Analysts project roughly a 20% upside for TransDigm Group (TDG) even after recent price‑target reductions. The aerospace parts maker posted Q1 2026 sales of $2.29 billion, up 14% year‑over‑year, and adjusted EPS of $8.23, beating estimates. Net income slipped 9.7% to $445 million, driven by higher interest expense from a recent acquisition and rising raw‑material costs. Both Jefferies and UBS trimmed targets but kept a Buy rating, citing the stock’s discount to peers.
The oil glut narrative is dying or dead A market rallying 18% YTD isn’t drowning in supply. Yes, barrels exist on paper But sanctions, disruptions, inventories & geopolitics mean they’re not available where prices are set. These views are from the @BloombergNRG article. I agree...
Netflix is pursuing a takeover of Warner Bros Discovery, a move that could reshape theatrical release windows just as cinemas rebound from pandemic‑induced losses. Analysts warn that a shorter exclusive‑theatre period would erode box‑office revenues for operators like AMC, Cinemark...
Channing Capital Management LLC reduced its Boeing position by 13.7%, selling 6,771 shares and ending the quarter with 42,600 shares valued at $9.19 million. Insider executives also trimmed holdings, collectively selling over 19,500 shares worth $4.6 million in February. Meanwhile, Boeing reported...

In this brief episode, Reuters' Mike Dolan highlights the upcoming earnings report from Nvidia, the world’s most valuable company, and the market anxiety surrounding it. He points out that Nvidia’s soaring AI spending is heavily reliant on just four major...
India’s power demand rebounded sharply in December, posting a 6.3% rise, and continued climbing in January as a harsh winter and improving economic activity spurred electricity consumption. The surge is expected to lift coal demand, reversing a period of weakness...
Indonesia must orchestrate a record‑size share sale to lift the free‑float of 267 listed firms to at least 15%, up from the current 7.5% floor. The Indonesia Stock Exchange estimates the required issuance will total about 187 trillion rupiah (approximately S$14 billion),...

Lincoln International’s Private Market Index shows the $3 trillion private‑credit sector is growing in size but slipping in quality. Enterprise value rose 1.9% while EBITDA growth slowed and the “shadow default” rate more than doubled to 6.4% over the past year....

Dave Ramsey’s percentage‑based budgeting method assigns every paycheck dollar a specific role, using a zero‑based approach to ensure income minus expenses equals zero. The framework allocates 10% to giving, 25% to housing, 10‑15% each to savings, food, and transportation, and...
SafariCo Group is allocating $72 million to expand and refurbish its Tanzanian lodges, backed by a $50 million International Finance Corporation loan. The plan adds 184 rooms, pushing the portfolio beyond 1,000 keys across the Elewana, Explorer and Sopa brands. Tanzania’s tourism...
iFOREX debuted on the London Stock Exchange with a prospectus showing $49 million in revenue and $4 million EBITDA, marking a significant milestone for the 20‑year‑old FX broker. Senior Plus500 executives sold more than $90 million of company stock, entering a 365‑day lock‑up...
Opendoor Technologies reported earnings that beat Wall Street expectations, sending the stock sharply higher. Revenue climbed 12% year‑over‑year to $1.2 billion, while the net loss narrowed to $210 million, outperforming analysts’ forecasts. The company also saw inventory rise 15% despite a backdrop...

Weekly Market Analysis , Macro Update & Trade ideas on Gold , US indexes & Bitcoin https://youtu.be/HNcStxTfQSg?si=D3pxln2A4J1VbDYV
IHG Hotels & Resorts has signed a management agreement with JADEER GROUP to develop a 140‑key Hotel Indigo in Cairo’s New Administrative Capital, slated for opening in 2033. The property will join IHG’s growing portfolio in Egypt, which already includes...

🔴 IRAN WAR RISK IS ESCALATING FAST Military buildup. Failing diplomacy. Rising oil volatility. Subscribers have been tracking the escalation path and the market consequences before the headlines. Know what comes next. ⚠️Subscribe now on website⚠️ #Iran #Geopolitics #WarRisk #Oil #GlobalRisk

In this 16‑minute episode, Robert Farrington explains how to manage student loans while unemployed, emphasizing that ignoring payments can lead to delinquency and default. He advises listeners to first apply for unemployment benefits, then prioritize income‑driven repayment plans—potentially resulting in...
Newgen Software and Netweb Technologies posted strong weekly gains, rising 16% and 17% respectively, placing them among the top performers in the Nifty 500. Both stocks saw delivery volumes spike dramatically—Newgen’s volume up nearly nine‑fold and Netweb’s three‑fold versus their...

