Blog•Feb 17, 2026
The Housing Inflection Point
The episode examines the current U.S. housing market inflection point, highlighting softened builder confidence, persistently tight resale inventory, and the potential impact of a credible rate‑cut cycle on margins and incentives. It discusses policy initiatives aimed at streamlining permitting and supporting institutional single‑family purchases, which could improve capital efficiency and land turnover. The host identifies five XHB constituents—D.R. Horton, Lennar, PulteGroup, NVR, and Toll Brothers—as builders with strong balance sheets, land optionality, and operating leverage positioned to benefit from a demand rebound.
By The Lead‑Lag Report – Blog
News•Feb 17, 2026
Dangote Signs $400 Million Equipment Deal to Fast-Track Refinery Expansion and Boost Petrochemical Capacity
Dangote Group has inked a $400 million deal with China’s XCMG to acquire heavy‑construction equipment that will fast‑track the expansion of its petroleum refinery from 650,000 to 1.4 million barrels per day. The upgrade will also boost petrochemical outputs, including polypropylene, urea...
By BusinessDay (Nigeria)
News•Feb 17, 2026
Real vs Technical Inflation: Which Should Guide Monetary Policy in Nigeria?
Nigeria’s National Bureau of Statistics rebased its Consumer Price Index to a 2024 base year, pulling headline inflation down from 24.48% in January 2025 to 15.15% by December 2025. Critics argue the technical decline masks persistent real inflation, with food prices still...
By BusinessDay (Nigeria)
News•Feb 17, 2026
What Nigeria’s Economy Optimises for — Without Admitting It
Nigeria’s economy is structured to reward navigating bureaucratic friction rather than boosting productivity, efficiency, or innovation. World Bank data shows firms spend over 40% more time on regulations than the regional average, creating a thriving informal ecosystem of brokers, fixers...
By BusinessDay (Nigeria)
News•Feb 17, 2026
EFCC Quizzes El-Rufai, Defends Use of Tear Gas on Protesters
Nigeria’s Economic and Financial Crimes Commission (EFCC) summoned former Kaduna governor Nasiru El‑Rufai for questioning over alleged mismanagement of public funds during his 2015‑2023 tenure. While El‑Rufai complied, supporters stormed the EFCC headquarters in Abuja, prompting operatives to deploy tear gas...
By BusinessDay (Nigeria)
News•Feb 17, 2026
Uganda’s Ports Crippled by Encroachment and Neglect
Uganda’s eight lake ports, managed by state‑owned Uganda Railways Corporation, are crippled by illegal land encroachments, military occupations, and climate‑related water level shifts. Key facilities such as Port Bell and Lambu Port face stalled redevelopment despite an African Development Bank...
By The East African
News•Feb 17, 2026
The Rise of the “Central” Bloc? How Türkiye and Saudi Arabia May Build a New Third Channel for Global Defence...
Turkey and Saudi Arabia concluded a series of defence‑industrial accords in February 2026, covering a fifth‑generation fighter, a utility helicopter, and unmanned naval platforms. The agreements were sealed during President Erdoğan’s Riyadh visit and include a joint KAAN fighter investment...
By Quwa – Defence News & Analysis
News•Feb 17, 2026
India's Textile and Apparel Exports Down by 3.75% in January, Outlook Improves Now with India US Interim Deal
India's textile and apparel exports fell 3.75% in January 2026, dropping to $3.27 billion from $3.40 billion a year earlier, primarily due to U.S. tariffs that remained until February 7. Cotton yarn, fabrics and handloom products declined over 4%, while carpet and jute...
By The Economic Times (India) – Economy
Blog•Feb 17, 2026
U.S. Treasury Rates Weekly Update for February 13, 2026
U.S. Treasury rates slipped across the curve in the week ending February 13, 2026. The 30‑year yield fell 0.16%, while the benchmark 10‑year dropped 0.18% to 4.04%. The 3‑year note settled at 3.43%. The declines reflect modest easing in market...
By Chet Wang Blog (Municipal Bonds)
Blog•Feb 17, 2026
Quick Take: Thermal Coal Prices Rising
In this brief episode, the host highlights a recent surge in API2 (Northwest Europe) thermal coal futures for March delivery, which have risen roughly $5 per metric tonne over five trading sessions, briefly breaching $108/mt before settling near $107.50/mt. The...
By The Coal Trader
News•Feb 17, 2026
Semirara Hopes to Win Coal Mine Bidding
Semirara Mining and Power Corp is urging that its long‑standing technical expertise will help it retain the coal‑mining concession that expires in 2027, even as the Philippine government prepares an auction. The announcement triggered a 21.39% drop in Semirara’s share...
By Philippine Daily Inquirer – Business
Blog•Feb 17, 2026
New Zealand’s Housing Crash Restores Affordability
New Zealand’s housing market has entered a sharp correction, with the REINZ house‑price index falling 0.6% month‑on‑month and 16.2% from its early‑2022 peak, equating to a 30% real‑terms loss since 2019. Mortgage rates have dropped to pre‑pandemic levels after the...
By MacroBusiness (Australia)
News•Feb 17, 2026
Lebanon Says Four Months Needed for Second Phase of Hezbollah Disarmament
Lebanon’s government announced that its army will need at least four months to complete the second phase of the five‑stage plan to dismantle Hezbollah’s arsenals south of the Litani River. The phase targets the corridor between the Litani and Awali...
By Al Jazeera – All News (includes Economy)
News•Feb 17, 2026
US Dollar Positioning Hits Record Underweight in Bank of America Survey
Bank of America’s FX sentiment survey shows net US dollar exposure at a record underweight, the most negative level since the survey began in January 2012. Short positions have surged to extreme levels, surpassing the lows recorded in April 2023....
