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Ratings changes for Weatherford International, Sutro Biopharma, JetBlue Airways, Immunic, Surrozen, JFrog, Apogee Therapeutics and more…Upgrade to MarketBeat All Access to get our best stock ideas, proprietary research, portfolio monitoring tools, and more. Start Your Free Trial.













Elon Musk already made me a “wealthy man” (ad)I Met Elon Musk “Face-to-Face”
During a private gathering of Wall Street elites, I was one of two people selected to speak with Elon personally.
As a result, my research now leads me to believe Elon will announce the SpaceX IPO on this date:
March 26, 2026. Circle it on your calendar.
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BY JENNIFER RYAN WOODS | MARCH 24, 2026 08:12 AM

BY KRYPTON STREET

BY JEFFREY NEAL JOHNSON | MARCH 23, 2026 05:39 PM

BY CHRIS MARKOCH | MARCH 23, 2026 04:09 PM

BY STOCK WIRE NEWS

BY SAM QUIRKE | MARCH 23, 2026 03:47 PM

BY NATHAN REIFF | MARCH 23, 2026 02:02 PM

Analyst RatingsMy MarketBeatAccount SettingsMarketBeat All AccessStock ListsStock ScreenerCalculatorsPremium ReportsBest Stocks to Buy in MarchMAJOR BUY ALERT: Mar-a-Lago/Trump/Elon (ad)Elon’s Next Move Could Be His Greatest Yet
He revived EVs, revolutionized space, and built the biggest satellite network.
But this AI tech could go down in history as the crown jewel of Elon’s career.
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$251.23 -0.26 (-0.10%) As of 3/24/2026 9:35 AM ET

$208.04 -2.10 (-1.00%) As of 3/24/2026 9:35 AM ET

$299.79 -2.27 (-0.75%) As of 3/24/2026 9:35 AM ET

$599.20 -4.86 (-0.80%) As of 3/24/2026 9:35 AM ET

$380.31 -2.69 (-0.70%) As of 3/24/2026 9:35 AM ET
First Majestic Silver (NYSE:AG) (TSE:FR) was upgraded by BMO Capital Markets from “market perform” to “outperform”.The current price is $19.49.Arthur J. Gallagher & Co. (NYSE:AJG) was upgraded by BMO Capital Markets from “market perform” to “outperform”. They now have a $278.00 price target on the stock, up from $275.00. This represents a 28.3% upside from the current price of $216.65.Basf (OTCMKTS:BASFY) was upgraded by Deutsche Bank Aktiengesellschaft from “hold” to “buy”.The current price is $13.73.CoreWeave (NASDAQ:CRWV) was upgraded by Bank of America Corporation from “neutral” to “buy”. They now have a $100.00 price target on the stock. This represents a 19.7% upside from the current price of $83.58.DexCom (NASDAQ:DXCM) was upgraded by Evercore Inc from “in-line” to “outperform”. They now have a $90.00 price target on the stock. This represents a 36.1% upside from the current price of $66.12.Ecolab (NYSE:ECL) was upgraded by JPMorgan Chase & Co. from “neutral” to “overweight”. They now have a $295.00 price target on the stock. This represents a 13.4% upside from the current price of $260.16.JFrog (NASDAQ:FROG) was upgraded by UBS Group AG from “neutral” to “buy”. They now have a $60.00 price target on the stock. This represents a 38.0% upside from the current price of $43.47.JinkoSolar (NYSE:JKS) was upgraded by Daiwa Securities Group Inc. from “sell” to “buy”. They now have a $28.50 price target on the stock. This represents a 13.1% upside from the current price of $25.19.Ralph Lauren (NYSE:RL) was upgraded by Citigroup Inc. from “neutral” to “buy”. They now have a $400.00 price target on the stock, up from $360.00. This represents a 17.6% upside from the current price of $340.22.Sutro Biopharma (NASDAQ:STRO) was upgraded by HC Wainwright from “neutral” to “buy”. They now have a $28.00 price target on the stock, up from $10.00. This represents a 29.0% upside from the current price of $21.71.Sutro Biopharma (NASDAQ:STRO) was upgraded by Wells Fargo & Company from “equal weight” to “overweight”. They now have a $27.00 price target on the stock, up from $8.00. This represents a 24.4% upside from the current price of $21.71.TransAlta (NYSE:TAC) (TSE:TA) was upgraded by National Bank Financial from “sector perform” to “outperform”.The current price is $12.46.
