Blog•Feb 18, 2026
‘No Landing’ Is Back In A Big Way
‘No landing’ has emerged as the prevailing global macro outlook, suggesting the economy will remain in a state of indefinite uncertainty rather than a clear recession or recovery. The author points to persistent inflation, aggressive AI investment, and AI‑induced job losses as the primary forces preventing a decisive landing. He also signals personal confidence in gold as a hedge amid this ambiguity. The piece critiques political and voter economic illiteracy, implying it hampers effective policy responses.
By Heisenberg Report
Social•Feb 18, 2026
Geopolitical Tension Drives Gold Surge—Position Now
Gold is on the move🔥 As tensions in the Middle East rise and Iran escalates, markets are reacting and gold is back in focus When uncertainty rises, gold shines ✨ Big moves could be ahead. The question is… are you positioned? Trade Gold with...
By Kathy Lien
Social•Feb 18, 2026
AI Spending and Consumer Surge Mask Weak Underlying Growth
Recent top and bottom line (as well as profit margins) have been disproportionately impacted by massive AI cap spending and high end consumer spending. The former has a half life to it. The later may not be sustained if home and stock...
By Doug Kass
News•Feb 18, 2026
Japan Accounting Group Seeks to Ease Insurer Bond Loss Rule
The Japanese Institute of Certified Public Accountants (JICPA) has proposed treating life insurers' government‑bond holdings as held‑to‑maturity, removing the need for impairment accounting when certain criteria are met. Under current rules insurers must record a loss if market value falls...
By Accounting Today
Social•Feb 18, 2026
Retail Traders Set Record Demand on Citadel Platform
Citadel on flows, via Bbrg: Retail traders spent a record amount snapping up software shares on Citadel Securities’ platform, according to Scott Rubner, head of equity and equity derivatives strategy at the firm, which began tracking the data in 2017: “Net notional...
By MacroCharts
News•Feb 18, 2026
You Can Invest in SpaceX Before Its IPO — but Should You?
Investors can now gain exposure to SpaceX through private secondary markets, specialty ETFs and pooled funds, sidestepping the wait for a public listing. The rocket company is valued at roughly $1.25 trillion, making it one of the most coveted private assets....
By MarketWatch – Top Stories
Social•Feb 18, 2026
De-Dollarization Undermines US Military Financing Power
De-Dollarization Threatens US Military Power The dollar’s role in global trade is shrinking. As it loses value, I see us losing influence and even military strength, because our military depends on financing powered by the dollar. The markets are already showing...
By Peter Schiff
News•Feb 18, 2026
Isabel Schnabel: Fiscal Challenges Amid Geopolitical Uncertainty and Ageing Societies
Isabel Schnabel highlighted the euro area’s mounting fiscal pressures, noting that low debt levels often coincide with weak public investment. She examined Germany’s new defence and infrastructure package, showing it can lift GDP but also raise debt ratios under different...
By European Central Bank — Press/Speeches
Social•Feb 18, 2026
Build an Algo Trading Hedge Fund in Six Minutes
This guy literally explains how to build an algorithmic trading hedge fund from scratch in under 6 minutes. This is crazy:
By Quant Science
Blog•Feb 18, 2026
India Takes on the Shadow Fleet (Bonus Video)
India's navy has begun seizing shadow‑fleet oil tankers within its exclusive economic zone, capturing three vessels since early February. The shadow fleet, a network of roughly 1,000 de‑commissioned tankers, moves 3‑4 million barrels of sanctioned crude daily from Russia, Iran...
By Zeihan on Geopolitics (Insights)
News•Feb 18, 2026
Rates Spark: Pressures Rebuild for Long Dates
Equity volatility in the US is easing, opening the door for a near‑term rally in 10‑year euro swap rates that sit about 20 basis points below their January peak. Market participants expect a bear‑steepening move as the front end of...
By ING — THINK Economics
Social•Feb 18, 2026
Cooling Volatility Triggers Vol‑Control Funds to Add Equity
Vol Control funds are starting to re-engage. When realized vol cools, vol-control strategies mechanically add equity exposure. Vol ↓ → Positioning ↑ → Fuel for price. Still too early, but if realized volatility continues to cool off, this turns into incremental buy pressure...
By Kurt S. Altrichter
News•Feb 18, 2026
France’s Very Low Inflation Rate Is a Major Challenge for Public Finances
France’s inflation fell to 0.3% year‑on‑year in January, the lowest level since 2016 and well below the euro‑area average of 1.7%. The drop, driven by falling manufactured‑goods and energy prices, leaves core inflation at just 0.7% and fuels criticism that...
