News•Feb 25, 2026
Lundin Turns to Space Tech to Find More Gold in Ecuador
Lundin Gold is investing $100 million in 2026 to deepen exploration at Ecuador’s Fruta del Norte mine, aiming to extend its life amid robust gold prices. The Canadian miner has partnered with Australian firm Fleet Space Technologies, using the ExoSphere platform to fuse high‑resolution active seismic data with existing geological information. This approach clarifies the hidden fault‑controlled orebody buried under more than 200 metres of volcanic cover, enabling more precise drill targeting. Lundin projects annual gold output of 475,000‑525,000 ounces between 2026 and 2028, supporting a $1.8 billion export outlook.
By MINING.com
Social•Feb 25, 2026
QQQ Holds Above 100‑Day MA, Eyes NVDA Earnings
$QQQ - Closed above the 100 day MA after a big up day. This marginal close above the 100 DMA with a big gap is fishy but it remains to be seen what happens tomorrow after NVDA earnings. If it...
By CyclesFan
Social•Feb 25, 2026
VRE Buyout Offers 5% Cap Rate, Minimal Downside
Good outline of the $VRE buyout. There’s probably a small chance of an overbid here. But, to be honest, probably close to zero, at a 5% implied cap rate. But we’ll see. Downside is only ~10% and the buyer isn’t walking, so...
By Dalius – Special Sits
News•Feb 25, 2026
Sri Lanka Is Now India’s Best – and Maybe Last – Friend in South Asia
India has re‑asserted Sri Lanka as its most dependable South Asian partner through swift humanitarian aid after Cyclone Ditwah and a $4 billion financial lifeline during the 2022 debt crisis. Operation Sagar Bandhu delivered $450 million in disaster relief without adding to Colombo’s debt burden, while...
By The Diplomat – Asia-Pacific
News•Feb 25, 2026
Stars Aligning for Upside by This Gold ETF
The WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) has surged roughly 42% since the start of 2026, reflecting a broader rally in gold prices. The World Gold Council attributes the rally to heightened geopolitical risk and the prospect of rising...
By ETF Database (VettaFi)
Social•Feb 25, 2026
Flatbed Rejection Spike Signals Bullish Industrial Growth
This is an extreme spike in the SONAR Truckload Rejection Index – Flatbed (STRIF.USA) from 2018–2026. A 40% rejection rate means: * Strong industrial throughput * Tight labor + equipment capacity * Improving pricing power in physical economy * Early/mid expansion phase dynamics It usually leads: *...
By Tobias Carlisle
Social•Feb 25, 2026
AI‑driven Stocks Like $TRI Can Spark Sharp Rallies
Right Tail Right Now😉 I set up why AI-pressured names like $TRI can stage sharp reflexive rallies And boy did it: +25% We covered lots of chase plays as well as my timing for next wave of volatility within a still fragile market...
By Samantha LaDuc
News•Feb 25, 2026
Morningstar DBRS Assigns Credit Rating of BBB With a Stable Trend to ARC Resources Ltd.'s Offering of Senior Unsecured Notes
Morningstar DBRS assigned a BBB rating with a Stable trend to ARC Resources Ltd.'s senior unsecured notes offering, comprising C$400 million at 3.349% due 2029 and C$550 million at 4.104% due 2033. The company plans to use net proceeds to refinance existing...
By DBRS Morningstar – Research/News
Social•Feb 25, 2026
Decoding Congress's 1975 Balance‑of‑Payments Language
This is a thread that only Adam Tooze, a few international economist and a couple of very well paid trade lawyers are likely to enjoy … The basic question is what did Congress mean back in 1975 when they wrote about...
By Brad Setser
News•Feb 25, 2026
Why Banks See Opportunity in Advising Art Collectors
Bank of America has launched a dedicated art‑consulting service, joining other major banks such as Citi, Morgan Stanley and Goldman Sachs in expanding wealth‑management offerings to include art advisory. The move reflects rapid growth in the sector, with wealth‑manager participation...
By Asset Securitization Report
News•Feb 25, 2026
Ethanol Numbers Mixed on Week, Year, but Do Show some Positives
U.S. ethanol production held steady at 1.113 million barrels per day, slipping 5,000 barrels from the prior week but climbing 32,000 barrels year‑over‑year as plants chase demand. Iowa State University’s Center for Agricultural and Rural Development reported improved operating margins...
