
Traders on the March 2, 2026 live session discussed volatile market reactions after a weekend geopolitical escalation, noting sharp gains in oil, gold and silver and steep weakness in equity futures. Professionals said much of the move looked telegraphed and partially hedged, producing two‑sided trading early in the session rather than a single panic direction. Key moves included a roughly $5.70 rise in oil and multi‑percent spikes in precious metals while E‑mini S&P futures traded well below recent ranges, prompting debate over whether lows had been reached or would be retested. Panelists emphasized active adjustments — reducing delta, pairing trades (gold/silver spreads) and watching for a potential capitulation washout to buy the dip.

Following weekend strikes by the US and Israel and a retaliatory move by Iran, Tehran has effectively shut the Strait of Hormuz, halting maritime traffic and leaving more than 150 tankers anchored on either side. The disruption sent Brent crude...

The Market Domination broadcast centered on the market’s bounce back after a sharp sell‑off, driven by the unfolding US‑Israel strike on Iran and its ripple effects across energy, defense and crypto sectors. Wall Street saw defense names such as...

Fighting in the Middle East has sharply disrupted oil and refined-product shipments, pushing tanker rates and crude prices higher as chokepoints like the Strait of Hormuz impede flows. While OPEC members signaled willingness to boost output quickly, physical disruptions and...

Monday's market recap highlighted two major themes: the ongoing consolidation between Warner Bros. Discovery and Paramount Skydance, and the release of the latest manufacturing PMI figures. The media merger talks signal further concentration in the streaming sector, while the PMI...

Mike Teeto hosts a live, power‑hour trading session each Tuesday, scanning for high‑momentum stock setups in the final market hour. He demonstrates how to construct a focused watchlist for the next day and walks viewers through real‑time entry, exit, and...

The Taking Stock episode centered on the market’s reaction to the latest US‑Iran flashpoint, with a particular focus on oil, gold and the broader geopolitical backdrop. Analysts noted that institutional investors entered the week heavily hedged, which helped blunt the...

A US–Israeli campaign reportedly decapitated Iran’s top leadership, including Supreme Leader Khamenei and senior military commanders, prompting Tehran to install an interim leadership council led by President Masoud Pazeshkian and senior clerics. Despite vows of massive revenge and sporadic missile...

The ISM manufacturing index showed the sector’s strongest two-month performance since mid-2022, but markets were dominated by geopolitical risk after US and Israeli strikes in Iran. Equity volatility spiked—S&P 500 gapped down and traded choppily—while gold rose and crude oil...

The video promotes a free live demonstration where trader TG reveals a beginner‑friendly strategy for trading zero‑day‑to‑expiration (0‑DTE) options. TG claims the approach helped him increase his account by 420% within six months. Viewers will learn how to spot dip‑buy...

On day three of the Iran-related conflict, Iranian forces fired more than 300 drones (but fewer missiles), striking targets as far afield as Cyprus while U.S. forces suffered the loss of three fighter aircraft in a friendly-fire incident in Kuwait....

U.S. equity futures swung sharply after weekend news of U.S.-Israel strikes on Iran but stocks largely stabilized, leaving major indices trading in a narrow range around the 6,900 area despite heightened volatility. Oil spiked roughly 7%, lifting select energy and...

Analyst Lucas Downey highlights a bullish outlook for memory‑chip stocks, naming Micron Technology (MU) as the catalyst after reporting accelerated earnings and a severe supply bottleneck. He ranks SanDisk (SNDK) and Lam Research (LRCX) as his second and third top...

Single-stock options are expanding beyond the traditional Friday expiration as Monday and Wednesday 0‑day‑to‑expiration (0DTE) contracts launch. Unlike index 0DTEs, these contracts are American‑style and physically settled, creating new exercise, assignment, and dealer‑hedging dynamics. Mat Cashman of the OCC and...

Brian Jacobsen warns that a potential strike on Iran could create a sharp "jolt" in crude oil supplies, reigniting inflation concerns. Higher oil prices would feed into U.S. consumer price metrics, prompting the Federal Open Market Committee to reassess its...

A surprise rebound in US manufacturing (two months of rapid growth per the ISM) coincided with weekend strikes by the US and Israel on Iran, sending risk assets and safe-havens swinging. Crude oil surged—briefly touching around $75—on fears that disruption...

