Iran War Hype, Gold, And The Fed’s Debt Bubble
We analyze the Fed's debt bubble and rising sovereign debt stress that central bankers cannot easily resolve.
Oppenheimer: The Risk Calculus Has Changed
Record-low equity risk premia have left the S&P 500 vulnerable to shocks, warns Goldman Sachs’s Peter Oppenheimer. Investors should brace for corrections.
Will The Iran War Crash The Markets?
Disappointing payroll data and private credit fears suggest further volatility for the dollar and bond prices.
Technical Market Report For March 7, 2026
On average, war has been good for the market.
Don’t Fight The Treasury
Oil prices are surging following warnings from Qatar's Energy Minister about potential export halts in the Gulf, while the U.S. Treasury considers unprecedented measures, including trading oil futures and granting waivers for Indian refiners to pu...
Robinhood Unveils $658M Private Markets Fund For Retail Investors, Stock Slides
Robinhood launched its $658.4 million Robinhood Ventures Fund I on the NYSE (to be RVI), giving retail investors access to private tech companies, while HOOD shares slipped more than 3%.
