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Market And Economic Implications From The War In Iran

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Market And Economic Implications From The War In Iran

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Lawrence Fuller has been managing portfolios for individual investors for 30 years, starting his career at Merrill Lynch in 1993 and working in the same capacity with several other Wall Street firms before realizing his long-term goal of complete independence when he founded Fuller Asset Management. He also manages the Focused Growth portfolio on the new fintech platform called Dub, which is the first copy-trading platform approved by securities regulators in the US, allowing retail investors to copy the portfolio and ongoing trades of the manager they choose automatically. You can also find him on Substack and lawrencefuller.substack.com.He is the leader of the investing group The Portfolio Architect, which focuses on an overall economic and market outlook that complements an all-weather investment strategy designed to produce consistent risk-adjusted market returns. Features include: Portfolio construction guidance, access to an “All-Weather” model portfolio and a dividend and options income portfolio, a daily brief summarizing current events, a week ahead newsletter, technical and fundamental reports, trade alerts, and 24/7 chat. Learn More.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Lawrence Fuller is the Principal of Fuller Asset Management (FAM), a state registered investment adviser. He is also the manager of the Focused Growth portfolio on the copy-trading platform Dubapp.com. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale of purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. FAM has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. FAM has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances or market events, nature and timing of investments and relevant constraints of the investment. FAM has presented information in a fair and balanced manner. FAM is not giving tax, legal, or accounting advice.
Mr. Fuller may discuss and display charts, graphs, formulas, and stock picks which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in market or economic conditions and may not necessarily come to pass.

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Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Saudi Arabia stocks lower at close of trade; Tadawul All Share down 0.06%

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Saudi Arabia stocks lower at close of trade; Tadawul All Share down 0.06%

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Alexander & Baldwin earnings on deck as REIT exits public markets

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Alexander & Baldwin earnings on deck as REIT exits public markets

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VinFast faces earnings test as losses mount amid expansion push

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VinFast faces earnings test as losses mount amid expansion push

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Leonardo DiCaprio Eyes Second Oscar as ‘One Battle After Another’ Leads Tight 2026 Race

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Leonardo DiCaprio

With the 98th Academy Awards set for Sunday evening, Leonardo DiCaprio stands poised for a potential second Oscar win, a decade after claiming his first for “The Revenant.” The actor’s commanding performance in Paul Thomas Anderson’s “One Battle After Another” has positioned him as a serious contender in the Best Actor category amid one of the most unpredictable races in recent memory.

Leonardo DiCaprio

DiCaprio portrays Bob Ferguson, a burnt-out former revolutionary hiding off the grid while protecting his daughter amid threats from a ruthless colonel played by Sean Penn. The film, released Sept. 26, 2025, by Warner Bros., blends political thriller elements with intense character drama, drawing loose inspiration from Thomas Pynchon’s “Vineland.” It earned widespread critical acclaim for its timely exploration of extremism, authoritarianism and personal redemption, landing among the top-nominated films with strong showings in major categories.

Critics have hailed DiCaprio’s work as a “masterclass in veteran acting,” praising the subtle emotional layers he brings to a morally complex war journalist-turned-fugitive. Outlets like Variety and The Hollywood Reporter note strong Academy support for the performance, with voters frequently citing it as a plausible upset pick despite the film’s box-office underperformance compared to its predecessor, “Once Upon a Time in Hollywood.”

The Best Actor field remains fiercely competitive. Timothée Chalamet earned his third nomination for “Marty Supreme,” showcasing his range in a controversial ballet-centered role that made him the youngest three-time nominee since Marlon Brando. Michael B. Jordan surges with momentum from “Sinners,” which shattered nomination records with 16 nods and secured the cast award at the Actor Awards. Ethan Hawke (“Blue Moon”) and Wagner Moura (“The Secret Agent”) round out the nominees, each bringing formidable cases for their first wins.

Predictions vary widely. Some forecasters, including those at Variety and Deadline, see Jordan gaining late ground after his SAG win, while others highlight DiCaprio’s institutional advantage as a previous winner and consistent high-caliber performer. Rotten Tomatoes and Next Best Picture analyses place the race as unusually open, with no clear frontrunner dominating precursor awards. Betting markets reflect the volatility, with shifting odds among Chalamet, Jordan and DiCaprio.