Historical precedent shows Middle East conflicts typically trigger brief, shallow market pullbacks rather than ending bull markets, with oil-price moves the main transmission to the U.S. economy. The recent attacks on Iran lifted oil about 7%, but that rise alone...

Tammy Marshall of Elliott Wave Trader uses Fibonacci analysis to pinpoint breakout potential in three distinct stocks: Rocket Lab (RKLB), Monster Beverage (MNST) and Walmart (WMT). She walks investors through example options trades, highlighting entry points and risk/reward profiles. Kevin...

The Capital Group Dividend Value ETF (CGDV) has earned perfect five‑star ratings from Morningstar and Lipper by emphasizing high‑quality companies capable of growing dividends rather than chasing high yields. Its active management approach has propelled assets under management to roughly...

CrowdStrike (CRWD) is set to report earnings on Tuesday amid a sharp stock decline. Piper Sandler analyst argues the sell‑off is excessive and labels the company best‑in‑class as AI‑driven cyber threats rise. The firm expects cybersecurity spending to accelerate with...

The market currently holds ample heavy crude, but supply certainty fades beyond the next two weeks. Refiners are increasingly concerned about potential fluctuations in crude specifications, not just volume. Variations in quality can erode margins and trigger price volatility. Stakeholders...

Eddie Ghabbor, CEO of Key Advisors Wealth Management, says the Iran conflict won’t change his firm’s long-term investing strategy but expects short-term volatility and a continued rotation away from concentrated tech holdings into economically sensitive sectors. His team is increasing...

Wealthspire chief market strategist Chris Maxey said recent geopolitical tensions, including the Iran conflict, may inject short-term risk premiums but markets will refocus on U.S. economic fundamentals—chiefly consumer health and jobs. He sees equities supported by a resilient consumer, steady...

The episode focuses on the accelerating uranium market, driven by a wave of new nuclear reactors and the power‑hungry AI data‑center boom. Host Jesse Day and Noble Plains CEO Drew Zimmerman dissect how demand is becoming increasingly inelastic while supply...
![The Call @ Hedgeye [FREE ALL ACCESS WEEK] | March 2, 2026](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://i.ytimg.com/vi/AKuVdVkvtNE/maxresdefault.jpg)
Hedgeye’s March 2 call — delivered during the firm’s free-access week — said its AI-derived “signal” is guiding positioning rather than macro forecasts, prompting a shift back into oil and energy after prior bearishness. The team warned the S&P 500...

Greg Coffey, the veteran fund manager, has purchased a 9.7% stake in Harena Rare Earths through a £2 million subscription. Coffey’s own fund now sits alongside RAB and other institutional investors on Harena’s register. The company is pressing ahead with its...

The podcast episode centers on Lon Welsh, founder of Iron Capital, as he breaks down the 2026 commercial real‑estate landscape and shares how his firm makes CRE investments accessible to investors who don’t want to own entire properties. Welsh explains...

Harena Rare Earths (LON:HREE) secured a £2 million subscription, bringing the Wizard of Oz‑type investor Gregory Coffey on board as a 10% shareholder. The capital will be deployed into the Ampasindava ionic‑clay rare‑earth project in Madagascar, which already has an offtake...

The video revisits Warren Buffett’s famed “don’t lose money” maxim, arguing it should be reframed as a rule against “embarrassing loss.” The speaker contends that while every investment carries risk, investors must distinguish tolerable downside from catastrophic failure. He stresses that...

The video features John McManis and Bob Swainhart of Constellation discussing how homebuilders can win in 2026 by leveraging fast, reliable data to accelerate decision‑making. They argue that the bottleneck is manual reporting and data silos; automating these processes lets executives...

Adrian Day, founder of Adrian Day Asset Management, reiterated his unwavering bullish stance on gold, arguing that the precious metal’s long‑term cycle remains in its early phase and that the current bull market has ample room to run. He highlighted...

First Team Real Estate CEO Michele Harrington says the 50-year-old regional brokerage has modernized by doubling down on an agent-centric strategy—her “be behind the agent” campaign drove a reported 98% retention and stronger conversions—while upgrading systems and rebuilding its tech...

