Blog•Feb 25, 2026
Inflation Adjusted House Prices 2.2% Below 2022 Peak
The December Case‑Shiller report shows nominal house prices reaching fresh all‑time highs, while inflation‑adjusted (real) values sit slightly below their 2022 peak—2.2% for the national index and 2.4% for the composite 20. Despite the recent dip, real prices remain 10.3% above the 2006 bubble peak, reflecting a long‑term upward trend. Inventory growth is exerting downward pressure, and the 2025 real‑price decline of 1.3% underscores a market in transition. The data highlight a divergence between headline price growth and underlying purchasing power.
By CalculatedRisk Newsletter (Substack)
Social•Feb 25, 2026
Rising Sales, Inventory, and Prices Co‑occurred Historically
The reason I draw these black lines in 1980's, 1990's, and 2000s It was common that we had rising sales, rising inventory, and rising prices together, a lot of people = rising inventory with pricing falling on this site (This...
By Logan Mohtashami
Social•Feb 25, 2026
Wealth Isn't Punished—Lack of Asset Protection Is
We don’t actually punish wealth. We punish people who don’t know how to ring-fence it. And this is why asset protection becomes so important when you pass a certain level of wealth.
By Prof. Victoria J. Haneman
News•Feb 25, 2026
April Launches New Platform for Wealth Management
April has introduced an AI‑driven tax platform aimed at wealth managers and financial advisors, usable as a standalone solution or embedded within existing systems. The platform delivers a real‑time dashboard that surfaces client tax workflows, documents, and financial insights, while...
By Accounting Today
Social•Feb 25, 2026
Rapid Apartment Boom Hits Non‑Rent‑Controlled Metro Areas
What share of your metro area's apartment units were built since 2020? These numbers put into context the sheer size of this development boom. More than 4 of every 10 existing apartments in Huntsville AL were built just since 2020. More...
By Jay Parsons
News•Feb 25, 2026
John Lewis Partnership Axes BTR Business
John Lewis Partnership announced it will abandon its build‑to‑rent (BTR) venture, which began in 2020 and includes four schemes in Reading, Bromley, Stratford and West Ealing. The decision stems from a “fundamental shift” in economic conditions – higher interest rates,...
By Property Week
News•Feb 25, 2026
Goal Is to Remove Fear of ‘Tariff Wall’, but Can’t Rush: Nirmala Sitharaman
Union Finance Minister Nirmala Sitharaman said the 2026‑27 budget will lower tariffs only after a detailed sector‑by‑sector review of protection duration and domestic capacity. She emphasized removing the fear of a “tariff wall” while avoiding rushed cuts that could harm...
By Mint (India) – Economy
News•Feb 25, 2026
Broker’s Call: CIE Automotive (Add)
CIE Automotive reported Q4 CY25 consolidated revenue of ₹2,390 crore, in line with consensus, while its adjusted EBITDA margin rose to 15.4%, beating the estimate by 60 basis points. India revenue grew 12% YoY to ₹1,540 crore, outpacing the domestic market, whereas...
By The Hindu BusinessLine – Markets
Blog•Feb 25, 2026
Global Gas Prices Diverge as Asian LNG Strengthens While European and US Benchmarks Ease
Last week global gas markets split, with Asian spot LNG rallying to the low‑$11/MMBtu range while European TTF and US Henry Hub prices eased. In Northeast Asia, the JKM benchmark rebounded after a brief dip, driven by renewed buying from...
By Global LNG Hub
Blog•Feb 25, 2026
Thailand Interest Rate Cut
The Bank of Thailand cut its benchmark rate to 1.0 % on February 25, 2026, a 25‑basis‑point reduction from 1.25 % and the lowest level since October 2022. The move was unexpected, coming after a similar cut in December and reflecting a revised outlook...
By CurrencyThoughts
Blog•Feb 25, 2026
Trump's State of the Union Included Almost 1,200 Words About His LatAm Policies
Trump’s 2026 State of the Union devoted nearly 1,200 words to Latin American policy, far outpacing other regional references. The speech stressed new trade tariffs, immigration reforms, and security cooperation, echoing recent moves such as Honduras expelling Cuban doctors and...
By Latin America Risk Report
Social•Feb 25, 2026
Weekly Sales Dip Yet Up 12% YoY Amid Snow Melt
Purchase application data update -5% week to week +12% year over year So far this year, even with a higher bar to work with, every week has had positive year-over-year growth The last 2 weeks, our weekly pending sales data have...