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DiCaprio’s campaign has faced logistical hurdles. He skipped the 2026 Actor Awards — formerly the SAG Awards — due to filming Martin Scorsese’s “What Happens at Night” in Europe alongside Jennifer Lawrence. Reports indicate he may also miss the Oscars ceremony for similar reasons, though speculation persists about a potential red-carpet appearance with girlfriend Vittoria Ceretti, marking their first joint major event.

“One Battle After Another” itself contends strongly for Best Picture, often ranked second behind “Sinners” in projections. Anderson’s direction earns praise for its radical epic scope and ensemble work, including Penn’s menacing supporting turn as Col. Steven J. Lockjaw. The film secured nominations across technical categories and screenplay, benefiting from its VistaVision and IMAX presentation that showcased Anderson’s ambitious vision.

Despite solid reviews and awards buzz, the movie’s theatrical run fell short of blockbuster expectations, a contrast to DiCaprio’s star-driven hits. Streaming availability on HBO Max since December 2025 broadened its reach, allowing more Academy voters to engage with the performance during the voting window.

DiCaprio’s Oscar history adds intrigue. His 2016 win ended a long nomination streak without victory, including nods for “The Wolf of Wall Street,” “The Aviator” and others. A second statue would place him among elite multi-winners, though the Academy has historically been selective about granting them. Analysts note that his “latter-day” mode — intense, transformative roles in auteur projects — aligns perfectly with Oscar tastes, yet the category’s youth movement and first-time winners could prove decisive.

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The ceremony, hosted by Conan O’Brien at the Dolby Theatre, airs live on ABC and streams on Hulu. With “Sinners” leading nominations and potential for genre breakthroughs, the night promises drama across categories. DiCaprio’s absence from recent events has fueled questions about his attendance, but his work remains central to discussions.

As ballots finalize, the conversation around DiCaprio underscores his enduring status in Hollywood. Whether he claims a second Oscar or not, his contribution to “One Battle After Another” reinforces why he remains one of the industry’s most respected leading men.

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Investors await Fed rate outlook as Iran war keeps markets on edge

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Investors await Fed rate outlook as Iran war keeps markets on edge


Investors await Fed rate outlook as Iran war keeps markets on edge

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CF Industries: It's Still Underpriced Despite The Rally

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CF Industries: It's Still Underpriced Despite The Rally

CF Industries: It's Still Underpriced Despite The Rally

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Analysis-Iran holds the key to reopening global energy markets

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Analysis-Iran holds the key to reopening global energy markets


Analysis-Iran holds the key to reopening global energy markets

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A Crude Awakening | Seeking Alpha

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A Crude Awakening | Seeking Alpha

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Alex Pettee is President and Director of Research and ETFs at Hoya Capital. Hoya manages institutional and individual portfolios of publicly traded real estate securities.Alex leads the investing group iREIT®+HOYA Capital. The service features a team of analysts focusing on real income-producing asset classes that offer the opportunity for reliable income, diversification, and inflation hedging. Learn More.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of RIET, HOMZ, IRET, ALL HOLDINGS IN THE IREIT+HOYA PORTFOLIOS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Hoya Capital Research & Index Innovations (“Hoya Capital”) is an affiliate of Hoya Capital Real Estate, a registered investment advisory firm based in Rowayton, Connecticut, that provides investment advisory services to ETFs, individuals, and institutions. Hoya Capital Research & Index Innovations provides non-advisory services including market commentary, research, and index administration focused on publicly traded securities in the real estate industry. This published commentary is for informational and educational purposes only. Nothing on this site nor any commentary published by Hoya Capital is intended to be investment, tax, or legal advice or an offer to buy or sell securities. This commentary is impersonal and should not be considered a recommendation that any particular security, portfolio of securities, or investment strategy is suitable for any specific individual, nor should it be viewed as a solicitation or offer for any advisory service offered by Hoya Capital Real Estate. Please consult with your investment, tax, or legal adviser regarding your individual circumstances before investing. The views and opinions in all published commentary are as of the date of publication and are subject to change without notice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Any market data quoted represents past performance, which is no guarantee of future results. There is no guarantee that any historical trend illustrated herein will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that any outlook made in this commentary will be realized. Readers should understand that investing involves risk, and loss of principal is possible. Investments in real estate companies and/or housing industry companies involve unique risks, as do investments in ETFs. The information presented does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. An investor cannot invest directly in an index, and index performance does not reflect the deduction of any fees, expenses, or taxes. Hoya Capital Real Estate and Hoya Capital Research & Index Innovations have no business relationship with any company discussed or mentioned and never receive compensation from any company discussed or mentioned. Hoya Capital Real Estate, its affiliates, and/or its clients and/or its employees may hold positions in securities or funds discussed on this website and in our published commentary. A complete list of holdings and additional important disclosures is available at www.HoyaCapital.com.

