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 mid‑size insurers, adding to a cumulative $5 billion deployed across 226 insurers worldwide and €1.8 billion in Europe. Alma Capital and Bury Street Capital sourced 43% and 31% of the commitments respectively, underscoring strong investor appetite despite a challenging market. The capital will help insurers boost regulatory ratios, fund acquisitions and lower their cost of capital.
By Artemis (ILS/cat bonds)
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
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)
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
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
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
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)
News•Feb 25, 2026
UWMC Lifts 2025 Revenue but Trails Prior-Year Profit Peak
United Wholesale Mortgage’s parent, UWM Holdings, posted 2025 revenue of $3.16 billion, up from the prior year, driven by a record $163.4 billion in loan originations and higher gain‑on‑sale margins. Net income fell to $244 million, reflecting a $435 million mortgage‑servicing‑rights markdown and a...
By Mortgage Professional America
News•Feb 25, 2026
Zambia to Build ‘Rainy Day’ Fund While Metals Surge
Zambia will establish a “rainy day” stabilisation fund to lock away surplus copper revenues as production hits record levels and prices hover near historic highs. The Treasury plans to finalise the fund’s framework this year before beginning deposits, using the...
By Miningmx
Blog•Feb 25, 2026
The Argentina Deal Is the Template of How Deals in the New World Order Will Work
On February 5, the United States and Argentina signed a bilateral agreement that goes beyond tariff cuts to align trade, investment, and national‑security priorities in critical minerals and energy. The pact obliges Argentina to facilitate U.S. investment across the entire...
By Amanda’s Substack (The Mineral Imperative / Critical Minerals Hub)
News•Feb 25, 2026
Project Ramp-Ups and Capacity Expansions to Increase Australian Coal Output in 2026
Australia’s coal output remained flat in 2025 at roughly 65 mt, buoyed by the Olive Downs Complex and efficiency gains at Hunter Valley and Dawson. A 3.9% rise to 483.2 mt is forecast for 2026, driven by the Maxwell underground ramp‑up, capacity...
By Mining Technology
Blog•Feb 25, 2026
Why Did Rents Soar in Miami and Stall in Austin?
Rents in Miami have surged 53% since 2019, while San Francisco’s increase is only 13%. The analysis shows that the share of workers operating from home is the strongest predictor of these divergent trends. Metros with high work‑from‑home (WFH) adoption (above...
By Home Economics
News•Feb 25, 2026
Defence Stocks Move in Different Terrain, PSUs Struggle at Peak
Defence stocks in India are showing a split trajectory as public‑sector undertakings (PSUs) like HAL and Bharat Dynamics slide, while private firms such as Data Patterns and Solar Industries post double‑digit gains. The Nifty Defence Index remains positive, up roughly...
By The Hindu BusinessLine – Markets
News•Feb 25, 2026
Mombasa Port Congestion Disrupts Coffee Exports
Severe congestion at Kenya's Port of Mombasa is disrupting East Africa's coffee trade, with major exporter Sucafina warning of missed shipments and rising costs. Truck queues, customs bottlenecks, and limited empty‑container depots have left vessels idle and cargo handovers delayed....
By The East African
News•Feb 25, 2026
Ahead of Earnings, Is London Stock Exchange Group a Buy, Sell or Hold?
London Stock Exchange Group (LSEG) will publish its Q4 2025 earnings on February 26, with analysts zeroing in on annual subscription‑value growth, 2026 guidance, and the impact of Elliott Investment’s stake. Morningstar’s fair‑value model places the stock at GBX 11,200, assuming a 5%...
By Morningstar UK – News
Blog•Feb 25, 2026
Banker on Wheels Broker Fee Comparison Tool
A new broker fee comparison tool shows that over a ten‑year horizon SAXO Bank incurs the lowest total trading costs at €318, followed by Interactive Brokers at €407, while Swissquote tops out at €1,879. The fee differential of €1,561 translates...
By Banker on Wheels
News•Feb 25, 2026
Funds Slowly Lifting Wheat Postion
Managed‑money funds have begun easing their long‑standing short stance in wheat, reducing a net short of 97,370 contracts (13.2 million tonnes) after buying back 26,772 contracts in the week to February 17. The spring wheat market remains the most heavily shorted, with...