By Logan Mohtashami
News•Feb 25, 2026
TIM Starts 'Second Journey' After Situation Normal Is Achieved, Says CEO
Telecom Italia (TIM) confirmed it hit full‑year FY25 guidance for the fourth consecutive year, marking an unprecedented streak in its recent history. CEO Pietro Labriola highlighted that the new governance structure has delivered operational discipline, strategic consistency and financial predictability....
By Light Reading
News•Feb 25, 2026
Broker’s Call: Mphasis (Add)
Mphasis retains a strong near‑ to medium‑term outlook as its legacy modernization pipeline doubles year‑on‑year, despite AI‑driven pricing pressure on renewals. Clients prefer model‑agnostic platforms that integrate with existing systems, limiting the need for full rebuilds. Discount levels on renewals...
By The Hindu BusinessLine – Markets
News•Feb 25, 2026
An Experienced Investor’s End of Tax Year Checklist
Experienced high‑net‑worth investors must act before the 2025/26 tax year ends to capture the remaining allowances in EIS, SEIS and VCT schemes. VCT offers are already 87‑94% subscribed, with final allocations closing as early as 23 March and the last VCT...
By MoneyWeek – All
Blog•Feb 25, 2026
Ag Canada Expands AgriStability to Include Pasture-Related Feed Costs
Canada’s Agriculture and Agri‑Food department has amended the AgriStability program to treat pasture‑related feed costs as an eligible expense. The change, announced by Minister Heath MacDonald, takes effect for the 2026 program year and applies to livestock producers who graze...
By RealAg Radio – RealAgriculture
Social•Feb 25, 2026
Invest Early, Skip Fancy Cars, Learn Finance Now
I asked 50 year olds for their best advice for people in their 20s: 1. Buy less alcohol, invest instead 2. Stop buying fancy cars. It's a terrible financial decision. 3. Become financially literate asap. Retirement will be easier. Anything to add?
By The Money Cruncher
Social•Feb 25, 2026
Buy the Dip, Sell the Rally: Disciplined Growth Rules
I’m 62 years old and previously worked as a financial analyst at Morgan Stanley. After decades in the market, here are my simple rules for beginners: 📉 If it drops 5% → Hold 📉 If it drops 15% → Add 10% 📉 If it...
By Andrew Collins
News•Feb 25, 2026
Saba Boss Warns of Turmoil in Private Credit Following Blue Owl Strains
Boaz Weinstein, founder of Saba Capital, warned that the private credit market is entering a turbulent phase after Blue Owl Capital’s recent liquidity strain. Blue Owl has limited withdrawals and sold loans to satisfy redemptions, causing its shares to tumble...
By Hedgeweek
Podcast•Feb 25, 2026•28 min
Money Box Life: Working for Longer
The Moneybox Life episode explores the growing trend of people working beyond state pension age, featuring insights from ACAS’s Julie Dennis, Independent Age’s Morgan Vine, and Pensions UK’s Zoe Alexander, alongside real‑life stories from listeners. They discuss why older workers...
By BBC Radio 4 – Money Box (UK)
Social•Feb 25, 2026
UPS Surpasses Median Forecast, Near 90% Target
Our fundamental team use the Monte Carlo simulation to derive a 12 month projection In September when $UPS was at $84, we shared our analysis The Median target was $106 The 90% percentile was $147 Price hit $120 recently We combine our fundamental analysis...
By The Long Investor
Social•Feb 25, 2026
Broad Market Wins: Can't Beat VOO Long-Term
This AI is gonna kill software trade echoes the "Death of the Mall" trade from 10yrs ago which was to go long $AMZN and short $XRT (brick and mortar). ProShares made $CLIX, $EMTY and $ONLN to do trade for you....
By Eric Balchunas
News•Feb 25, 2026
Russia Boosts Budget Reserve Fund Amid Falling Oil Revenues
Russia's finance ministry announced plans to lower the cut‑off price that triggers the transfer of oil revenues into the budget reserve fund. The move aims to channel more of the declining oil proceeds into the $56 billion reserve to protect it...
