MONITOR TIC

“The two districts in Toronto were considered safe Liberal strongholds, and they won handily, providing Carney with at least 173 seats and a majority government. The majority assures prime minister Carney's government a stronger position in parliament and provides support on major nation building projects as well as his government's dealings on trade and tariff issues.”

“The population is aging and you think about what does that mean for the secular trends in investing? Because there's 10,000 baby boomers that turn 65 every day in the US and that trend continues through 2030, meaning the demand for elder care, for home health, for hospice and end-of-life services, it's essentially guaranteed to grow.”

“The market is just a giant derivatives trade. It's what happens when everything gets so centralized and everyone's asset management looks the same. If you have this beta neutral book, that's generally a lot of hedge funds, that's the guys moving the books around. And it's a lot of like, they do things in unison as much as they think they're original thinkers.”

“The underlying data suggests that getting back to 2% inflation is going to be much harder than expected.”

“It's not only the overall Iranian economy that's dependent on this revenue, it's particularly the government and within that, the Islamic Revolutionary Guard Corps which gets almost all of its revenue and thus its ability to pursue the war from oil exports.”

“Swalwell has been at the center of controversy since last Friday after at least four women spoke with the San Francisco Chronicle and CNN about experiences ranging from unwanted sexual advances by Swalwell to allegations of rape. NPR has not independently verified the allegations, and Swalwell has forcefully denied them. He repeats that in his latest statement, but goes on to say it's, quote, wrong for my constituents to have me distracted from my duties.”

“The letter was signed by Hollywood directors and actors, among them JJ Abrams and Denis Villeneuve, Bryan Cranston, Glenn Close, and Jane Fonda. As founder of the relaunch committee for the First Amendment, Fonda has posted videos opposing the $110,000,000 deal by media mogul David Ellison backed by his billionaire father Larry Ellison. The idea of the whole entertainment industry being run by one company, that doesn't seem good.”

“And then there's the ceasefire between Lebanon and Israel. They're even agreeing to meet together at, I don't know, Islamabad. I don't know where they're willing to meet to have the negotiation. And Trump said if the deal gets done, he's willing to go to get the ceasefire done, not the ceasefire, the negotiation done. By the way, this blockade is working so effectively. They're saying it's more powerful than what they're doing with their weapons.”

“The US Navy needed to do was reverse the dynamic, make sure that it wasn't the Iranians who were controlling traffic through the Strait, but that it was the US Navy that was. And that sounds like a fairly straightforward process given the size of the US Navy. But in fact, it turns out, it's looking like it will be pretty complicated to execute.”

“I'm looking for the best possible first-round matchups right now.”

“Inflation is going to continue. The Fed's not going to get in front of it. So who's left holding the bag here? And it's regular people. And then he looked at the Michigan Consumer Sentiment Index, all time lows in consumer sentiment. Where does that track? Tracks into the midterms.”

“We saw this truth social post that the president had posted literally minutes before we were all waking up where he attacked the pope as weak on crime and a tool of the radical left. He even talked about how he preferred the Pope's brother, who apparently is a Trump supporter.”

“We're witnessing a temporary disruption or the end of a the U.S. unipolar era.”

“Today's topics include 101 Technical Analysis and Chart Reading.”

“When the risk-free rate is this high, you have to be much more selective about paying for future growth.”

“Markets may be underestimating cascading global disruptions.”

“But then as he has spoken out about war, it has been perceived by the Trump administration as more and more a direct attack. And certainly after the war began against Iran, the pope has increasingly been making more pointed comments about the need to return to dialogue and the abhorrence for war.”

“The Lebanese Red Cross says its paramedic Hassan Badawi suffered a direct strike by an Israeli drone while carrying out his humanitarian duty during an emergency response mission in Bint Jibail near the Israeli border. The area has been under invasion by Israel, which calls it a Hezbollah stronghold.”

“We are looking for companies that have the ability to return capital to shareholders regardless of the macro backdrop.”

“The judge issued an order Monday saying that Trump had failed to make the argument that the article describing a birthday card to the late sex offender Jeffrey Epstein was published with malicious intent. Trump denies writing it and said he will be refiling the complaint. Shares in Asia higher in Tuesday trading. The markets in Japan, South Korea, and China all gaining ground.”

“US. District Court Judge Darren Gales wrote that Trump had failed to allege sufficiently that the journal had acted with what's called actual malice, either knowledge of story is or failure to seek the truth. Gales found the journal had made numerous efforts to verify its reporting and included Trump's denial.”

“The geopolitical risk in Iran has fundamentally altered the crude supply chain for the foreseeable future.”

“Analysts warn that prolonged geopolitical conflicts could create headwinds for future employment growth.”