By The Western Producer
News•Feb 25, 2026
South Africa to Earmark R1.58 Trillion Towards Social Services
South Africa’s 2024 budget earmarks R2.67 trillion in total spending, with R1.58 trillion directed to social services. The largest allocations go to education (R527.2 billion), social development (R446.6 billion), health (R310.4 billion) and economic development (R283.9 billion). Peace and security receives R274.6 billion, funding police, defence and...
By Mail & Guardian (South Africa) – Business
Social•Feb 25, 2026
Cathie Wood's 40% CAGR Promise Turns Negative
In December 2021, Cathie Wood remarked that her flagship fund, with its best-in-class research, could deliver a 40% CAGR over the next five years. As we surpass the 4Y mark, they are hitting a negative 6.5% CAGR.
By Investment Talk
News•Feb 25, 2026
NSE IX Launches ‘Global Access’ Platform; Allows Easy Access to Overseas Markets for Indian Retail Investors
The NSE International Exchange (NSE IX) has soft‑launched its Global Access platform, allowing Indian retail investors to trade U.S. equities, debt and ETFs directly. The service uses a fully digital KYC process, supports fractional share purchases, and operates under the RBI’s...
By The Hindu BusinessLine – Markets
Social•Feb 25, 2026
VIX Below $19 Signals Bull Market, Nvidia Earnings Await
Good morning, That was prob one of the funniest SOTU's ever 🤣 but with it the vix rejected $20 and we saw the market get bullish & now the final boss...Nvidia's earnings which I'll post the call and put at 3...
By The Reason
Social•Feb 25, 2026
Crypto & AI Drive Risk‑On; Metals Follow Dollar
Here’s my🔥 #stickynote for Feb 25, 2026: 📉 Market Headline: Crypto and AI names leading risk-on flows while metals remain tied to USD direction. Earnings and macro could spark volatility. 🧠 Trade Ideas & Levels: $COIN $170 LONG – Key level break. Crypto...
By Shawn Catena (TraderTV Shawn)
News•Feb 25, 2026
Lipton Rogers and LaSalle Trim Down Barbican Office Scheme After Backlash
Lipton Rogers, on behalf of LaSalle, has submitted a revised plan for the 1 Silk Street office project at London’s Barbican Estate, trimming the western tower from 20 to 17 storeys after more than 1,000 objections. The redesign cuts total office space...
By Property Week
Social•Feb 25, 2026
Market Poised at Resistance Ahead of Nvidia Earnings
📺 THE MARKET IS COILED AT RESISTANCE AHEAD OF $NVDA $SPY is still trading within a clearly defined range, around $689, just below the $690 resistance. The key question today: do we clear $688.35–$690 before Nvidia earnings, or does the market...
By Scott Redler
News•Feb 25, 2026
FHFA VantageScore Savings Sized up, FICO Expands in Mortgage
The Federal Housing Finance Agency (FHFA) plans to adopt VantageScore 4.0 alongside FICO’s 10T score as part of a mandated modernization effort. A Deep Future Analytics study projects that competitive use of VantageScore could cut mortgage credit‑score fees by more than...
By National Mortgage News
Social•Feb 25, 2026
Inside Hedge Funds' Secret Method for Detecting Market Regimes
The secret hedge funds use to detect market regimes... A 37 page PDF reveals everything:
By Quant Science
Social•Feb 25, 2026
Microcap Success Demands Independent, Self‑driven Research
Successful microcap investors are always independent minded people. They are used to no analyst coverage, no institutional following, no liquidity - no safety net. They are used to doing their own work and building their own conviction. It's why most...
By Ian Cassel
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
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
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
Social•Feb 25, 2026
Midterm Years Naturally Bring Stock Market Volatility
Yes, stocks in the US have been choppy so far this year. But looking at a four-year Presidential cycle, this is actually quite common for mid-term years. https://t.co/gX328BtAzw
By Ryan Detrick
Social•Feb 25, 2026
Pullback Below 5 SMA Signals Potential Continuation or Buying Climax
W - pullback below 5 SMA. However, it also had range expansion bar with close outside KC, (which I failed to note yesterday.) The low of the climax bar will determine if this forms continuation pattern or if...
By Linda Raschke
Social•Feb 25, 2026
LNG Export Permits Strengthen U.S. Industry and European Security
I can't remember--who was the president 10 years ago? That Administration's decision to grant permits for LNG exports was a boon for the domestic O&G industry while also helping U.S. and European security by reducing dependence on Russian energy exports.