By Brownfield Ag News
News•Feb 25, 2026
Saskatchewan Premier Heads to India for Trade Talks
Saskatchewan Premier Scott Moe is leading a week‑long trade mission to India, concentrating on agriculture, potash and uranium. The trip coincides with the Raisina Dialogue and runs alongside Prime Minister Mark Carney’s meetings with Prime Minister Narendra Modi. Moe aims...
By The Western Producer
Social•Feb 25, 2026
China’s Long‑Term Naval Strategy Redefines Global Power
China’s strategy isn’t short term. It’s structural. Every dominant power in history controlled the seas. Trade routes determine power. Naval dominance determines the future. The Pacific is only the beginning. Understanding this shift is critical to understanding what comes next. Link in bio to learn more. #China...
By David Murrin
Social•Feb 25, 2026
Ukrainian Attacks Thrive as Russian Forces Fragment
The Ukrainians remain outnumbered. However, since Russian units are scattered, isolated, and unable to communicate, they are left vulnerable. So, organized Ukrainian offensives are finding success…for now. #ukrainewar #starlink #geopolitics https://t.co/C4sJyTga9A
By Peter Zeihan
News•Feb 25, 2026
Grocery Prices Will Continue to Increase in 2026: USDA
The USDA Economic Research Service forecasts a 2.5% rise in overall grocery prices for 2026, slightly below the 20‑year average of 2.6%. Seven of the 15 food‑at‑home categories, including beef, fish, sugar and non‑alcoholic beverages, are expected to outpace the...
By Supermarket News
Social•Feb 25, 2026
Prioritize Risk Management Over Bottom‑Fishing Strategies
Bottom fishing gets a bad rap. Define your risk and swing the bat. Failed breakouts tend to have very large drawdowns just like failed bottoms. Risk Management > Everything Else
By Larry Thompson (HostileCharts)
Social•Feb 25, 2026
Winning Deals Even With Money Left on Table
You can leave money in a deal and still win. It doesn't have to be "a perfect BRRRR" to be effective.
By Coach Carson
News•Feb 25, 2026
How to Find a Bankruptcy Attorney
Filing for personal bankruptcy is a federally‑mandated, deadline‑driven process that can be derailed by a single missed form or hearing. While individuals can represent themselves, data shows that pro se filers are less likely to achieve a full discharge than those...
By Money.com
Social•Feb 25, 2026
Sky‑high Prices Strain Americans, Exposing Trump's Affordability Flaw
Americans are exhausted by prices that remain far above pre-pandemic levels. From a year earlier: Coffee +18.3%. Ground beef +17.2%. Electricity +6.3%. AFFORDABILITY = TRUMP'S ACHILLES HEEL. https://t.co/b1uvKYJPHt
By Steve Hanke
Social•Feb 25, 2026
Don't Overreact to Hindenburg Omens at Market Peaks
Yes, some Hindenburg Omens triggered near major peaks. But a lot didn't. Don't get sucked into this clickbait. When semis are at ATHs, don't get too bearish. https://t.co/zLh8chvvQx
By Ryan Detrick
News•Feb 25, 2026
North Sea Oil Signals Weakness
North Sea crude spreads fell to a two‑month low after Vitol and TotalEnergies halted a heavy buying spree, pushing the WTI Midland spread to just $1.70 above Brent. Derivative indicators turned bearish as weekly Brent CFDs entered contango and the...
By Rigzone – News
Social•Feb 25, 2026
AllINsync Pool Surges 12% YTD, Beating Benchmarks
just received news that our #AllINsync pool hit a new high yesterday... YTD % change: #AllINsync: +12.0% $TSX: +7.1% $SPX: +0.7% 50/50 benchmark: +3.9%
By David Cox
Social•Feb 25, 2026
Hindenburg Mentions Rarely Signal Imminent Market Bottom
Similar to the November lows, when they all start saying the word Hindenburg often, you know we are close to lows. We've seen 225 Hindenburg Omens since 1970 and if you look closely you'll see the great majority of them...
By Ryan Detrick
Blog•Feb 25, 2026
Q4 2025 Earnings Conference Call Recaps: CAVA (CAVA)
CAVA reported its first $1 billion in annual revenue, supported by 439 locations across 28 states. Full‑year revenue grew 22.5% while same‑restaurant sales rose 4%, though Q4 comps slipped to 0.5%. Management guided 2026 same‑restaurant sales of 3‑5% and highlighted a...