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Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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MacKenzie Scott Donates $42 Million to Elizabeth City State University in Historic Gift to HBCU

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At a naturalization ceremony on June 14, 2016

Billionaire philanthropist MacKenzie Scott announced a transformative $42 million donation to Elizabeth City State University, a historically Black college and university in northeastern North Carolina, marking one of the largest gifts in the institution’s 135-year history.

At a naturalization ceremony on June 14, 2016
At a naturalization ceremony on June 14, 2016 (center in the back)

Chancellor S. Keith Hargrove Sr. revealed the gift during the university’s Founders Day Convocation on Friday, March 13, 2026, eliciting cheers from attendees celebrating the school’s legacy. The unrestricted contribution ranks as the largest dollar-per-student gift among Scott’s recent donations to HBCUs and nearly triples the $15 million she gave ECSU in 2020.

“This gift allows institutions like Elizabeth City State University to move boldly toward the future while remaining grounded in the mission to educate, empower, and elevate students,” Hargrove said in the university’s official announcement. “Her investment affirms what we already know: that institutions like ECSU are powerful catalysts for change.”

Elizabeth City State University, founded in 1891 as a teacher-training school for Black students, enrolls around 2,000 undergraduates, primarily from North Carolina and surrounding areas. The school offers programs in aviation — the only four-year aviation degree at an HBCU in the state — alongside strong offerings in business, arts, STEM, and education. The donation arrives as ECSU advances its five-year strategic plan, ASCEND 2030, focused on student success, academic innovation, and infrastructure improvements.

Scott’s gift will fund endowed scholarship programs to support student learning and retention, establish resources for innovative academic initiatives, enhance athletic programs, and address critical campus infrastructure needs. University officials emphasized the funds’ flexibility, allowing ECSU to prioritize areas of greatest impact without donor restrictions — a hallmark of Scott’s philanthropy.

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The contribution underscores Scott’s ongoing commitment to HBCUs. Since 2020, she has directed hundreds of millions to these institutions, with 2025 seeing over $1.1 billion in gifts to HBCUs, tribal colleges, community colleges, and organizations promoting college access for underserved students. Her total lifetime giving exceeds $26 billion, with $7.2 billion donated in 2025 alone — the highest annual total since she began publicizing her philanthropy.

Scott, former wife of Amazon founder Jeff Bezos, has adopted a low-profile, high-impact approach. She identifies recipients through research and recommendations, often making large, unrestricted grants to organizations she believes can drive systemic change. Her focus includes equity, education, economic mobility, and community strength — priorities that align closely with HBCUs’ missions.

For ECSU, the timing proves pivotal. The university navigates challenges common to many small public institutions, including enrollment pressures and funding constraints. Hargrove highlighted the gift’s role in accelerating progress toward strategic goals, from expanding scholarships to modernizing facilities.

Community and state leaders praised the announcement. North Carolina Gov. Roy Cooper shared congratulations on social media, noting the donation’s significance for ECSU and HBCUs statewide. Local media and HBCU advocacy outlets described it as a “blockbuster” boost for the Viking Nation.

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Scott’s pattern of repeat giving — this marks her second major gift to ECSU — reflects confidence in the university’s stewardship. In 2020, her $15 million contribution supported similar priorities during the pandemic recovery.

The donation drew widespread coverage from outlets including Forbes, HBCU GameDay, The Daily Advance, and university-affiliated channels. Social media buzz highlighted Scott’s reputation as a leading force in philanthropy, with some calling her the “greatest billionaire of all time” for her giving scale.

As Scott continues her quiet but prolific campaign, this gift reinforces her belief in the power of targeted investments in higher education. For Elizabeth City State University, the $42 million infusion promises lasting impact, enabling expanded opportunities for generations of students.