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Akzo Nobel (OTCMKTS:AKZOY) was downgraded by Deutsche Bank Aktiengesellschaft from “buy” to “hold”.The current price is $18.76.Ultragenyx Pharmaceutical(NASDAQ:RARE) was downgraded by The Goldman Sachs Group, Inc. from “buy” to “neutral”. They now have a $25.00 price target on the stock. This represents a 32.8% upside from the current price of $18.82.Strategic Education (NASDAQ:STRA) was downgraded by Truist Financial Corporation from “buy” to “hold”. They now have a $85.00 price target on the stock. This represents a 5.1% upside from the current price of $80.88.
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Elon’s Private AI Empire: The Backdoor Under $100 (ad)Elon Musk’s AI Everywhere project isn’t inside Tesla—it’s a private venture with a global network of 150+ facilities embedding autonomous AI into devices everywhere, and Musk believes this could propel Tesla to become the most valuable company ever, worth more than Apple, Microsoft, Nvidia, Amazon, and Google combined. Private ventures like this are usually locked for elites, but I’ve found a legitimate brokerage backdoor under $100 with no special requirements, just a regular account, and this private play follows the same playbook as PayPal, SpaceX, Tesla, and xAI using Tesla’s proven autonomous AI copy-pasted across the world.
SEE THE 3 STEPS TO PROFIT BEFORE THE SUMMER REGULATORY SHIFT
Alaska Air Group (NYSE:ALK) is now covered by BMO Capital Markets. They set an “outperform” rating and a $50.00 price target on the stock. This represents a 31.2% upside from the current price of $38.11.APA (NASDAQ:APA) is now covered by Truist Financial Corporation. They set a “hold” rating and a $38.00 price target on the stock. This represents a 6.7% downside from the current price of $40.75.Antero Resources (NYSE:AR) is now covered by Truist Financial Corporation. They set a “buy” rating and a $56.00 price target on the stock. This represents a 29.3% upside from the current price of $43.30.BKV (NYSE:BKV) is now covered by Truist Financial Corporation. They set a “buy” rating and a $37.00 price target on the stock. This represents a 26.0% upside from the current price of $29.36.Chord Energy (NASDAQ:CHRD) is now covered by Truist Financial Corporation. They set a “buy” rating and a $169.00 price target on the stock. This represents a 27.0% upside from the current price of $133.06.Climb Bio (NASDAQ:CLYM) is now covered by B. Riley Financial, Inc.. They set a “buy” rating and a $26.00 price target on the stock. This represents a 281.2% upside from the current price of $6.82.CNX Resources (NYSE:CNX) is now covered by Truist Financial Corporation. They set a “sell” rating and a $35.00 price target on the stock. This represents a 13.9% downside from the current price of $40.64.ConocoPhillips (NYSE:COP) is now covered by Truist Financial Corporation. They set a “hold” rating and a $124.00 price target on the stock. This represents a 3.8% downside from the current price of $128.86.CommVault Systems (NASDAQ:CVLT) is now covered by Loop Capital. They set a “buy” rating and a $125.00 price target on the stock. This represents a 55.0% upside from the current price of $80.65.Adtalem Global Education (NYSE:CVSA) is now covered by Truist Financial Corporation. They set a “buy” rating and a $130.00 price target on the stock. This represents a 17.2% upside from the current price of $110.90.CoreCivic (NYSE:CXW) is now covered by Benchmark Co.. They set a “buy” rating and a $28.00 price target on the stock. This represents a 37.3% upside from the current price of $20.40.Diversified Energy (NYSE:DEC) is now covered by Truist Financial Corporation. They set a “buy” rating and a $22.00 price target on the stock. This represents a 31.5% upside from the current price of $16.74.Delek Logistics Partners (NYSE:DKL) is now covered by Truist Financial Corporation. They set a “hold” rating and a $57.00 price target on the stock. This represents a 6.9% upside from the current price of $53.30.Devon Energy (NYSE:DVN) is now covered by Truist Financial Corporation. They set a “buy” rating and a $63.00 price target on the stock. This represents a 27.8% upside from the current price of $49.30.EOG Resources (NYSE:EOG) is now covered by Truist Financial Corporation. They set a “hold” rating and a $146.00 price target on the stock. This represents a 3.5% upside from the current price of $141.02.Enterprise Products Partners (NYSE:EPD) is now covered by Truist Financial Corporation. They set a “hold” rating and a $36.00 price target on the stock. This represents a 5.8% downside from the current price of $38.20.EQT (NYSE:EQT) is now covered by Truist Financial Corporation. They set a “buy” rating and a $74.00 price target on the stock. This represents a 11.8% upside from the current price of $66.16.Energy Transfer (NYSE:ET) is now covered by Truist Financial Corporation. They set a “buy” rating and a $23.00 price target on the stock. This represents a 20.4% upside from the current price of $19.10.Expand Energy (NASDAQ:EXE) is now covered by Truist Financial Corporation. They set a “buy” rating and a $136.00 price target on the stock. This represents a 24.0% upside from the current price of $109.69.Diamondback Energy (NASDAQ:FANG) is now covered by Truist Financial Corporation. They set a “buy” rating and a $222.00 price target on the stock. This represents a 13.7% upside from the current price of $195.30.Generate Biomedicines (NASDAQ:GENB) is now covered by Cantor Fitzgerald. They set an “overweight” rating on the stock.The current price is $12.70.Generate Biomedicines (NASDAQ:GENB) is now covered by Guggenheim. They set a “buy” rating and a $30.00 price target on the stock. This represents a 136.2% upside from the current price of $12.70.Generate Biomedicines (NASDAQ:GENB) is now covered by The Goldman Sachs Group, Inc.. They set a “buy” rating and a $26.00 price target on the stock. This represents a 104.7% upside from the current price of $12.70.Generate Biomedicines (NASDAQ:GENB) is now covered by Morgan Stanley. They set an “overweight” rating and a $20.00 price target on the stock. This represents a 57.5% upside from the current price of $12.70.Generate Biomedicines (NASDAQ:GENB) is now covered by Piper Sandler. They set an “overweight” rating and a $24.00 price target on the stock. This represents a 89.0% upside from the current price of $12.70.Gulfport Energy (NYSE:GPOR) is now covered by Truist Financial Corporation. They set a “hold” rating and a $230.00 price target on the stock. This represents a 10.2% upside from the current price of $208.80.Immunic (NASDAQ:IMUX) is now covered by Guggenheim. They set a “buy” rating and a $7.00 price target on the stock. This represents a 483.3% upside from the current price of $1.20.JetBlue Airways (NASDAQ:JBLU) is now covered by BMO Capital Markets. They set a “market perform” rating and a $4.50 price target on the stock. This represents a 9.4% upside from the current price of $4.12.KB Home (NYSE:KBH) is now covered by Citizens Jmp. They set a “market outperform” rating and a $77.00 price target on the stock. This represents a 46.0% upside from the current price of $52.73.Kinder Morgan (NYSE:KMI) is now covered by Truist Financial Corporation. They set a “hold” rating and a $38.00 price target on the stock. This represents a 12.7% upside from the current price of $33.70.Kinetik (NYSE:KNTK) is now covered by Truist Financial Corporation. They set a “buy” rating and a $53.00 price target on the stock. This represents a 15.9% upside from the current price of $45.74.LCI Industries (NYSE:LCII) is now covered by Stifel Nicolaus. They set a “buy” rating and a $152.00 price target on the stock. This represents a 26.2% upside from the current price of $120.41.Magnolia Oil & Gas (NYSE:MGY) is now covered by Truist Financial Corporation. They set a “hold” rating and a $33.00 price target on the stock. This represents a 5.5% upside from the current price of $31.29.Mach Natural Resources (NYSE:MNR) is now covered by Truist Financial Corporation. They set a “hold” rating and a $14.00 price target on the stock. This represents a 1.0% upside from the current price of $13.86.Mplx (NYSE:MPLX) is now covered by Truist Financial Corporation. They set a “buy” rating and a $67.00 price target on the stock. This represents a 14.1% upside from the current price of $58.74.Matador Resources (NYSE:MTDR) is now covered by Truist Financial Corporation. They set a “hold” rating and a $60.00 price target on the stock. This represents a 0.2% upside from the current price of $59.86.Nebius Group (NASDAQ:NBIS) is now covered by Bank of America Corporation. They set a “buy” rating and a $150.00 price target on the stock. This represents a 28.3% upside from the current price of $116.90.Nektar Therapeutics (NASDAQ:NKTR) is now covered by Wedbush. They set a “neutral” rating and a $70.00 price target on the stock. This represents a 4.8% downside from the current price of $73.57.ONEOK (NYSE:OKE) is now covered by Truist Financial Corporation. They set a “hold” rating and a $91.00 price target on the stock. This represents a 0.6% upside from the current price of $90.47.OneSpaWorld (NASDAQ:OSW) is now covered by Jefferies Financial Group Inc.. They set a “buy” rating and a $30.00 price target on the stock. This represents a 33.5% upside from the current price of $22.48.Ovintiv (NYSE:OVV) is now covered by Truist Financial Corporation. They set a “buy” rating and a $70.00 price target on the stock. This represents a 20.8% upside from the current price of $57.95.Occidental Petroleum (NYSE:OXY) is now covered by Truist Financial Corporation. They set a “hold” rating and a $65.00 price target on the stock. This represents a 5.4% upside from the current price of $61.67.Permian Resources (NYSE:PR) is now covered by Truist Financial Corporation. They set a “buy” rating and a $24.00 price target on the stock. This represents a 18.2% upside from the current price of $20.31.Riley Exploration Permian (NYSE:REPX) is now covered by Truist Financial Corporation. They set a “buy” rating and a $47.00 price target on the stock. This represents a 34.7% upside from the current price of $34.90.Relmada Therapeutics (NASDAQ:RLMD) is now covered by Piper Sandler. They set an “overweight” rating and a $12.00 price target on the stock. This represents a 106.7% upside from the current price of $5.81.Range Resources (NYSE:RRC) is now covered by Truist Financial Corporation. They set a “hold” rating and a $48.00 price target on the stock. This represents a 6.0% upside from the current price of $45.30.Smith Douglas Homes (NYSE:SDHC) is now covered by Citizens Jmp. They set a “market perform” rating on the stock.The current price is $12.26.SM Energy (NYSE:SM) is now covered by Truist Financial Corporation. They set a “buy” rating and a $38.00 price target on the stock. This represents a 25.3% upside from the current price of $30.34.Solventum (NYSE:SOLV) is now covered by Rothschild & Co Redburn. They set a “sell” rating and a $60.00 price target on the stock. This represents a 6.4% downside from the current price of $64.13.Smurfit Westrock (NYSE:SW) is now covered by The Goldman Sachs Group, Inc.. They set a “buy” rating and a $49.00 price target on the stock. This represents a 28.2% upside from the current price of $38.21.Targa Resources (NYSE:TRGP) is now covered by Truist Financial Corporation. They set a “buy” rating and a $279.00 price target on the stock. This represents a 15.9% upside from the current price of $240.77.Viper Energy (NASDAQ:VNOM) is now covered by Truist Financial Corporation. They set a “buy” rating and a $54.00 price target on the stock. This represents a 13.0% upside from the current price of $47.79.Williams Companies (NYSE:WMB) is now covered by Truist Financial Corporation. They set a “buy” rating and a $84.00 price target on the stock. This represents a 13.8% upside from the current price of $73.82.
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Elvis could have avoided service or gotten special treatment—instead he got the same haircut as every recruit and emerged more beloved than ever.A tanker struck a reef in pristine Alaskan waters—and 11 million gallons of crude created an environmental catastrophe whose effects persist today.Halle Berry became the first Black woman to win Best Actress—a triumph that exposed how long Hollywood had denied recognition that talent alone should have guaranteed.
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RJ Hamster
Hey just a quick note.
You’re now on my daily list called The Daily Profit.
It’s where I cover the biggest opportunities in the market like robotics, AI, the space economy, IPOs… and how to position yourself ahead of the crowd.
Your first issue arrives tomorrow.
In the meantime, if you want to send me a question about SpaceX or anything else, just reply to this email.
I love hearing from my readers and aim to answer questions inside the Daily Profit newsletter.
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Wall Street Legend Names #1 Stock of 2026 Live On-Camera (From Chaikin Analytics)
Written by Chris Markoch on March 20, 2026
In a week where defense and aerospace stocks continue to compete for investors’ attention, there was a news item that has gone under the radar—but it could have huge implications for the U.S. Navy and for Palantir Technologies Inc. (NASDAQ: PLTR).
The news? Keel Holdings and Palantir are partnering to support the U.S. Navy’s Shipbuilding Operating System (ShipOS) initiative.
The program is designed to transform America’s Maritime Industrial Base (MIB) through advanced artificial intelligenceand tighter data integration across shipbuilders, shipyards, and suppliers. ShipOS is backed by up to 4448 million in authorized funding.
Palantir CEO Alex Karp said the partnership aligns directly with the company’s mission to support U.S. military advantage.
ShipOS was first announced in December 2025, and the “news” in this cycle is the addition of Keel to the existing arrangement with Palantir.
“By leveraging Palantir’s AI-powered ShipOS, we are taking meaningful steps to accelerate our schedules, streamline operations, and enhance collaboration across the supply chain,” said Keel CEO Brian Carter.
When ShipOS kicked off, 79th Secretary of the Navy John C. Phelan described the initiative as more than a new software rollout, but a change that “puts Palantir’s cutting-edge tools in the hands of decision makers at every level,” by providing real-time visibility across the supply chain.
The No. 1 Move to Prepare for $10,000 Gold
Gold’s recent run-up has already been nothing short of historic… But it’s far from over. In fact, we expect that gold is headed to $10,000 an ounce – and even that might be too low an estimate. One expert has even issued a $20,000 price target. But however high gold ultimately goes… it’s critical you know how to take advantage of its next big move… by checking out the BEST possible gold stock you should buy immediately.Get the full details here.
Recently, President Trump signed an executive order calling for the rebuilding of the U.S. Navy’s fleet.