By Michael E. Webber
Social•Feb 25, 2026
Essential Guide to Private Real Estate Incentives
If you are just learning about the private real estate business, either as a prospective GP or LP, please read this short book. It’s a pretty balanced explanation of the game, including the incentives driving the different players. https://t.co/3pvXJikrV5
By Moses Kagan
Social•Feb 25, 2026
Spotting Bounce Trade Opportunities Across Diverse Stocks
$ADBE $BA $BROS $C $CRWD $HOOD $JPM $KRC $MSFT $OKLO $ORLC $OWL $PLTR $QCOM $RBRK $REAL $RKT $TOST $TSLA $TTWO $WOLF some names that caught my eye while scrolling charts. I know, my eyes see chart much different...
By Sunrise Trader
Social•Feb 25, 2026
NVDA Earnings Loom; BO Triangle Guides Early Trade Decisions
Naz - same, along with a three bar BO triangle on the dailies. Will market wait for NVDA's earnings after the close? BO mode can move in either direction, first hour range provides best structure for hold/fold...test/reject or...
By Linda Raschke
Social•Feb 25, 2026
Tactical 200‑Day RDR Trades: Trim or Take Short Position
$jpm did a tactical RDR around the 200day for active cash flow. There were many yesterday. Trim if u held some - or just take the day and a half trade. Same tactic happened in $MSFT and $hood....
By Scott Redler
Social•Feb 25, 2026
S&P Stagnates as Global, Small‑Cap, Value Stocks Surge
WSJ: While the S&P 500 has wrenched up and down but gone pretty much nowhere this year, international, emerging-market, small stocks and value stocks have taken off. https://t.co/eRPZ3CVqAy
By Mike Zaccardi
Social•Feb 25, 2026
Delayed Left Tail, Emerging Right Tail Signals Green Growth
Left Tail Delayed; Right Tail Green Shoots I wrote about this for clients Tues: https://t.co/9mH4bWEu3y
By Samantha LaDuc
Social•Feb 25, 2026
Airport Terminal Signals Strong Growth for Fairfax India
Check out the airport terminal in the beginning of this video and you’ll understand why I’m bullish Fairfax India https://t.co/KDIukR4iLv
By Michael Fritzell
Social•Feb 25, 2026
Boeing Shares Slide, Forming a Weekly Flag Pattern
BA: A B C down on dailies into weekly flag forming. (Courtesy of Kyle} https://t.co/y5EJounZmE
By Linda Raschke
Social•Feb 25, 2026
MACD Lags yet Highlights Gold‑silver C
Sprott Physical Gold & Silver $CEF as you know from my past posts, these standard 12/26/9 #MACD signals are a little slow for my own taste, but nonetheless... i do like to acknowledge turns from high and/or low points for context......
By David Cox
Social•Feb 25, 2026
Congo’s Sovereignty, Not Ownership, Controls Cobalt Supply
China’s cobalt strategy assumed that owning mines guaranteed supply. Congo’s export controls show that sovereignty trumps ownership. China controls processing; Congo controls the tap. https://t.co/sBpdLF03jS #Cobalt #CriticalMinerals #China #SupplyChains #Geopolitics @ctindale
By Art Berman Blog
Social•Feb 25, 2026
One River's LGT Quant Purchase Increases Assets by One‑Third
One River is buying the quant arm of LGT Capital Partners, a deal that will boost the hedge fund’s assets by roughly a third https://t.co/KuxkGui39M
By Nishant Kumar
Social•Feb 25, 2026
AI Growth Hits Power Grid, Not Capital, Bottleneck
The AI buildout is running into hard physical limits. Capital isn’t the constraint; power is Grids are full, turbines are sold out, and timelines don’t bend for hyperscalers. https://t.co/GNXtK2Hb8p #AI #Energy #PowerGrid #DataCenters #Infrastructure #Geopolitics
By Art Berman Blog
Social•Feb 25, 2026
North Korean Won Plummets, Becomes World’s Second Worst Currency
On this week's Hanke's #CurrencyWatchlist, the North Korean won ranks as the WORLD'S 2ND WORST CURRENCY. The won has depreciated by over 50% against the USD in the past year. KIM JONG UN'S ANTICS = CURRENCY CATASTROPHE. https://t.co/mODtL8ocdu
By Steve Hanke