Panoro Energy ASA announced a series of fixed‑income investor meetings, appointing Arctic Securities and DNB Carnegie as joint bookrunners and SB1 Markets as co‑manager. The company is considering a $150 million tap issuance of its senior secured bond, pending market conditions and pre‑approval for covenant amendments. Proceeds are earmarked to fund a 40.375% increase in its stake in Block G, Equatorial Guinea, through the acquisition of Kosmos International Petroleum. The move follows a broader strategy to expand Panoro’s African production portfolio.
Tech momentum is stretched. If macro weakens or earnings disappoint, crowded high-momentum tech could unwind quickly. This chart shows the performance and valuation of a high-minus-low (H–L) momentum factor within Russell 1000 Tech. Top Panel: H–L Momentum = Long Q1 (top momentum...
Loomis Sayles sees the expanding private‑credit market as a source of higher yields and structural protections for fixed‑income investors. To exploit this, the firm created a dedicated Private Credit Team that works alongside its public‑markets portfolio managers, credit researchers, and legal...
$AXON Reports Q4 (Dec) earnings of $2.15 per share, excluding non-recurring items, $0.55 better than the FactSet Consensus of $1.60; revenues rose 38.5% year/year to $796.72 mln vs the $755.56 mln FactSet Consensus. Co issues upside guidance for FY26, sees FY26...
Canadian billionaire Eric Sprott increased his stake in Hycroft Mining Holding by purchasing 150,000 shares at $42.05, bringing his ownership to roughly 44.5% of the company. The buy‑back sparked a more than 12% rally, pushing the stock to a one‑month...
Western Asset High Yield Opportunity Fund (HYI) converted from a term‑structured to a perpetual fund last year, prompting the discount to widen to roughly its historical average. The fund’s non‑leveraged, high‑yield strategy delivers a 10.23% distribution yield, but semi‑annual and...
Australia’s January consumer price index is expected to rise 3.7% year‑over‑year, a slight dip from December’s 3.8%. The forecast includes a Trimmed Mean CPI of 3.3% YoY, unchanged from the prior month, highlighting persistent core inflation. The Reserve Bank of...

The European Union is reviewing its Arctic policy, and a tighter definition could unlock the Barents Sea’s estimated 22 trillion cubic feet of gas. Norway’s offshore fields could then supply 20‑30% of EU gas demand through 2050, offering a lower‑emission alternative...
The article argues that Ukrainian resilience is not a voluntary virtue but a forced response to Vladimir Putin’s relentless invasion, which seeks to erase Ukraine’s national identity. While global media celebrates the population’s courage, the resilience narrative can mask the urgent...
Payments platform Stripe is reportedly exploring a purchase of PayPal or selected assets, according to Bloomberg. PayPal, valued at over $40 billion, saw its shares jump nearly 7% on the news, while Stripe itself carries a $159 billion valuation. The move comes...
Snowflake (SNOW) shares are clawing back losses ahead of its Feb. 25 earnings, where analysts expect a 27% year‑over‑year revenue jump to $1.25 billion and a narrower loss of $0.65 per share. The stock remains more than 30% below its year‑to‑date high,...

Cuby Technologies, led by COO Aleks Gampel, is tackling the chronic housing shortage by deploying Mobile Micro‑Factories (MMFs) that produce components on‑site, slashing construction time to about 60 days at roughly $103 per square foot. The startup also built a...
You can grind your way to more income. You can't grind your way past spending habits.
The One Big Beautiful Bill Act (OBBBA), enacted in July 2025, makes the individual‑tax provisions of the 2017 Tax Cuts and Jobs Act permanent and adds new deductions for tipped and overtime income, an expanded child tax credit, and lasting...
American Express has launched a targeted Offer for Viator that awards a $25 statement credit when cardholders spend $200 or more in a single transaction. The credit can be applied up to two times, delivering a maximum of $50 back...

U.S. pork cold‑storage rose 1 % year‑over‑year to 410.404 million pounds in February, driven by gains in butts and bone‑in hams despite a dip in overall pork production. Beef inventories fell 4 % YoY, pulling total red‑meat stocks 2 % below last year’s level....

The USDA reported that U.S. cold‑storage cheese inventories rose modestly in January, reaching 1.38 billion pounds, up from 1.37 billion pounds a year earlier. By contrast, butter stocks fell to 215.4 million pounds, down 45 million pounds from the same month last year but...
If you plan on trading Asia session tonight keep in mind the orange man speaks at 9pm
SpotGamma outlines a systematic approach to trading earnings options, using implied‑move and volatility metrics. For CRM and NVDA, implied moves are 8% and 5% respectively, with CRM showing a high IV rank of +90 indicating expensive options. The platform projects...
The dollar index rose modestly as a two‑week low yen boosted USD/JPY and stronger US consumer confidence lifted the greenback. Dec S&P composite‑20 home‑price data also outperformed expectations, while a rally in the yuan limited gains. The euro slipped on...
This is an incredibly thought-provoking global macro piece from @infraa_. If the gov't revenue decline from AI disruption of white collar workers isn't counter-balanced by taxation from AI productivity, we could be tip-toeing into a potential Sovereign Bond Implosion....

If your wife/spouse had 1099 self-employment income in 2025: 1.) You can still retroactively open a solo 401k for the 2025 tax year

BAM Mutual announced the hiring of Philip Moos, a 30‑year municipal sales veteran from Wells Fargo, to bolster its municipal capital markets team. Moos will report to Bryan Baebler and focus on expanding BAM’s secondary‑market insurance business with institutional investors. The insurer currently...

What my post from December 2023 overlooked was the massive expansion in private credit. Private credit stepped in aggressively to fill financing gaps, refinance maturities, and provide bridge capital, delaying the "wall of maturities" many buyers were eager to capitalize on. Now...