Yoco’s international expansion chief Marcello Schermer says African fintechs must evolve from passive transaction recorders to proactive financial partners. After a decade of digitising payments, the continent now hosts over 5,000 startups and attracted $1.37 billion in 2024, with fintech capturing...
Triple Eight Capital’s Roscoe Widdup warns that gold remains the market’s biggest trade, with bullion prices poised to climb above $5,000 per ounce. He highlights that top gold miners are trading at less than 10 times forward cash‑flow, a steep discount...
The U.S. Supreme Court ruled that the International Emergency Economic Powers Act cannot be used to impose sweeping global tariffs, forcing the Trump administration to abandon the IEEPA‑based duties on India. Hours later, President Trump invoked Section 122 of the Trade...
At the Africa Business Forum 2026 in Addis Ababa, leaders launched the Jobs Wall Commitment Tracker to record public and private sector job promises. The gathering emphasized that Africa’s youthful demographic demands risk‑tolerant, long‑term capital focused on research, innovation, and...
"Rule No. 1: Never lose money. Rule No. 2: Never forget Rule No. 1." ~ Warren Buffett Stop losing money before you even think about making it.

Mergers & Acquisitions 101 M&A and how you can profit from it Here’s what you’ll learn: • What Is M&A? • Why M&A? • Types of M&A Deals • How M&A Works • Benefits of M&A • The Risks • Who Drives M&A? • The Hard Truth • Serial Acquirers 📚 Grab...

ICRA projects India’s year‑on‑year GDP growth to ease to 7.2% in Q3 FY 2025‑26, down from 8.2% in the prior quarter. The slowdown is driven by weaker services (+7.8% versus +9.2%) and agriculture (+3.0% versus +3.5%) growth, even as industrial output...
If you gave Jim Simons $1,000 in 1988 and never touched it, you'd have $4 billion after 30 years—before fees. After Simons takes his $1.76 billion cut, you’re still left with $2.24 billion.

The Hour Glass (HG SP), Singapore’s premier luxury watch retailer, posted a robust fourth‑quarter 2025 earnings report, highlighting a 12% year‑over‑year revenue increase. The company expanded its physical footprint with three new stores in key Southeast Asian markets while digital...
Meta Platforms is now the cheapest member of the Magnificent Seven based on forward price‑to‑earnings, trading at 21.1 versus the S&P 500’s 21.9. The company posted $59.9 billion in Q4 2025 revenue, with advertising driving $58.1 billion and Reality Labs losing $6 billion. Despite concerns...
The VistaShares Target 15 Berkshire Select Income ETF (OMAH) tracks Berkshire Hathaway’s largest equity positions while also holding BRK.B shares directly. It enhances income by writing covered calls on these stocks, delivering a 14.3% distribution yield but capping upside potential....

The Philippine Senate will convene an all‑senators’ caucus on Feb 23 to set ground rules for talks with the Chinese Embassy over the West Philippine Sea dispute, with Senate President Pro Tempore Panfilo Lacson emphasizing diplomatic courtesy and the possibility of...

In this week’s S&P 500 ChartStorm, Callum Thomas highlights a continued bullish rotation across the market while noting that tech stocks remain under pressure. He points to AI-driven spillovers boosting commodities and presents newspaper stocks as a vivid case study of...
VictoryShares Free Cash Flow ETF (VFLO) received a reiterated buy rating, highlighted by a low 13.5× P/E multiple and a PEG ratio under 1.5×, indicating attractive valuation. The fund employs a barbell strategy, overweighting Energy, underweighting Information Technology, and maintaining...

Japan's government will submit an immigration reform bill requiring airlines to deny boarding to travelers lacking pre‑travel authorization starting fiscal 2028. The measure obliges visa‑exempt visitors to declare occupation, purpose and accommodation online, with the Immigration Services Agency verifying data...

President Donald Trump announced a new 15% tariff on imports, raising the rate from the 10% he mentioned a day earlier. The increase follows a Supreme Court ruling that invalidated his earlier reciprocal and fentanyl‑related tariffs. Trump said the tariffs...

