Social•Mar 2, 2026
Spot the Hidden Great Rotation Before It Hits
Everyone’s chasing last year’s winners. The real move is under the surface. Leadership is rotating. Capital is rotating. By the time it’s obvious, it’s late. The Great Rotation is accelerating. Here’s what most investors are missing: https://t.co/Q38nu61vBB
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Mar 2, 2026
Returning to Short SPY Calls After S&P Rally
Back Shorting SPY Calls @thestreetpro With S&P cash -9 handles (a big rally from the lows of -70 handles) I am back shorting (SPY) calls. By Doug Kass Mar 2, 2026 11:21 AM EST @guyadami @dougkass
By Doug Kass
Social•Mar 2, 2026
Spot Clean Trends, Yet Embrace Messy Opportunities
Look for clean trends. But don't ignore the messy ones - they'll eventually present opportunties, too.
By Frank Cappelleri
Social•Mar 2, 2026
Berkshire Will Buy Back Shares Below Intrinsic Value
Greg Abel: "Share repurchases are another important capital allocation option. We will buy back Berkshire shares when they trade below our estimate of intrinsic value, conservatively determined, ensuring that repurchases enhance per-share value for continuing owners."
By Alex Morris (TSOH Investment Research)
Social•Mar 2, 2026
Germany Reverses Heat Transition, Reviving Fossil Heating
Just last week the German government gutted the heating law which was supposed to drive a transition away from gas. The timing could not have been worse: Gas prices are up 50% today & this crisis could worsen significantly. This will...
By Jan Rosenow
Social•Mar 2, 2026
LNG Terminals Need Long‑term Contracts, Not Spare Capacity
Why on earth would Canada (or anyone) have that much spare LNG capacity? The reason many terminals weren't built is because they couldn't secure long-term offtake deals. No one was building terminals on a purely merchant basis.
By Andrew Leach
Social•Mar 2, 2026
War‑favored
Seeing all the gap higher open war-favorite groups fade here, classic sell the news action
By Joe Kunkle
Social•Mar 2, 2026
60+ NYSE and 21 Nasdaq Stocks Hit All‑Time Highs
Over 60 NYSE and 21 Naz making ATH today.... Summary of Stocks With New Highs & Lows - https://t.co/FERzGR60yl
By Linda Raschke
Social•Mar 2, 2026
From Early Short to $400 Long: Tesla Triumph
SHORT worked early here on $TSLA, flipped LONG on the break of $400 and the rest is history......🫡🤑😎 #trading #stocks @ttvresearch @traderTVLIVE https://t.co/SpMay9i78f
By Shawn Catena (TraderTV Shawn)
Social•Mar 2, 2026
Corn Dominates Export Inspections, Soybeans Second
Export inspections for the week ending Feb. 26 (mln bu): #corn 73.2, grain sorghum 9.4, #soybeans 41.8, #wheat 12.6 #oatt
By Arlan Suderman
Social•Mar 2, 2026
2025 Portfolio Review: Hits, Misses, and Dollar Lessons
My annual portfolio review is one of my most read posts of the year. The 2025 edition is now live 📊 Did I hit my goals? 👉 The Good, The Bad and The Dollar 😉 Check it out here: 🔗 https://europeandgi.com/inspiration/2025-dividend-portfolio-review-the-good-the-bad-and-the-dollar/ Share ⏩ &...
By European Dividend Growth Investor
Social•Mar 2, 2026
Oil, Fertilizer Prices Surge After US‑Israel Strike
#oil & #fertilizer prices both spike following the US-Israel joint strike on Iran with the Strait of Hormuz essentially shut down. #oatt #oott https://t.co/wrY5JcnYwb
By Arlan Suderman
Social•Mar 2, 2026
Housing and Food Prices Cooling Amid Oil Inflation Fears
Good to see on a day where there are worries about high oil prices and inflation, other key inputs like housing and food may be cooling
By Sara Eisen
Social•Mar 2, 2026
Trust Drives Markets: When It Falters, Risk Rises
Trust is emotional. It’s also economic infrastructure. When it weakens, markets reprice risk and retirement plans built on stability require harder tradeoffs. Most people treat trust as sentiment. It isn’t. It determines how money moves. I sat down with George D. Kinder to...
By Dr. Preston Cherry, CFP
Social•Mar 2, 2026
ISM Manufacturing Prices Misleading; Soft CPI Ahead
Some focus given to ISM Manufacturing Prices back in 70. In my opinion very misleading for now (and solely based on energy). But the jury is obviously out. I expect a couple of incredibly soft CPI reports coming up.
