Social•Mar 2, 2026
War Fuels USD Rally, While Equities and Treasuries Falter
$USD rallied on the war. Equities slid. Gold and oil jump. US Treasuries are not the safe haven. With decapitation strike on Iran, which the US said it had destroyed its nuclear capability last June, the end game is not obvious. See https://t.co/NIUIdIXTkR https://t.co/hTZ6mWL5Rs
By Marc Chandler
Social•Mar 2, 2026
Live Premarket Picks: NVDA, TSLA, IBIT, SPY
⏰ Scott Redler’s #630club - LIVE Premarket Stock Update $NVDA $TSLA $IBIT $SPY ➡️ Free VIP List Newsletter: https://t.co/EW4O2nc6Yl https://t.co/LHA0Wnx1If
By Scott Redler
Social•Mar 2, 2026
10-Year Yield Flat, MACD Histogram Declines Four Weeks
U.S. 10-year yields $TNX have been trading in a sideways range for years... #MACDhist ticking down for 4 weeks in a row... https://t.co/LTKir2ZNyJ
By David Cox
Social•Mar 2, 2026
Buy RFI: Yield Boost and Discount Recovery
RFI preferred: similar REIT CEFs face a lower-rates tailwind; RFI shows larger mean-reversion upside vs RQI. Risk: rate/timing, leverage. Trade: buy RFI for yield + discount recovery 📈 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Mar 2, 2026
Energy Math, Security, and Geopolitics Drive Transition Solutions
Thanks to Vijay and the whole team @TheEconomist for the invitation to deliver a keynote this morning about challenges—and solutions—facing the energy transition. I focused on energy math, energy security, and energy geopolitics—with today’s oil & gas price spikes top...
By Jason Bordoff
Social•Mar 2, 2026
Qatar Reports Attack on Ras Laffan LNG Hub
Qatar says Ras Laffan energy complex has been attacked It isn’t clear what part of the facility. But it is home to Qatar’s massive LNG export plant — the world’s biggest
By Stephen Stapczynski
Social•Mar 2, 2026
Free Week of Hedgeye Market Insights & Signals
FREE ALL ACCESS WEEK | March 2-6: Explore Hedgeye's Daily Market Insights, Top Investment Ideas & Buy/Sell Signals https://t.co/xZZpJZYFWV via @hedgeye
By Keith McCullough
Social•Mar 2, 2026
Smart Money Buys Gold When Retail Panics
When everyone was panic selling Gold on 1st Feb, we did the opposite. We clearly said in our Premium Community — “This is not a panic zone. It's a buy-on-dip opportunity.” Nippon Gold Bees: Shared at ₹117, Made a high of ₹142(~21% profit...
By Raman Kumar
Social•Mar 2, 2026
Traders Shift War Hedge to Longer‑Dated Options
"it's hard to hedge a war with a 0DTE contract, which is why we are seeing this positioning expressed further out on the curve" -Captain Craig @t1alpha
By Keith McCullough
Social•Mar 2, 2026
Morgan Stanley Reinstates NVIDIA as Top Pick, Eyes 2027 Growth
Certainly not the day for it but..... Morgan Stanley moving Moving $NVDA NVIDIA back to top pick in semis, PT stays at $260 In September, we shifted our top pick from NVIDIA to $NSK Sandisk, then in November shifted to Micron. The thesis...
By Mark Lehman (MarkFlowChatter)
Social•Mar 2, 2026
Volume Re‑Accelerates on Downtrend, Signals Anticipated
VOLUME: started to re-accelerate on the down move on Friday - market signals started to see this coming https://t.co/icB6jWACQR
By Keith McCullough
Social•Mar 2, 2026
Gurgaon Property Gains Mask Hidden Transaction Costs
Gurgaon’s ₹1 Crore Illusion: Why 70% of “Paper Profits” Are Financially Misunderstood Most investors proudly say: “My property doubled.” Let’s test that with numbers. Because appreciation is not profit. It’s arithmetic. Case Study (Realistic 2020–2026 Cycle) Bought in 2020: ₹2.00 Cr Value in 2026: ₹3.50 Cr Headline gain: ₹1.50 Cr Looks like...
