Listen to Odd Lots on Apple Podcasts Listen to Odd Lots on Spotify Watch Odd Lots on YouTube Subscribe to the newsletter The war in Iran has already lasted longer than many people might have expected. There was an initial assumption, after oil prices started surging, that President Trump could just declare victory at any moment. But that hasn't happened, and the longer this goes on, the more damag...
Listen to Odd Lots on Apple Podcasts Listen to Odd Lots on Spotify Watch Odd Lots on YouTube Subscribe to the newsletter The war in Iran has already lasted longer than many people might have expected. There was an initial assumption, after oil prices started surging, that President Trump could just declare victory at any moment. But that hasn't happened, and the longer this goes on, the more damage is being done to the region's energy infrastructure. Already a key gas plant in Qatar has been damaged so badly that it's expected to take it years to repair. On this episode, we speak with return guest Gregory Brew, a senior analyst at Eurasia Group who specializes in energy and Iran. Beyond his current work, Greg is the author of two books on the history of oil in Iran. We discuss the logic of the war from both the Iranian and American perspectives, and why the Trump administration may have walked into a \
Many high-profile people, including quite a few smart ones, have been publicly declaring that Bitcoin (CRYPTO: BTC) is dead or doomed for as long as the coin has existed. As of this writing, the count as tracked by BitcoinDeaths, a data aggregator, stands at 471 separate public obituaries, issued by everyone from Nobel laureates to bank chief executives, hedge fund managers, prime ministers, cable...
Many high-profile people, including quite a few smart ones, have been publicly declaring that Bitcoin (CRYPTO: BTC) is dead or doomed for as long as the coin has existed. As of this writing, the count as tracked by BitcoinDeaths, a data aggregator, stands at 471 separate public obituaries, issued by everyone from Nobel laureates to bank chief executives, hedge fund managers, prime ministers, cable news pundits, and at least one central banker. The legendary investor Warren Buffett, for his part, is responsible for at least eight of those declarations. Today, Bitcoin is priced at about $71,000, down by about 44% from the all-time high of about $126,000 in October, so the skeptics are predictably emboldened at the moment. But the coin's habit of continuing to live when people are saying that it's dead suggests that writing this asset off has been one of the more expensive mistakes in financial history. Let's look at what history says on this topic. Image source: Getty Images. Continue reading
宏福苑聽證會｜房署古小平劉嘉敏政府電話簿被下架 港府解釋不便提供個別僱員資料 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】首場聽證會披露兩名房署人員涉嫌向宏福苑大維修工程顧問通風報信，政府電話簿當晚已找不到兩人...
宏福苑聽證會｜房署古小平劉嘉敏政府電話簿被下架 港府解釋不便提供個別僱員資料 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】首場聽證會披露兩名房署人員涉嫌向宏福苑大維修工程顧問通風報信，政府電話簿當晚已找不到兩人名字。 兩人分別是房屋署獨立審查組高級屋宇保養測量師古小平，及屋宇保養測量師劉嘉敏。獨立委員會周四在聽證會上點名指劉嘉敏提早一日通知鴻毅，將到宏福苑測試棚網，古小平則與劉嘉敏一同負責棚網阻燃測試。對於兩人名字被下架原因以及是否遭停職，政府發言人回覆稱，基於尊重個人私隱，不便提供個別僱員的資料，強調會全面配合獨立委員會工作。
In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT Nvidia CEO Jensen Huang delivers the keynote address at the GTC AI Conference in San Jose, California, on March 18, 2025. Josh Edelson | Afp | Getty Images The perks of working in Silicon Valley have long included high salaries. Now, some engineers may be offered a new incentive: artificial intelligence tokens. Nvidia CEO Jensen ...
In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT Nvidia CEO Jensen Huang delivers the keynote address at the GTC AI Conference in San Jose, California, on March 18, 2025. Josh Edelson | Afp | Getty Images The perks of working in Silicon Valley have long included high salaries. Now, some engineers may be offered a new incentive: artificial intelligence tokens. Nvidia CEO Jensen Huang on Monday floated a novel compensation model that would give engineers a token budget on top of their base salary, effectively paying them to deploy AI agents as productivity multipliers. Tokens, or units of data used by AI systems, can be spent to run tools and automate tasks and are becoming "one of the recruiting tools in Silicon Valley," Huang said. "[Engineers] are going to make a few hundred thousand dollars a year, their base pay," Huang said at the chipmaker's annual GPU Technology Conference . "I'm going to give them probably half of that on top of [their base pay] as tokens ... because every engineer that has access to tokens will be more productive." The pitch signaled Huang's broader vision of the workplace, in which engineers oversee a fleet of AI agents capable of completing complex, multi-step tasks autonomously with minimal user input. It is a vision that Huang has been building toward publicly. Last month, he told CNBC that Nvidia 's employees would one day work alongside hundreds of thousands of AI agents. "I have 42,000 biological employees, and I'm going to have hundreds of thousands of digital employees," he said. VIDEO 15:35 15:35 Watch CNBC's full interview with Nvidia CEO Jensen Huang after earnings and guidance beat The comments come as concerns grow that AI agents — software systems capable of independently executing complex, multi-step tasks — will hollow out white-collar work. In a memo to investors, Howard Marks, founder of Oaktree Capital Management, warned of "an incredible leap ahead in AI's capabilities" that now allows it to "act auto...