The highlight of the program is titled America’s Maritime Action Plan (MAP), which will be supported by billions of dollars in federal funding.
While the ShipOS program isn’t a formal part of the MAP program, both efforts sit under the Navy’s Maritime Industrial Base (MIB) workstream, which MAP treats as central to its revitalization approach. ShipOS also appears complementary to several MAP objectives, including:
In short, ShipOS can be thought of as the operational, AI-layer proof-of-concept running in parallel with the MAP’s broader policy and funding framework. The MAP sets the national strategy; ShipOS is already executing a key piece of it on the ground.
Palantir skeptics will quickly note that this is a deal with the U.S. military. In their view, a deal like this points to Palantir’s Achilles’ heel: it’s reliance on U.S. government money.
Let’s look at that concern in two different ways. First, even if it’s “only” a government deal, it’s a pretty big one. Valued at $448 million, it would represent over a quarter of Palantir’s 2025 government revenue of $1.855 billion. That fits with the bullish narrative that there’s plenty of growth coming from Palantir.
Second, the type of work that Palantir will take on for this contract—integrating operational data, reducing bottlenecks, compressing planning cycles, and improving supplier coordination—has clear applications in the commercial sector. Just three years ago, the commercial side of Palantir’s business was virtually non-existent. But as of the company’s last earnings report, it now accounts for nearly 45% of Palantir’s revenue.
Palantir has come a long way from its days as a black box used only for surveillance activities by the U.S. military.
I Met Elon Musk “Face-to-Face”
During a private gathering of Wall Street elites, I was one of two people selected to speak with Elon personally.
As a result, my research now leads me to believe Elon will announce the SpaceX IPO on this date:
March 26, 2026. Circle it on your calendar.
I’m sharing an “access code” that lets anyone grab a pre-IPO stake before it happens. This is your invitation to the biggest wealth-building event of the decade.Click Here to See how to Get Your “SpaceX Access Code”
PLTR stock is up more than 15% in the last month.
Not surprisingly, investors have been coming back into the stock after the United States and Israel commenced military action against Iran.
That said, the price action has been consolidating over the last two weeks, reflecting broader market uncertainty and ongoing debate over Palantir’s valuation.
Over the long haul, the bull case for Palantir is firmly in place.
The analyst consensus price target is around $195—about 2% higher than before its most recent rally. Recently, UBS Group reiterated its Buy rating and raised its price target to $200 from $180, and Dan Ives of Wedbush reiterated his Outperform rating and his $230 price target.
But in the short term, the 50-day simple moving average (SMA) may hold the key. Despite the recent volatility, the stock has not deviated much from that target. A convincing and sustained move above that level will be required for the next leg up to start.
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The Iran war just opened up the biggest opportunity to invest in gold since 2023.
Better yet, there’s a new way for ordinary investors to buy gold with the click of a button – and pay zero storage fees. Too good to be true?
It’s legit. I met with their head of special projects in Beaver Creek, Colorado, late last year. They’ve got 140 tonnes of gold in a private vault to back their new offering.
But I do not recommend this revolutionary new gold investment. Why?
Because there’s a better way to own gold.
I’m Garrett Goggin. I’ve consistently told my readers how to play gold’s historic run – long before it went mainstream.
It’s why Porter Stansberry, Founder of Stansberry Research, the largest publisher of independent financial advice, called me:
“THE most knowledgeable gold investor in the world… If you want to maintain your standard of living… you have GOT to be allocated to gold. And there’s nobody better in the entire world to explain exactly how to do that [than Garrett].”Right now, four tiny gold stocks are trading at discounts as deep as 96% and could hand you potential gains of 10X or more.
Go here for the full briefing on four deeply discounted gold miners before the next leg up
Consider the math… To double your money in gold, the gold price has to rise by another $5,000 per ounce.
But these four undervalued stocks only need to rise to the fair value of the gold they already hold as proven reserves for you to potentially 10X your stake.
Right now, they’re still selling at discounts of between 59% and 96%.
If you want to profit from gold’s return to the world’s monetary system, that’s the kind of leverage that can move the needle on anyone’s wealth.
Go here to learn about my top four picks for the coming gold mania
Best,
Garrett Goggin , CFA, CMT
Lead Analyst and Founder, Golden Portfolio
It’s More Than Markets
Good morning,
Yesterday morning this newsletter told you Scenario C was live — Trump extends the deadline without action, markets whipsaw, patience is rewarded. At 7:23 a.m. Monday, Trump posted on Truth Social that the U.S. and Iran had held “VERY GOOD and productive” discussions toward “a complete and total resolution” — and announced a five-day extension of his 48-hour ultimatum, postponing threatened strikes on Iranian power plants until Friday, March 27.
