Stocks
The Market Spent Two Weeks Watching Oil. Samsung and SK Hynix Have a Helium Problem.
South Korea imports 64.7% of its helium from Qatar. Qatar's Ras Laffan facility has been offline since March 2. Samsung and SK Hynix have six months of stockpiles. The AI chip trade has a supply chain problem that has nothing to do with oil prices.
Stocks
A Melbourne Startup Taught 200,000 Human Brain Cells to Play Doom. It Took a Week.
A Melbourne startup put 200,000 living human neurons on a chip. An independent developer taught them to play Doom in a week. 115 units shipped at $35,000 each.
Stocks
Fertiliser Stocks Are the New Oil Trade. The Strait of Hormuz Doesn’t Just Move Crude.
CF Industries hit a record. Intrepid Potash touched a 52-week high. Hormuz carries 33% of global urea. The fertiliser trade is the one nobody saw coming.
Stocks
The Prime Minister Just Told Poland’s Biggest Company to Sacrifice Its Margins. The Market Heard Something Worse.
Tusk told Orlen to absorb oil price shocks. The stock fell 3.8%. WIG20 lost 4.5%. Foreign capital got a lesson in what emerging market political risk costs.
Stocks
Minus 92,000 Jobs. Plus 77% AI Revenue. Same Friday.
US payrolls fell 92,000 in February. The Dow dropped 880 points. Then Broadcom's AI revenue surged 77% and the Nasdaq reversed. Two economies, one index.
Stocks
Oil at $80, Hormuz Shut, and the Only Currency That Doesn’t Care Is the One That Started It.
The US launched the strikes. The dollar is the biggest winner. EUR/USD pierced 1.16, USD/JPY hit 158, and the SNB is talking negative rates. The 2022 playbook.
Stocks
Seoul’s $22 Billion Margin Bet Just Blew Up in the Worst KOSPI Crash on Record
South Korea's KOSPI crashed 12.1% — its worst day ever — as $22 billion in margin debt met an oil shock. Circuit breakers fired. The won hit 1,500.
Stocks
ISM Prices Just Printed 70.5. The Dollar Rallied. Rate Cuts Didn’t.
ISM Prices Paid surged to 70.5, the highest since 2022. EUR/USD dropped to 1.17, GBP/USD clings to 1.34 as rate cut bets collapse.