“This blockade is working so effectively. They're saying it's more powerful than what they're doing with their weapons because there was apparently a Chinese vessel... and you actually have to see how the military tells them to other ships. Turn your ass around and go the other way. We're going to blow your ass up. That's kind of like how they said military language. They're younger. They talk like that, but it was a lot more diplomatic on the way they did it.”

“I'd say a third big category of risk is that Iran responds by restarting attacks on energy infrastructure throughout the Persian Gulf. That is one that carries really long-term risks for the global energy system and the global economy, because as you do more damage to the region's infrastructure, prevent refineries from operating, you risk taking energy offline for a long period of time.”

“The Strait of Hormuz and how shifting power dynamics are reshaping global markets and strategy.”

“Will the U.S.-Iran Cease-Fire Hold?”

“The US labor market posted its largest jobs gain in 15 months, showing remarkable resilience despite escalating Middle East tensions.”

“Valuations in natural resource stocks haven't been this attractive relative to the broader market in decades.”

“Israel says that it will have full control of the Lebanese town of Bin Shabeel, quote, within days. The town has become the center of intense fighting. It's part of land that Israel says it's seizing from Lebanon to create what it calls a buffer zone so Hezbollah can't fire rockets into Israel.”

“A war few expected to last this long is exposing how fragile global systems really are.”

“We examine the differences between Dividend vs. Value Investment.”

“The dollar seems to be structurally flawed in the sense that even a bigger oil moved this year than 2022, but a much smaller dollar move. And so that when you look at correlations over the last week or two, it's very clear a lot of this has come on the back of the dollar getting pushed lower.”

“Tatum in NYC was a rough watch for Celtics fans tonight.”

“Even with the Iran war, a Hormuz blockade, oil topping 100 and failed peace talks, the stock market has shown remarkable resilience, leaving many investors puzzled and cautious in equal measure. We will dig into what's really holding markets up and whether the resilience is a sign of strength or dangerous complacency.”

“We look at the dynamics of Foreign vs. Domestic Investments.”

“You cannot have a Iran. Pope Leo would not be happy with the end result. You have hundreds of millions of people dead, and it's not gonna happen. So I can't, I think he's very weak on crime and other things. So I'm not I mean, he he went public. I'm just responding to Pope Leo.”

“I have no fear that neither the Trump administration are speaking out loudly about the message of the gospel. I don't think that the message of the gospel is meant to be abused in the way that some people are doing. And I will continue to speak out loud against war.”

“Software remained the standout story of the week with the IGV up nearly 13% over the past five sessions, a remarkable snapback for one of the most pressured areas of the market in recent months. Private credit has also bounced pretty sharply this week, easing another overhang.”

“Once Pete Hegseth invoked the name of Jesus Christ in asking for a victory for the American side, he was basically saying he was asking God to take sides. I think that really upset the Pope, and it was highly unusual for a government official to use a religious figure to justify war.”

“There's a video that's just such a disturbing video. I don't even want to play it, but we have to play it with this, you know, a gay couple who are apparently in Hollywood. They're the award-winning type of couple. And they're holding this boy that I think they just adopted. And the boy is asking for mom. And he starts crying. It's a very, very difficult video to watch, but we'll watch it. I've always had a problem with this.”

“The policy is pump stock market. That's what it is. I feel like there's room here for them to do something. Obviously, the cost that we just talked about is inflation. But who cares about inflation if the stock market is going up, right?”

“A fragile cease-fire is holding for now.”

“The NAR is revising its housing forecast down for the year. That's because the war with Iran has raised the cost of borrowing, and that sent mortgage rates up. The association went from rejecting a double-digit increase in existing home sales to just 4%. New home sales are projected to be flat.”

“Is the market being too optimistic about the long-term stability of this truce?”

“Retail's chasing the strength hard, buying on their platform is unusually aggressive for an up day. They're in the 90th percentile in call buying now. So now, retail is chasing to the upside calls, which is like, that's where you just got to step back and be like, okay, this got really wild.”

“Because ships take a long time to travel by sea, the world had a bit of a buffer insulating importers from shortages, but that's gone now. The last ship carrying jet fuel from the Persian Gulf to Europe arrived last week, reports the commodity intelligence group, Argus. There are no more on the way right now.”

“Scoot Henderson is finally starting to show those flashes for Portland.”

“President Trump says the US has begun a blockade of Iranian ports. He's trying to get Tehran to open the Strait of Hormuz and accept a deal to end the war. We can't let a country blackmail or extort the world, because that's what they're doing. They're really blackmailing the world. We're not going to let that happen.”

“It's possible that fighting could start again if Iran starts hitting US warships or commercial ships trying to transit through the Strait Of Hormuz or attacking the energy sector of Gulf allies. The Iranians have said they have major untouched levers to pull in response to the blockade, but we don't know what that means. At this point, it's an economic war trying to get Iran back to negotiating cable.”

“Jared Malsin unpacks the sticking points for achieving long-term peace.”

