Social•Mar 5, 2026
Record Low Sales Set Stage for Modest Rebound
Home Sales & Home Prices Keep Dropping In BC & Ontario: The Sales May Improve Even If Prices Keep Falling The February Home Sales Numbers continue to look awful just like January But here's the thing about horribly low numbers: eventually the only direction is up I am NOT suggesting up by much but when base numbers crater to this extent it becomes easier to have a 5% to 10% increase almost by accident because it takes so few additional sales to move the needle
By Ron Butler
Social•Mar 5, 2026
China's Lithium Lead Persists, but Supply Share Shrinks
China’s lithium supply dominance is hardly being “locked in.” Over the next decade their #1 position over demand will remain but their control over supply will diminish as assets in North America and non Chinese owned assets in South America...
By Joe Lowry ("Mr. Lithium")
Social•Mar 5, 2026
Diesel Costs Rise $0.40/gal, Adding $0.06 per Mile
Diesel prices keep surging +$.40/gallon since start of the conflict That is roughly $.06/mile https://t.co/U2lHk2MBhe
By Craig Fuller
Social•Mar 5, 2026
Bloom Energy Secures $500M IDF Contract, Expands U.S. Fuel‑
Bloom Energy $BE gets an additional $500M contract from IDF (Infrastructure Development Fund. Industrial Development Funding (IDF) is expanding its collaboration with Bloom and is now funding over $650 million of Bloom fuel-cell Energy Servers across three portfolios in...
By Mark Lehman (MarkFlowChatter)
Social•Mar 5, 2026
Watch Rare Weekly RSI(5) Oversold Signals for Big Assets
markets don't provide certainties... some of you know i'm a fan of using RSI(5) (on multiple time frames) as a way of gauging where price is at... it MUST be used and interpreted in the text of relevant trend... to...
By David Cox
Social•Mar 5, 2026
Ethanol Profit Forecasts 2025 Disrupted by CKF Technology
1. My latest FDD is out today and it looks at ethanol production profits for 2025. This is usually a pretty straightforward exercise using a model I have long used. Not so in 2025 due to something...
By Scott Irwin
Social•Mar 5, 2026
Bond Volatility Bet Hurts Markets, Boosts TW MK
Treasury (TLT) buyer 5000 December $89 straddles expecting bond volatility, tends to be bad for markets, good for TW MKTX
By Joe Kunkle
Social•Mar 5, 2026
Four Indicators Hint Upside Surprise on US Jobs
EVERYONE'S BEARISH ON NFP - THEY MIGHT BE WRONG ⚠️4 leading indicators say the US jobs number could surprise to upside Meanwhile $NQ $ES are bleeding and $CL is surging. Here's my breakdown of it all👇 https://t.co/tPjJsIC76Y
By Kathy Lien
Social•Mar 5, 2026
Live NYSE Market Breakdown with Schwab Network
Jumping on the NYSE set of the @SchwabNetwork to break down this market with @NPetallides in a moment.
By Jay Woods
Social•Mar 5, 2026
ByteDance, Tencent Buying Chinese DRAM May Squeeze Western Memory Rivals
negative call going aroundo on $MU- Bytedance and Tencent are in talks to Buy more DRAM and NAND flash form two China firms. ChangXin and Yangtze Memory Technologie could pressure WDC MU SNDK https://t.co/ZXWt84acxg
By Mark Lehman (MarkFlowChatter)
Social•Mar 5, 2026
BlackRock Wipes Private Credit Loans to Zero in Three Months
Well well well... BlackRock marked a private credit loan at 100 cents on the dollar in Q3. By Q4, it was a big fat ZERO. Not 80. Not 50. ZERO. In 3 months. This is the second time $TCPC has done this recently....
