Today, I’m talking with Jim Lanzone, who is the CEO of Yahoo. It’s basically impossible to sum up the Yahoo story, but the short version of it is that a long time ago Yahoo paid Google to run the search box on its website, and basically everything has gone sideways since. You’ll hear Jim refer [...]
Trading is 90% preparation and 10% execution so let's spend some time preparing for an end to war. The market is clearly optimistic today but that could just be an unwind of fears of weekend escalation. There are so many moving parts here and iterations of how it could end but let's make one simple assumption: The free flow of oil through Hormuz is re-established. Whether that's a Trump TACO or Iran capitulation is largely irrelevant in terms of most market moves.So let's say the oil gets moving again and the headline hits. What are the trades you want to think about?1) Short oilThis is the obvious one and it's the big one. It's the torque on any kind of post-war trade and the clearest expression of war trades. May WTI is down $4.23 to $92.75 today and it was in the low $60s before the war. The barrels are now missing and can't be recreated so we won't go back to pre-war levels but if there's a quick end, the move could be dramatically lower as oil longs are squeezed. How far oil falls will depend on the details of any peace and it's hard to imagine a perfect switch being flipped.2) Oil offshootsIt goes without saying that oil companies would lose some value with oil but some of the things to look at on the long side are things that are punished by high oil prices: airlines, transports, some consumer-sensitive stocks. One that jumps out at me are cruise ships. They've been hit hard during this war but fuel costs are 2-4% of spending and a small portion of the ticket that's easily recovered. The hit to consumer spending is probably the bigger reason for the drop but it already looks overdone. I don't love the chart of Carnival but it's an interesting one to put on your radar because there's a demographic tailwind from Boomer retirement and spending.3) Disinflation and rate cutsThe second order effect of lower oil is that the Fed may be in a position to cut rates again. If you ignore the oil moves and Iran war, the biggest economic news this month was the soft US non-farm payrolls report. If the next trade is a soft US economy or disinflation, then pricing in rate cuts is a great trade. Fed fund futures would be the clearest expression of that but short-dated bonds and stocks in general would benefit. There's a risk of getting too cute here because there are still private credit and AI worries (maybe more than ever) so be mindful of that. The 'peace trade' will last a few days at most outside of oil.4) Global stocksJapan and Germany are the first two places that come to mind. Both are energy starved and in a particularly bad place due to the war. Until the war, the market had been in love with the Nikkei 225 and the DAX. If there is a sense of enduring energy stability, I don't see why those trades wouldn't work again.5) Short USDI take this as one of the most-straightforward war trades. Similar to the DAX and Nikkei, the euro and the yen would be obvious beneficiaries to lower oil prices and stabilized trade. The dollar has rallied about 4% since the start of the war and that would slowly come out.6) GoldThe trade on gold isn't obvious so I don't particularly see it as a headline mover. If you told me 'war over' I'd be more inclined to sell gold but it would be far down the list of trades I would be looking at. The details really matter here. If the US walks away from Iran and the Hormuz and tells Europe/Asia to clean it up, that would be decisively positive for gold. It would mark a retreat of the dollar-based system. If Iran capitulates and the US builds a base there, then it would instead highlight dollar hedgemony. But as the dust settles on any outcome, I This article was written by Adam Button at investinglive.com.
BitcoinWorldEUR/USD Analysis: Persistent Energy Shock Crushes the Currency Pair – MUFGLONDON, March 2025 – The EUR/USD currency pair remains firmly under pressure, with analysts at Mitsubishi UFJ Financial Group (MUFG) highlighting a persistent energy shock as the primary catalyst. This ongoing dynamic continues to reshape the fundamental landscape for the euro against the US dollar, creating significant challenges for traders and policymakers across the Eurozone. [...]This post EUR/USD Analysis: Persistent Energy Shock Crushes the Currency Pair – MUFG first appeared on BitcoinWorld.