By Aishwara Yashrika Kapoor
Social•Mar 2, 2026
Middle East Tensions Likely Push Rand Lower, Fuel Costs Up
Prolonged tension in the Middle East. Rising oil prices, if sustained, and a weaker Rand. Add the increased fuel levies announced in the budget speech on top of macro concerns, and taking the governor’s conservative nature and the new 3% inflation...
By Talk Cents
Social•Mar 2, 2026
Buy SPX Dips Near 6800 Amid Oil‑driven Volatility
Elevated volatility as oil spikes and heavy Treasury settlements. S&P gamma at 6800; VIX resists ~20. Risk: higher oil, weaker productivity → yields up. Trade: buy SPX dips near 6800. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Mar 2, 2026
CRW's Buyback Fails to Offset Low Valuation
#CRW decent results and update. Launching $25m share Buyback. ShareScope showing fwd p/e 17 falling to 15.2 and fwd Divvy 2.1% rising to 2.2%; historically this seems a low rating. I don't hold.
By WheelieDealer
Social•Mar 2, 2026
80% of Revenue Target Already Contracted, AI Fears Dragging Stock
#DATA results look OK and interesting bit about 80% of Analyst target for revenue already contracted. ShareScope has fwd p/e 11.6 falling to 9.1 and fwd Divvy 1.8% rising to 2%; I suspect it's been weak due to AI fears....
By WheelieDealer
Social•Mar 2, 2026
Oil Threat Spurs Metals Surge, Gold Hits $5,400
After Iran’s strike on a Saudi Aramco refinery, capital is rotating aggressively into metals. Gold has reclaimed $5,400, up 2.22%, adding roughly $1 trillion in market value in just 6 hours. Silver has surged to $96, up 4.32%, adding $250 billion in...
By cryptosauce_
Social•Mar 2, 2026
TSTL Beats Targets, Cash Rises, US Sales Improving
#TSTL HY Results read nicely and reiterate on target for FY. Net Cash £13.29m (up). US sales picking up but still relatively low. Happy holding :-)
By WheelieDealer
Social•Mar 2, 2026
Iranian Drone Strike Shuts Major Saudi Refinery, Raising Oil Risk
Saudi Arabia has reportedly shut down Ras Tanura, one of the world’s largest oil refineries, following an Iranian drone strike. This is not just a regional headline. Ras Tanura is a critical node in global energy supply. Any prolonged disruption could...
By cryptosauce_
Social•Mar 2, 2026
Hedge Fund Star Credits Kahneman for 18-Year Winning Streak
1/ Brevan Howard's Minal Bathwal hasn't had a losing year since the start of his fund, 18 years ago. In a recent interview, he said that his style is influenced by psychologist Daniel Kahneman, including his book Thinking, Fast & Slow....
By Michael Fritzell
Social•Mar 2, 2026
Iranian Conflict Expands, Fuels Oil Surge and Market Volatility
🚨 IRAN WAR DAY 2 — MONDAY MARKET OPEN 🚨 Day 2 confirms the war is widening, not containing. ~48 Iranian officials confirmed dead including Khamenei. Iran is retaliating across the Gulf — hitting Dubai, Bahrain, Kuwait, Saudi Arabia and targeting...
By dailyanalysts
Social•Mar 2, 2026
Power Lobby Cautions Von Der Leyen Against Market Interference
Power lobby warns European Commission President Ursula von der Leyen not to tamper with the market https://t.co/3HD3TctdVK via @johnainger https://t.co/EUl5qc4dhI
By Zöe Schneeweiss
Social•Mar 2, 2026
Aussie Gold Miners Gain $7B After US‑Israel Strikes
Top ten Aussie gold miners add approximately $7b of value after US-Israel missile strikes on Iran https://t.co/MIKqSU1r1w
By Haplo
Social•Mar 2, 2026
Nifty Faces Critical 25108 Island Gap Resistance
Nifty may form an island reversal - What is that, you ask? When prices gap up and then gap down, leaving a zone with no trading, it is called an island gap. The price action left behind above the gap...