By JunkBondInvestor
Social•Mar 5, 2026
Buy Call Spread, Sell Free Put on AVGO
$AVGO "Trade Idea 2: Buy the March 6 Expiry 322.50/330 Call Spread ($3.90) and sell the March 6 Expiry 297.50 Put for free." sell to close call spread on any weakess in the stock price, puts look to expire
By Greg Harmon
Social•Mar 5, 2026
Sell March 6 64/73 Strangle for Quick Credit
$KR "Trade Idea 4: Sell the March 6 Expiry 64/73 Strangle for a 75 cent credit." looks to expiore, let IV fall then can buy to close or watch
By Greg Harmon
Social•Mar 5, 2026
Ag Products Face Re‑pricing; Live Cattle Lead the Shift
I love this chart Shawn I also think ag products will enter a period of re-pricing. Live Moo Cows have already done so
By Peter Brandt
Social•Mar 5, 2026
Exploring SpaceX IPO, Covid Legacy, iPod's Music Revolution
✍️ Longform links: a look at a potential SpaceX IPO, the long-term health impacts of Covid, and how the iPod changed our relationship with music. https://t.co/6bSrheJuzD image: https://t.co/vMSvzVUcJK https://t.co/8bTwTklNAR
By Tadas Viskanta
Social•Mar 5, 2026
Restricting Bank Foreclosure Threatens New‑Build Lending
I understand the principle of precluding large firms from buying existing homes. They do “compete” with young families and raise prices. But the ROAD to Housing needs to be **clearly** re-written. Preventing "investors" from owning homes they built not only affects...
By Bobby Fijan
Social•Mar 5, 2026
AI Boosts Productivity, Surpassing Pre‑Pandemic Forecasts
Are we finally seeing AI in the productivity data? A big upward revision to earlier data and strong Q4 bring us 2.2% above CBO's pre-pandemic forecast. Annual rates: 1 year: 2.8% 2 years: 2.5% 6 years: 2.2%
By Jason Furman
Social•Mar 5, 2026
Align Daily and Weekly Trends for Successful Trades
Market speculation All markets zig and zag -- most of the time randomly This zigging and zagging takes place on multiple time frames A market might be zigging and zagging downward on one time frame while zigging and zagging upwards on another time...
By Peter Brandt
Social•Mar 5, 2026
Current Cycle Productivity Hits Long‑Term 2.2% Benchmark
"The 2.2-percent annualized rate of nonfarm business productivity growth in the current business cycle thus far is higher than the 1.5-percent rate of the previous business cycle, from the fourth quarter of 2007 through the fourth quarter of 2019, and...
By Claudia Sahm
Social•Mar 5, 2026
Jakarta Stock Exchange Posts 5% Canary Signal
One market that has shown a recent 5% canary signal with confirmation is Indonesia's Jakarta Stock Exchange. https://t.co/dls4RSmwO4
By Andrew Thrasher, CMT
Social•Mar 5, 2026
US Stocks Maintain Record 15-Year Outperformance Stretch
Over the past 14 months, International stocks have outperformed US stocks by 27%, the widest margin since 1993-94. But zoom out. On a rolling 5-year basis, US stocks have outperformed for 15 years running. This is by far the longest stretch of US...
By Peter Mallouk
Social•Mar 5, 2026
Dollar Surge Reflects Short‑term Risk Aversion, Not Lasting Strength
The Dollar (blue) has risen sharply above rate differentials (black). That's the best indication this week's Dollar spike is about short-term risk aversion and repatriation flows. Totally short-term and doesn't invalidate Dollar weakness later this year... https://t.co/2nXDj5db75 https://t.co/EXSOCllmRB
By Robin Brooks
Social•Mar 5, 2026
Market Stuck in Range: Trade Levels, Avoid Big Bets
📺 THE MARKET’S BIGGEST TRAP RIGHT NOW It has been one of the most difficult and volatile trading weeks in a long time. Despite geopolitical headlines and sharp overnight moves, every attempted breakdown quickly failed. Key levels like $SPY $675–$682 and $QQQ...
By Scott Redler
Social•Mar 5, 2026
Billions in Options Set to Expire at Key Strikes
Options for ~2.2 bln euros at $1.16 expire at 10 am ET Options for ~535 mln at $1.3350 expire then Options for ~$355 mln at CAD1.3650 also expire DTCC listed
By Marc Chandler
Social•Mar 5, 2026
Gold Prices Still Unmoved Despite Gulf Turmoil
Regardless of how bad things are in the Gulf, the gold price does not appear to reflect it... yet.