By ET EnergyWorld (The Economic Times)
Social•Feb 25, 2026
IBIT Rebounds, Testing 10‑EMA After Yesterday’s Reversal
$IBIT we had the oops reversal yesterday and now the push higher. Testing the 10ema. https://t.co/ciIrySSGG1
By Richard Moglen
Social•Feb 25, 2026
U.S. Ethanol Output Surpasses 1.11M BPD, Up
🇺🇸U.S. ethanol production continued at a strong rate last week, topping 1.11M barrels per day for a third straight week. For the last three weeks, output has been about 3% above the year-ago levels. https://t.co/VcHmt2Mthb
By Karen Braun
Blog•Feb 25, 2026
Japan LNG Resales Hit Record as Companies Expand Overseas Trading
Japan’s LNG resales hit a record in fiscal 2024, surpassing the volume imported from any single supplier. Declining domestic consumption, driven by nuclear restarts, efficiency gains and renewable growth, has pushed utilities and trading houses to redirect surplus cargoes to...
By Global LNG Hub
Social•Feb 25, 2026
Use AVWAP to Spot Buyers and Sellers
If you are trading names in the software group put an AVWAP on your charts to show where buyers/sellers may show up. If you don't know about avwap buy @Alphatrends book and follow him.
By Sunrise Trader
Social•Feb 25, 2026
Beaten‑down Stocks and Crypto Rally as IWM Stalls
Interesting day so far. $IWM gives up its pre-market gains. We are seeing some of the most beaten-up names rally a bit: quantum, $COIN, $HOOD, $BTC.X
By Frank Zorrilla
News•Feb 25, 2026
Cohen & Company Raises €481.5m for Subordinated Insurance Debt Funds
Fixed income specialist Cohen & Company announced that its European subsidiary raised €481.5 million for the PriDe IV subordinated insurance debt fund, the firm’s largest European vintage to date. The fund continues the company’s strategy of providing Tier II capital to small and...
By Artemis (ILS/cat bonds)
Social•Feb 25, 2026
Factor National Interests, Avoid Becoming Market Victim
You can begin factoring national interests and power factors into your preferred free market analysis or you can be a victim of it. https://t.co/bDXsO4Jd8A
By Brent Johnson
Social•Feb 25, 2026
UUUU Forms Bullish Cup‑Handle, Target Mid‑$20s
$UUUU Daily. Uranium/rare earth miner still forming an attractive, bullish cup and handle pattern. Needs to push back into mid-$20's now. https://t.co/jqAyOlkNY0
By chessNwine
News•Feb 25, 2026
AECI Grows Ebitda, Ebitda Margin; to Invest in Plants and Equipment in 2026
AECI reported a record R3.4 billion EBITDA and an 11% margin despite a 4% drop in revenue to R32.1 billion. The company completed most non‑core asset disposals, generating R2.2 billion and cutting net debt to R465 million from R3.74 billion. Earnings per share turned positive,...
By Mining Weekly
Social•Feb 25, 2026
Rising Rents and Lower Rates Drive Renters Toward Buying
For renters, a strong nudge to think about buying a home often comes from a big renewal increase. As the rental market crawls out of its recession, and mortgage rates start with a 5 not a 6, expect more renters...
By Rick Palacios Jr.
Social•Feb 25, 2026
Fed Moves Needn't Dictate Other Central Banks' Actions
The policies of the Fed impact economies globally, but that doesn’t mean other central banks have to follow the Fed. If the Fed were to implement surprise rate cuts, the Bank of England should arguably do the exact opposite. My latest...
By Megan Greene
News•Feb 25, 2026
Renewable Energy Company EDPR's 2025 Recurring Profit Jumps 50% on US Growth
EDP Renovaveis reported a 50% jump in recurring net profit for 2025, reaching €330 million, driven by rapid U.S. capacity expansion. EBITDA rose 17% to €1.95 billion, with a target of €2.1 billion for 2026. The company added 2 GW of new capacity, over...
By ET EnergyWorld (The Economic Times)
Social•Feb 25, 2026
Housing Inventory Down 2.6 M From 2008 Levels
For those asking about the gap in this chart today vs 2008 2008: 4,000,000 existing home sales 2008: 3.8 million active inventory Currently active inventory here is 1,220,000 roughly a 2.6 million gap Normal inventory levels are actually 2-2.5 million
By Logan Mohtashami
Social•Feb 25, 2026
Country Exposures Keep Outperforming the S&P 500
CHART OF THE DAY: Our Country Exposures Continue To Outperform $SPY Monkeys https://t.co/xvYrId3oap via @hedgeye
By Keith McCullough
News•Feb 25, 2026
Overnight Trade
Crude oil rallied to $65.89 per barrel this morning as concerns over a potential Iranian conflict resurfaced, while the Canadian dollar held near 65.89 U.S. cents. In the grain sector, canola futures slipped to C$690.20 a tonne, pressured by a...