By Rohit Srivastava
Social•Mar 2, 2026
Foreign Investors Trigger Record South Korean Stock Selloff
🚨Has the South Korean market gone TOO FAR? Foreign investors dumped a record 6.8 trillion won ($4.7 billion) of South Korean stocks on Friday, the largest single-day selloff EVER.👇 https://globalmarketsinvestor.beehiiv.com/p/us-stocks-dropped-amid-rising-ai-and-geopolitical-uncertainty-weekly-market-recap-trading-week-09-20
By Global Markets Investor (newsletter author)
Social•Mar 2, 2026
China’s Two Sessions Reveal Economic Outlook Amid High Stakes
China’s ‘Two Sessions’ to Shed Light on What Lies Ahead for Economy—Beijing’s target-setting takes place against a high-stakes backdrop https://t.co/sxAHsLFpcV https://t.co/sxAHsLFpcV
By Jonathan Cheng
Social•Mar 2, 2026
Box Theory: Simple Four-Step Trade Execution Blueprint
The Box Theory📊 Step 1: Draw the box 📊 Step 2: Wait for price 📊 Step 3: Confirmation📊 Step 4: Exit 📊 Final step: Execute 📊
By Prince Action Master
Social•Mar 2, 2026
Toyota Raises TOB Price, yet Governance Remains Disappointing
Toyota Asset Preparatory Co announced it had lifted the TOB Price for Toyota Industries to from ¥18,800 to a best and final ¥20,600. Elliott agreed to tender. They made big money, but this is still a really disappointing outcome for...
By Travis Lundy
Social•Mar 2, 2026
Indian Leveraged Futures Likely to Be Squashed Before Holi
Logically, if the war is not over, Indians with leveraged stock futures positions and MTF positions will not hold onto them into a Holi Holiday tomorrow - expect a lot of squaring up in the second half of the day....
By Rohit Srivastava
Social•Mar 2, 2026
Historic Low Range Hints at Upcoming Market Volatility
This year is the smallest range EVER for the first two months of a new year at only 2.7% for the S&P 500. Pretty incredible when you look at all the big winners and losers out there, yet, the overall market...
By Ryan Detrick
Social•Mar 2, 2026
L1 Group's Cost Cuts and Fund Surge Boost Appeal
A rare post about an Australian stock: L1 Group (L1G-ASX) which reverse-acquired my former employer last year, looks interesting. The stock is not optically cheap, but when you look at... 1. The run-rate cost savings (guiding to $30-$35m, ~75% of...
By Jamie Halse
Social•Mar 2, 2026
Jobs, Sales Data May Confirm Fed Rate Path Amid Tensions
Geopolitical shocks meet key labor and retail data this week. February jobs and January sales could seal the Fed's rate outlook amid Middle East tensions. 🟢 Open https://t.co/NUBk2v4rcI
By Ed Yardeni
Social•Mar 2, 2026
Markets Down Only 1%—Surprisingly Resilient
Markets aren't too bad this far. Just 1% down on an event like this almost seems like a positive :)
By Deepak Shenoy
Social•Mar 2, 2026
Reduced Listing Transparency Sparks Political Pressure, Consumers Resist
If listing transparency meaningfully declines in the housing market, political pressure will follow, IMO. Consumers are unlikely to relinquish the market access they’ve gained over the past decade-plus.
By Lance Lambert
Social•Mar 2, 2026
Trade Higher‑Timeframe Bias, Confirm on Lower Frames
Most traders lose because they trade the lower time frame first. You saw the sell off and wanted to short it. But on the hourly chart, price was sitting at a key gap level. That higher time frame support mattered. Drop down and...
By TradeWith Coach Bri
Social•Mar 2, 2026
US Short Interest Hits Decade High, Top Stocks 7% Shorted
🔴US market short interest is SURGING: Median S&P 500 stock short interest is up to 2.7% of market cap, the highest in at least 10 years, according to Goldman Sachs. The top 10% most shorted stocks now have 7% of their market...
By Global Markets Investor (newsletter author)
Social•Mar 2, 2026
Japanese Investment in China Jumps 55% Amid Tensions
“At a time when Tokyo and Beijing appear to be drifting further apart politically, Japanese capital is moving in the opposite direction…Japanese foreign direct investment into China surged by 55.5% year-on-year in the first three quarters of 2025.” https://t.co/osyTCAOqOp
By Jonathan Cheng
Social•Mar 2, 2026
Iran Conflict Spurs Oil, Markets, Crypto, Uranium Opportunities
Thoughts? The Iran war and oil crisis affect your money across four key areas: oil prices and inflation, stock market volatility, cryptocurrency movements, and overlooked opportunities in uranium and energy security stocks.
