
U.S. crop producers face a tough 2026 as input costs stay elevated and policy uncertainty squeezes margins, according to Ohio State economist Carl Zulauf. He highlights that the global stocks‑to‑use ratio now outweighs domestic ratios in determining profitability. USDA chief economist Justin Benavidez announced modest price hikes for corn, soybeans and wheat, but Zulauf doubts they will fully offset cost pressures. Financially strong farms may stay stable, while weaker operations risk continued losses.

The USDA reported a record week of U.S. corn export inspections, with more than 2 million tons shipped out of ports during the week ending Feb 19. Japan, South Korea and Mexico accounted for the bulk of the shipments, underscoring strong Asian...
Stop spending hundreds of dollars every weekend just to forget the problems you have M-F

The World Bank announced a $10 bn financing package for Mozambique, including $6 bn of mostly concessional public‑investment funding and an additional $4 bn earmarked for private‑sector projects. A $921 m grant from the International Development Association’s 21st replenishment is also part of the...

$NVDA absolutely flat over the last six months. Can earnings this week finally move them out of this range? The option's market is projecting a (+/-) $12.60 move following the report (Based on 02/27 exp).
The Indian government has commissioned a study to evaluate how rapid formalisation and digital transformation are affecting workers, especially those in the informal sector. The finance ministry tasked the labour ministry and EPFO to conduct the research through the Pandit...
Policymakers are pivoting from traditional fiscal stimulus toward deregulation as the chief engine of U.S. growth, arguing it frees capacity without reigniting inflation. A landmark Supreme Court decision overturning Chevron and a 2025 executive order mandating agencies to cut existing...

The Nasdaq‑100 has slipped about 1.8 % year‑to‑date, yet it still boasts an 82 % gain over the past five years, prompting investors to question tech’s short‑term outlook. Bank of America stresses that the sector’s fundamentals remain strong, citing a 23.33 % return...

Park City is witnessing a surge of residential and hotel construction, highlighted by Deer Valley’s East Village project that will deliver 800 hotel rooms and 1,700 luxury units. The region’s skiable acreage will near 20,000 acres, outpacing the combined terrain...
Kushner Cos., the family firm of Jared Kushner, purchased the 28‑story, 330‑unit Eastline Residences luxury apartment tower in Dallas from Convexity Properties. The high‑rise has sustained roughly 95% occupancy since its 2021 delivery and posted about 4% rent growth over...

Britain’s decision on the Chagos Islands is more than politics. It shapes how strategic rivals — especially China — interpret UK resolve, alliances and influence. This analysis explains why this matters in the context of great-power competition and what it reveals about...
Apple’s App Store revenue accelerated in February, posting a 9% year‑over‑year increase, according to Morgan Stanley. The growth represents a 230‑basis‑point acceleration from January and puts quarter‑to‑date revenue up 7.5%, just shy of the firm’s 8% March‑quarter forecast. The boost...
Evercore ISI projects Microsoft’s free cash flow to grow 5% in 2026 while hyperscaler capital spending jumps 58% to over $700 billion. In contrast, Amazon, Google, Meta and Oracle are expected to see FCF declines, whereas Nvidia and Apple are forecast...
The author revisits his deep‑dive model on Alphabet, highlighting the company’s transition from a search‑centric giant to an AI and emerging AGI powerhouse. After selling the stock in 2023 over post‑ChatGPT search concerns, he re‑entered in early 2025 and now...
$750,000 purchase price with a $600k mortgage is a “starter home” in Toronto btw. Rents for $2,400/month.

$IGV is crashing another 5% today. It has undercut the April 2025 low, but in the last 21 months IGV made 3 separate intermediate term lows in this price range: May 31 2024 - 76.10 August 5 2024 - 75.96 April 7 2025...

The TMT Breakout newsletter flagged a slate of tech stocks as buyside "bogeys" for the week, highlighting DOCN, WDAY, CRM, SNOW, NVDA, INTU, CRWV and DELL. Nvidia’s earnings season remains the focal point, with its laterals shifting sharply and setting...

Volume Profile shows you where business was done. 📊 HVNs rotate. LVNs accelerate. If you don’t know whether we’re in balance or price discovery… you’re gambling. We fade value extremes and target VWAP like clockwork. Comment “PROFILE” and I’ll send the guide 🌊 #tradingstrategy #volumeprofile #daytrading
Shell plc announced on 23 February 2026 that it repurchased 1,028,319 of its own shares for cancellation, executing trades on six European venues. The GBP‑denominated purchases (LSE, Chi‑X, BATS) were made at volume‑weighted average prices around £29.54 per share, while...
Societe Generale announced a €1 billion capital decrease on 23 February 2026 by cancelling 15,170,791 treasury shares. The move reduces the bank’s share capital to €939.65 million, representing 751.7 million ordinary shares. In parallel, the bank reported that 34.3% of its €1.462 billion 2025‑2026 share‑buy‑back programme...

Another one bites the dust ... Veris Residential becomes the latest apartment REIT sold or liquidated (18+ in the last 15 years vs. ~12 still remaining). Veris (6.6k units) is best known for its wildly high renter incomes ($480k or 10-12%...

A nice little market selloff creates a flight to safety. And gets the 30-year fixed below that stubborn 6% threshold, finally. The key will be staying sub-6% to allow human psychology to work its magic during the spring home buying...
Retail giant Walmart announced a $30 billion share buyback, its largest ever, representing about 3.1% of its $980 billion market value, while reporting 24% YoY e‑commerce growth and a 5% dividend increase. Ride‑hailing firm Lyft unveiled a $1 billion repurchase plan, equal to...