The article promotes a free trial for Volatility Trading Strategies (VTS), urging investors to profit from the next market crash by adopting long‑volatility positions. It highlights that volatility spikes, like those seen after the 2018 "Volpocalypse," can generate outsized returns...

As the conflict enters its fifth year, I’ve mapped the most credible pathways to how it ends: ceasefire, collapse, escalation... Five scenarios. Assigned probabilities. Clear drivers and risk implications. My latest Substack is below, or the link is in my bio. https://open.substack.com/pub/geopoliticalguy/p/how-the-war-in-ukraine-ends?utm_campaign=post-expanded-share&utm_medium=web
There's a word for this. Starts with an F. "Hegseth said he could label [Anthropic] a supply-chain risk, a move typically reserved for companies linked to adversaries, or invoke the Defense Production Act to force the company to work with the...
Neal Bawa warns that 2025‑2026 will be a muddle year for multifamily as the final wave of new supply overwhelms demand, pushing concessions to over a third of units and flattening rent growth. Cap rates have already fallen about 30%...

Semiconductors hit new all-time highs again today. Not just on an absolute basis, but also relative to the S&P500. Here it is overlaid with Semiconductors on an equally-weighted basis for perspective. https://t.co/eujRGfCygY
Axon beats by $0.55, beats on revs; guides FY26 revs above consensus; provides FY28 outlook $AXON
India’s Department for Promotion of Industry and Internal Trade (DPIIT) has launched an exercise to map import reliance by cataloguing goods that lack domestic manufacturing across all ministries. The initiative will compile five‑year public procurement data, targeting the $650 billion import...

$QQQ - The low for February is probably in though the low of the downtrend that started on January 28 probably isn't. I expect it to bounce to at least the 100 day MA at 614 before we get another...
Notable FX option expirations tomorrow: 2.9 bln euros at $1.18 $2.85 bln at JPY156 A$2.8 bln at $0.7000 and A$2.5 bln at $0.7100 $470 mln at CAD1.37 GBP450 mln at $1.3550 $1 bln MXN17.29-MXN17.30 Listed on DTCC https://t.co/bSx6eAhEKQ

Addus Homecare reported a 33.3% year‑over‑year rise in adjusted EBITDA to $50.3 million in Q4 2025, driven by a 25.6% jump in total service revenue to $373.1 million. Hospice services generated roughly $70 million, representing 18.8% of quarterly revenue, with daily census climbing...

PTLO: Now if tomorrow is an inside bar, we would have a TRUE hotdog...🤣 https://t.co/aEC55bhrxN

"Trump’s Tariffs Are Adding Steel Mill Jobs, and Crushing American Factories" https://t.co/EdQKmnKPzv You guys will never believe this, but heavily taxing a vital manufacturing input isn't good for manufacturing. https://t.co/6IRvgAXzPH
A new down‑payment assistance program lets homebuyers receive funds in exchange for sharing future equity. Buyers who qualify for an FHA loan with 3.5% down keep all appreciation, while others must surrender a portion of future gains. Critics ask what...
NEW POST: I Saw the Sign for Base Metals https://t.co/Ts6jMvV3dF $AA $COPX $BHP $XME $FCX

SPX tight 3-month range of 4.3%.. and it's smack in the middle of it https://t.co/9KwEPpi3uu
The Indian government has approved a limited export of 25 lakh metric tonnes of wheat and an additional five lakh tonnes of wheat products, despite the overall export ban remaining in force. The decision, taken in January and notified by...

EU sees the US easing impact of metals tariffs in the coming weeks https://t.co/qG2gkI6D64 via @AlbertoNardelli @europressos https://t.co/QmBgb5eFOv

GS: Consumer Confidence and Labor Differential Increase The survey’s measure of 12-month ahead inflation expectations edged down by 0.1pp to 5.5%. https://t.co/lrWMlf1pcR
#Yoda to buy #TransamericaPyramid, #SanFran icon. as seller #Shvo faces mounting tension w/#German investors. #BVK #DeutscheFinance #realestate #CRE #BayArea #mortgage #foreclosure #MandarinOriental #Egypt https://t.co/7oosJbQTvE

$IGV - On February 4 it had the biggest volume in history. The next day it had the 2nd biggest volume in history. Yesterday it had the 3rd biggest volume in history, and today it's having the 4th biggest volume...

We need to build *smaller* housing Smaller is the primary attribute of "Starter Homes." It's smaller SO THAT that a younger family can afford it, earlier It's why @americanhousing is building rowhomes. They're the perfect prototype. And have been for centuries. In...
UBS’s Matt Mish lays out a scenario for credit involving “rapid, aggressive AI disruption.” US high yield, leveraged loan & private credit default rates could rise to 3–6%, 8–10%, & 14–15%, respectively: Mish. “Defaults could approach ~$420bn, w/losses of roughly...
#Amazon in $12B love affair w/#LA as it plans series of #datacenters near #Shreveport. 'Puts LA at center of operations relied on acx country+connects our community to jobs' #ecommerce #infrastructure #realestate #CRE #AI #electricity #GovLandry https://t.co/27YgUCMaNa

$HD Big Ticket ($1,000+) Transaction Comps "Big ticket comp transactions were +1.3%... We were pleased with the performance we saw in categories such as power, plumbing and electrical. However, larger discretionary projects remain under pressure." https://t.co/m5NwpVXZPR
Just a thought...but tomorrow could feature some absolute wild reshuffling rotations if Trump even hints at limiting AI
After the big drop today, ShareScope now showing fwd Dividend Yield 7.7% FALLING to 7.6% for #UTG