By Bespoke Investment Group – Think B.I.G. Blog
Social•Feb 25, 2026
CME Shows Classic Bearish Reversal After Glitch
$CME Daily. CME putting in a classic bearish reversal candle today after exchange suffered glitch. But stock was due for a fade/consolidation: Steep on all timeframes. https://t.co/125tPQVBPX
By chessNwine
Social•Feb 25, 2026
S&P 500 Rises Ten Consecutive Months Amid Fear
The S&P 500 is currently up on the month on a total return basis. This would be 10 months in a row stocks were higher. It is simply amazing how much fear and worry we are seeing with this happening.
By Ryan Detrick
News•Feb 25, 2026
We're Boosting Our Price Target on Retail Stock TJX After Another Knockout Quarter
TJX Companies posted an 8.5% revenue jump to $17.7 billion and EPS of $1.58, both beating analyst forecasts. Same‑store sales rose 5% year‑over‑year, outpacing the 3.7% consensus, with all four operating segments delivering growth. The strong quarter prompted analysts to lift...
By CNBC Earnings
Social•Feb 25, 2026
DSData: Cheapest Real‑Time Analyst Beats AI on SPX‑NVDA Insights
Better than AI we have DSData powered by @DanielSimonyi details in pinned tweet Cheapest reasearch analyst on the planet. Client prompt "have you looked at how spx moved with prior NVDA earnings reactions? on train so can't look closely, but...
By Andy Constan
Social•Feb 25, 2026
AI Panic Bottom Hits; Workday Setups Emerging
the software AI panic bottom was earlier this week. i'll post a few charts and some of the better setups we discussed today in the pre-market meeting. $WDAY
By Steven Spencer
Blog•Feb 25, 2026
MarketWatch: “Popular QQQ ETF Faces a Crucial Moment with Nvidia Earnings on Deck After Its Rare Pullback”
The Invesco QQQ Trust has slipped 3.2% over the last 50 trading days, a rare pullback for an index that historically posts gains in 74% of similar periods since 2015. DataTrek’s Jessica Rabe notes that the recent 50‑day return sits...
By DataTrek Research – Blog
Social•Feb 25, 2026
Pending Contracts Near February 2025 Levels, Demand Remains Tame
Looks like pending contracts this month will match or slightly surpass February 2025. Here is a visual as of a couple days ago. Basically, buyer demand has been pretty tame still. Very slightly better. https://t.co/9ckA6qPxJo
By Ryan Lundquist
Social•Feb 25, 2026
Germany Urges China to Let RMB Appreciate, Reversing Stance
Germany joining the chorus call for China to allow the RMB to rise -- a big change from 15 years ago, when Germany didn't think China's currency management was its problem https://t.co/1J5Z0lrxma
By Brad Setser
Blog•Feb 25, 2026
Consus Ag Consulting Afternoon Wrap Up
Futures opened narrowly mixed as traders focused on month‑end positioning, with limited fresh news and low volume. In South America, Brazil soybean quality is slipping due to excess moisture, raising concerns for both soy and upcoming corn crops. Meanwhile, wildfires...
By Consus Consensus
Social•Feb 25, 2026
Growth Managers Mastering Sector Shifts Reach Record Highs
Only the Growth Managers that understood the Sector Shifts are hitting new all-time highs today
By Keith McCullough
Social•Feb 25, 2026
Real‑Time Alerts Boost Market‑Close Risk Management
Bolted to the chair. Here we go in Real-Time Alerts, helping you risk manage the market close https://t.co/nFq99grnJy
By Keith McCullough
News•Feb 25, 2026
IRS, Treasury Plan Regulations on Foreign Currency Gains and Losses
The IRS and Treasury announced they will issue proposed regulations under Section 987 to modernize how foreign currency gains and losses are calculated for qualified business units. Notice 2026‑17 introduces an election for the equity‑and‑basis pool method, mirroring a 1991 proposal, and...
By Accounting Today
News•Feb 25, 2026
Delayed Publication of Spodumene Min 6% Li2O, Contract Price, Cif China
Fastmarkets announced that the contract price for spodumene min 6% Li2O CIF China was published 2 hours 36 minutes later than scheduled. The price is part of Fastmarkets' industrial minerals package and serves as a benchmark for global lithium‑ion supply...
By Fastmarkets – Insights
News•Feb 25, 2026
Sustainable Mobility and Real Estate: Opportunities for Creating Lasting Development Value
The Urban Land Institute’s new report highlights sustainable mobility as a core driver of real‑estate value, showing how transit‑oriented development and mobility amenities can lift asset performance and resilience. Case studies such as Miami’s Underline illustrate how integrating bike lanes,...
