WATCH POLITICS

“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.”

“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.”

“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.”

“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.”

“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 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.”

“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.”

“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.”

“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.”

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

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

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

“Will the U.S.-Iran Cease-Fire Hold?”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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 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.”

“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.”

“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.”

“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.”

“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.”

“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.”

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

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

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

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

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

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

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

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

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

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

“Iran may accept stablecoins for Strait of Hormuz tolls — a potential blow to the petrodollar.”

“speculation that Iran may accept stablecoins for Strait of Hormuz tolls — a potential blow to the petrodollar.”

“Bitcoin remains in a 60k–74k range.”

“XRP’s largest institutional surge (25% planning exposure in 2026)”

“Morgan Stanley’s new Bitcoin ETF, and Binance dominating Q1 2026.”

“Trump has reportedly issued a 48-hour ultimatum to Iran, raising tensions and creating immediate ripples across global markets and Bitcoin.”

“Google says Bitcoin could be cracked in 9 minutes, but should you panic? Experts suggest the network can adapt through upgrades.”

“Bitfarms targets zero Bitcoin on the balance sheet as it pivots to AI, signaling a major shift in miner strategy.”

“Charles Schwab is set to open Bitcoin trading to 46 million clients in the first half of 2026.”

“Michael Saylor signaled another major buy with a 'back to work' post as Metaplanet adds thousands more BTC.”

“Bitcoin holds steady like a honey badger in the $66K–$69K range.”

“Markets are numb to chaos as Trump’s latest Iran deadline approaches.”

“Confidence—not headlines—moves prices.”

“The panel unpacks geopolitical uncertainty and quantum risks to DeFi.”

“Sharp debate on liquidity, institutional buying vs retail selling, and decoupling.”

“Based on current market trends, Bitcoin cycle lows are projected for late 2026.”

“What sets them apart is that Hyperliquid's advantage is vertical integration.”

“With the rise of AI agents, seat-based SaaS is facing a crisis.”

“The ongoing Iran conflict creates extreme oil price volatility for global markets.”

“A new proposal suggests that STRC fixes the yield gap with price-stable returns.”

“Based on current market cycles, Bitcoin cycle lows are projected for late 2026.”

“Hyperliquid's primary competitive advantage is their commitment to vertical integration.”

“We are seeing that seat-based SaaS is facing a major crisis in the current market.”

“The ongoing Iran conflict creates extreme oil price volatility for global markets.”

“STRC is designed specifically because it fixes the yield gap with price-stable returns.”

“Historical market analysis suggests that Bitcoin cycle lows are projected for late 2026 following the next halving cycle.”

“By owning the underlying chain and the application, Hyperliquid's advantage is vertical integration.”

“With AI reducing the need for headcount, traditional seat-based SaaS is facing a crisis in its revenue model.”

“Global energy markets are responding as the Iran conflict creates extreme oil price volatility.”

“By introducing a new liquidity primitive, STRC fixes the yield gap with price-stable returns.”