By Tall Guy Tycoon
Social•Mar 2, 2026
Even Top Pickers Need Decades to Find Few Winners
🎯 It takes the best stock pickers in the world a few decades of owning hundreds or even thousands of stocks to find a handful that are worthy of holding long-term. https://t.co/KRxH9wKOSP
By Ian Cassel
Social•Mar 2, 2026
Brent Crude Jumps 7% Amid War‑Driven Price Surge
On the opening of the Intercontinental Exchange Market in London, BRENT CRUDE SURGED. Since the close on Friday, it's up over 7%, trading at $78 / barrel. THE WINDS OF WAR = HIGHER OIL PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/H6nboenO4u
By Steve Hanke
Social•Mar 2, 2026
Booked Profits, Gold Bullish; SPX Neutral, Gap Fill Anticipated
GOLD & SPX TRADES UPDATE: Booked profits right at the weekly open in anticipation of gap fills on both & middle east tensions holding lesser impact than everyone's fearing. On SPX , i am leaning neutral to slightly bearish , not much...
By tradeloq
Social•Mar 2, 2026
SB 684-1123 Bypasses SB 9 Owner-Occupancy Limits
Yet more SB 684-1123 projects starting entitlement in Sacramento. In this case, it's being uses to do the exact sort of thing intended by SB 9. Why did it work? Doesn't have the SB 9 owner-occupancy poison pill. https://t.co/mXfsiuKvEJ
By Nolan Gray
Social•Mar 2, 2026
Oil Reclaims Half Gains, Up 6% Amid Uncertainty
Oil has given back about half of the gap higher.. but where will it be tomorrow morning? CL, Brent +6% https://t.co/xc6c5bVP1V
By Mike Zaccardi
Social•Mar 2, 2026
King Dollar Not Dead; China Still Buying Dollars
Talk of the death of King Dollar is premature. Exhibit #1: China. It runs a large current account surplus, and is accumulating a mountain of predominately dollar-denominated foreign assets at record rates. Those who YAK about DE-DOLLARIZATION should start to FOLLOW THE...
By Steve Hanke
Social•Mar 2, 2026
LBO Debt Market Faces $20B Nerve‑Testing Stress Test
The LBO debt market is freaking out. Here comes a $20B test of nerves https://t.co/MiXTnEB2pK
By Liz Hoffman
Social•Mar 2, 2026
Asia's Undervalued Currencies Poised for Explosive Gains
Interesting piece from Bloomberg's Shuli Ren, on the risk that Asia's wildly undervalued currencies might have an explosive appreciation ... 1/3 https://t.co/j9M2wdl5ED
By Brad Setser
Social•Mar 2, 2026
Stocks Trend Upward Despite Current Fear; History Repeats
Good time to dust off the Chart of Fears. Yes, what is happening now is confusing and scary. But we've seen many other times like this and stocks have always moved from bottom left to upper right. https://t.co/H9xMLrLKC1
By Ryan Detrick
Social•Mar 1, 2026
Join Tomorrow's 8:30 Am ET Technical Outlook Webinar
**Reminder: Weekly Technical Outlook Webinar Tomorrow Morning at 8:30am ET! Interactive Session: https://t.co/EpyXNC6zVR Live Stream on YouTube: https://t.co/VjGiWa89qi
By Michael Boutros
Social•Mar 1, 2026
Korea Leads 2025 Surge in US Equity Inflows
If there is a real risk off move (& it is still an if) the structure of the inflows that have covered the US current account deficit will matter. Foreign buying of US equity surged in 2025, and no where more...
By Brad Setser
Social•Mar 1, 2026
EPS Gains Prove Bull Market Still Strong
2027 EPS up another couple bucks the past two weeks. Yes, the headlines are scary, but this is why this bull market is alive and well. https://t.co/G1hArdVPz9
By Ryan Detrick