By Urban Land (ULI) – Technology
Blog•Feb 25, 2026
Invitation Homes: The Lowest Valuation Since Lockdowns
Invitation Homes, the nation’s largest single-family rental REIT, reported its lowest market valuation since the COVID‑19 lockdowns. The decline follows a 30% year‑over‑year drop in its stock price, driven by rising interest rates and softer rental demand. The company disclosed...
By The REIT Forum
Social•Feb 25, 2026
Navigating Nvidia’s AI Earnings and the Software ‘Ghost Trade’
Great to be on @CNBCTheExchange with @KellyCNBC discussing what to expect from Nvidia and the Godfather of AI Jensen and Nvidia with tonight’s key earnings. Also walking thru the “AI Ghost Trade” black cloud over the software sector and how...
By Dan Ives
Social•Feb 25, 2026
EM Currencies Surge, Yet Turkish Lira Slides Amid High Carry
Most EM currencies are managing to rally strongly against the Dollar so far in 2026. Turkish Lira is falling and the worst performer. This despite annual carry of over 30%. The fact that Lira is still falling is a sign...
By Robin Brooks
News•Feb 25, 2026
What It Takes to Be Middle Class in America – 2026 Study
SmartAsset’s 2026 study applies a Pew‑based definition—two‑thirds to twice the median household income—to rank every U.S. state and the nation’s 100 largest cities by their middle‑class income bounds. The analysis shows the highest upper‑class threshold in Massachusetts ($209,656) and the...
By SmartAsset – Blog
News•Feb 25, 2026
The US and Mexico Need Stronger Financial Cooperation to Disrupt Illicit Financial Flows
The United States and Mexico have launched a new financial‑intelligence partnership to curb the money that fuels drug cartels, highlighted by the recent killing of Jalisco New Generation leader El Mencho. Mexico’s Financial Intelligence Unit and banking regulator have shifted toward...
By Atlantic Council – All Content
Social•Feb 25, 2026
Rial Depreciates as US Threats Loom Over Iran
FYI: as we wait to see if the Trump Administration will move forward with direct attacks on Iran, this is US Dollar - Iranian Rial exchange rate. The reversion to a float since the beginning of the year does not...
By John Kicklighter
Blog•Feb 25, 2026
Nothing Doing: Lowest Rates Since 2022 Fail To Spur Home Sales
U.S. mortgage rates have fallen to their lowest levels since September 2022, yet home sales remain stagnant. A roughly 50% imbalance between sellers and buyers underscores a deep‑seated market freeze. Inventory shortages and lingering affordability concerns continue to suppress demand...
By Heisenberg Report
Social•Feb 25, 2026
Bostic Warns Fed Independence Faces Real, Uncertain Threat
Outgoing Atlanta Fed President Raphael Bostic signals greater concern about the institution's independence than the more anodyne statements typically offered by his colleagues when the subject comes up He says there's an ongoing threat and the outcome is genuinely uncertain https://t.co/ntwkE73UgE
By Nick Timiraos
Social•Feb 25, 2026
Co
#RealEstate data giant #CoStar thinks of itself as a winner but thus far #WallSt treating it as a loser, as it fell below $45/share 1st X since 19. #Florance touts https://t.co/OfrVvw8tgH's new #AI platform, sees rivals as 'doomscrolls' #CRE ...
By David Levitt
Blog•Feb 25, 2026
A Return to Pre-2008 Lending Rules? Banks Are Ready to Open the Financial Floodgates to Borrowers
The Federal Reserve is weighing a rule change that would stop banks from subtracting mortgage‑servicing‑rights (MSRs) from core capital, while keeping a 250% risk weight. Simultaneously, banking regulators propose easing the community‑bank leverage ratio from 9% to 8%, giving smaller...
By BiggerPockets (Blog)
Social•Feb 25, 2026
Dollar Slides vs EM, Brazil's Real Hits Two-Year High
The Dollar is tumbling. Not against the G10, where it's basically stable, but against EM, where it's making new lows almost every day. One of the main beneficiaries of all this is the Brazilian Real, which is the strongest versus...
By Robin Brooks
Social•Feb 25, 2026
Stable City Prices only Where Greenfield Development Thrives
This can be laid at the feet of the suburbs not building: Long Island, West Chester, Connecticut, and North Jersey There is no market with stable CITY prices which has not see a TON of greenfield development.
By Bobby Fijan