Bruce Galbraith

Hedge Fund Manager

[Bruce Galbraith @BruceGalbraith7]

PHLX Semiconductor Index (^SOX): -5.86%

[Bruce Galbraith @BruceGalbraith7]

Lulu

[OSINTdefender @sentdefender]

CNN reports that a suspect has been shot and killed by officers with the U.S. Secret Service in the lobby of the White House Correspondents’ Dinner in Washington, after the evacuation of President Donald J. Trump and First Lady Melania Trump.

[Michael (Hedge Fund Manager) @HedgeFundFomo]

Financial advisors charging 1% to put their client's money into an index fund that they could buy themselves for free

[Joumanna Nasr Bercetche @JoumannaTV]

Brent at $104
It's not over.

[Boring_Business @BoringBiz_]

Incredible article at the WSJ today

[The Long View @HayekAndKeynes]

Amazon sold $37bn in debt yesterday for the 4th largest corporate bond sale of all time

[BNO News Live @BNODesk]

BREAKING: Oil tanker on fire after being attacked in the Persian Gulf - Reuters

[Amit Noam Tal @amital13]

Shadow bank equities faced significant headwinds following JPMorgan's announcement of credit tightening due to elevated risk assessments

The stocks have already depreciated 40%-60% from their 52High🔥

$BX $APO $OWL

[junkbondinvestor @junkbondinvest]

The AI poster child is issuing $25B in debt to buy back its own stock.

Not to invest in AI. Not to acquire capabilities. To support the share price.

That's the strategy.

$CRM

[TankerTrackers.com, Inc. @TankerTrackers]

Strait of Hormuz, 2026-03-10 (14:16 UTC)

AIS data vs SAR imagery

#OOTT #Iran #Tankers

[Sonali Basak @sonalibasak]

INTEREST RATE WATCH: Global yields have been surging given concerns around inflation, and also fiscal spend that might be needed to control price pressures. The 10-year yield has held below 4.2%, but Fed funds futures show traders are starting to put a second rate cut this year in flux. One is priced in come September.

[David Ingles @DavidInglesTV]

US crude is up 25% now, also now trading above Brent

[David Ingles @DavidInglesTV]

Markets are an absolute dog's breakfast this Monday

[Ellen R. Wald Ph.D.🛢 @EnergzdEconomy]

This is NOT the news the oil market wants to hear right now. Another 3-4 weeks of no traffic through the Strait.

#oott #oil #IranWar

[Negligible Capital @negligible_cap]

*BLACKROCK’S $26 BILLION PRIVATE CREDIT FUND LIMITS WITHDRAWALS

The private credit headlines just keep coming. $BLK down 4%. Rubric's theory is looking pretty good this morning

[Bruce Galbraith @BruceGalbraith7]

⚡️ WTI & Brent ripping

[IGSquawk @IGSquawk]

Weekend markets update:
#USOIL 7152 +6.32%
#DAX 25094 -0.20%
#DOW 48785 -0.15%
#NASDAQ 24847 -0.28%
#FTSE 10865 +0.03%
#HANGSENG 26378 -0.43%
#EURUSD 11803 -0.13%
#GOLD 5371 +1.73%
#SILVER 9470 +0.92%
#IGWeekendMarkets

[John Kemp @JKempEnergy]

Bullish Brent positions at nearly two-year high prior to attack on Iran

Before the United States and Israel attacked Iran, hedge funds and other money managers amassed the largest bullish position in Brent crude futures and options for almost two years, anticipating some disruption of oil supplies.

Immediately before the attack on Iran, bullish positions were the highest since April 2024, and among the highest since the onset of the coronavirus pandemic in 2020 ...