By Andreas Steno Larsen
Social•Mar 2, 2026
NVDA Shines for #630Club Watchers, Solid Software
$nvda a great trade this morning for those who watched the #630club. Software was decent also 💪
By Scott Redler
Social•Mar 2, 2026
Energy Reversal and VWAP Gap Signal $INDO Setup
Both a reversal in Energy stocks in addition to a small cap gap stock losing at vwap makes $INDO a good setup. was early initially though. https://t.co/QSXGMfyHtU
By Neal Roberts (TraderTV Neal)
Social•Mar 2, 2026
Tepper Dissects Markets, AI, Capitalism, and Crisis
Our chat with Jonathan Tepper on: * Building a Dominant Long-Only Fund in a Distorted Market * Buying Booking at Peak Fear: COVID, Google & Mispriced Risk * Will AI Disintermediate the Platforms? * AI Winners, Losers & the SaaS Apocalypse * The Myth of...
By Tobias Carlisle
Social•Mar 2, 2026
Nvidia Sees $335M June $150 Call Surge, March 160 Adjusts
Nvidia (NVDA) with $335M of June $150 ITM calls bought as big March 160 position adjusts
By Joe Kunkle
Social•Mar 2, 2026
2030s May Open Homeownership for Gen Z, Despite Racial Gaps
Is Gen Z completely priced out of homeownership, or are market shifts creating new opportunities? Analyzing the latest economic data reveals significant racial disparities and supply trends that suggest the 2030s could be a pivotal decade for young buyers. https://t.co/hWYTDWyAf9
By Fairweather PhD
Social•Mar 2, 2026
Refinery Stock Breaks Out Amid Strong Energy Uptrend
$PSX Daily. Refinery stock popping up and out of tight falling channel in context of overall strong uptrend as energy surges. Far from extended https://t.co/Deqj2QXqRJ
By chessNwine
Social•Mar 2, 2026
MA Apartment Starts and Acquisitions Set to Plunge in 2026
Easy prediction: New apartment construction starts and acquisitions will plunge across Massachusetts in 2026 until after the potential November ballot measure on rent control is decided. https://t.co/PNqV8oMkvq
By Jay Parsons
Social•Mar 2, 2026
Bond Yields Spike, Markets Remain Unpredictable Amid War
War & Mortgage Rates: We're All Along For The Ride Since I am old & have been around for many Geopolitical Events I have learned 2 things: - No one knows exactly how things will turn out - The initial reaction of Financial...
By Ron Butler
Social•Mar 2, 2026
Volatility Clarifies Bear Traps and Market Signals
BTU - Nice TS+1 bear trap. Notice how everything s so much more readable when there is good volatility (!) https://t.co/3dNjZ6BKre
By Linda Raschke
Social•Mar 2, 2026
Intuit Begins Mean Reversion After AI Hype Overreaction
INTU - one of the last to revert to the mean from the AI software disrupt "overreaction".... https://t.co/NB6hF3p0sF
By Linda Raschke
Social•Mar 2, 2026
Broad Market Breadth Improves, Favoring Value and Cyclicals
Second strong ISM NO print in a row. I'm not bullish, I'm BROADish. We see macro and micro breadth improving into 2027. Benefits to value, cyclicals, active management. https://t.co/geofWJYULy
By Michael Kantro
Social•Mar 2, 2026
Duration Fails to Sustain Any Meaningful Bids
Most telling thing about this episode so far is complete inability of duration to hold anything resembling a bid.
By Luke Kawa
Social•Mar 2, 2026
Traders Slash BOE Cut Odds Below 50% for March
Traders trim BOE bets, see less than 50% chance of a cut in March https://t.co/qbysIjoLyJ via @highisland https://t.co/TOAzMgmV6e
By Zöe Schneeweiss
Social•Mar 2, 2026
Gas Prices Spike 50%—Imported Fuel Dependency Exposed
Gas prices up by around 50% today. A painful reminder that relying on imported fossil fuels is a risky strategy. https://t.co/uXkWNMXbeQ
By Jan Rosenow
Social•Mar 2, 2026
Prefer Selling Spikes, Buying Gap-Downs over Breakouts
Everything becomes a little tougher now due to potential news. Selling spikes and buying gaps downs is probably a better strategy than buying breakouts and shorting breakdowns.
By Frank Zorrilla
Social•Mar 2, 2026
Altos Single-Family Inventory Drops 1.4% Weekly
Final Look at Local Housing Markets in January Altos: Active single-family inventory was down 1.4% week-over-week https://calculatedrisk.substack.com/p/final-look-at-local-housing-markets-899
By Bill McBride (Calculated Risk)
Social•Mar 2, 2026
NVDA Poised for Short‑term Bounce if It Closes Above 180
$NVDA two days of selling then a gap lower is classic short term bounce play. (a close above 180 would be constructive) https://t.co/4Z1dOruJvL
By Steven Spencer
Social•Mar 2, 2026
Read Market Footprints, Trade Structure Over Emotion
Liquidity was taken. Structure was broken. Demand reacted. 📈 The market always leaves footprints — smart traders learn to read them. Trade with structure, not emotion. #PriceAction #SmartMoneyConcepts #ForexTrading #MarketStructure #TradingEducation
By ICT & SMC Master
Social•Mar 2, 2026
CBOE Term Structure Reveals Lingering Weekly Market Concerns
And here's what it looks like using @CBOE term structure. Still worried about the next week. https://t.co/fiamATKWkr
By Jim Carroll
Social•Mar 2, 2026
ReSeedPartners Hits ‘Default Alive’ Milestone, Validating Model
Very good post @ReSeedPartners, the platform some partners and I started ~3 yrs ago to seed emerging real estate operators, recently reached "default alive", reminding me yet again how powerful a position that is
By Moses Kagan
Social•Mar 2, 2026
US Session Push
SP: US session - play for PDL, and then overnight high. NAZ, YM Rus SP all got look above PDL. (confirmation) https://t.co/Vld2LzGVni
By Linda Raschke
Social•Mar 2, 2026
Mixed Market Reaction to Middle East Events, No Panic Selling
Market overview to kick off the new month. So far mixed as traders react to the latest events in the Middle East. Selling doesn't feel panic-ky.