“It's possible if fighting could start again if Iran starts hitting US warships or commercial ships trying to transit through the Strait Of Hormuz or attacking the energy sector of Gulf allies. The Iranians have said they have major untouched levers to pull in response to the blockade, but we don't know what that means. At this point, it's an economic war trying to get Iran back to negotiating cable.”

“After nearly six weeks of war in Iran, a fragile cease-fire is holding.”

“We are looking at a multi-year structural deficit in uranium supply that cannot be easily fixed.”

“The Joel Embiid surgery news is just incredibly bizarre timing.”

“The Gallup poll showed 42% of men ages 18 to 29 say religion is very important in their lives. That's up 28%, okay? That's a huge jump and people are leaning into faith. And if you want to represent that, guys, go to vtmerch.com. The supply is really limited. These things are gonna go fast, guys. I walked into the studio today and already four people dead. Everybody's like, yo, when am I getting my hat? So this is it, guys. Faith over fear.”

“Higher energy prices are directly translating into lower fertilizer production and food security concerns.”

“Gold is acting as the primary insurance policy against global monetary instability and currency debasement.”

“For people on the ground, the uncertainty is far from over.”

“China’s quiet advantage is part of the shifting power dynamics we unpack.”

“One major risk, of course, is that the IRGC and Iran itself lashes out. They have threatened to attack these US Navy ships, and so you could have a major escalation of the fighting again based over the ships coming into the strait or even standing back outside.”

“More than a thousand movie stars, writers, and directors declared their unequivocal opposition to the proposed Paramount merger with Warner Brothers Discovery In an open letter. A large swath of the industry came out against the $111 billion deal that would consolidate the two legacy studios, arguing it would reduce jobs in an already downsized Hollywood.”

“In a statement, James says an investigation found people arriving at New York Presbyterian's hospitals in New York City received inadequate care that, quote, put vulnerable patients at risk. Her report alleges people with mental illness weren't properly screened. And in some cases, patients who appear to pose serious risks to themselves or others were left unsupervised or received no care.”

“Gonzalez's resignation announcement came hours after California Democratic representative Eric Swalwell also announced his own plan to resign. Swalwell is facing allegations of sexual assault and misconduct from at least four women. Gonzales had already dropped his bid for reelection after being forced into a primary runoff and the launch of a congressional ethics investigation into his behavior.”

“TMDX did hit a local high in February, the end of February. It was trading about 145 per share before pulling back to where it is right now, 109 after actually being down 6% today. A lot of places are cutting their price targets in early April after multiple insiders were selling shares in March, that added on to near-term pressure.”

“Under Catholic teaching, this is not a just war. We're dehumanizing the victims of war by turning the suffering of people and the killing of children and our own soldiers into entertainment. It is sickening and goes against the fundamental message of the gospel.”

“One of the easiest ways to achieve that goal is not investing in new IPOs until they've been trading for a year. Not just because of what's going on with the company, what's going on with trade volume, you also have insider shares locked up for 160 days. There's just a lot of dynamics going on that drives prices that are distinct from the fundamentals of a company.”

“90 percent of the oil that Iran ships out is headed to China. Much of it is on Chinese crewed, Chinese flagged ships. The president's supposed to go to Beijing in about four weeks, and what he was hoping was going to be this meeting all about a new detente between China and the United States.”

“US Southern Command posted grainy videos on social media showing explosions that destroyed two small boats alleged to be smuggling drugs. Many legal experts say these strikes amount to execution without trial or simply murder, and some allies in South America and Europe have stopped sharing some intelligence with the US military as a result.”

“Jenna Lewis says she drove nearly a half hour to the Tulalip Reservation north of Seattle to save 55¢ a gallon. It's one of hundreds of reservation gas stations across The US with many offering some of the cheapest fuel prices because they're not subject to state taxes. Those range from 9¢ a gallon in Alaska to as high as 71¢ in California across the 35 states with federally recognized Native American tribes.”

“The market's reaction to the ceasefire suggests that the geopolitical risk premium has completely evaporated.”

“The Dallas wing selected Fudd at the outset of the draft in New York. Fresh off winning the national championship, UCLA had five players drafted in the first round, breaking the record held by the 2,002 UConn team. I'm Jael Snyder, NPR News.”

“I have five questions to try and narrow down this MVP race.”

“Canadian prime minister Mark Carney has secured a parliamentary majority. His Liberal party won the majority Monday night following two special election victories. Carney has said that a win would help him deal more effectively with the trade war started by president Trump.”

“Then there's something else going on called the Stop Nick Shirley Act. Can you imagine? They don't want people to be exposed in California. And so they're coming out with this thing called the Stop Nick Shirley Act, which, you know, it is what it is. We applaud Nick for what he's doing. He's doing a great job out there. We hope he continues and he keeps getting funded by others that are supporting what he's doing as a young man, putting himself on the line.”