The Capital Allocators episode spotlights Gavin Baker, managing partner and CIO of Atreides Management, which oversees roughly $7 billion across public, private and crossover strategies focused on technology and consumer sectors. Baker recounts his unconventional path—from a book‑filled childhood and rock‑climbing...

The video teaches a repeatable credit‑spread system that emphasizes defined risk and high probability setups. It outlines using a 15‑delta short strike, 30‑45 days to expiration, and a $5 spread width to capture premium while limiting loss. The presenter demonstrates...

The S&P/ASX 200 slipped 0.03% to 9,200.90 points as March opened with heightened geopolitical risk from US‑Israeli strikes on Iran. Energy stocks rallied 5.3% after Brent crude surged up to 13% before easing, lifting Woodside and Santos by roughly 7%...

Indian equity markets plunged roughly 2,500 points, prompting comparisons to the 1991 crisis that spurred sweeping reforms. In a recent interview, veteran investor Ramesh Damani argued the sell‑off presents buying opportunities, especially in AI‑enabled firms, defense manufacturers, and pharma companies...

Trading systems that only succeed in a single market condition are vulnerable as markets evolve. Shifts in volatility, trend direction, and liquidity can erode a strategy’s edge, turning occasional profits into losses. The podcast stresses the need for adaptive frameworks...

The video focuses on Microsoft’s stock sliding roughly 30% from its recent peak, prompting a debate over whether the dip represents a buying opportunity or a symptom of broader AI‑related spending anxieties. The commentator notes that despite solid revenue and...

Sami Taha’s weekly market update outlines swing‑trade ideas for March 2‑6, 2026, highlighting a curated bullish watchlist (including ACVA, CAPR, MRNA, NOW) and a bearish list (AI, ZM, PAYO, QURE). The video emphasizes that the analysis is educational, not a direct recommendation,...

The video examines the market fallout from the latest flare‑up between Israel and Iran, focusing on the strategic Strait of Hormuz and its role in global oil logistics. Host Andrew Gageen outlines how Iranian missile strikes and Israeli air raids...

Hims & Hers reported Q4 results after the bell, with mixed performance, drawing investor focus on its GLP‑1 program and forward guidance. The company posted EPS of $0.08, double expectations, but revenue of $617 million fell short of the $619 million forecast. For...

The March 1 2026 video assesses whether the Strait of Hormuz is open or closed, focusing on real‑time shipping activity and oil flow amid escalating U.S.–Israel strikes on Iran. Host Sal Maglaniano uses MarineTraffic data to show a dramatic drop in green...

The video examines why leveraged exchange‑traded funds (ETFs) tend to underperform during turbulent markets, focusing on the empirical link between volatility and serial correlation rather than volatility alone. The presenter challenges the common narrative that volatility is inherently detrimental, showing...

Dave Mabe, a veteran day trader with roughly two decades of experience, explains why he now operates 25 fully automated strategies every market day. After an early career of swing and discretionary trading, he transitioned to systematic approaches, recognizing that...

The video argues that homeownership functions less as a lifestyle choice and more as a forced‑saving vehicle, especially for those who cannot afford or fully comprehend the complexities of buying property. It contends that the housing system was built on...

The Money Talks livestream focused on the sharp rise in global oil prices following coordinated U.S.-Israel strikes on Iran and the ripple effects on the Philippine economy. Brent crude breached the $80‑per‑barrel threshold, while the Philippine Purchasing Managers Index climbed...

The video highlights California’s 35th straight year of net domestic out‑migration, noting that 2025 saw a net loss of 229,000 residents according to the U.S. Census Bureau. While this figure represents a modest improvement from the pandemic‑era peak of 470,000...

The DW News segment focuses on Iran’s Revolutionary Guard warning that no vessel may transit the Strait of Hormuz, a chokepoint through which roughly one‑fifth of the world’s crude oil passes. The announcement comes amid heightened military tension and a...

Venezuela’s heavy‑oil sector faces a pivotal shift as its aging upgrader fleet limits production capacity. Export‑ready crude now depends on diluent‑blending, creating a new logistical bottleneck. The country must decide between securing diluent supplies, expanding blending operations, or investing in...

The United States and Israel have conducted coordinated airstrikes aimed at crippling Iran’s nuclear infrastructure and possibly targeting senior officials. The attacks mark the first overt military action against Tehran’s program, signaling a shift from diplomatic pressure to kinetic engagement....