Iran’s foreign ministry called the talks “fake news.” CNBC asked Trump directly: “Are you intent on making a deal?” Trump replied: “We are very intent on making a deal.” The New York Times described the exchanges as “in their infancy and lacking in substance” — but confirmed that multiple nations immediately launched diplomatic efforts upon hearing of even nascent dialogue.
WTI crude oil fell $10.10 in a single session — down 10.28%, its largest single-day percentage decline since the war began. RBOB gasoline fell 9.42%. Brent crude is trading at $99.78 this morning after briefly crossing below $97 on Monday’s close. The men who read yesterday’s letter, wrote down their Scenario C plan, and held their positions without panicking are sitting on a paper pullback on fundamentally sound assets. The men who panic-sold into Monday’s $10 drop locked in losses on positions that remain profitable at any WTI price above $70.
The new clock runs to Friday. Five days. Here is what you need to know.
Here’s what actually matters — and what you can do about it.
Trump’s reversal was Scenario C exactly as described: a deadline passed without action, reframed as diplomatic progress. The mechanism deserves honest analysis because it is the same mechanism that will produce the final ceasefire — and understanding it means you will not be surprised again.
Trump issued the ultimatum Saturday nightunder domestic political pressure — gasoline prices approaching $5.00 nationally, consumer confidence collapsing, Goldman’s recession odds at 25%. The ultimatum was designed to show strength and create leverage, not necessarily to be executed. When “very good talks” — however embryonic — gave him a face-saving rationale to extend, he took it. Al Jazeera’s Washington correspondent noted that the five-day extension “may indeed be Trump seeking a way out, having set a five-day deadline to assess the progress of talks”. The analyst from the Doha Institute framed it plainly: Trump’s declaration “might be a means of facilitating a dignified exit.”
Iran’s public denial of talks is the same diplomatic choreography this newsletter identified three weeks ago when analyzing the June 2025 Twelve-Day War anatomy — public maximalism maintained until the moment of announcement, private progress denied until it cannot be denied. Iran called the talks “fake news” on the same day that India’s Sensex opened 1,100 points higher on news of the pause — the market’s verdict on what the pause actually signals. NDTV confirmed Tuesday morning that “backchannel talks” between U.S. and Iranian officials have begun, with “Iran setting tough terms”. The talks are happening. The denial is theater.
The five-day clock now runs to approximately 23:44 GMT Friday, March 27. That is the next binary event. Between now and then, every diplomatic development — Oman’s role, Qatar’s role, Pakistan’s continued mediation, the specific guarantee language Iran is demanding — will determine whether Friday produces Scenario A (deal framework announced), Scenario B (strikes executed), or Scenario C again (another extension).
WTI at $89.10 after Monday’s close is not a catastrophe for the men who own domestic energy producers. It is the partial deflation of the ultimatum premium that was added to oil prices when Trump issued his Saturday night post. Here is the arithmetic that matters.
Before Operation Epic Fury began on February 28, WTI was trading at approximately $64–$66 per barrel. Yesterday’s close of $89.10 represents a 35–40% increase from the pre-war level — even after the largest single-session decline of the conflict. The Permian Basin producer with a $45–$50 break-even cost is selling into a market that is still $39–$44 per barrel above that break-even. Their profit margin per barrel is still approximately 80–90% above their production cost. The war premium deflated. The fundamental improvement in their business did not.
Brent crude at $99.78 this morning — partially recovering from Monday’s low — reflects the market correctly pricing that the war is not over, Hormuz is still partially closed, and the five-day clock is live. Prediction markets this morning price WTI at 62% odds of closing above $91 today— the market’s live estimate that $89 was an overshoot on the diplomatic relief and that physical supply reality will reassert.
The men who held through Monday’s drop are in the correct position for the correct reason. The men who sold at $89 after buying at $75 captured a gain — but are now watching the rebound and will face a more difficult re-entry decision. The men who sold at $89 after buying at $92 or higher locked in losses that the five-day clock may yet restore.
The analytical framework from Mondayapplies to Friday’s deadline with one important difference: this time both sides know the other’s bottom line more clearly, and the diplomatic infrastructure — Oman, Qatar, Pakistan, U.S.-Iran backchannel — is more active than at any point since the war began.
Scenario A by Friday: Deal framework announced. Iran’s core demand is a “permanent end” with guarantees against future strikes and compensation for war damages. The U.S. core demand is nuclear program constraints and Hormuz reopening. A framework that addresses both — even in outline, even with details to be negotiated — is sufficient for both sides to announce victory and for Trump to post “DEAL!” on Truth Social. Oil falls 8–12% on announcement. The equity market rallies 3–4%. Gold gives back $150–$200 of war premium. Your domestic energy positions pull back but retain fundamental value at any WTI price above $70.
