News•Feb 21, 2026
Slovak Government Could Have Boosted Czechoslovak Group with Defence Contracts Ahead of IPO, Anti-Graft Watchdog Says
Slovak journalists allege that the Ministry of Defence awarded Czechoslovak Group (CSG) €60.36 bn in contracts after the 2023 election, potentially to lift investor sentiment ahead of CSG’s January 2026 Amsterdam IPO. The IPO raised a record‑size defence offering, valuing CSG at roughly €32 bn and making its owner Michal Strnad one of the world’s richest under‑40s. A €58 bn seven‑year framework for artillery ammunition, signed with a state‑CSG joint venture, may exceed current production capacity, prompting graft concerns. Both CSG and the Slovak defence ministry deny any pre‑IPO manipulation.
By bne IntelliNews
Social•Feb 21, 2026
Married Couples Can Withdraw $100K Tax‑Free Strategically
Being strategic with pulling money out of your portfolio is key to paying $0 in tax. If you are married, you can pull: > $32,200 from your pre-tax 401k > $57,800 of long-term capital gains from brokerage account > $10,000 from your Roth IRA =...
By The Money Cruncher
Blog•Feb 21, 2026
SB CAPITAL MANAGEMENT INC - Filing for Period Ending 12/31/2025
SB Capital Management, an Encino‑based hedge fund with $1.2 bn discretionary AUM, filed its 2025 year‑end report covering 310 clients. The firm’s latest 13F filing shows $272.8 m in managed securities with a 47.6% concentration in its top‑10 holdings, led by iShares 0‑5 Year TIPS Bond ETF....
By WhaleWisdom Blog
Blog•Feb 21, 2026
DEAN CAPITAL MANAGEMENT - Filing for Period Ending 12/31/2025
Dean Capital Management reported $235 million in 13F securities for Q4 2025, down 12.6% from the prior quarter. The firm’s discretionary AUM stands at $1.13 billion, with the top‑10 holdings accounting for 16.39% of the portfolio. Helmerich & Payne, Inc. is the largest...
By WhaleWisdom Blog
Podcast•Feb 21, 2026•17 min
A Look at Our Geopolitical Analysis Process
In this 17‑minute episode, South America analyst Mario Braga explains RANE’s geopolitical analysis methodology, illustrating it with the shifting U.S.–Venezuela relationship. He details how analysts monitor political, economic, and security indicators, assess scenario probabilities, and translate findings into actionable intelligence...
By RANE Podcast Series
Blog•Feb 21, 2026
CATALYST INVESTMENT MANAGEMENT LLC - Filing for Period Ending 12/31/2025
Catalyst Investment Management filed its Q4 2025 Form 13F, reporting $105.6 million in managed securities out of $122 million total AUM. The firm’s portfolio is heavily concentrated, with the top ten holdings accounting for 52.06% of assets, and the PIMCO Active Bond ETF (BOND)...
By WhaleWisdom Blog
Blog•Feb 21, 2026
LARCH CAPITAL PARTNERS LLC - Filing for Period Ending 12/31/2025
Larch Capital Partners, a Miami‑based advisory firm, reported $645.3 million in discretionary assets under management for the period ending December 31 2025, serving 323 clients. Its most recent 13F filing showed $729.1 million in managed securities, with a striking 93.6% concentration in the top...
By WhaleWisdom Blog
News•Feb 21, 2026
Southwest Priority Credit Card Review: Earn 4X Points, Free Bag, Free Seats, Priority Boarding, And More
Southwest’s Rapid Rewards Priority Credit Card carries a $229 annual fee but offers a hefty welcome package that includes a Companion Pass through Feb 2027 and 40,000 bonus points after $5,000 spend. Cardholders earn 4X points on Southwest purchases, 2X at gas stations...
By AwardWallet Blog
Social•Feb 21, 2026
Weaker Dollar Spurs Record Foreign Inflows
1. Chart in original post shows the weaker USD (DXY) gets, the more flows will move into USD assets...& DXY had biggest drop in 52 yrs in 1H25👇 2. So as long as DXY keeps falling 10-15%/yr, foreign** inflows will grow **37%...
By Luke Gromen
Blog•Feb 21, 2026
FDI Feint Glorifies Global South Base
The episode examines recent trends in foreign direct investment (FDI) to emerging markets, noting that high‑frequency data shows a steady $10 billion per week inflow, while UNCTAD’s lagging figures report a 2% decline to $875 billion last year. It explores how short‑term...
By Kleiman International
Social•Feb 21, 2026
Most People Can DIY Investing; Choose Flat‑Fee Advisors
I'm an award-winning financial advisor. Here’s what you actually need to know here. 1) It is TRUE. Not everyone “needs” an advisor. There are some things most people can handle on their own if they have the time and will to...
