Reach Record March High
📈New-crop CBOT corn & soybeans marked new annual highs on Friday, both surpassing the 2025 highs. But could even higher prices come beyond March? Dec corn hasn't set its annual high in March since 1999, soybeans haven't since 2004. https://t.co/gfh7zbFw5j
By Karen Braun
Social•Mar 8, 2026
Gas Prices Jump 15%, Boost March CPI by 0.45%
The national average of gasoline prices is up 45 cents since the war began last week, or a 15.12% increase. This is the second largest increase in the last two decades, depending on the measure you choose (dollar or percentage). All things...
By Jim Bianco
Social•Mar 8, 2026
Tax Wrappers Are Cheat Codes, Not Indexing Tools
Tax wrappers (IRAs, HSAs, etc.) are cheat codes for arbs & special situations. Active investors using them as indexing & long-term only vehicles are sabotaging their risk adjusted after tax returns. https://t.co/HDlplC0mGI
By Rod Alzmann
Social•Mar 8, 2026
Iranian Regime Collapse Could Drive Oil Prices Down
The Strait of Hormuz is shut. So what's a catalyst for oil prices to fall and not rise as everyone's now saying? The most obvious thing would be the collapse of Iran's regime, the odds of which are rising every...
By Robin Brooks
Social•Mar 8, 2026
Hardware Shifts to Software: Our Winning Rotation Call
While positioning clients long VIX & Oil, we had another great play past two weeks: My call for Hardware Into Software Rotation 😉 Have a look 👀🤩😻 https://t.co/zKBn1g7m1F
By Samantha LaDuc
Social•Mar 8, 2026
Deriving the 80% Straddle Rule Simplified
Moontower Sunday pitchfork CLAWback In this issue: 🌙half-baked AI thoughts 🌙making your own teacher 🌙a satisfying derivation of the 80% straddle rule https://t.co/K5xTbWQpU1 refs: @outlieroptions
By Kris Abdelmessih
Social•Mar 8, 2026
Ledger+ Cuts Family Office Costs From $2M to $200K
Most usage of Software Factory are by companies solving their own problems. They aren’t looking to create public demos. That said, if you’re a fund or family office and need a lightweight but robust way to manage your schedule of...
By Chamath Palihapitiya
Social•Mar 8, 2026
Kalshi's Oil Futures: A Second‑Derivative Market Twist
Kalshi markets on oil futures is crazy because it’s a 2nd derivative. Current oil price-> CL futures (first derivative) -> Kalshi (2nd derivative). Leads to very odd dynamics if Kalshi markets get big enough
By David J. Doherty
Social•Mar 8, 2026
Iraq's Shut‑in Oil Exceeds Feared Russian Supply Loss
The volume of crude production that Iraq has *already* shut-in is larger than the peak of *feared* [but never realized] Russian supply loss in early 2022 that spiked crude prices above $120 per barrel.
By Rory Johnston
Social•Mar 8, 2026
Energy Chief Says Oil Plentiful; Market Fear Persists
US Secretary of Energy Chris Wright: “… The oil is there […] You’re seeing a little bit of fear premium in the marketplace. But the world is not short of oil today or natural gas…” (Not sure this verbal massaging is...
By Javier Blas
Social•Mar 8, 2026
Graphs Retain More than Text: Visuals Process Faster
#TurkeyWatch🇹🇷: The human brain processes images 60,000 times faster than text, and the retention of information presented in graphs is much higher than text. NOTHING BEATS A GOOD GRAPH. TURKEY booms. Before the war, IRAN did not tank. LEBANON is in the...
By Steve Hanke
Social•Mar 8, 2026
Systematic Strategy Hits 8 of 9 Targets Amid Volatility
The Weekly Compass is Live In a week defined by high volatility, our systematic approach delivered results: 8 of 9 high-probability setups reached their targets 🎯. Access the new weekly plan and a neutral volatility assessment. https://open.substack.com/pub/smartreversals/p/tension-at-the-gate
By SmartReversals
Social•Mar 8, 2026
Bellevue New Apartments Skew Toward Studios, Not Families
Look at the distribution of units built in Bellevue, Washington. In buildings since 2010 with more than 20 units ... over 70% of new units are Studio or 1BRs, and less than 2% have 3+ bedrooms We don’t build apartments for...
By Bobby Fijan
Social•Mar 8, 2026
Dragonfly Capital's Top 5 Monday Trade Picks
Dragonfly Capital - 5 Trade Ideas for Monday: APA, Fidelity National, Fastly, Intercontinental Exchange and Ring $APA $FIS $FSLY $ICE $RNG https://t.co/bmIVUw2USa https://t.co/eLsvqsBbW9
By Greg Harmon
Social•Mar 8, 2026
High‑Income Job Losses Undermine Local Housing Outlook
High-income job declines don’t work well for the housing market. This is a trend (namely at local level) we’ve been hammering on the last few years as we maintain a weak outlook for housing in general. https://t.co/jN2DMafhy5 https://t.co/NhCzjO8knR
By Rick Palacios Jr.
Social•Mar 8, 2026
Add Bedrooms, Boost Rent per Sq Ft in Tight Markets
A game-plan that works in supply constrained markets: Identify older buildings with apartments that are too large relative to the number of beds and baths they have (for example a 1,000 sq ft one bed). During renovation, using permits, reconfigure the units...
By Moses Kagan
Social•Mar 8, 2026
Markets Stuck Between Strength and Weakness This Week
Weekly Market Report: Between a Rock and a Hard Place. Everything you need to know or stop paying attention to. Link in reply below. 👇 $SPY $TLT $DBC $GLD https://t.co/QdGU8J0KdM
By Mike Harris
Social•Mar 8, 2026
Premium Users Get This Week’s Top Trade Ideas
Premium Users - Top Trade Ideas for the Week of March 9, 2026: The Best, on the blog and here https://t.co/9TMJXjTA2I
By Greg Harmon
Social•Mar 8, 2026
Iraq's Southern Output Slashes 70% Amid Hormuz Blockade
BAGHDAD, March 8 (Reuters) - Iraqi oil production from its main southern oilfields has fallen by 70% to just 1.3 million barrels per day as the country is unable to export oil via the Strait of Hormuz due to...
By Guy Faulconbridge