Scenario B by Friday: Strikes executed.If backchannel talks collapse before Fridayand Trump strikes Iranian power plants, Iran has formally committed to deploying naval mines in the Gulf, targeting energy infrastructure across six Gulf nations, and striking Israeli power plants. This is the scenario the market is pricing at non-trivial probability — Brent’s recovery toward $100 this morning reflects that the physical supply situation has not changed and the conflict is not resolved. Oil spikes to $115–$130. The equity market falls hard. Your energy positions surge. Your gold surges. Everything else faces pressure.
Scenario C again: Another extension.Trump extends again if diplomatic progress — however embryonic — continues. This is actually the most ceasefire-consistent outcome: each extension gives the backchannel talks more time to produce the guarantee language that both sides need. A second extension would be read as a strong ceasefire signal and produce a moderate oil decline of 4–6%. Markets stabilize in a holding pattern until the final framework is announced.
This is Tuesday’s core — the tangible accounting of where each real asset class stands after 25 days of war and one 10% single-session oil drop.
Domestic energy producers. WTI at $89–$91 today, up 35–40% from pre-war levels. The fundamental thesis is intact. These companies are generating extraordinary free cash flow at current prices. The ceasefire does not eliminate that cash flow — it adjusts the price level at which it is generated. At $75–$80 post-ceasefire WTI, they remain highly profitable. The men who own them for the right reason — not as an oil-to-$150 momentum trade but as fundamentally improved businesses in a permanently repriced energy market — hold through Friday with clarity.
Gold. $5,020–$5,152 range over the past week. The 10% oil drop on Monday did not produce a proportional gold collapse — gold is holding its structural floor because the forces that support it at this level (wartime deficit spending, Fed frozen at 3.75%, dedollarization accelerating, Social Security trust fund moving toward 2032) are not resolved by a diplomatic extension. Gold’s war premium will deflate when the ceasefire is formal and verified. Gold’s structural bid will not.
Paid-off American real estate. The housing market’s transaction freeze — buyers waiting for rates below 6%, sellers unwilling to cut — will partially thaw on a ceasefire when mortgage rates briefly ease on the relief rally. The man who owns his home outright is holding an asset that has maintained its nominal value through the entire conflict, generates implicit rental income that is inflating with the market, and will benefit from the volume recovery when the rate window opens post-ceasefire.
Physical precious metals. Gold and silver held outside financial institutions — in a home safe, a private vault, or allocated storage — have appreciated in real terms throughout the conflict and do not experience the whipsaw volatility of paper positions or ETFs. The 10% oil move on Monday was a paper market event. Physical gold at $5,020 per ounce did not become more or less physically real when Trump extended a deadline.
The five-day clock runs to Friday. Your job between now and then is to execute the plan you should have written down yesterday — not to improvise based on each day’s headline. Specifically: confirm your energy position size is one you can hold through Friday’s binary event without making an emotional decision. If Monday’s 10% drop made you anxious enough to consider selling, that is information about your position size — not about the quality of the assets. Trim to the size you can hold with conviction, hold that size with discipline, and write down your specific decision rule for Friday morning. Do that today. The market will take care of itself between now and Friday. Your job is to have the plan ready before the event, not during it.
PS: Monday was the test. Oil dropped 10% — the largest single-session decline of the conflict — and the men who had a written plan executed it. The men who didn’t made an emotional decision at 10 a.m. Tell me honestly: what did you do when WTI hit $89? Did you hold, trim, or sell? And was that decision based on a written plan you made before the drop — or a reaction to watching the number move? There is no wrong answer. But the honest answer tells you everything about whether your portfolio decisions are being driven by your plan or your emotions. Hit reply. These are the conversations that matter most right now.
Note from Editor
Given recent market volatility and policy shifts, we believe the opportunity outlined above deserves immediate attention. We do not share partner research lightly — but in this case, the timing is difficult to ignore.
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Wall St. Hasn’t Priced This Gold Setup Yet
Gold is trading near historic highs.
Major banks are lifting targets toward $6,000. Institutional capital is returning to the sector. Central banks continue accumulating. When gold strengthens like this, Wall Street typically adjusts valuations quickly – especially among larger producers.
Smaller explorers often follow, but with more runway.
Some investors look for what has already moved. Others look for what’s still developing.
One junior remains under $1 while actively drilling in a district that has produced over 30 million ounces of gold.
In strong gold cycles, timing and runway can matter just as much as momentum.
See the company before broader attention builds >
Special Report
Authored by Chris Markoch. Published: 3/13/2026.