By The Western Producer
Social•Feb 25, 2026
Goldman's Endorsement Turns Speculation Into Assumed Fact
I suppose that now that the team at Goldman thinks this is true, it must be...
By Peter Atwater
Social•Feb 25, 2026
Diageo NA Sales Fall 7% Amid Tequila Competition
Diageo North America 1H FY26 organic net sales down ~7% YoY "Consumer wallet pressure and competitiveness in tequila" https://t.co/BHQJiiv6lk
By Alex Morris (TSOH Investment Research)
News•Feb 25, 2026
Practice Profile: Giving Everyone a Piece of the PE Pie
Citrin Cooperman, after private‑equity backing from New Mountain in 2021 and a Blackstone stake in 2025, rolled out a firm‑wide "P unit" program that gives every employee a share of the firm’s equity growth. The participation units vest based on...
By Accounting Today
Social•Feb 25, 2026
ByteDance Valued at $550 Billion in Proposed Sale
Exclusive: ByteDance valued at $550 billion in proposed share sale by General Atlantic, sources say With the national emergency finally over.... https://t.co/meRO3PXF22
By Paul Triolo
Social•Feb 25, 2026
Kali Chaudhuri Bets $470M to Revitalize LA Towers
#KaliChaudhuri looked at #LA's graffiti-scarred towers+saw potential. Poised to pay $470M for #OceanwidePlaza, storied for its #Chinese failure,+its 2 brethren. 'I'll try my very best to turn it around+make it a jewel' #realestate #multifamily #KPC https://t.co/CANYdyTniX
By David Levitt
News•Feb 25, 2026
Capacity Additions to Lift Indonesia’s Nickel Supply in 2026
Indonesia, which supplies roughly 65% of global nickel, is set to increase output to 2.9 million tonnes in 2026, an 11.9% rise from 2025. The boost stems from expanded mining permits at Weda Bay and the commissioning of several high‑pressure acid...
By Mining Technology
Social•Feb 25, 2026
RBOB Gas Futures Dip 1%, Pump Prices Near $3
RBOB gasoline futures down 1% YoY... very likely to turn up YoY in the weeks ahead... $3 pump prices absolutely coming $UGA $RB_F https://t.co/H5sX1paGVU
By Mike Zaccardi
Social•Feb 25, 2026
International ETFs Hit June 2023 Highs
International vs US stocks... fresh highs back to June 2023 on $VEU vs $SPY @stockcharts https://t.co/aAmaYUIj34
By Mike Zaccardi
News•Feb 25, 2026
European Power Prices Plummet as Wind Surges and Demand Falls
European day‑ahead power contracts plunged on Wednesday as wind generation surged and demand fell across the region. Germany's baseload price dropped 20.6% to €75/MWh, while France’s fell 30% to €21/MWh. Wind output is set to reach 23.8 GW in Germany and...
By ET EnergyWorld (The Economic Times)
Social•Feb 25, 2026
China’s 5-Year Plan Boosts Energy Security, Regional Self‑Reliance
How China’s 5-year energy plan could change the way it powers its economy Beijing will prioritise energy security through large-scale projects and greater regional self-reliance, as risks mount at home and overseas https://t.co/HwoETxozqe via @scmpnews
By Paul Triolo
Social•Feb 25, 2026
Rich 5s Cheapen Ahead of Auction; Yields Rise
Not surprising to see some cheapening of very rich 5s before the auction later today. 2s5s10s up a few bps from Monday's Citrini low. Interesting to see if the move has legs post-auction https://t.co/ZQjjNm6NwT
By Ed Bradford
Social•Feb 25, 2026
Buy March Call Calendar, Sell Feb Put
$LOW "Trade Idea 3: Buy the February 27 Expiry/March 295 Call Calendar ($3.10) and sell the February 27 Expiry 270 Put for 90 cents." Feb calls expire, puts on edge, may need to roll down and out. Leaves a...
By Greg Harmon