By Haplo
Social•Mar 5, 2026
Sergey Brin Joins Tech Elite with $51M Miami Purchase
Another boldface #tech name decamps to #SoFla. #Google cofounder #SergeyBrin pays $51M for waterfront home of #LVMH boss #MichaelBurke on #AlisonIsland, joining the #Zuckerbergs+fellow Google creator #LarryPage. #realestate #mortgage #Miami #CoconutGrove https://t.co/3BfAXAnLCz
By David Levitt
Social•Mar 5, 2026
Iran Conflict Won’t Boost Dollar as Rate Gap Narrows
Markets are pricing war with Iran as a hawkish shock for the Fed (lhs). But the US rate differential versus its G10 peers is moving against the Dollar (rhs), because central banks outside the US will also be less dovish....
By Robin Brooks
Social•Mar 5, 2026
Rising Oil Prices Force Fed to Pause, Trim 2026 Cuts
Surging crude prices (bottom chart) make "pause" the Fed's default position. 2026 rate cuts down to 39 bps (top chart) https://t.co/Wi5u5aYQXn
By Ed Bradford
Social•Mar 5, 2026
Dollar Surge Is Temporary Asset Repatriation, Not Reserve Decline
This week's rise in USD confounded those who said the US is losing reserve currency status. That's NOT what it's about. Americans repatriate assets when bad shocks hit, like in 2008, 2020 or 2025. A very short-term thing. The Dollar...
By Robin Brooks
Social•Mar 5, 2026
China Hikes Military Budget, Seeks Tech Self‑reliance
In a Riskier Era, China Bets on Technology to Resist U.S. Pressure China announced a 7 percent increase in military spending and a five-year plan to try to reduce its military and industry’s reliance on Western technology. https://t.co/c3cRysLtmX via @NYTimes
By Paul Triolo
Social•Mar 5, 2026
Second‑Generation Restaurant Spaces Offer Ready‑Made Opportunity
Touring a second-generation restaurant in Dupont Circle today and I’ve been getting a lot of calls about it. 3,700 square feet across two floors on Connecticut Ave with the Dupont Metro two minutes away. Second-generation restaurants create real opportunity because the infrastructure...
By Hendo Realty
Social•Mar 5, 2026
US Economy Gains Momentum Across Services, Manufacturing, Auto, Small‑Biz Hiring
Some recent data: * ISM services best since Aug '22 * ISM manufacturing >50 two months in row after years < 50 * Auto sales were better than expected * ADP best in 7 months and most of the jobs came from small...
By Ryan Detrick
Social•Mar 5, 2026
Technical Analysis Fades; Focus on Quality, Price Discipline
i've followed Druck's comments, insights and portfolio changes from the sidelines for years... he certainly knows how to use charts, how to manage risk and spot emerging trends... when my relative strength process has been spotting area X or area...
By David Cox
Social•Mar 5, 2026
Free Cash Flow Fuels Massive Stock Rebounds Like Meta
You may not remember when $META was at $87 It got the full blown $AMD treatment Zuck had ‘wrecked’ the company because of his Metaverse plans But what people failed to consider was their enormous FCF Price recovered and ran to $736 +840% This is where...
By The Long Investor
Social•Mar 5, 2026
Midterm Elections Will Test Q1 Energy Price Surge
Peak Energy Price Inklings in 1Q? Midterms in 4Q a Top Test - The leader of the world's largest energy producer -- and net crude oil and natural gas exporter -- wants lower prices, and elections are in November. The...
By Mike McGlone
Social•Mar 5, 2026
Natural Gas Slides Toward $2 Trough After $5 Resistance
$2 Natural Gas Support vs. $5 Resistance - The inability of the front US natural gas future to stay above $5 per million British thermal units may be emphasized by the price just below $3 on March 4 despite a...
By Mike McGlone
Social•Mar 5, 2026
True Quality Endures Beyond Changing Conditions
Quality is an idea, a piece of artwork, a business, a relationship, or even a book that keeps working (providing value) even after conditions change over time. Quality is an interesting topic because it’s one of the most overused terms...
By Ian Cassel
Social•Mar 5, 2026
Veeva Sustains 16% YoY Growth, Beats Guidance
My thoughts on $VEEV Revenue growth has remained around +16% YoY over the last four quarters. Veeva beat its own Q4 revenue guidance by 3.2%, and if it similarly beats the forecast next quarter, growth could accelerate to +16.7%. Subscription services non-GAAP...
