Brent crude jumps 51% since start of March and gold suffers fifth-largest monthly fall in 50 years Middle East crisis – latest updates The Brent crude oil price is on track for its biggest monthly gain on record in March after the Iran war caused mayhem in the markets. Brent crude, the international benchmark, has climbed by 51% since the start of March, LSEG data shows, beating the previous month...
Brent crude jumps 51% since start of March and gold suffers fifth-largest monthly fall in 50 years Middle East crisis – latest updates The Brent crude oil price is on track for its biggest monthly gain on record in March after the Iran war caused mayhem in the markets. Brent crude, the international benchmark, has climbed by 51% since the start of March, LSEG data shows, beating the previous monthly record of 46% in September 1990 after Saddam Hussein invaded Kuwait, leading to the first Gulf war. Continue reading...
Telecom Italia SpA said it won’t renew a mobile-phone tower agreement with Inwit SpA that would have extended the contract through 2038. The phone operator’s board met on Sunday and decided it won’t extend the current contract once it expires in August 2030, the company said in a statement on Sunday. The decision leaves Telecom Italia without a new long-term tower arrangement. French private equit...
Telecom Italia SpA said it won’t renew a mobile-phone tower agreement with Inwit SpA that would have extended the contract through 2038. The phone operator’s board met on Sunday and decided it won’t extend the current contract once it expires in August 2030, the company said in a statement on Sunday. The decision leaves Telecom Italia without a new long-term tower arrangement. French private equity firm Ardian SAS had warned Telecom Italia that any early withdrawal from its cell-tower contract with Milan-based Inwit would breach the terms underpinning the firm’s investment in Inwit, according to a letter dated March 27 sent to Telecom Italia that was reviewed by Bloomberg. Ardian owns about 32% of Inwit via Daphne 3 SpA . Read more: Ardian Warns Telecom Italia About Early Tower Contract Exit “The decision is part of the company’s ongoing effort to optimize its infrastructure cost base,” Italy’s former phone monopoly also said. It’ll now enter negotiations with Inwit for a multi-year migration plan ensuring operational continuity. Carriers have been seeking to lower the cost of existing infrastructure and redirect spending toward 5G and new sites. Fastweb + Vodafone said Wednesday it had given notice to terminate its master service agreement with Inwit at the end of March 2028. For Telecom Italia, the current agreement is worth about €2 billion ($2.3 billion) from 2026 through 2030, Bloomberg previously reported . Inwit, a company that operates wireless infrastructure, gets most of its revenue from Telecom Italia and Swisscom AG ’s Fastweb + Vodafone business.
ErikMandre/iStock via Getty Images Introduction Death, taxes, and retail traders buying the dip. Those used to be the only certainties in life. Throughout 2025, even when institutional investors were feeling sheepish, day traders could be relied upon to step in and backstop a sell-off. Dip-buying basically became their identity. A year-end review from JPMorgan found that - in their most active yea...
ErikMandre/iStock via Getty Images Introduction Death, taxes, and retail traders buying the dip. Those used to be the only certainties in life. Throughout 2025, even when institutional investors were feeling sheepish, day traders could be relied upon to step in and backstop a sell-off. Dip-buying basically became their identity. A year-end review from JPMorgan found that - in their most active year to date - retail investors amassed 75% of their positions during buy-the-dip episodes. Not this time. In fact, JPMorgan found that retail traders were net sellers of stocks for the first time in nine months. What a heel turn! They didn't buy the dip … they sold the rip." ~ Joe Ciolli, Business Insider, March 2026 Timing matters, and it matters greatly. I have spent the last 35 years trading, researching, and constructing algorithms to identify and leverage the value across fundamental, technical, and behavioral finance models. Of the ten portfolio models designed for optimal portfolio mixes for members to beat the market at Value & Momentum Breakouts , eight come from enhancing well-tested anomaly research in published financial journals. All of the models continue to outperform the S&P 500 in live forward testing here on Seeking Alpha, and again this year. Dip-Buyers Ride Longest Negative Signal Since 2022 To Next Tactical Bottom As members of my investing community know well, there has been a rotation underway since last October. While the headlines now at the end of March blare sirens of the worst weekly losing streak since 2022, we have been writing and posting to signal readers for months. Next, I'm going to talk about "tactical bottoms" and I don't mean military pants in the online stores. Let me boil it down to the two most important Momentum Gauge signals from my doctoral finance research . If you are learning about this for the first time, I will keep it at the high level and include several recent articles for you to consider here from the past few months: Echoe...