By Hyperstocks
Social•Mar 2, 2026
Core Inflation Hits Highest Since Early 2024
CPI and PPI translations into PCE suggest core prices in January rose around 0.43%, give or take. That would be the highest month-over-month reading since February (which was +0.448%) and annualizes to 5.3%. It corresponds to a 3.1% y/y rate, the highest...
By Nick Timiraos
Social•Mar 2, 2026
Avoid Chasing; Wait for S3 Pullback Entry
don't chase. pre-market chasers punished and pullback to S3 for a solid entry. $AAOI https://t.co/4HAaEhf60K
By Steven Spencer
Social•Mar 2, 2026
Italy's 2025 Deficit Exceeds EU 3% Limit
Italy’s deficit breached the EU’s 3% ceiling in 2025 after all https://t.co/khPIWxEtbb via @donatopmancini https://t.co/QURIoNIGBe
By Zöe Schneeweiss
Social•Mar 2, 2026
0DTE Options Transform Index to Stock Trading
The rise of 0DTE options reshaped index trading — and that evolution is now extending to single stocks. Join us today at 1pm ET as we go live with Mat Cashman of the OCC to break down this structural shift:...
By Brent Kochuba
Social•Mar 2, 2026
ECB Signals Quick Rate Moves Amid Gas Surge
The Fed has been quiet but THIS ECB comment shows you how central bankers are thinking about the rise in oil/gas prices Minutes after European natural gas surged 50%, an ECB Governor said they’re ready to “move quickly” on rates. Energy spike...
By Kathy Lien
Social•Mar 2, 2026
Small Monthly Investments Build Powerful Compounding Habits
Many people think it's pointless to invest $100-200/mo. But: 1. It's better than $0/mo 2. You let your money compound instead of wasting it on useless things 3. You form a habit of investing, which could be even more valuable than the initial...
By The Money Cruncher
Social•Mar 2, 2026
Memory Chip Prices Surge, Burden Downstream Industries
The price of memory chips continues to rise and is being passed on to downstream industries. National Development and Reform Commission https://t.co/Jjf9lb8DTz
By Paul Triolo
Social•Mar 2, 2026
Critical One Energy Reclaims Full Control of Namibia Assets
Critical One Energy @Critical1Energy $CRTL.CA $MMTLF Regains Full Control of Uranium and Copper Assets in Namibia, Africa by @newsfile https://t.co/YGdKDhloWd
By Hedgehog Trader (Nicholas Winton)
Social•Mar 2, 2026
Amazon Engineer Earns $405K + $9K Monthly Side Gig
Amazon employee Makes $405K/year in California including RSUs and another $9K/month in 1099 consulting income that he picked up in June of 2025. Here's everything we are looking at and why:
By Ryan Odom
Social•Mar 2, 2026
AI‑Driven Investing Demands Conviction, Culture, and Risk Discipline
Investing is entering a new regime defined by AI acceleration, crossover convergence, and a widening gap between insight and execution. A conversation with @GavinSBaker of Atreides Management on rigorous debate, conviction, and how culture & risk management drive performance across...
By Ted Seides
Social•Mar 2, 2026
Oil Shock Threatens Inflation, Yields, Market Deleveraging
Markets are in risk off mode but NOT full panic YET 📉 $SPX $ES $NQ down 🛢️ $CL surging 🥇 $GC up YET 💵 $DXY strong 📈 $VIX rising Ras Tanura attacked. Oil supply at risk. Iran escalating. If oil keeps climbing, inflation comes back fast. If...
By Kathy Lien
Social•Mar 2, 2026
Disney/Hulu/ESPN Integration Will Appear Easier than Expected
Prediction: this will make the Disney / Hulu / ESPN DTC integration, which has taken 5+ years and with a lot of tough decisions to make along the way, look like a walk in the park. And that's before considering...
By Alex Morris (TSOH Investment Research)
Social•Mar 2, 2026
Russell 1000 Sets Record Daily Highs in 2026
Russell 1000 $IWB as has been the case every single day in 2026, we're seeing more highs than lows... https://t.co/3E04oJLnNX
By David Cox