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BTIG strategist Jonathan Krinsky said that a sharper pullback in the S&P 500 toward its 200-day moving average could present an attractive buying opportunity, even as elevated macro risks persist. Krinsky noted the index has held near the 6,700 level despite a sharp rise in oil prices and weaker-than-expected economic data. He warned that widening …
Adam Smith's 'Wealth of Nations' reaches its 250th anniversary on March 9. The text remains central to debates on free trade, monopolies and production methods, and is frequently cited for its observations on self-interest, government, taxation and social inequality. Below are selected, widely cited passages from the book.
Adam Smith’s An Inquiry into the Nature and Causes of the Wealth of Nations, first published on March 9, 1776, continues to surface in contemporary policy debates over trade, taxation and monopolies. While Smith is widely invoked as the architect of free-market thinking - notably through his 'invisible hand' metaphor - close readings of his text sh…
A week into a conflict with Iran that has strained public opinion, eight Americans who voted for Trump in 2024 express conditional backing for U.S. and allied air and naval strikes but uniformly reject the idea of a large-scale U.S. ground invasion. Their views mirror recent polling that shows most Trump voters approve of the strikes, though concer…
U.S. private equity firm KKR is reportedly engaging advisers on a possible sale of data center cooling specialist CoolIT Systems with a price tag that could top $3 billion. The process is said to be preliminary, without guarantees a transaction will occur, and several potential bidders have been flagged.
Gerdau (GGB) looks primed for a tactical rebound into near-term resistance as the stock sits oversold, yields ~2.9% and carries visible capital-return programs. I upgrade to Buy for a mid-term swing (45 trading days) aiming for $4.40, but expect meaningful downside risk later in 2026 as CAPEX steps up and steel cycle normalizes. Trade plan includes…
An Israeli strike on an apartment within the Ramada hotel building in central Beirut killed at least four people and wounded others, including children. Israel said the target was senior commanders of Iran's Quds Force operating in Lebanon, but did not name individuals. The attack is the first Israeli strike in central Beirut since hostilities betw…
Sibanye Stillwater (ADS) offers an actionable swing trade: the shares sit well below their 52-week high, the PGM complex remains tight, and corporate restructuring has turned into cash-generating moves. Entry near $14.10, stop at $12.00, and a first target at $18.00 reflect a favorable risk-reward while acknowledging execution and commodity risks.
Bernstein's strategists say U.S. internet equities may be entering a trough of 'AI disruption disillusionment' as investor pessimism over heavy AI spending and existential threats has pressured valuations. Despite the negative narrative, the firm argues GAAP P/E ratios have moved back to reasonable levels and that incumbent earnings durability, tog…
South Korea's Industry Minister Kim Jung-kwan said on March 8 that the United States is unlikely to impose higher tariffs on South Korean imports if Seoul's parliament moves quickly to enact investment legislation tied to a bilateral trade agreement. The statement followed a meeting with U.S. Commerce Secretary Howard Lutnick and comes after U.S. t…
Switzerland's Federal Council considers recent air strikes on Iran by the United States and Israel to be violations of international law, Swiss Defence Minister Martin Pfister said. Legal experts point to the United Nations Charter as the basis for judging the attacks unjustified absent UN authorisation or clear self-defence. German and Spanish off…
Orion Group (ORN) is a small-cap specialty construction firm that just added material heavy-marine capability and a $1.4B project pipeline via a $60M acquisition. With a $467M market cap, a string of recent contract awards and a stretched earnings multiple, the stock offers a risk/reward skewed toward a patient long if management converts backlog a…
Iran’s clerical establishment responsible for choosing a successor to Ayatollah Ali Khamenei says it is near an announcement following his reported death in U.S.-Israeli strikes. The constitution mandates selection by the Assembly of Experts within three months, but the process is unfolding amid continuing external strikes, heavy casualties among R…
Hussain Khrais, 66, who spent months and about $25,000 restoring his house in Khiyam after the 2024 clashes between Israel and Hezbollah, has fled his hometown as renewed hostilities and heavy Israeli airstrikes hit southern Lebanon. With roughly 300,000 people displaced and evacuation orders covering about 8% of Lebanese territory, families face r…
Several prominent brokerages adjusted their recommendations this week across the AI hardware and software landscape. Morgan Stanley reinstated Nvidia as its top semiconductor pick, arguing that the stock’s recent lack of price movement belies steadily improving fundamentals and attractive valuation metrics. The same firm flagged Samsung Electronics…
Taiwan’s Premier Cho Jung-tai made the first openly public visit by a Taiwanese premier to Japan since 1972, attending a baseball game between Taiwan and the Czech Republic in Tokyo. The trip - described by Cho as a personal visit - comes amid heightened regional friction after comments by Japan’s Prime Minister and follows prior diplomatic inciden…
Jefferies' equity strategy team warns that a prolonged period of elevated oil prices will put significant pressure on ASEAN economies, with the Philippines and Thailand singled out as the most vulnerable because of their dependence on energy imports. The note highlights diverging national responses - from subsidy cushions to state oil funds - and c…
U.S. President Donald Trump praised Italian Prime Minister Giorgia Meloni in a telephone call, saying she is willing to assist the United States and Israel in their war with Iran. Trump told Corriere della Sera that Meloni is "a great leader" and "a friend of mine," and Italy has signaled plans to send air-defence aid to Gulf countries while prepar…
Stifel strategists say recent coordinated U.S. and Israeli strikes on Iran and Tehran's effective closure of the Strait of Hormuz have moved the Middle East into a more volatile phase, driving sharp increases in energy prices and prompting market rotations toward value-oriented sectors. With Brent up 14% and European natural gas rising 70%, supply …
Nvidia's GPU-led edge in AI infrastructure has translated into outsized revenue and cash flow; after a recent pullback the stock offers an actionable long-term entry. This trade plan defines an entry at $178.03, a $260 target over 180 trading days, and a $160 stop loss while outlining the fundamental drivers, valuation framing, catalysts and risks.
A classified National Intelligence Council assessment concludes a large-scale, U.S.-led military assault is unlikely to remove Iran's government or permit a rapid transfer of power. Finalized about a week after the Feb. 28 joint U.S.-Israeli strikes that killed Supreme Leader Ayatollah Ali Khamenei, the report undercuts public assertions that the c…
Wang Yi, China’s top diplomat, used his annual briefing at the National People’s Congress to call for an end to the Iran conflict and to press both Beijing and Washington to reduce frictions ahead of crucial trade and treasury talks in Paris and a planned summit in Beijing. His remarks stressed opposition to the use of force, warned against regime-…
Qualcomm (QCOM) generates roughly $12.9B of free cash flow against a $145B market cap — an ~9% FCF yield. With attractive cash conversion, a 2.6% dividend, improving technicals and concrete catalysts in automotive and connectivity, the stock looks set for a mid-term re-rating. Trade plan: enter $136.00, target $165.00, stop $122.00, horizon mid ter…
A loud explosion struck the U.S. embassy compound in western Oslo at about 1 a.m. local time, producing thick smoke and limited structural damage to the consular entrance. Norwegian police report no injuries and say investigators are searching the area for potential perpetrators using dogs, drones and a helicopter.
Capital One's stock has corrected after an earnings miss and headline risk. Fundamentals — a large free cash flow base, reasonable price-to-sales and a modest balance sheet — plus a likely 2026 rate pivot make the recent pullback a tactical buying opportunity for a mid-term trade.