For sports fans, March is one of the best times of the year because of the NCAA men’s and women’s basketball tournaments, known as March Madness. It’s also a favorite time for sports bettors.
Analysts forecast up to $4 billion could be wagered at U.S. sportsbooks on this year’s tournament. For those who view the world through an investor lens, that signals a potential opportunity.
Last century, wars were fought over oil. The 21st century will be won or lost on rare earth elements, the digital gunpowder of modern dominance powering robotics, AI data centers, and the F-35 Lightning II, which requires 920 lbs. of rare earths just to stay in the sky. In 2024, 97% of the 1.2 million drones produced for the Ukraine conflict relied on heavy rare earth magnets processed in China, and nearly all global refining equipment is built, coded, and controlled overseas—a dangerous chokepoint that could be cut at any time. One domestic rare earth company is working to bring that leverage back to North America with a proprietary tech stack that’s 100% independent of Chinese equipment, paired with an AI-optimized refining engine to deliver 99.5% purity metals.See how this NASDAQ company is building an uncuttable supply chain
Some of the growth expectations stem from the expansion of legal wagering into more states. This year, the opportunity is even more intriguing because of the rising popularity of prediction markets. Prediction markets allow participants to buy and sell contracts on the outcomes of future events; the price of each contract reflects the market’s perceived likelihood of that outcome.
The concept of prediction markets isn’t new, but the internet and blockchain technologies have helped address long-standing regulation and trust issues, enabling broader adoption. In fact, the 2024 presidential election was one of the first times prediction markets became part of the national conversation.
The boom has spawned many companies trying to capture this market. However, most pure-play prediction-market firms are not publicly traded. With so much attention flowing into prediction markets, several traditional gaming stocks are now entering the space.
Robinhood Markets Inc. (NASDAQ: HOOD) is becoming one of the best-known names in prediction markets. The company’s SuperApp is blurring the lines between stock trading, crypto, and, increasingly, prediction markets.
Robinhood offers a diversified way to gain exposure to prediction markets within a profitable trading platform rather than a single-purpose venue. For example, in its most recent earnings report, Robinhood said prediction markets revenue is already annualizing at $435 million.
That revenue now represents about 10% of Robinhood’s record $4.5 billion in fiscal 2025 revenue, which was up 52% year-over-year (YOY). In the fourth quarter, revenue of $1.28 billion and earnings per share of $0.66 were both at record levels.
Despite those results, HOOD is down roughly 30% in 2026. The stock appears to have formed a bottom and is consolidating; analysts’ consensus price target is about $120, implying more than 50% upside from recent levels.

Give the people what they want. That may not be exactly what DraftKings Inc. (NASDAQ: DKNG) was thinking when it announced plans to launch “DraftKings Predictions” in 2026, but the move will embed betting and prediction features directly into how fans consume live sports through exclusive integrations with ESPN and NBCUniversal.
This isn’t necessarily a play to catch up. DraftKings is expanding into prediction markets at a time when underlying customer engagement is accelerating. In its last earnings report, the company said season-to-date sportsbook hold and net revenue margins have expanded, alongside a rising parlay mix. That supports the opportunity to add prediction-markets customers who are similar, but not identical, to traditional sportsbook bettors.
Like HOOD, DKNG is down about 27% in 2026, continuing a downtrend that began in late summer 2025 and tracking broader consumer discretionary weakness. The stock appears to have found a bottom, but investors will want to see it reclaim the 50-day simple moving average (SMA) as confirmation of a bullish reversal.
Flutter Entertainment plc (NYSE: FLUT), the parent company of FanDuel, is entering prediction markets from a position of strength. The company is the world’s leading online sports betting and iGaming operator. In the United States, FanDuel accounts for roughly 41% of online sportsbook gross gaming revenue and a 28% share of iGaming; Flutter views prediction markets as incremental total-addressable-market expansion rather than a substitute for traditional betting.
Flutter generated €16.4 billion ($19.04 billion) in 2025 revenue and served nearly 16 million average monthly players across brands such as FanDuel, Sky Bet, PokerStars, and Paddy Power. Group revenue grew 17% last year, with adjusted EBITDA up 21% to €2.85 billion ($3.31 billion) as Flutter leveraged its scale, technology, and its “Flutter Edge” data platform across markets.
The recently launched FanDuel Predictsalready offers sports contracts in 18 states and non-sports contracts nationwide. Early engagement has skewed heavily to sports and average volume per customer is tracking to expectations. Management expects to invest up to €300 million ($348 million) to build FanDuel Predicts ahead of the 2026 World Cup and the 2026–27 NFL season.
Investors haven’t rewarded the company for that growth; FLUT is down more than 50% in 2026. Still, the stock shows clear oversold signals and its consensus price target implies roughly 100% upside over the next 12 months.
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