By ING — THINK Economics
News•Feb 18, 2026
Dow Jones Industrial Average Gains 200 Points as Fed Minutes Loom and Nvidia Rallies on Meta Deal
The Dow Jones Industrial Average rose about 300 points, or 0.65%, as investors returned to equities ahead of the Federal Reserve’s January minutes. Nvidia surged over 2% after Meta announced an expanded AI‑chip partnership worth tens of billions, reinforcing Nvidia’s...
By FXStreet — News
News•Feb 18, 2026
Stock Movers: Palo Alto, MSG Sports, Wingstop (Podcast)
Palo Alto Networks warned that adjusted earnings per share will fall between $3.65 and $3.70 for the full year and $0.78 to $0.80 for the third quarter, sending its stock to a two‑year low. MSG Sports announced that its board...
By Bloomberg — Business
News•Feb 18, 2026
The Risks of Trump’s Peace Plan: Two Gazas and an Annexed West Bank
President Trump’s new Gaza peace framework, backed by UN Security Council Resolution 2803, places Gaza under a U.S.-led Board of Peace, a Gaza Executive Board and a technocratic National Committee with scant Palestinian participation. The plan also severs Gaza’s ties...
By Chatham House – All Content
News•Feb 18, 2026
Luxembourg Launches New Tender for C&I Solar
Luxembourg’s Ministry of the Economy has opened a €3 million tender to fund commercial and industrial solar projects between 30 kW and 200 kW. Applications are accepted until April 17 and are split into three lots covering rooftop, façade and car‑port installations. Projects that...
By pv magazine
News•Feb 18, 2026
EQT Chief Calls for Reforms After Blowout Natural Gas Spot Prices During Winter Storm Fern
Winter Storm Fern caused U.S. natural‑gas spot prices to surge above $80 per MMBtu, marking one of the highest spikes on record. EQT Corp.’s MVP system operated at full capacity, but the event highlighted the strain on existing pipeline infrastructure....
By Natural Gas Intelligence (NGI)
News•Feb 18, 2026
First Gen Powers Lyceum Satellite Campuses
First Gen Corp. will supply over 1,150 kW of geothermal electricity to Lyceum of the Philippines University’s satellite campuses in Batangas and Laguna. The deal, enabled by the retail aggregation program, lets the campuses pool demand to meet the 500‑kW threshold...
By Philstar – Business
Social•Feb 18, 2026
416 Condo Recovery Likely Years Away, Not Months
The Solution To The 416 Condo Crash May Be Years Away: Because The Math Doesn't Math & Won't For Awhile The last 2 years have been disastrous for Pre-construction Condos or anyone who wants to sell a 416 Dog Crate Condo We...
By Ron Butler
News•Feb 18, 2026
US Stocks: Trump Adviser Hassett Suggests New York Fed Researchers Be Punished for Tariffs Argument
Kevin Hassett, former Trump economic adviser, blasted a New York Fed research paper that argued tariffs mainly hurt American consumers, calling it "shoddy scholarship" and the worst paper in Fed history. He urged that the authors be disciplined for their...
By The Economic Times – Markets
News•Feb 18, 2026
Webinar: Why the Dollar’s 2026 Decline Will Be More Cyclical than Structural
Investors are questioning US asset allocations as the dollar begins 2026 on a weaker footing. A new ING webinar will examine whether the current sell‑off is driven by cyclical market dynamics rather than a deeper structural de‑dollarisation trend. Speakers will...
By ING — THINK Economics
Social•Feb 18, 2026
Demand Surge Compresses Bond Spreads Despite Record Issuance
Record bond issuance. Record trading volumes. Tighter spreads. More supply should widen spreads. Instead buyers are so hungry that more issuance actually improves liquidity and compresses risk premiums. This works until it doesn’t.
By JunkBondInvestor
News•Feb 18, 2026
Various Project Ramp-Ups Set to Boost Global Lithium Output in 2026
Global lithium production surged 19.7% in 2025 to 338,300 tonnes and is projected to climb another 15% in 2026, reaching 389,100 tonnes. The acceleration is driven by rapid ramp‑ups in Argentina, China, Australia, Mali and Zimbabwe, each adding new projects...