By Kevin L. Matthews II
Social•Feb 21, 2026
Small Sample Size Skews Market Percentage Claims
"Bro, the market is up by 20%." Nope. Be careful of the median price (or any price metric) in a small county. Being up 20.7% all of the sudden sounds really aggressive, but this is about a small sample size....
By Ryan Lundquist
News•Feb 21, 2026
Gold and Silver ETFs: How SEBI Discussion Paper Will Impact Price
On February 1, 2026, silver ETFs plunged into deep discounts, revealing flaws in the existing price‑band system that relies on stale T‑2 NAV data. In response, SEBI issued a consultation paper proposing new reference‑price methods and a tiered circuit‑limit framework for...
By The Hindu Business Line – All
Social•Feb 21, 2026
Jan Gas Futures Near $5, Could Slip Below $4.40
January Natural Gas vs. Lower Energy, Rates Goals - The January natural gas future (Jan27) is typically the tip of the price curve and will be tops in relevance around the US midterms, with a potential downward bias. Preexisting trends...
By Mike McGlone
Social•Feb 21, 2026
Avoid Unnecessary State Tax on 2025 Money Market ETFs
If you held money market funds or Treasury ETFs in 2025, you may be paying state tax you don’t owe. And majority of people report this wrong. Here's how to save on taxes:
By The Money Cruncher
News•Feb 21, 2026
The Only Healthcare Stock I Would Buy and Never Sell Is Medtronic
Medtronic, one of the world’s largest medical‑device makers, is refocusing on its highest‑margin, fastest‑growing businesses by spinning off its diabetes unit. The company continues to innovate, highlighted by the Hugo surgical robot, and has delivered 48 straight annual dividend increases,...
By Yahoo Finance – News Index
Social•Feb 21, 2026
Spend 30 Minutes Monthly, End Endless Money Stress
People already spend HOURS every week on their finances. Worrying. Stressing. Fighting about money. Checking their bank balance anxiously. Moving money around manually. When 30 min/mo of focus would fix their finances forever.
By Brennan Schlagbaum, CPA (Budgetdog)
News•Feb 21, 2026
RING: The Consolidation Looks Bullish; Don't Dump Gold Stocks Now
The iShares MSCI Global Gold Miners ETF (RING) retains a buy rating thanks to its attractive valuation and strong technical momentum. Over the past year the fund posted a 157% total return, outpacing the S&P 500 by 145 percentage points, while...
By Seeking Alpha – ETFs & Funds
News•Feb 21, 2026
Stock Market Week: Nvidia Earnings, Apple And Strategy Events
The market opened higher as the S&P 500 rose 0.69% and the Nasdaq added 0.90% following Nvidia’s earnings beat and Apple’s upbeat product outlook. Nvidia shares edged up 1% after reporting revenue that topped expectations, while Apple gained 1.5% on news...
By Yahoo Finance – Top Financial News
News•Feb 21, 2026
The Chefs’ Warehouse, Inc. (CHEF) Reports Q4 Revenue of $1.14B Versus Consensus of $1.1B
The Chefs’ Warehouse reported fourth‑quarter revenue of $1.14 billion, topping the $1.1 billion consensus. CEO Christopher Pappas highlighted sustained demand from upscale‑casual and higher‑end dining segments across domestic and international markets. The company also announced FY26 revenue guidance of $4.35‑$4.45 billion, roughly in...
By Yahoo Finance – News Index
News•Feb 21, 2026
Oppenheimer Raises Its Price Target on SharkNinja, Inc. (SN) to $145 From $140 and Maintains an Outperform Rating
Oppenheimer raised its price target on SharkNinja (NYSE:SN) to $145 from $140 and kept an Outperform rating after meeting management. Morgan Stanley and Guggenheim also lifted their targets, signaling broader analyst optimism. SharkNinja reported Q4 revenue of $2.10 billion, slightly above...
By Yahoo Finance – News Index
News•Feb 21, 2026
Stifel Raises Its Price Target on FedEx Corporation (FDX) to $412 and Maintains a Buy Rating
Stifel analyst J. Bruce Chan raised FedEx's price target to $412 from $328 and kept a Buy rating after the company's 2026 Investor Day outlined a mid‑term roadmap to 2029. FedEx targets 4% compound‑annual revenue growth and an 8% operating...
