geopolitics
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Why gold's plunge into a bear market is a good signal for stocks, according to Morgan Stanley
MarketWatch· 2026-03-23 10:41
Core Insights - The rise in bullion prices over recent months indicates that investors are increasingly cautious about geopolitical tensions [1] Group 1 - Investors' wariness of geopolitical issues has led to a significant increase in bullion prices [1]
X @Bloomberg
Bloomberg· 2026-03-20 12:35
The eye-popping market debut of a tiny drone software company this week reveals a newfound investor appetite for stocks that fall at the intersection of geopolitics, rising spending on defense technology and artificial intelligence. https://t.co/5ia4VT5msu ...
Gold Price Analysis – Gold Plunges on Higher Yields
FX Empire· 2026-03-19 13:29
Group 1 - The $4600 level is identified as a significant support point for gold, and a drop below this level would be seen as a negative indicator for the market [1] - The US 10-year yield is approaching 4.3%, and if it surpasses this threshold, it could negatively impact gold prices [1] - The Federal Reserve's recent press conference led to increased market concerns about rising interest rates, which typically detracts from gold's appeal as an investment [2] Group 2 - Geopolitical factors are currently influencing the gold market, and the upcoming days will be crucial in determining whether the current trend will continue or if a downturn is imminent [3]
X @Bloomberg
Bloomberg· 2026-03-19 05:10
If the market is punished for complacency on geopolitics and AI, we can’t say we weren’t warned, writes @LionelRALaurent (via @opinion) https://t.co/9oejikGQaA ...
Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari
Bankless· 2026-03-18 11:03
And unfortunately, we're in an age where the amount of information available to people has just sort of exponentially increased and continues to increase while our abilities, our collective ability to analyze in a sort of like an disciplined manner has tumbled significantly and we now are more prone to conspiracy theories, politicized conversations, partisan discourses, fake news and so on and so forth. It's a species level problem and it is the biggest conundrum that the planet is facing in my opinion for ...
X @Nick Szabo
Nick Szabo· 2026-03-17 02:26
RT Nick Szabo (@NickSzabo4)"High ground?" The important question is who controls the low ground -- the *under* ground -- the caves dotted across hundreds of thousands of square miles of Iranian terrain. Iranian caves + Chinese parts for more drones and rockets = veto power over what ships pass through Hormuz. ...
X @Nick Szabo
Nick Szabo· 2026-03-17 01:35
RT Admiral Mike Franken (@FrankenforIowa)Trump is getting a lesson in geopolitics and asymmetric warfare, albeit late.And big mouths don't win wars. ...
Each day the Strait of Hormuz stays closed could add $3–$5 to oil prices: Atlantic Council CEO
CNBC Television· 2026-03-16 15:50
For more on the latest developments in Iran, let's bring in Fred Kemp, CEO of the Atlantic Council. Fred, looking at the the global picture, I wonder what you make of of just where we are when it comes to the Straight of Hormuz, and you know, there was talk that some of the allies, some of our the US allies would help try to get ships through. Where do you think we are on that.>> Well, so first of all, let's be very clear about how the administration feels and then what the race against time is. Uh the admi ...
Oracle Earnings Beat Leads to After-Hours Surge | Closing Bell
Youtube· 2026-03-10 20:31
Market Overview - The trading day ended with major indices mostly unchanged, with the Dow Jones Industrial Average down about 34 points (less than 0.1%), the S&P 500 down about 14 points (0.2%), and the Nasdaq composite slightly up by about 1 point [7][8]. - The overall market sentiment was negative, with 356 S&P 500 names losing ground compared to 147 gaining [8]. Sector Performance - Only two sectors were in the green, while nine sectors were in the red, mirroring the previous day's performance [9]. - Communication services rose by about 0.3%, while energy fell by about 1.3% [9]. Notable Gainers - Vertex Pharmaceuticals saw a significant increase of over 8%, attributed to positive late-stage trial results for a kidney disorder drug, which could potentially generate about $5 billion in sales if approved [10][11]. - Sienna, a communications equipment company, gained about 6% following analysts raising price targets by an average of 24% after its earnings report [12][13]. - Rivian's stock rose more than 4% after an upgrade from TD Cowan, with a new price target set at $20 [14]. Notable Decliners - Boeing's shares dropped more than 3% due to a wiring flaw found on its 737 Max, which will delay some deliveries [15][16]. - West Pharmaceutical Services experienced a decline of more than 5% after announcing the retirement of its long-term CEO [17]. - Centene's shares fell about 16% after the company projected a 35% decline in ACA marketplace enrollment due to expired federal subsidies [18]. Oracle Earnings - Oracle reported adjusted revenue of approximately $17.19 billion, exceeding estimates of $16.89 billion, with cloud revenue up 44% to $8.9 billion [21][22]. - The company raised its total revenue guidance to about $90 billion, which is higher than previous expectations [27][30]. - Oracle's stock rose about 7% in after-hours trading following the earnings report, indicating positive investor sentiment [30].
X @Mr hunter
GEM HUNTER 💎· 2026-03-01 07:06
RT MASTR (@MastrXYZ)Breaking: TRUMP is the hero.We’re supposed to celebrate the dramatic geopolitical TRUMP announcement… so let me get this straight:Stop pretending you’re the savior of the world. You’re chasing global control of resources and strategic choke points like the Strait of Hormuz.You toppled a regime without the consent of other global powers. Do you really think that makes you a hero? Do you believe you’re some kind of god on earth, entitled to rearrange the world as you please? China isn’t sl ...