iFinance

Ugly demand signal: 5Y high yield 3.98%, WI 3.96%, 1.4bps tail, biggest tail since Oct 2024. Market structure is weakening with each successive auction. Today's tail is a liquidity indicator that points to decreased market participation. Gold at $4,560.Real yields still elevated.

BREAKING: President Trump says Pete Hegseth started the Iran war, I did not, He was the first to push for it. JUST IN: Iran tells the US it does not want to resume talks with Witkoff and Kushner, prefers negotiating with VP JD Vance instead. JD CROSSING THE STRAIT OF HORMUZ.

CRASH: Cathie Wood sold $5.9M worth of $CRCL 4 days before it crashed 16%.Crash is caused by a leaked bill CLARITY Act, that would ban platforms from giving yield to Stablecoin holders. CRCL is oversold with no reason. The Clarity Act is good for the States and for the World.

JUST IN: The Pentagon may deploy ~3,000 82nd Airborne Division troops to Iran, possibly to seize Kharg Island. Marines could secure infrastructure first, followed by paratroopers. This would be a strategic blunder—a Pyrrhic victory with prohibitive costs to take and hold.

NEW: US State Dept. issues global "increased caution" alert. Iran vows to strike Middle Eastern desalination infrastructure following US attacks on Iranian plants. In a war on water, there are no military targets—only a countdown to which civilian population survives the longest.

ATL’s TSA line is a 153-minute disaster, stretching past baggage claim. Pro-tip: Fly from Chattanooga instead. You’ll breeze through security and connect at ATL without the stress. Better yet, flights from Chattanooga are often 20%–30% cheaper than departing directly from Atlanta

Gold is heading for its largest weekly drop (-9%) since 1983. Rates are moving higher across maturities, with investors increasingly pricing in a rate hike this year. US one-year breakeven inflation has risen to 5.32%, reflecting expectations of higher inflation.

U.S. M2 Money Supply hits new all-time high of $22.45 Trillion. Rising M2 to a new ATH of $22.44T (Jan 2026 data, +4.3% YoY) means more liquidity in the economy. This typically supports higher asset prices—bullish for stocks, Bitcoin, and risk assets as excess money flows there.

BREAKING: Iran’s attack last night knocked out 17% of Qatar’s natural gas export capacity, with repairs expected to take three to five years, according to QatarEnergy’s CEO. Ballistic missiles heavily targeted Ras Laffan Industrial City—the world’s largest LNG export terminal.

BREAKING: Fed's Chairman Powell says he won’t leave the Fed until the Justice investigation is over! Fed leaves rates unchanged on a 11-1 vote. Fed is signaling in their summary of economic projections that they will only cut once in 2026 and once again in 2027.

Sam Bankman-Fried had the best venture portfolio in history. What SBF bought vs. what it's worth today: • Anthropic: $500M → $30.4B (+5,980%) • Robinhood: ~$546M → $5B (+816%) • Solana: 60M SOL at ~$8 → $5.3B at $89 (+1,012%) If he did nothing illegal, he'd be worth $40B.

BREAKING: Producer Price Index (PPI) comes in unexpectedly hot at 0.7% after estimates anticipated 0.3%. Core PPI was up 0.5%.The increase reflects higher costs for goods and services, even as consumer inflation had recently eased before rising energy prices tied to the Iran war.

BREAKING: New home prices in 70 Chinese cities fell 3.2% YoY in February, the biggest drop in 8 months. Prices have declined in 44 of the past 47 months, the longest streak on record. In Jan–Feb 2026, property investment dropped 11.1% YoY and sales by floor area fell 13.5%.

BREAKING: A massive explosion has occurred in Dubai. Wild footage shows an intense Iranian missile and drone barrage targeting the city tonight, with UAE air defenses intercepting threats amid explosions and bright flashes over the skyline. Dubai real estate is down 34%.

Iran threatens to cut undersea internet cables to Persian Gulf states if they continue hosting US military. Cables via Strait of Hormuz and Red Sea carry 17% of global traffic, potentially causing months-long outages. $MSFT $GOOG $AMZN data centers Dubai/Riyadh suddenly isolated.

The world’s wealthiest man, Jeff Bezos, and Lauren Sánchez were posing for the cameras. Then Nicole Kidman walked in. Within seconds, every lens turned to her on the Vanity Fair Oscar Party red carpet. Some things money simply can’t buy: class, aura, and timeless beauty. As of mid-March 2026, the founder of Amazon, Jeff Bezos, has an estimated net worth of approximately $224 billion.

Jensen Huang says $NVDA is bringing OpenAI to $AMZN AWS. The stack now connects Nvidia infrastructure to major AI software platforms including $PLTR, $SNOW, $CRWD. “Last year, I said we see $500B worth of demand over the coming quarters. Now, I see that number at minimum is $1T”.

BREAKING: The Dubai Real Estate Index has lost one-third of its value in just nine days. This index tracks publicly traded real estate companies, including developers and landlords. It consists of only six constituents, the largest by far being Emaar.

The era of bonds as a default hedge for stocks is over as it only holds in low inflation regimes. Re evaluating fixed income: it is not just a hedge, but a vehicle for cash flow compounding and future interest rate arbitrage. The 24 month rolling correlation proves it.

Fujairah has suspended oil-loading operations. Iran warned, then struck. Now the world’s third-largest oil storage hub and the last major bypass around the Strait of Hormuz is offline. A major escalation, as Fujairah was the primary bypass for the blocked Strait of Hormuz.