SoFi Technologies (SOFI 0.52%) was a huge winner last year as it dazzled the market with its high growth and innovation. The stock ended 2025 with a 70% gain, on top of a 55% gain the year before. However, it has started off on the wrong foot in 2026, down 33% year to date. Right now, it trades at $17.40 per share, down from a high of $32.73 just this past November. Can SoFi get back to $30 by the...
SoFi Technologies (SOFI 0.52%) was a huge winner last year as it dazzled the market with its high growth and innovation. The stock ended 2025 with a 70% gain, on top of a 55% gain the year before. However, it has started off on the wrong foot in 2026, down 33% year to date. Right now, it trades at $17.40 per share, down from a high of $32.73 just this past November. Can SoFi get back to $30 by the end of the year? SoFi wants to be the future of banking SoFi is an all-digital bank that offers a large array of financial services on its easy-to-use app. Lending is its core segment, typically accounting for about half of total revenue, but its financial services segment is growing much faster. This segment includes all of the non-lending services like investing and cryptocurrency trading, which have recently returned to the platform. The company has introduced several new blockchain products, including a SoFi Stablecoin, and it aims to innovate and offer specialized products like access to initial public offerings (IPO). SoFi also has a business-to-business segment that it calls Tech Platform. Management has likened it to the "Amazon Web Services (AWS) of financial services," and while it has been growing more slowly than its other segments, it has been adding value to the company recently by providing the infrastructure capabilities to launch new products quickly. The concept is hitting a note with SoFi's target market of students and young professionals. It continues to report record new additions each quarter, reaching 1 million new customers in the 2025 fourth quarter. New products are outpacing new customers, with 1.6 million new ones in the fourth quarter, indicating that the company's cross-selling strategy is working. Expand NASDAQ : SOFI SoFi Technologies Today's Change ( -0.52 %) $ -0.09 Current Price $ 17.09 Key Data Points Market Cap $22B Day's Range $ 16.59 - $ 17.29 52wk Range $ 8.60 - $ 32.73 Volume 1.9M Avg Vol 61M Gross Margin 61.06 % Gaining 72% in 9 m...
Key Points SoFi is attracting new members and generating higher revenue at a fast pace. It's launching many new products to meet demand for its core customers. SoFi stock is trading at a discount to its average P/E ratio. 10 stocks we like better than SoFi Technologies › SoFi Technologies (NASDAQ: SOFI) was a huge winner last year as it dazzled the market with its high growth and innovation. The s...
Key Points SoFi is attracting new members and generating higher revenue at a fast pace. It's launching many new products to meet demand for its core customers. SoFi stock is trading at a discount to its average P/E ratio. 10 stocks we like better than SoFi Technologies › SoFi Technologies (NASDAQ: SOFI) was a huge winner last year as it dazzled the market with its high growth and innovation. The stock ended 2025 with a 70% gain, on top of a 55% gain the year before. However, it has started off on the wrong foot in 2026, down 33% year to date. Right now, it trades at $17.40 per share, down from a high of $32.73 just this past November. Can SoFi get back to $30 by the end of the year? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » SoFi wants to be the future of banking SoFi is an all-digital bank that offers a large array of financial services on its easy-to-use app. Lending is its core segment, typically accounting for about half of total revenue, but its financial services segment is growing much faster. This segment includes all of the non-lending services like investing and cryptocurrency trading, which have recently returned to the platform. The company has introduced several new blockchain products, including a SoFi Stablecoin, and it aims to innovate and offer specialized products like access to initial public offerings (IPO). SoFi also has a business-to-business segment that it calls Tech Platform. Management has likened it to the "Amazon Web Services (AWS) of financial services," and while it has been growing more slowly than its other segments, it has been adding value to the company recently by providing the infrastructure capabilities to launch new products quickly. The concept is hitting a note with SoFi's target market of students and young professionals. It continues to report record...
Markets are underpricing the supply shock stemming from the interruption of oil flows through the Strait of Hormuz. Rates are too low, equities too high and the dollar not strong enough relative to the move in commodities. The disruption has pushed most commodity prices significantly higher, and a quick resolution looks unlikely. What markets are conditioned to treat as a temporary geopolitical ev...
