
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
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...

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...
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
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

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
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...

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
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

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...

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...
Monday’s Market Playbook: 45 ETF Positions, 95 Stock Ideas & Today’s Buy/Sell Levels https://t.co/Pc5C1TTVu1 via @hedgeye

$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...

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...

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

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]
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,...
“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
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...

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
“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
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...

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...
.@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
$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....
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
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
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

Homebuilders with the most—and least—FHA exposure 2% of Toll Brothers buyers use FHA financing 46% of LGI Homes buyers use FHA It makes sense… Toll Brothers average price is $1.19M LGI Homes average price is $364K ResiClub PRO report: https://t.co/vTkPhe0k9z
In this environment, that'll do it $COHR - all a company needs to do is show a rev acceleratiion while the other tech companies are decelerating

Crude oil spiked, $VIX pushed > 20… and $SPX finished basically flat. What does a “gap-and-fade” day say about risk? Plus: credit spreads, oil overbought signals, $NVDA at the 200D, and #Bitcoin teasing 70K. https://t.co/OFf21HIk5V https://t.co/0TzcIDfamB
Is the market already done with the US-Iran war? Wall Street erased early losses while gold and crude oil recoiled from panic highs. Now what? #OilPrices #Crude #Iran #IranWar #stockmarkets #Dollar #Macro https://t.co/sUv93zfPtT

All 7 members of the Magnificent Seven are now down on the year and underperforming the S&P 500. Video: https://t.co/VjMx0vXyKp
Kharg Island is a 'choke point' for Iran's oil exports, says VanEck Funds CEO https://t.co/rI4JYhLG71

"Sell the News" even works for tanker stocks when the most important waterway for oil is practically (if not actually) closed. https://t.co/1Blk1tLMqJ
These types of comments always amuse me... "...trend following strategies typically have long flat or negative periods that test discipline. Past profitability doesn't protect you from a multi-year drawdown." So let's consider Buy & Hold or indexing between 1968 - 1982 where...
Oil, LNG Prices Spike as Iran Conflict Continues Ron Bousso, senior columnist for Thomson Reuters, discusses oil, LNG markets and the likelihood that Middle Eastern tensions will keep prices high. #IranWar #IranIsraelWar https://youtu.be/TyuJU-0pvIo
#AIM All Share Doji Candle and Sideways 4 weeks. Support 796, 775, 746. Resistance 837. RSI 61.5 not high. 13/21 day EMAs Bullish but Lines tight. Top Bollinger Band 822. Midpoint Line 814. Bottom Band 807.
#FTSE100 Down Candle off ATH. Support 10554, 10232, 10000. RSI 80 still crazy Overbought. Top Bollinger Band 10928. Midpoint Line 10722. Bottom Band 10522.
The fancy-schmancy townhouse where the 1st Mrs. #Trump lived goes for a deeply discounted $14M. Original ask was $26.5M. Has no full-on kitchen. 'My mom absolutely loved that house' #Ivana #NYC #realestate #mortgage #UES https://t.co/49RjM6YgHM via @WSJ
#DAX Gap down and Long Tails Doji but still in bigger Sideways Range. Support 24272, 23924, 23433, 23277. RSI 47.5 bit off Neutral. 13/21 day EMAs Bullish. Closed outside Bottom Bollinger Band 24716. Midpoint Line 25095. Top Band 25478.

$SPX keeps defending its 100 day MA on a closing basis, though I think it's likely to close below it by the end of the week. When it closes below the 100 DMA the next downside target will be the...
No one knows what is next for the market. Having a bias and predicting only keep your eyes from seeing price and market participants actions. Follow price. Ignore the noise. Trade your plan and Use your...
US Senator Steve Daines on Montana palladium mine, in the wake of US tariffs on Russian supplies of the metal used to make semiconductors and other materials:

Last week we looked at names that might be added in this month's S&P 500 rebalance. The announcement will come after Friday's close. Here are some of the top eligible names and their projected weights as of last week and...

Not much on the market. Slightly below one year ago now in the Sacramento region. And in case you wondered, at this time in 2008, there were over 10,000 MORE active listings than today. https://t.co/R9TLciGJi0

Homebuilders taken down, but REITs up US stocks +0.1% ex-US -1.7% $IBIT and $USO up big with the worst day for bonds in 3 months. $AGG https://t.co/Q5GdXN7VqF

Berkshire flew under the radar with a 4.9% plunge following Saturday earnings @finviz_com $NVDA $MSFT up https://t.co/cmpuoSoxNM

$USO 3rd-best day since March 2022... multi-year high close... remember when everyone hated this ETF? More from me on @stockcharts: https://t.co/2c4CuouCWe https://t.co/r8CEDMAgDm

This is what trading against the crowd using behavior and sorta simple TA looks like I'd add to this the low in oil came as Silver was topping out too but more importantly is you can't predict the future vs waiting...