By Mining Technology
Blog•Feb 18, 2026
Gold & Silver Rebound After Latest Selloff, While Warsh's 'Treasury Accord' Looms...
Gold and silver prices bounced back after a recent sell‑off, with gold futures climbing $121 to $5,026 and silver futures up $4.50 to $78.04, while the Shanghai silver market remains closed for a holiday. The episode notes regional price differences,...
By Arcadia Economics’ Gold & Silver Daily
News•Feb 18, 2026
CleanChoice Energy Triples Capacity with Solar Acquisitions in North Carolina
CleanChoice Energy announced the acquisition of two utility‑scale solar projects in North Carolina—Sumac (103.92 MW) and Sweetleaf (118.3 MW)—adding 222.2 MW of capacity and tripling its portfolio. Construction is slated to start early 2027 with grid interconnection to the PJM market expected in...
By POWER Magazine
News•Feb 18, 2026
Five US Policy Shifts Could Reshape Financial Markets
The Trump administration is advancing five domestic policy initiatives that touch credit, housing, monetary policy, corporate governance, and digital‑asset regulation. Proposed credit reforms would tighten loan underwriting, while housing changes could modify the mortgage interest deduction. Monetary officials hint at...
By Project Syndicate — Economics
News•Feb 18, 2026
Market Trading Guide: Bank of India Among 2 PSU Bank Stocks Offering up to 8% Upside
The Nifty 50 logged a third straight gain, breaking above the 25,500 support and 25,800 resistance as consumer, financial and metal stocks led the rally. Bank of India and Bank of Maharashtra each posted decisive breakouts from consolidation zones, prompting...
By The Economic Times – Markets
Social•Feb 18, 2026
Equities Up, Trend Flattens Amid 4% Yield, Rotation
As for the markets, last week the Dow briefly reached the 50k milestone while the S&P 500 continued to hang out just below 7,000. The 10-year yield has been flirting with 4% again and the terminal rate for the Fed’s...
By Jurrien Timmer
Blog•Feb 18, 2026
Antimony Price Spike Puts Critical Mineral in Spotlight as Jim Atkinson Advances Antimony Resources’ Bald Hill Project
Antimony Resources Corp. is accelerating development of its Bald Hill project after a serendipitous discovery of the Marcus Zone, a new stibnite‑rich mineralized area. The metal’s price has rocketed from roughly $12,000 to $60,000 per metric ton, driven by defense...
By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
News•Feb 18, 2026
Mining Stocks Dominate TSXV’s Top Performers List
Metals and mining dominated the TSX Venture Exchange’s 2025 top‑performer list, with 48 of the 51 entries coming from the sector. Junior miners posted an average share‑price gain of 443% and a combined market capitalisation of $19.9 billion. Record liquidity supported...
By MINING.com
Social•Feb 18, 2026
Amazon Slides Below Key Support Amid CapEx Concerns
$AMZN - 210.00 was a key support...now sitting in dangerous territory. Market is still unhappy about the company's $200 billion CapEx.
By Hyperstocks
Social•Feb 18, 2026
Gold Rallies 13% as Tech Stocks Stumble
While the Magnificent Seven tech stocks have SUFFERED in 2026, GOLD IS UP over 13%. It's time to turn away from SILLY VALLEY. BUY GOLD, WEAR DIAMONDS. https://t.co/PZTIJFhPOp
By Steve Hanke
Social•Feb 18, 2026
Italy Cuts Carbon Charge on Electricity, Rattles Markets
Italy’s plan to strip carbon cost from power bills jolts markets https://t.co/RZ9Dw7uUKq via @E_Krukowska @Al_Brambilla https://t.co/aVgbxP1Rxm
By Zöe Schneeweiss
Social•Feb 18, 2026
Sector Rotation Timing Yields Asset‑rich Returns
The Great Rotation: From Growth to Asset Rich Value My job is timing sector rotation & picking the best stocks long/short within it. That & sizing up macro event risk & market structure support. That's how I could time the...
By Samantha LaDuc
Social•Feb 18, 2026
Oil's High Risk Premium Clashes With Market Near-Highs
Oil has a big risk premium in it in terms of vol and skew. Meanwhile SPUs, IWM, VXUS all near ATHs Feels like a tense contradiction. https://t.co/6lmCdFZUnm
By Kris Abdelmessih
Social•Feb 18, 2026
Markets Mirror Trump’s Shifting Policy Narratives
You just have to respect markets and the games they play Trump first term: Public is all about long Energy, short Solar.... Solar stocks go on an epic run Trump 2nd term: Tariffs going to crush International economies.... International stocks just thrashing...
