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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Trump's 50% Canada Tariffs Hit Housing, Autos, Dog Coats
Stocks2d ago

Trump's 50% Canada Tariffs Hit Housing, Autos, Dog Coats

From homebuilding lumber to imported whisky, the new US-Canada trade war targets specific sectors. Border businesses brace for costs, and the Fed may hike rates again.

Inside Microsoft's Pay Spreadsheet: AI Engineers Top $400K
Stocks2d ago

Inside Microsoft's Pay Spreadsheet: AI Engineers Top $400K

An internal spreadsheet with 600 employee submissions shows Microsoft paying AI engineers over $400K in total comp as it competes with Google and OpenAI for talent.

Jindalee McDermitt Testwork Turns Magnesium Waste into High-Purity MgO
Commodities2d ago

Jindalee McDermitt Testwork Turns Magnesium Waste into High-Purity MgO

HiTech Minerals produced 93.4% MgO from McDermitt ore, converting a waste stream into a potential by-product. The U.S. lacks domestic magnesium supply; further work will assess viability.

Weatherford-NCS Merger: Election Deadline Aug. 31, Closing Sept. 1
Commodities2d ago

Weatherford-NCS Merger: Election Deadline Aug. 31, Closing Sept. 1

NCS Multistage stockholders must elect merger consideration by Aug. 31 as Weatherford's acquisition heads for a Sept. 1 close, with the controlling stockholder already on board.

Apple Enters Fall on Its Own Rhythm
Stocks2d ago

Apple Enters Fall on Its Own Rhythm

Apple's stock enters the fall product cycle on its own terms. The company's premium pricing and services discipline mean it does not bend to market urgency. The September event sets the pace.

Bessent: 'Zero Leakage' Iran Sanctions Already Taking Effect
Macro2d ago

Bessent: 'Zero Leakage' Iran Sanctions Already Taking Effect

Treasury Secretary Scott Bessent said new sanctions are already pressuring Iran as the rial trades at 2 million per dollar. A US-China summit next month looms over enforcement against oil buyers.

Lakers $12.5B sale tests family trust after Buss siblings split
Stocks2d ago

Lakers $12.5B sale tests family trust after Buss siblings split

Jeanie Buss opposes a $12.5B offer for the Lakers from Iger and Kushner. Her five siblings want to sell. The family trust's terms and a 2017 court order will decide who controls the team.

Lady Gaga's Fiancé Launches Skin-Tissue Startup With $23M
Stocks2d ago

Lady Gaga's Fiancé Launches Skin-Tissue Startup With $23M

Outer Biosciences uses live human skin from plastic surgery to test cosmetics ingredients, backed by $23M from top VCs. Lady Gaga sits on the board. Her fiancé Michael Polansky co-founded the startup.

Bitcoin Surges Past $79K in Biggest 3-Day Rally Since 2023
Crypto2d ago

Bitcoin Surges Past $79K in Biggest 3-Day Rally Since 2023

Bitcoin surged 20% in three days, its best rally since early 2023, as Treasury bond purchases pushed yields lower and triggered a $4 billion short squeeze.

Bessent's Bond Moves Fail to Convince Prediction Market
Macro2d ago

Bessent's Bond Moves Fail to Convince Prediction Market

Kalshi and Polymarket traders assign over 50% chance 10-year yields stay high despite Bessent doubling buybacks and considering TGA funds for support.

Stand With Crypto Endorses 32 House Members Over CLARITY Vote
Crypto2d ago

Stand With Crypto Endorses 32 House Members Over CLARITY Vote

Coinbase-backed group backs 32 incumbents who voted for the CLARITY Act. Over 3M advocates, $200M in industry spending, bill stalled in Senate.

Stablecoin KYC Debate Moves to Exchanges and Wallets
Crypto2d ago

Stablecoin KYC Debate Moves to Exchanges and Wallets

FinCEN's stablecoin CIP proposal draws comments on secondary-market KYC requirements and redemption-triggered customer relationships. The comment period closed Aug. 21. Regulators must decide who owns the customer relationship.

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