Markets are underpricing the supply shock stemming from the interruption of oil flows through the Strait of Hormuz. Rates are too low, equities too high and the dollar not strong enough relative to the move in commodities. The disruption has pushed most commodity prices significantly higher, and a quick resolution looks unlikely. What markets are conditioned to treat as a temporary geopolitical event has already turned into a genuine supply shock. Episodes like these are inherently stagflationary: they lift headline inflation while simultaneously weighing on demand, as households spend more on necessities like heating and less on discretionary goods. That’s a toxic combination for markets, increasing the likelihood that bonds and equities sell off together. For equities, it means higher input costs and less ability to pass those costs on, resulting in margin compression. This is compounded by rising yields driven by inflation and a corresponding hawkish shift from central banks. A stronger dollar further amplifies the impact, particularly for energy importers and emerging markets. To gauge expected market moves from the conflict in Iran, I looked at the relationship between asset prices and commodities across four previous commodity supply shocks. Based on the current move in the Bloomberg Commodity Index, those betas imply significantly larger adjustments than are currently priced. The gaps are sizable across a number of assets. US breakevens, UK yields and precious metals appear too low relative to the move in BCOM. Equities in most regions outside the US and Latin America look insufficiently priced for downside, with the greatest vulnerability in emerging markets. Those regional differences reflect the fact that Asian and European economies are predominantly energy importers, while the US and Latin America are exporters. There are of course structural differences to earlier episodes. Most notably, the US became a net energy exporter in 2019, flipping the dollar’s...
brightstars/iStock Unreleased via Getty Images Foreword This article is from analysts at Bloomberg Intelligence who track 2,000 companies in industries from apparel and autos to finance and food, as reported in the December, 2025 Bloomberg Businessweek's 50 Companies to Watch. How Bloomberg analysts collated their 2026 list "The analysis combines contrarian views and catalysts for change such as n...
brightstars/iStock Unreleased via Getty Images Foreword This article is from analysts at Bloomberg Intelligence who track 2,000 companies in industries from apparel and autos to finance and food, as reported in the December, 2025 Bloomberg Businessweek's 50 Companies to Watch. How Bloomberg analysts collated their 2026 list "The analysis combines contrarian views and catalysts for change such as new leadership, asset sales or acquisitions, and plans for products and services. When building the list, BI also focused on the potential effects of shifting US tariff policies, the race to lock down supplies of vital resources, the ongoing geopolitical conflicts, and the transformative effects of artificial intelligence."- Tim Craighead, Bloomberg Intelligence Any collection of stocks is more clearly understood by using yield-based (dogcatcher) analysis. These 50 watchable firms are perfect for the dogcatcher process. Our March 17 data focused on 27 dividend payers. The full list of 50 is posted in the Afterword text of this article. Happily, 17 of the 27 dividend-paying watchable companies (Dividend Focus Group) live up to the Dogcatcher "safer" qualification, showing free cash flow yields exceeding dividend yields. As of 3/17/26, they were: Electronic Arts ( EA ), Lam Research ( LRCX ), Constellation Energy, ACS Actividades ( ACSAF ), Agilent ( A ), Taiwan Semiconductor ( TSM ), ArcelorMittal ( MT ), Emerson Electric ( EMR ), KION Group ( KIGRY ), OTP Bank ( OTPBF ), Samsung ( SSNLF ), Commonwealth Bank of Australia ( CMWAY ), Voya Financial ( VOYA ), Continental ( CTTAY ), Danske Bank ( DNKEY ), PT Telekom ( TLK ), and Western Midstream ( WES ). Many first-time investors regard this condition as an invitation to look closer. The seventeen "safer" dividends showed free cash flow yield exceeding their dividend yield. Of those sixteen, five IDEAL also paid dividends from $1K invested greater than their single share price. The IDEAL 5 were: Continental, Aviva, PT Telekom, D...
Britain's Fran Jones said it "means everything" as she defeated her childhood hero Venus Williams in the first round of the Miami Open. Jones claimed a 7-5 7-5 victory over seven-time Grand Slam singles champion Williams, who - at 45-years-old - was the oldest player in the women's singles draw. It is a first career WTA 1000 win for the 25-year-old, while it was Williams' ninth successive defeat s...
Britain's Fran Jones said it "means everything" as she defeated her childhood hero Venus Williams in the first round of the Miami Open. Jones claimed a 7-5 7-5 victory over seven-time Grand Slam singles champion Williams, who - at 45-years-old - was the oldest player in the women's singles draw. It is a first career WTA 1000 win for the 25-year-old, while it was Williams' ninth successive defeat since a first-round win at Washington last summer. Meanwhile, second seed Iga Swiatek was stunned by world number 50 Magda Linette, who fought back from a set down to win 1-6 7-5 6-3 in the second round. It is the first time in 74 tournaments that Swiatek, who received a first-round bye, has lost her opening match in a WTA Tour event. The reigning Wimbledon champion has failed to advance past the quarter-finals in all four of the tournaments she has played at in 2026. "I stopped doing anything well tactically," Swiatek said after the defeat by her Polish compatriot. "It just was a bad match for me in the second and third sets. Unconsciously, or consciously, it's hard for me to say. I need to work to get back from that, because I haven't felt things like that for like five years."