Market News Feed

OpenAI investor says AI requires an income tax overhaul

Vinod Khosla says voter fears over technology causing job losses will shape upcoming US elections

Politics And The Markets 03/29/26

Natural Gas Services: Due For A Valuation Re-Rating

Stay Away From Home Depot Amid Macroeconomic Headwinds (Rating Downgrade)

As Iran’s drones swarm Gulf, Ukraine’s wartime tech lands billion-dollar deals

Ukrainian President Volodymyr Zelensky said on Saturday that his country had “undoubtedly changed the geopolitical situation” in the Middle East with a series of decade-long defence agreements with Gulf states being hit with Iranian drones and missiles. Has he? And how important are the agreements for Ukraine, more than four years into the Russian invasion and facing its own maelstrom of military, economic and diplomatic challenges? The Ukrainian leader has been on a whirlwind tour of the Gulf...

The "inflation" argument is so wrong

I've been calling the VOO decline purely based on the Buffett indicator ratio. It just so happens that Trump goes full regard at the same time the S&P almost hit 7,000. I don't think the earnings justified the VOO, so I sold in Dec. Anyways, what bothers me is when people talk about not investing and they bring up this bogeyman of "inflation". Inflation is real, but you have to compare assets. For example, if inflation is 4%, then YoY, your dollars are technically worth 4% less. But if you put that money into VOO in March 2026, you're already down 7%. Let's say it drops 20%. Even if inflation comes out to 7%, you being scared into investing to "beat inflation" makes 0 sense when the losses dwarf inflation. On the other hand, if you look at a massively undervalued stock such as General Mills, you get value (it's down like 40%) and dividends. At least at that point, you are comparing are buying into a less inflated asset. This is probably why defensive stocks like CPD did so well in 2022. Bottom line, comparing USD inflation to a heavily inflated asset like ADBE (down 60%) or PLTR (P/E of 225) is so wrong and moronic. If you really cared about inflation that much, you'd buy something safe and stable like a CD, not put your money in the market where it'll lose 2/3/5x whatever inflation is. submitted by /u/stoic_suspicious [link] [comments]

Newmont: I'm Abandoning My 'Sell' Rating After The Gold Correction (Rating Upgrade)

eBay: Marketplace, With Greater Ambitions

Natural Resource Partners: Nearing Debt-Free Status, But Margin Of Safety Shrinks (Rating Downgrade)

Seagate: Outperforming Tech While Still Undervalued Today

One rule for Israel and another for Iran risks nuclear disaster

Israel’s avowed goal in the Middle East war is to prevent Iran from acquiring nuclear weapons. Yet the double standard associated with this is hardly sustainable in the long run. The worst-kept secret in the world of nuclear politics is that Israel possesses a formidable arsenal of nuclear weapons. It began developing these in the 1950s and reached a fully operational capability by the late 1960s. Although Israel refuses to confirm or deny this fact, arms control organisations have assessed that...

Tezos Leads the Shift Toward User-Facing, Interactive Blockchain Summits

Tezos will host its annual global gathering of developers and creators on March 30 in Cannes, France, featuring a program focused on real‑world applications with sessions highlighting Tezos X scalability, Etherlink’s breakthrough speed improvements, and advanced AI integration. Bridging Code and Experience The Tezos ecosystem returns to Cannes, France, on March 30 for Tezdev 2026. […]

Fastly: The Future Is Bright, But Watch For These Threats

Tom Lee Predicts Crypto Winter End by April

submitted by /u/ourcryptotalk [link] [comments]

CEF Market Weekly Review:  Aberdeen Proposes Removing Fund Term Structure

CNBC: Global forecasting group OECD sees U.S. inflation at 4.2% this year, 1.6% in 2027