DUBAI, United Arab Emirates, March 16, 2026 (GLOBE NEWSWIRE) -- Mutuum Finance is a lending and borrowing protocol currently operating on the Ethereum Sepolia testnet. According to project information, testnet liquidity has surpassed $250 million in total value locked (TVL) as development of the V1 protocol continues. Alongside this progress, the project reports over $20.8 million raised and more than 19,000 holders participating in the ecosystem.Mutuum Finance (MUTM) has continued sharing product updates as development of the protocol advances. In a recent protocol update, the team stated it has been working on position alerts, which will notify users through email, Telegram, or Discord when their Stability Factor changes or falls below a defined safety threshold. The team also noted that the next feature update has already been finalized and is currently being reviewed through an internal audit before it is released.Protocol Update and Stability FactorThe new alert feature is closely tied to the protocol's collateral monitoring system. In decentralized lending systems, users deposit crypto assets as collateral and borrow against them. The Stability Factor is the metric used to track the safety of a borrowing position by measuring the relationship between collateral ...Full story available on Benzinga.com
Wife ‘filmed husband’s passwords to steal £180m in bitcoin’ The TimesDigital asset theft: no substitute for proprietary claims? FieldfisherU.K. judge allows lawsuit over alleged $172M bitcoin theft between spouses CoinDeskNews Explorer — Man's Wife Allegedly Stole $172M in Bitcoin by Secretly Recording and Stealing His Seed Phrase DecryptMan claims estranged wife 'filmed passwords to steal £180m of bitcoin' MSN
[»] Jump to Summary... A fresh argument has emerged in the world of cryptocurrency as AI data centers become significant buyers of electricity, potentially outbidding traditional Bitcoin miners. While the headlines suggest that AI could threaten Bitcoin’s long-term security, many market and energy specialists argue that this narrative oversimplifies how mining economics actually function. Crypto [...]
Ethereum clocked overnight gains in excess of 8 percent while Bitcoin jumped to a high of $74,469 in the past 24 hours amidst a broadly positive sentiment in the cryptocurrency market.
Self-appointed press regulator IPSO initially refused to investigate the paper, until polling suggested that nearly two-thirds of readers had been misled
BitMine Immersion Technologies (NYSE:BMNR) purchased 60,999 Ethereum (CRYPTO: ETH) last week, bringing total holdings to 4.6 million ETH valued at $10 billion as the stock surged 12%.The $140M ETH PurchaseThe purchase was BitMine’s biggest this year in token terms, worth nearly $140 million at current prices. Total ETH holdings now stand at 4,595,562 tokens, representing 3.81% of the ETH supply. The firm maintained a $1.2 billion cash position despite ramping up acquisitions.BitMine now stakes 3.04 million ETH, generating about $180 million in annualized revenue with potential to reach $272 million as it locks up more tokens. The firm has staked more ETH than any other entity in the world, with the Composite Ethereum Staking Rate at 2.79% while BitMine’s own operations generated a 7-day yield of 2.81%.The Iran War ThesisChairman Thomas “Tom” Lee said recent geopolitical ...Full story available on Benzinga.com
The design-forward brand debuts collections across categories, introducing the new RoccescoTM Bath Collection and an expanded Outdoor Series INDIANAPOLIS, March 16, 2026 /PRNewswire/ -- Brizo®, the luxury fittings brand celebrated for its visionary design and high-quality craftsmanship,...
Imports of energy, gold and silver jump 24% year-on-year while exports remain flat.
Geopolitical tensions continue to escalate, wreaking havoc on markets... but Bitcoin emerges king.War Heats UpSince war broke out 16 days ago, geopolitical tension has seemed to only escalate with each passing day. This has started to cause an increasing degree of volatility in financial markets, as well.Given the location of the war, oil has become front and center. As geopolitical concerns ramp up, so does the price of oil.As the price of oil continues to move higher, stock market volatility does as well (with a strong correlation). Tension up = Oil up = VIX up = Equities down.OIL = EVERYTHINGWith oil moving back toward the critical $100/bbl level:Equity volatility is continuing to track the price of oil with a strong correlation, and therefore, the stock market Oil = VIX -> VIX = S&P 500Geopolitical concerns are driving everything right now https://t.co/EbCXWa11CC pic.twitter.com/T03dIBny0p— Milo (@milocredit) March 12, 2026Not only that, but this move in oil has also driven the bond market lower, too. As oil is a critical component to nearly all of modern life, higher energy prices feed into all facets of modern life.Remember, bond yields move inversely to the price of the bond. As US Treasury yields climb (due to higher energy prices causing higher inflation), that means that US Treasury prices are moving lower.While today's CPI print was quite benign (bang in line with expectations), there is a HUGE threat on the horizon:Full story available on Benzinga.com