By Sergey CYW
Social•Mar 5, 2026
S&P and Dow Hit Record Tightest Yearly Range
“This is the tightest range for this point of the year in the history of the S&P (going back to 1928), and tighter than any Dow range going back to 1896.” *Which way will it break? https://t.co/DQuNzpgPKG
By MacroCharts
Social•Mar 5, 2026
US Pressures Ukraine to Spare Russian Energy Assets
The U.S. is pressuring Ukraine to avoid striking specific Russian energy infrastructure. As you could imagine, this all has to do with American economic interests. Full Newsletter: https://t.co/XGHjzTaHH8 #ukrainewar #militarystrike #geopolitics https://t.co/lB8qnpN0Kx
By Peter Zeihan
Social•Mar 5, 2026
Trade Desk CEO Buys $148M, Signaling Strong Conviction
$TTD Trade Desk CEO Jeffrey Green acquires ~6.4M Class A shares worth ~$148M, SEC filing shows purchases between March 2-4. Stock +16.8% today off 52-week lows, massive insider conviction after 77% drawdown from highs. One to watch. https://t.co/DiDbQefuIo
By Frank Zorrilla
Social•Mar 5, 2026
Down Days Are Buying Opportunities in Bullish Trends
Why would you get "stopped out" of something that's still Bullish TREND @Hedgeye? Down days are Buying Opportunities
By Keith McCullough
Social•Mar 5, 2026
Breadth Indicator Turns Green Amid Choppy Market Bounce
Yesterday was the exact opposite of Tuesday. The market is still choppy. Stocks are respecting resistance. You can’t buy the breakouts or short the breakdowns. One thing of note: the shortest breadth indicator I...
By Frank Zorrilla
Social•Mar 5, 2026
Brent Backwardation Hits 98th Percentile Amid Hormuz Closure
BRENT futures have surged into a severe backwardation as the closure of the Strait of Hormuz threatens to create an acute shortage of barrels. The six-month calendar spread has soared into a backwardation of almost $11 per barrel from less...
By John Kemp
Social•Mar 5, 2026
SpaceX's $1.75T IPO Dream Defies $20B Revenue Reality
SpaceX provably has revenues of less than $20bn and loses money after the merger with xAI, but is targeting a $1.75 TRILLION IPO. So FTAV explored how Musk might try to pull off what could be the biggest bagholder operation...
By Robin Wigglesworth
Social•Mar 5, 2026
FPIs Net Buy 22,000 Cr Equity In
FPIs bought 22,000 cr in equity in Feb. (And uhem, they sold 17K cr. on Monday + Wednesday) https://t.co/bmXFAXJ1aZ
By Deepak Shenoy
Social•Mar 5, 2026
Tech Rebounds as QQQ Climbs Past $600
Tech started doing better. $qqq reclaimed $594 area on Tuesday to relieve pressure and hit $612 yesterday. A digestion day above $607-$609 would be constructive https://t.co/CakJqjZ5sf
By Scott Redler
Social•Mar 5, 2026
HSP Lifts Guidance 4% After New Contracts, Dividend Climbs
#HSP upgrading guidance by 4% after winning contract with #BBY and one with #DRAX . ShareScope showing fwd Dividend Yield 5.2% rising to 5.3%. Nice Uptrend. I don't hold.
By WheelieDealer
Social•Mar 5, 2026
China Plans Coordinated Push for Lithography by 2030
Reuters: Top Chinese semiconductor executives have called for a coordinated national effort to develop operational lithography systems during the 2026-2030 period, underlining Beijing's push for greater technological self-reliance. @lauriechenwords https://t.co/uab1DaTkwQ
By Jonathan Cheng
Social•Mar 5, 2026
Harbour Centre Posts $234M Loss, Skips Dividend
Harbour Centre Development Limited 2025 Final Results: • Group loss attributable to equity shareholders amounted to $234 million (2024: $70 million) • Attributable loss to equity shareholders per share was $0.33 (2024: $0.10) • no dividend for the year ended 31 December 2025 https://www1.hkexnews.hk/search/titlesearch.xhtml?lang=en
By Buschy HK