https://www.cnbc.com/2026/03/26/global-forecasting-group-sees-us-inflation-at-4point2percent-this-year-much-higher-than-fed-estimate.html KEY POINTS In its periodic update of economic conditions, the Organization for Economic Cooperation and Development forecast all-items inflation in the U.S. to be at 4.2% for 2026. The forecast is a sharp step up from the prior projection of 2.8%. Moreover, it is much higher than the 2.7% Fed officials estimated when they updated their own forecasts last week. However, the agency said U.S. inflation is likely to recede sharply in 2027, back to 1.6%, which is actually well below the Fed estimate of 2.2% and less than the central bank’s 2% target. ARTICLE The Iran war and its impact on the global energy market will keep headline U.S. inflation this year well above the Federal Reserve’s projections, possibly necessitating policy action, according to a key global policy group. In its periodic update of economic conditions, the Organization for Economic Cooperation and Development forecast all-items inflation in the U.S. to be at 4.2% for 2026. The forecast is a sharp step up from the prior projection of 2.8%. Moreover, it is much higher than the 2.7% Fed officials estimated when they updated their own forecasts last week. The revision is due to two primary factors: the war in the Middle East, and the ongoing impact from U.S. tariffs that, while lower than prior levels, continue to boost prices around the world. “The breadth and duration of the conflict are very uncertain, but a prolonged period of higher energy prices will add markedly to business costs and raise consumer price inflation, with adverse consequences for growth,” the OECD said. However, the agency said U.S. inflation is likely to recede sharply in 2027, back to 1.6%, which is actually well below the Fed estimate of 2.2% and less than the central bank’s 2% target. Core inflation, which excludes energy as well as food prices, is estimated at 2.8% this year, then 2.4% in 2027. In its baseline forecast, the OECD said it sees the Fed keeping its policy rate flat through 2027 “reflecting rising headline inflation in the near-term, core inflation projected to remain above target through 2027, and solid projected GDP growth.” The organization, though, cautioned that the Fed and its global counterparts “need to remain vigilant” against inflation threats. “The current supply-induced rise in global energy prices can be looked through provided inflation expectations remain well-anchored, but policy adjustment may be needed if there are signs of broader price pressures or weaker labour market conditions,” the report stated. The agency sees gross domestic product in the U.S. accelerating at a 2% pace this year before easing to 1.7% in 2027. GDP slowed sharply to a 0.7% rate in the fourth quarter of 2025. The OECD provides its outlook twice a year, with periodic updates. submitted by /u/mastertofu [link] [comments]

Is Bitcoin’s price at risk of $58K after U.S 10-year yields near 5%, oil-driven inflation

Bitcoin is poised to close March in the red, extending a six-month streak of outflows.

Stock Market Crash in 2026? The S&P 500 Sounds an Alarm as Recession Odds Just Hit Their Highest Level in Years. Here's What History Says Happens Next.

Moody's recession model is flashing a warning signal that a recession could be around the corner -- and that was before oil prices spiked to $120 a barrel.

CNBC: Global forecasting group OECD sees U.S. inflation at 4.2% this year, but 1.6% in 2027

https://www.cnbc.com/2026/03/26/global-forecasting-group-sees-us-inflation-at-4point2percent-this-year-much-higher-than-fed-estimate.html KEY POINTS In its periodic update of economic conditions, the Organization for Economic Cooperation and Development forecast all-items inflation in the U.S. to be at 4.2% for 2026. The forecast is a sharp step up from the prior projection of 2.8%. Moreover, it is much higher than the 2.7% Fed officials estimated when they updated their own forecasts last week. However, the agency said U.S. inflation is likely to recede sharply in 2027, back to 1.6%, which is actually well below the Fed estimate of 2.2% and less than the central bank’s 2% target. ARTICLE In its periodic update of economic conditions, the Organization for Economic Cooperation and Development forecast all-items inflation in the U.S. to be at 4.2% for 2026. The forecast is a sharp step up from the prior projection of 2.8%. Moreover, it is much higher than the 2.7% Fed officials estimated when they updated their own forecasts last week. The revision is due to two primary factors: the war in the Middle East, and the ongoing impact from U.S. tariffs that, while lower than prior levels, continue to boost prices around the world. “The breadth and duration of the conflict are very uncertain, but a prolonged period of higher energy prices will add markedly to business costs and raise consumer price inflation, with adverse consequences for growth,” the OECD said. However, the agency said U.S. inflation is likely to recede sharply in 2027, back to 1.6%, which is actually well below the Fed estimate of 2.2% and less than the central bank’s 2% target. Core inflation, which excludes energy as well as food prices, is estimated at 2.8% this year, then 2.4% in 2027. In its baseline forecast, the OECD said it sees the Fed keeping its policy rate flat through 2027 “reflecting rising headline inflation in the near-term, core inflation projected to remain above target through 2027, and solid projected GDP growth.” The organization, though, cautioned that the Fed and its global counterparts “need to remain vigilant” against inflation threats. “The current supply-induced rise in global energy prices can be looked through provided inflation expectations remain well-anchored, but policy adjustment may be needed if there are signs of broader price pressures or weaker labour market conditions,” the report stated. The agency sees gross domestic product in the U.S. accelerating at a 2% pace this year before easing to 1.7% in 2027. GDP slowed sharply to a 0.7% rate in the fourth quarter of 2025. The OECD provides its outlook twice a year, with periodic updates. TO THE MOON AND BACK BOIS 🫡🌎🚀🌝🚀🌎🤑😩🍆💦🌊 submitted by /u/mastertofu [link] [comments]