By Yahoo Finance – News Index
News•Feb 21, 2026
Jefferies Raises Its Price Target on The Williams Companies, Inc. (WMB) to $81 and Maintains a Buy Rating
Jefferies raised its price target on The Williams Companies (WMB) to $81 from $78, maintaining a Buy rating after a strong analyst day. UBS also lifted its target to $89, citing a $7.3 billion power‑generation backlog that could generate $1.4 billion annual...
By Yahoo Finance – News Index
Blog•Feb 21, 2026
Newsquawk Week Ahead Highlights: 23rd-27th February 2026
The week ahead centers on Nvidia’s February 25 earnings, where analysts expect revenue to surpass $65 billion and margins to climb above 74 percent, reinforcing its AI leadership. Australian CPI data will test the Reserve Bank’s willingness to raise rates again after...
By Global View Blog
News•Feb 21, 2026
RBC Raises Prologis (PLD) Target as Industrial Real Estate Outlook Improves
RBC Capital raised its price target on Prologis to $135, up from $132, after the REIT posted a fourth‑quarter FFO beat and signaled stronger market conditions. Analyst Michael Carroll reiterated a Sector Perform rating, citing confidence in the company’s expanding...
By Yahoo Finance – News Index
News•Feb 21, 2026
KYN: Favorable Outlook For This Monthly Paying Energy Infrastructure Fund
Kayne Anderson Energy Infrastructure Fund (KYN) is rated a buy, delivering a 7.4% distribution yield and heavy exposure—95%—to mid‑stream energy equities that stand to benefit from AI‑driven electricity demand. The fund trades at a 12.14% discount to its net asset...
By Seeking Alpha – ETFs & Funds
Blog•Feb 21, 2026
SPY Trends and Influencers February 21, 2026
The latest non‑farm payroll and CPI data left equities in a cautious stance, with the U.S. dollar near a four‑year low and Treasuries flat in a consolidation zone. Gold held steady around $5,000‑$5,100 while crude oil nudged to six‑and‑a‑half‑month highs....
By Dragonfly Capital
News•Feb 21, 2026
Japan's Real Wages Poised to Grow After a Year of Decline
Japan’s real wages are set to move into positive territory in January 2026 after a year of decline, driven by a slowdown in CPI inflation to 2% YoY and a suite of government price‑relief measures. Tax cuts on gasoline, tuition‑free...
By Nikkei Asia – Economy
Blog•Feb 21, 2026
CoT: Peek Into Future Through Futures, How Hedge Funds Are Positioned
Hedge funds have deepened their net short position in 10‑year Treasury futures, pushing the short to 877.9k contracts and driving the 10‑year yield up to 4.09% after the Supreme Court struck down Trump’s blanket tariffs. At the same time, the...
By Hedgopia
Blog•Feb 21, 2026
Ukraine's 'Flamingos' Fly 1,300+ Km Deep in Russia to Hit Putin's Missile Megafactory
The episode examines Ukraine’s covert ‘Flamingo’ drone operations that penetrated over 1,300 km into Russian territory to strike a major missile production facility linked to President Putin. It outlines the technical capabilities of the drones, the strategic impact of disrupting...
By Decoded: Ukraine, Russia, and Beyond
Social•Feb 21, 2026
Dollar Weakness Boosts Gold, Hurts US Stocks
⚠️US Dollar weakness is historically BAD news for US stocks: AVERAGE ANNUALIZED RETURNS during the 5 major Dollar bear markets since 1967: S&P 500: +6.4% annualized Gold: +43.1% annualized EM stocks: +23.7% annualized👇 https://globalmarketsinvestor.beehiiv.com/p/the-us-stock-market-has-peaked
By Global Markets Investor (newsletter author)
Social•Feb 21, 2026
Tariff Refunds Benefit Importers, Not Shoppers
A tariff “refund” mostly goes to whoever wrote the tariff check: the importer of record. That’s not the same person who paid more at the register. So refunds -- if they're offered -- might sound like consumer relief, but in...
By Justin Wolfers
Blog•Feb 21, 2026
George Answers Your Questions: European Nuclear Umbrella, Risks of a United Europe
At the Munich Security Conference, George addressed Europe’s reliance on the U.S. nuclear umbrella, noting that European nuclear forces are insufficient to deter Russia’s vastly larger arsenal. He highlighted the continent’s high population density, which amplifies the catastrophic potential of...
By Geopolitical Futures
Social•Feb 21, 2026
LEI Chartbook Shows Strong Economic Indicator
The latest LEI chartbook is up, and it's looking pretty good, if you believe this kind of indicator that is -> https://t.co/jA0iOD7MzE
By Claus Vistesen
Social•Feb 21, 2026
Trump's Tariff Threats Persist, Undermining Economic Certainty
If you thought Trump would stop throwing around tariffs right, left, and centre after Friday’s ruling, think twice… I still think the impact is blown out of proportion by the media, but it does affect economic sentiment due to the lack...