By Joe Kunkle
Social•Feb 18, 2026
UK Inflation Hits 2025 Low, Strengthening BoE Rate‑Cut Case
UK inflation slowed to its weakest level since March 2025, bolstering the case for an interest rate cut when the Bank of England meets next month https://t.co/yJqzpiJ61p via @irinaanghel12 @PhilAldrick https://t.co/a5Mov7Jkhv
By Zöe Schneeweiss
Social•Feb 18, 2026
Chevron Boosts Permian Output 67% with Fewer Rigs
"Chevron in 2019 ran 21 rigs and five frack crews in the Permian. This year it anticipates it will need only six rigs and two frack crews to produce about 67% more oil-and-gas in the region than seven years ago."...
By Scott Lincicome
Social•Feb 18, 2026
ECB Study Finds Tariffs Sparked Minor China Trade Diversion
Tariffs caused just a small China trade diversion, ECB study shows https://t.co/2xTwmZXdG6 via @weberalexander https://t.co/NfggkusEyQ
By Zöe Schneeweiss
Social•Feb 18, 2026
Walmart Health and Wellness Sales
In 3Q, @Walmart health & wellness”/pharmacy sales grew by 12.3% vs grocery & general merchandise sales, each up ~3%. In 2022, “health & wellness” accounted for 12% of Walmart U.S.’s sales; in 3 years that number up to ~15% @Adam__Josephson Is...
By Daniëlle DiMartino Booth
Social•Feb 18, 2026
Oversold Infrastructure, Cybersecurity, AI Stocks Poised for Rally
Quality infrastructure software, cybersecurity stocks and some AI names are now *very* oversold and due for a multi-month rally. The recent indiscriminate selling in SaaS has crushed these stocks but the sale won't last forever.
By Puru Saxena
Social•Feb 18, 2026
Equal‑Weighted S&P Nears Cap‑Weighted Levels Amid Broadening Market
The market has been broadening out nicely as of late, and since the April 2025 Tariff tantrum low, the equal-weighted S&P 500 index has almost caught up to the cap-weighted index (34% vs 38%). It has been good to see....
By Jurrien Timmer
Social•Feb 18, 2026
Successor Must Be Independent, Pro‑Europe After Surprise Resignation
Bank of France Governor Francois Villeroy de Galhau says his successor must be independent and committed to Europe after his early resignation gave President Emmanuel Macron a surprise opportunity to pick the next central bank chief https://t.co/VVGP1D9Dj6 via @WHorobin https://t.co/rmqeTU4qJ7
By Zöe Schneeweiss
Social•Feb 18, 2026
Industrial Earnings Surge 26% Against Negative Forecast
Earnings growth for industrials is up more than 26%. It was expected to be negative this time two months ago. That is simply incredible. https://t.co/MTxPkrvtdA
By Ryan Detrick
Social•Feb 18, 2026
S&P 500 Hits Best Revenue Growth Since 2022, Yet Peaks
Good news and bad news? Best quarter for S&P 500 revenue growth since Q3 '22. But this quarter is likely the peak for revenue growth. https://t.co/Dp33tx0bca
By Ryan Detrick
Social•Feb 18, 2026
USD Coils Near Key Levels, Breakout Imminent
US Dollar Short-term Outlook: USD Coils Between Key Levels – Breakout Looms https://t.co/CxUMkIN5mg $DXY Daily & 240min Charts https://t.co/ILpuVkkqnw
By Michael Boutros
Social•Feb 18, 2026
S&P Advance/Decline New Highs Signal Continued Rally
More new highs in the S&P 500 advance/decline line suggests price will follow. They keep talking about Hindenburg, but this says continue to ignore them. https://t.co/o48OrEZF4o
By Ryan Detrick
Social•Feb 18, 2026
Amazon's Historic Loss Streak Meets Surprising Stock Highs
If you'd have told me Amazon just had one of it's longest losing streaks in history, I probably wouldn't have expected stocks to be flirting with new highs. https://t.co/kXBq6SpLEA
By Ryan Detrick
Social•Feb 18, 2026
Dow Poised for Rare 10-Month Winning Streak
The Dow would be up 10 months in a row if it is higher in February. Since 1900, that has only happened four other times. https://t.co/0AB887hP7Q
By Ryan Detrick