Couple of interesting companies that are a bit under the radar

If you don't know me, I post way more about ideas and stocks I find while screening in the daily. Every so often, I like to post a couple of companies that I find interesting. I'm a GARPy investor and mainly look for companies that trade at fair or undervalued valuations. I try to think with the idea from Buffet, 'It's Better To Buy A Wonderful Company At Fair Price Than A Fair Company At A Wonderful Price'. Some of the things I look for are companies with higher ROIC, PEG's under 2 and P/FCF under 30. I'm more than happy to share my screener. Also, none of these companies are ones that you should go out and buy, but I think it's a list of companies that are interesting and a good jumping off point to do some research. $ITRN - Ituran Location and Control Ltd Valuation: https://stockanalysis.com/stocks/itrn/statistics/ What the company does: Ituran Location and Control Ltd., together with its subsidiaries, provides location-based telematics services and machine-to-machine telematics products in Israel, Brazil, and internationally. It operates in two segments: Telematics Services and Telematics Products. The Telematics services segment offers stolen vehicle recovery and tracking services, which enable it to locate, track, and recover stolen vehicles; fleet management services that enable corporate and individual customers to track and manage their vehicles in real time; and locator services that allow customers to protect valuable merchandise and equipment. Why I find it interesting: This is just a boring compounding name. The company has no debt and generates so much FCF that they are doing a special dividend this next quarter. Company is offers a solid ROIC. It's also pretty much under the radar, since it's closer to a small cap in terms of valuation. They have sticky subscriptions which makes the cash flow predictable and they are moving more into OEM with some deals with Stellantis and Renault. They are also doing some new initiatives this year, like trying to target US rental car market and selling traffic behavior data. $FSS - Federal Signal Corporation Valuation https://stockanalysis.com/stocks/fss/statistics/ What the company does: Federal Signal Corporation designs, manufactures, and supplies a suite of products and integrated solutions for municipal, governmental, industrial, and commercial customers in the United States, Canada, Europe, and internationally. It operates through two segments, Environmental Solutions Group, and Safety and Security Systems Group. The company offers street sweepers, sewer cleaners, industrial vacuum loaders, safe-digging trucks, dump truck bodies, and trailers, as well as waterblasting, road-marking, line-removal, metal extraction support equipment, and multi-purpose maintenance vehicles under the ELGIN, VACTOR, GUZZLER, TRUVAC, WESTECH, JETSTREAM, BLASTERS, MARK RITE LINES, HOG, NEW WAY, TRACKLESS, OX BODIES, CRYSTEEL, J-CRAFT, DURACLASS, RUGBY, TRAVIS, OSW, NTE, WTB, GROUND FORCE, TOWHAUL,

SPAB: Why Stepping Out On The Duration Risk Spectrum Now Makes Sense

The 1-Minute Market Report, March 29, 2026

Victoria and Tasmania get free public transport in fuel crisis but NSW and WA to keep collecting fares

Allan government says measure is temporary as energy shock from Middle East conflict sees petrol prices soar Get our breaking news email, free app or daily news podcast Public transport will be free in Victoria for a month and in Tasmania until July, in an effort to encourage people to switch from driving and to alleviate the surge in fuel demand. However, the NSW and Western Australian governments will not follow suit, with NSW’s transport minister saying it needs to “keep our powder dry” to deal with a crisis that may last much longer than a month. Continue reading...

Procter & Gamble, Johnson & Johnson Among 9 Companies To Announce Dividend Increases In The First Half Of April