Article
What If The Automatic Stock Buying Just...Stops?
What If The Automatic Stock Buying Just...Stops?
Submitted by QTR's Fringe Finance
My readers know that for the last couple of years I’ve repeatedly warned about the “passive bid” in markets. By that I mean the constant, automatic buying of stocks driven by retirement plans, ETFs, and other systematic investment programs.
This bid isn’t discretionary. It doesn’t ask whether valuations are reasonable and it doesn’t care whether earnings justify prices. It simply asks one question: did money flow in? If the answer is yes, it buys. It buys regardless of valuation, regardless of...
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Mar 4, 2026 / Tyler Durden
Services ISM Smashes Estimates, Prints At 56.1 Highest Since 2022, As Prices Paid Tumble
Services ISM Smashes Estimates, Prints At 56.1 Highest Since 2022, As Prices Paid Tumble
After the Manufacturing ISM print earlier this week came modestly stronger than expected (albeit with the Prices Paid component spiking and sending 10Y yields higher), some were expecting a similar improvement in today's Services ISM print. What they got instead, was a blowout number, and one suggesting that whatever weakness the US economy was in for much of the latter part of 2025, is now over.
At 10:00am ET, the ISM Services print came out at 56.1,...
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Mar 5, 2026 / Dave DeCamp
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An Iranian government-affiliated body said on Thursday that at least 1,230 Iranians have been killed since the US and Israel began bombing Iran on Saturday, as the war continues to escalate. The Foundation of Martyrs and Veterans Affairs said that most of the dead were civilians, and non-Iranian government sources are also reporting major civilian […]
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Feb 14, 2026 / Tyler Durden
Lavrov Soberly Acknowledged The Challenges Posed By Trump 2.0
Lavrov Soberly Acknowledged The Challenges Posed By Trump 2.0
Authored by Andrew Korybko,
He calmly acknowledged that it’s now more difficult for Russia to advance its foreign policy goals due to the US’ renewed attempt to dominate the global economy through coercion and force, but he still believes that BRICS will play a pivotal role in furthering the global systemic transition to multipolarity.
Russian Foreign Minister Sergey Lavrov recently gave an interview to TV BRICS about their namesake organization and its role in the global systemic transition.
He began by contextualizing the present moment in...
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