The 2026 Milan‑Cortina Winter Olympics have pledged that virtually all electricity powering the Games will come from certified renewable sources. Enel will supply roughly 85 GWh of clean power, using guarantee‑of‑origin certificates to prove its green origin. Infrastructure upgrades, including new...
REalloys signs 5-year SRC deal for NdPr, Dy, Tb and funds Saskatoon capacity expansion. https://www.metalnomist.com/2026/02/realloys-rare-earth-supply-deal-with.html

New post just published: on Singapore-listed watch retailer The Hour Glass (HG SP). Swiss watch exports to Switzerland are now growing again, and second-hand market Rolex prices are rising in an almost upwards line. It trades at 9.4x P/E on...
Polymarket’s prediction market shows a noticeable rise in the odds of a U.S. strike on Iran, signaling heightened geopolitical risk. At the same time, gold remains unusually flat, showing little enthusiasm despite the tension, while oil prices are edging higher....

Gemini's view on $MLCI's 10b5-1 impact post tender heading into their next quarterly update in March. Getting back to 0.75x BV after these assumptions would put the stock at nearly $8... which sounds miles away (+55%) and yet would still...

Thursday, Indonesia’s Pres. Prabowo signed a one-sided US-Indonesia trade deal. Indonesia was slammed with a 19% tariff, while nearly all IDN tariffs on the US were eliminated. In contrast, P.M. Modi has wisely not signed a U.S.–India deal. INDIA LEAVES INDONESIA IN...
Invenergy announced a supply agreement with Tallgrass to provide natural‑gas infrastructure for up to three new gas‑fired power plants in Arizona’s Maricopa and Yuma counties. The deal comes as the utility expects electricity demand to surge more than 40% over...

Euro Technical Forecast: EUR/USD Drops to Pivotal Support – Breakdown Risk Builds https://t.co/geZ18ZVnup $EURUSD Monthly & Weekly Charts https://t.co/jYZ8uLmgEG

Tourism in Mauritius hit a record 1.44 million arrivals in 2025, generating Rs 103.4 billion in receipts. While hotel guests spend more per night, the non‑hotel accommodation segment—seasonal rentals, villas and apartments—offers longer stays, averaging 15 nights and a higher economic multiplier. Occupancy...

Emerging markets in Brazil, Ethiopia, and Egypt led 2025’s fastest tourism growth, with global arrivals hitting 1.52 billion, a 4 % rise. Brazil saw a 37 % surge to 9.3 million visitors, driven by new air routes and Embratur marketing. Egypt’s Grand Egyptian Museum...

Kuwait’s Combined Contracting Group Co. (CGCC) secured a KWD 10.2 million contract to provide gas‑gathering support services in the Partitioned Neutral Zone (PNZ) at the Al‑Wafra Joint Operations facility, a partnership between Kuwait Gulf Oil Co. and Chevron Saudi Arabia. The deal...

Japan’s deep-sea rare earth find at Minamitorishima sounds like a game-changer. And on paper, it is. The 50-50 mix of light and heavy rare earths is impressive, especially since heavy elements are the truly scarce ones. The bad news is it’s...

Toll Brothers: "Building costs are flat" That sentiment is widely shared among the big builders, as they use the softer residential construction environment—with multifamily completions having finally rolled over—as an opportunity to push suppliers for some pricing relief

Tom Hayes, chairman of Great Hill Capital, delivered a keynote at USC Marshall School of Business on February 11, 2026. He outlined the firm’s recent $5 billion assets‑under‑management expansion and its disciplined risk‑management framework. Hayes highlighted macro opportunities in emerging markets...

Toll Brothers: "Florida seems to have found its footing, although Tampa remains challenged" 6 things to know from Toll Brothers’ latest earnings and earnings call ResiClub PRO https://t.co/UeLaeEXrxl
Political violence in Kenya has resurfaced, highlighted by police using teargas and live fire at an ODM rally in Kitengela and a subsequent disruption of a public meeting in Kakamega. Human‑rights organisations warn that women and children suffer disproportionately as...
In this episode, Derek Yan, Senior Investment Strategist at KraneShares, explains why humanoid robotics is moving from hype to real-world deployment, highlighting current enterprise pilots in factories and logistics that address chronic labor shortages. He stresses that investors should focus...