The university plans to provide further details on allocation as implementation begins. In the meantime, ECSU celebrates a milestone that strengthens its role as a beacon of opportunity in northeastern North Carolina.

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Shares Close at $23.53 Amid Ongoing Volatility and Meme Stock Dynamics

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Applied Optoelectronics

GameStop Corp. (NYSE: GME) shares closed lower on Friday, March 13, 2026, reflecting continued choppiness in the meme stock landscape amid broader market pressures from geopolitical tensions and energy volatility. The stock ended the session at $23.53, down $0.90 or 3.68% from the previous close, on volume of approximately 6.35 million shares.

Investors appear to have mistaken GME Resources for US firm GameStop, which has seen its shares surge in recent weeks
Investors appear to have mistaken GME Resources for US firm GameStop, which has seen its shares surge in recent weeks
GETTY IMAGES NORTH AMERICA / Michael M. Santiago

The day’s trading saw GME open at $24.30, reach a high of $24.74, and dip to a low of $23.50 before settling. After-hours trading remained flat at $23.53 with minimal movement. The decline contributed to a mixed week for the retailer, which has shown resilience in 2026 compared to other meme names but faces persistent questions about its core business transformation.

Year-to-date, GME remains up roughly 17-23% from its 2025 year-end close around $20, outperforming peers like AMC Entertainment (down significantly) and others in the speculative space. Analysts attribute the relative strength to renewed short-squeeze speculation, CEO Ryan Cohen’s aggressive capital allocation strategy, and persistent retail investor interest despite the company’s shrinking physical footprint.

GameStop’s transformation under Cohen continues to dominate headlines. The company has accelerated store closures in 2026, with reports indicating over 470 locations shuttered or slated for shutdown across 43 states in recent months. This follows fiscal 2025 closures and aligns with Cohen’s pivot toward a leaner operation, potentially focusing on e-commerce, collectibles, and strategic investments. The moves aim to cut costs amid declining traditional retail sales for video games and hardware.

In January 2026, widespread reports detailed hundreds of closures, sparking debates about the retailer’s long-term viability. However, Cohen has doubled down personally, purchasing additional shares and benefiting from a long-term incentive program that could grant him options tied to ambitious milestones — including $10 billion in EBITDA and a $100 billion market cap. Achieving those targets would represent a massive windfall but require extraordinary growth.

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Recent buzz centers on acquisition speculation. Media outlets in early March highlighted Cohen’s interest in a “very big” deal involving a publicly traded consumer company, with unconfirmed chatter pointing to targets like eBay. Such M&A potential has fueled bullish sentiment on social platforms and among retail traders, contrasting with bearish views on fundamentals.

Fundamentally, GameStop reported better-than-expected quarterly results in late 2025, but revenue trends remain challenged by digital shifts in gaming. The company’s cash position — bolstered by prior equity raises — provides flexibility for pivots, though critics question sustainability without major catalysts.

Technical indicators show GME trading near its 52-week range of roughly $19.93 to $35.81, with the current level well below the 2025 peak. Short interest remains elevated compared to non-meme stocks, keeping squeeze narratives alive, though volatility has moderated from 2021 peaks.

Broader market context influenced Friday’s move. The Dow Jones Industrial Average fell amid Middle East tensions and oil price swings, pressuring risk assets. Meme stocks often amplify such sentiment, with GME showing outsized swings.

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Analyst coverage stays limited and mixed. Consensus price targets hover lower — around $13-26 in some models — reflecting skepticism on long-term profitability. Bullish scenarios project higher averages if acquisitions or operational turns materialize, while bearish outlooks warn of further declines if retail trends worsen.

Retail communities on platforms like Reddit continue monitoring closely, with discussions blending optimism over Cohen’s vision and caution about execution risks. The stock’s meme status ensures high visibility, with any news — from insider buys to closure updates — capable of sparking rapid moves.

As markets reopen Monday, March 16, traders will watch for weekend developments in geopolitics or company-specific updates. GME’s path in 2026 hinges on balancing cost-cutting with growth initiatives amid a volatile environment.

For now, the stock trades as a high-risk, high-reward play, emblematic of retail-driven speculation in an era of shifting consumer habits and corporate reinvention.

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