By Andreas Steno Larsen
Social•Feb 21, 2026
FHA Market Share Plummets From 30% to 10%
FHA used to be such a force at about 30% of the local market in 2009. Closer to 10% today. https://t.co/pb7ZHRoOTt
By Ryan Lundquist
Social•Feb 21, 2026
Brent Spreads Widen Sharply as Front‑month Jumps
Where's the Glut? Brent 12-month spread widened $1.79 (52%) 6-month spread widened $0.68 (30%) for the week ending February 20 Front-month price increased $4.01 from $67.75 to $71.76 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/GkGOzWLZRj
By Art Berman Blog
Social•Feb 21, 2026
USD Stays Strong; “Global Reserve Asset” Rebrands Failure
For what its worth, the reason the term “Global Reserve Asset” has gained traction over last 5 yrs is bc those who previously said USD would lose “Global Reserve Currency” status had to pivot after getting everything they ever dreamed...
By Brent Johnson
Social•Feb 21, 2026
Out of Cash? Keep Closing by Thinking Differently
If you run out of money for deals, you don’t need to stop – you need to think differently.
By Coach Carson
Social•Feb 21, 2026
Europe Needs Independent Central Banks to Drive AI Growth
In my interview with @WSJ, I spoke about Europe’s economy, the importance of central bank independence, AI and more. Read my interview https://t.co/LEbflpU9tB https://t.co/KlfELnA179
By Christine Lagarde
Social•Feb 21, 2026
Trump's Homebuying Ban Spares Build‑to‑rent and Fixer‑uppers
Trump's proposed institutional homebuying 'ban' includes 2 exemptions --> build-to-rent communities --> existing homes in need of significant repair https://t.co/iFD29f3UiD
By Lance Lambert
Social•Feb 21, 2026
Insane Wealth Tax Triggers Global Investor Panic
This is utterly moronic on all levels. Have Dutch politicians overdosed on stupid pills? An ‘insane’ new wealth tax has global investors panicking https://t.co/VsB8fRFFkX
By Michael Hewson
Social•Feb 21, 2026
2026 Poised as Decade’s Best Year for Active Management
2026 could be the best year for active management in decades. The combination of a heavily concentrated index alongside a period of cyclical broadening provides for a backdrop of most stocks beating the benchmark.
By Michael Kantro
Social•Feb 21, 2026
Closing Fossil Plants Drives Winter Grid Strain, Price Spikes
Had we not shut down so many coal plants and suppressed so many pipelines and prevented so many gas plants, this winter's electricity demand could have been easily and cheaply met. Instead, it strained grids, spiked power prices, and spiked heating...
By Alex Epstein
Social•Feb 21, 2026
Local Deposits Multiply Community Economic Impact
For anyone curious about how local deposits multiple dollars into the local community, dig out your old Econ 101 textbook or search for “money multiplier”. When you keep your $ in a local bank it feeds the local economy. The...
By Jill Castilla
Social•Feb 21, 2026
Trump's Threats Prompt Modi to Dismantle India’s Protections
My take on MODI'S WIN over Trump in the US-India Trade Deal: "Ironically, Trump's threats have allowed Modi to dismantle some of India's protectionist measures. Previously, the dismantling wouldn't have been possible. Now Modi can say, 'Enemy Trump made...
By Steve Hanke
Social•Feb 21, 2026
Stay Overweight on Equities, Still Diversify Globally
I joined the @MilkRoadMacro show this week. Laid out why we remain overweight equities, but you want to still own other parts of the 🌍. https://t.co/X8faci8XLY
By Ryan Detrick
Social•Feb 21, 2026
Dollar Declines Despite Hot Inflation and SCOTUS Ruling
The Dollar yesterday fell back to its recent lows against EM, even though core PCE inflation came in hot and the SCOTUS decision should have lifted it. Regime change for USD is upon us. Things that ordinarily lift the Dollar...
By Robin Brooks
Social•Feb 21, 2026
Dollar's Decline Signals Shift; Reconsider Your Investments
Oh boy. “DOLLAR in DECLINE” “The U.S. currency has lost its dominance. What investors should do now.”
By MacroCharts
Social•Feb 21, 2026
Credit One Teaches Credit Pitfalls and Rebuilding Momentum
@CreditOneBank is building programs like Credit Wreckers to teach people what not to do with credit and help rebuild financial momentum. In this episode, we discuss how with Steve Min. Watch the full video: https://t.co/wUIHckaAy4 https://t.co/kXzIKFYg9G
By Jim Marous