Ah, the Golden Years. There's nothing like entering retirement, taking a step back from the busy life to enjoy what the world has to offer. Since a key goal of most retirees is to have the most comfortable, stress-free existence possible, where a person retires is often more important than when he or she does so. Happily for those considering or entering that transition, The Motley Fool has compil...
Ah, the Golden Years. There's nothing like entering retirement, taking a step back from the busy life to enjoy what the world has to offer. Since a key goal of most retirees is to have the most comfortable, stress-free existence possible, where a person retires is often more important than when he or she does so. Happily for those considering or entering that transition, The Motley Fool has compiled a report, " The 50 Best Places to Retire in the U.S. in 2026, Ranked by What Retirees Value Most ." This is an exhaustive analysis of the suitability of every county in this nation for retirees, based on seven criteria. The report found the top spots for three of those factors -- quality of life, housing affordability, and safety. One of the most crucial of the seven factors is quality of life, so it's hardly surprising that the No. 1 score -- 78 out of a possible 100 -- belonged to a city and region in the sunny far Southeast. For many people, bright, balmy weather and palm trees waving lightly in the breeze are the first images that come to mind when they hear the word Florida. Continue reading
Nebius has introduced serverless AI capabilities on its cloud platform, giving developers on demand access to infrastructure without managing underlying servers. The company is adding the NVIDIA RTX PRO 6000 Blackwell Server Edition GPU to its offering, expanding access to Nvidia’s newest GPU architecture for AI workloads. The collaboration focuses on supporting inference, robotics, and industrial...
Nebius has introduced serverless AI capabilities on its cloud platform, giving developers on demand access to infrastructure without managing underlying servers. The company is adding the NVIDIA RTX PRO 6000 Blackwell Server Edition GPU to its offering, expanding access to Nvidia’s newest GPU architecture for AI workloads. The collaboration focuses on supporting inference, robotics, and industrial AI applications across a wider set of global customers. For investors watching NasdaqGS:NVDA,...
e-crow/iStock via Getty Images I last wrote about Enterprise Products Partners ( EPD ) at the end of last October, rating it a buy and highlighting that it is coming up to a cash flow inflection point and that the recent headwinds, which had weighed on its stock price, were temporary. Thus, I felt that its 7.2% next twelve-month yield, its EV/EBITDA ratio below ten times, and its upcoming cash flo...
e-crow/iStock via Getty Images I last wrote about Enterprise Products Partners ( EPD ) at the end of last October, rating it a buy and highlighting that it is coming up to a cash flow inflection point and that the recent headwinds, which had weighed on its stock price, were temporary. Thus, I felt that its 7.2% next twelve-month yield, its EV/EBITDA ratio below ten times, and its upcoming cash flow catalyst made it an attractive buy at the moment, with its richest chapter potentially ahead of it. That call turned out to be prescient, as since that article was published, EPD has delivered a total return of 29%, while the S&P 500 ( SPY ) has declined by about 7.5%. However, given that strong outperformance, its next 12-month yield has declined to about 5.5%, and its enterprise value to EBITDA multiple has increased substantially to about 11.5 times on a next 12-month basis. As a result, the valuation is not as compelling as it once was. In this article, I am going to reassess the investment thesis in the wake of its Q4 results and its increased valuation to determine if it is still a buy or if a downgrade is in order. Record 2025 Results and Q4 Bounce Back The company's Q4 2025 results indicated a strong bounce back from its Q3 weakness, as its gross operating margin increased by 4.1% year over year and was up 14.8% sequentially from a weak Q3 2025. Contributing to this were: The Frac14 coming online, which had been delayed for three months The Neches River Terminal Phase One coming online and contributing a full amount during the quarter Strong performance from the natural gas segment and Permian Basin gathering growth All told, EPD generated a record $10 billion in adjusted full-year 2025 EBITDA, along with adjusted cash flow from operations of $8.7 billion. A Fortress Balance Sheet in Midstream Looking ahead, EPD remains in a very strong fundamental position, with one of the most integrated midstream systems in North America across NGL pipelines, fractionation, LPG...