The rollercoaster ride continues… The S&P 500 has lost over $650 BILLION in market cap so far today, down 1.06%. The index is now negative YTD once again 🔻

Russell 2000 $IWM slightly ahead of Nasdaq $QQQ since 2000 and now ahead year-on-year. But the path was dramatic. From 2000–2006 → Small caps crushed tech after the dot-com bust Since 2006, small caps have underperformed large-cap growth for two decades, and severely...
The Trump administration announced a 10% import tariff effective Feb 24, but most fertilizers remain exempt, including urea, ammonium nitrate, UAN, DAP, MAP and other key products. The exemption does not cover sulfur, sulfuric acid and ammonia unless they enter through...

A recent Purdue Ag Economy Barometer survey shows 80% of U.S. soybean growers are concerned about Brazil’s growing export advantage. Farm‑level data from 2020‑2024 reveal Brazilian soybean operations in Mato Grosso have lower total costs per ton than Iowa farms, despite...

$SFM - seems to have found support around 65.00. Revenue + earnings have been growing steadily for years. Hundreds of new stores opening across the U.S.

In late 2025 and early 2026 the U.S. Coast Guard and allied forces seized three oil tankers—M/T Skipper, M/T Centuries and Bella 1—after months of multi‑source intelligence proved they were moving sanctioned cargo. The operation underscores a new enforcement paradigm: governments...

Warren Buffett teaches the ultimate investing lesson: Real investing is about assets that produce value—farms, apartment buildings, businesses—not hype or hot crypto. Focus on fundamentals, build long-term wealth, and avoid speculation. Most people invest backwards. 💸 Warren Buffett teaches a simple truth:...
$SPY levels worth one minute of your time to watch Thank you for this post

The Chinese are buying gold ETFs like HOT CAKES. According to the World Gold Council, China’s gold ETF holdings rose from 188.8 tonnes at the end of August 2025 to 286.3 tonnes by the end of January, a 52% increase. BUY GOLD,...
👀 #Energy-related companies' interest in opportunities in #Venezuela is starting to show up in lobbying reports. Expect to see more of this K Street action, as we reported in this morning's @axios Future of Energy newsletter. #OOTT (1/3)
The office>resi #conversion frenzy+#Vanbarton's central place in it. Boss #RichardACColes discusses that+other issues. #NYC #realestate #CRE #multifamily #MayorMamdani #467M #NoMad #mortgage https://t.co/ceQM1ZXDsf

ASML Holdings quietly floating higher in a sea of uncertainty seen here on @IBDinvestors MarketSurge. Consistent earnings execution and already up 38% YTD. $ASML #IBDPartner https://t.co/6bDmMq5jpN

The WEAKENING Indian rupee is triggering a GOLD RUSH. The rupee is DOWN 5.6% against the USD since the start of last year. In response, India’s gold imports has surged 349% during the past year. BUY GOLD, WEAR DIAMONDS. https://t.co/iGjJpyGh1p
Developers are willing to pay 50% more for land that already has permits to build in the city of Los Angeles: "Overall, our results suggest permitting is a major barrier to housing supply in Los Angeles"
Still in as $aapl as it’s giving a great two day move. I just have less now. From $260.50 RDR buy Friday. to $269+ today

I’m honoured to receive the Paul A. Volcker Lifetime Achievement Award for Economic Policy. Paul Volcker’s personal conviction reshaped the trajectory of central banking in the US and around the world. Read my speech https://t.co/YcIx8y210A https://t.co/w1EZ0DOmzW
#Mortgage rates just dropped below 6%, matching lowest level since 2022 https://t.co/MSs7B1Npgs @mortgagenewsmnd @MG_MBS #realestate #realestateinvesting

Healthcare ETF $XLV has been quietly consolidating to kick off 2026. If we see more defensive rotation, this is the kind of structure that could benefit. (disclosure: long) https://t.co/keFGRkr7dy
There’s still time to review key deductions and strategies for 2025. This guide can help you get started. https://t.co/iFENgYm9YE
Lower gasoline costs will save money for those who drive cars w/ outdated combustion-powered drivetrains (more than $700/household according to this post). As a separate data point I will spend ~$290 this year to charge my electric vehicle (8000 miles, 0.3...

Why wouldn't someone be long our Signal Strength Stocks? 4 of the Top7 are riding triple digit % gains And they aren't the names CNBC-types are talking about all day long https://t.co/GEqj2zNrx1

5-handle The average 30-year fixed mortgage rate today: 5.99% Same day last year: 6.89% ---------------------- 10-year treasury yield today: 4.03% Spread today: 196 bps
73% downside day at noon. Unlike the snowstorm, a nothingburger. DVOL/(UVOL+DVOL); Lowry’s definition. Data per https://t.co/iX5L1DJIjD. See https://t.co/7TpOm9eA5A for explanation.
Feb 2nd I warned clients about catching the falling knife in SaaS. I wasn’t kidding. $IGV #MAG7 https://t.co/AGnysZ3ZHV
It's kind of amazing there is so much worry about AI doom with the S&P 500 w/in 2% of all-time highs and the unemployment rate at 4.3% Have we ever had an enormous risk like this play out with everyone worried...

"in tech, momentum’s performance has moved into the 100th percentile. To see similar levels of performance differential between winners and losers go back to 2000 as the dot-com bubble was bursting and the semis were holding up relative to the...
Apple returned $106.1 billion to shareholders. While its competitors collectively committed $500 billion+ to AI infrastructure. Sometimes the most strategic AI decision is knowing when not to build. Source: https://t.co/KNtNLIRTOQ