Good morning.
The Fast Five → Energy in focus as traders brace for Iran impact, investors seek harbour in gold, oil jumps 10% and could spike to $100 a barrel, UAE stock markets closes for two days, and Wall Street notches monthly declines on combined AI, tariff, geopolitical uncertainty…
📌 GOLD: The paper market says "sell." The physical market says "buy." See why March 31st changes everything »
(from Behind The Markets)
Calendar: Full Calendar »
Today:
ISM Manufacturing PMI, 10:00A
Tomorrow:
JOLTS Job Openings, 10:00A
Your 5-minute briefing for Monday, Mar 2:
BEFORE THE OPEN
As of market close 2/27/2026. Bitcoin as of 3/1/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 33.20% for Week of FEB 26 2026
Previous week: 34.54%
Market Wrap:
Futures -1%+ Dow -571 S&P -1% Nasdaq -1% Gold +2%
U.S.-Israel strike killed Iran’s Supreme Leader
Crude +8% on supply disruption fears
Strait of Hormuz risk raises inflation concerns
Strategists say too early to buy the dip
AI disruption fears already had S&P red for February
EARNINGS
None watched today.
TUE: CrowdStrike $CRWD ( ▲ 3.29% ), Ross Stores $ROST ( ▼ 1.86% ), *Target $TGT ( ▼ 2.18% )
AutoZone $AZO ( ▲ 0.98% ) - $27.31 EPS (-3.5% YoY) on $4.31B revenue (+9.0% YoY)
WED: American Eagle $AEO ( ▼ 1.37% ), Cracker Barrel $CBRL ( ▼ 3.61% )
Broadcom $AVGO ( ▼ 0.67% ) - EPS of $2.02 (+26.3% YoY) on $19.11B revenue (+28.1% YoY)
THU: Costco $COST ( ▲ 2.44% ), *Kroger $KR ( ▲ 1.19% )
The “Gold Shock” of 2026
They can print trillions of dollars, but they can't print a single ounce of gold.
Right now, the vaults are bleeding out...
While Wall Street sells you "paper gold" (ETFs), the physical metal is moving to China at a record pace.
When the vault door swings open on March 31st, the world will realize it's empty...
That's when the "Paper Gold Cartel" collapses.
One tiny gold stock is positioned to catch the tidal wave of capital.
This is the stock story of the century...
Dylan Jovine, CEO & Founder
Behind the Markets.
- a sponsored message from Behind The Markets -
HEADLINES
Traders braced for a volatile and risk-off open to the week for global stock markets after the US and Israel attacked Iran, with the focus turning to energy and defense companies as potential havens amid expected losses in airlines and other consumer sectors.
The US and Israeli strikes on Iran have intensified uncertainty across global markets, with investors closely watching potential safe-haven flows into bullion.
Futures sink, oil prices surge as markets react to Iran conflict (more)
Wall St notches monthly declines on AI, tariff, geopolitical uncertainty (more)
UAE stock markets to close for two days amid Iran strikes (more)
Gulf businesses reel as Iran strikes trigger regional shutdowns (more)
Wall St weighs winners and losers amid AI-driven tech sell-off (more)
US job growth seen moderating after robust January (more)
Dollar surges as traders brace for war impact (more)
Oil jumps 10% on Iran conflict and could spike to $100 a barrel (more)
US gasoline prices to rise after attack on Iran, analysts warn (more)
Safe-haven yen, Swiss franc gain as weekend strikes unnerve markets (more)
The big bet on European defense stocks is getting expensive (more)
Chinese car price war starts to pick back up (more)
Iran strikes expose the dark edge case of prediction-market era (more)
DEALFLOW
M+A | Investments
FCC approves Charter Communications’ $34.5B deal to buy Cox
GameSquare acquires TubeBuddy
VC
Encord, an AI data development platform for advanced vision and multimodal teams, raised $60M in Series C funding
BrainCheck, a digital platform for cognitive assessment and care, raised an additional $13M in Series A financing
Jest, a builder of a marketplace for messaging games, raised $7M in Seed funding
Bluprynt, a compliance operating system for digital assets, closed a $4.25M Seed funding
Rebound Technologies, a developer of the IcePoint thermal energy storage and cooling platform, received a strategic investment of an undisclosed amount
CRYPTO
BULLISH BITES
🏆 All the ways Netflix actually won even though it lost Warner.
😱 OpenAI fires an employee for prediction market insider trading.
🔥 They built the hottest firm on Wall Street. Now they have to save it.
🪐 This weekend, six worlds will align in a rare ‘planetary parade’.
DAILY SHARES
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