By ForexLive — Feed
News•Feb 17, 2026
Russia-Ukraine War: List of Key Events, Day 1,454
Ukraine reclaimed roughly 201 sq km of territory after a Russian Starlink communications outage, while Russia reported downing 345 Ukrainian drones and launching 62 long‑range strike drones overnight. The Czech Republic supplied 4.4 million rounds of large‑calibre ammunition to bolster Kyiv’s firepower. Diplomatic...
By Al Jazeera – All News (includes Economy)
News•Feb 17, 2026
A RM11 Billion Takeover Battle Is Testing Malay Economic Clout. Malaysia PM Anwar Now Holds All the Cards
Prime Minister Anwar Ibrahim, also finance minister, controls the state‑owned stakes that own nearly half of IJM Corporation, putting him at the centre of Sunway Group’s RM11 billion (S$3.5 billion) takeover bid. The offer, seen as hostile, combines RM1 billion in cash with...
By The Business Times (Singapore) – Companies & Markets
Social•Feb 17, 2026
Strip Mall Bought for $900K Generates $700K Equity
Do you want to see how a $900K strip mall turned into ~$700K equity? Just dropped the full breakdown. Comment $ for the link.
By Justin Pickell
Social•Feb 17, 2026
Thailand Market Hit Bottom Mid‑2025, Faber Predicted
While everyone continues to be bearish on Thailand, the index quietly bottomed in mid-2025. Marc Faber called it, almost perfectly. https://t.co/TfCZRnhSG7
By Michael Fritzell
News•Feb 17, 2026
BOJ Likely to Raise Rates 25bp April, Former Board Member Says. Gradual Move Toward 1.25%
Former Bank of Japan board member Seiji Adachi says the central bank is most likely to raise rates in April rather than March, waiting for clearer wage and inflation data. The BOJ’s December hike to 0.75% marked the first move...
By ForexLive — Feed
Social•Feb 17, 2026
Markets Overvalued: Between Very and Pornographically High
Market Update: We continue to view the market as being somewhere between very overvalued and pornographically overvalued. We have an out of consensus outlook. @dougkass @andrewrsorkin @BeckyQuick @SquawkCNBC @CNBCFastMoney @HalftimeReport @carlquintanilla @ScottWapnerCNBC @jimcramer @pboockvar @saraeisen @SullyCNBC @tomkeene @ferrotv @lisaabramowicz1 @business...
By Doug Kass
Social•Feb 17, 2026
Iran Risk Unpriced: Trump Faces Bluff, Consequence Choice
Iran Risk Is Not Priced In Iran escalation does not look easily winnable for Trump. It looks like a bluff inside a trap, which sets up as a dangerous game of “concession or consequence”. https://t.co/XXKbHZrXhQ
By Samantha LaDuc
News•Feb 17, 2026
Lundin Bags More Credit for Copper Project
Lundin Mining secured an additional credit facility to fund its flagship copper development, expanding the financing previously arranged for the project. The new credit line, sourced from a syndicate of international banks, adds $500 million to the existing $1.2 billion pool,...
By LatinFinance
Social•Feb 17, 2026
Asian Markets Split: AI Surge vs Old‑Economy Shift Ahead
Asian equity markets are diverging into two camps: AI capex beneficiaries in East Asia and "old economy" companies in Southeast Asia. There will be an inflection point where the former peaks, and flows move towards the latter. But when?
By Michael Fritzell
Social•Feb 17, 2026
Software Stocks Echo Dot‑com Highs, Risk Imminent Crash
The carnage brings us back to the Dot-Com highs on Software Relative to the S&P 500. Ugly ugly ugly. I don't know if it happens this week, but I think this chart will break down. Time will tell. https://t.co/d0hCRxotxq
By Jeff Weniger
Blog•Feb 17, 2026
Scott Kennedy’s BDC Earnings Series: Assessing Sixth Street Specialty Lending’s Performance For Q4 2025
Sixth Street Specialty Lending reported its Q4 2025 results, posting a 12% increase in net asset value to $1.84 billion and a 9% rise in earnings per share. The BDC’s portfolio composition shifted toward higher‑yield middle‑market loans, boosting the weighted‑average interest rate...
By The REIT Forum
Social•Feb 17, 2026
Iranian Rial Plummets, Becomes World's Second Worst Currency
On this week's Hanke's #CurrencyWatchlist, the Iranian rial ranks as the WORLD'S 2ND WORST currency. The rial has depreciated by 44% against the USD over the past year. RIAL = THE GREAT DESTABILIZER. https://t.co/06OiclsaSq
By Steve Hanke
Social•Feb 17, 2026
2026 Macro Outlook: Resilient Momentum Amid Inflation Leaks
New episode 🎙️ Rob Haworth (U.S. Bank Asset Management) joins me to break down 2026 macro: resilient momentum, inflation + earnings “leaking” through the system, tariffs, geopolitics, Fed uncertainty, and what to watch if rates spike. https://t.co/OPTdLbcGgJ
By David Keller, CMT
News•Feb 17, 2026
Indonesia Readies 1,000 Soldiers for Potential Deployment to Gaza in April
Indonesia may deploy 1,000 troops to Gaza as early as April, part of a UN‑mandated International Stabilization Force that could expand to 8,000 soldiers by June. The decision rests with President Prabowo Subianto, who is also set to attend President...
By The Diplomat – Asia-Pacific
Social•Feb 17, 2026
Stock Futures Swing Wildly This Evening
This evening stock futures are having more moves than a shortstop batting .110. @KeithMcCullough @hedgeye @andrewrsorkin @BeckyQuick @SquawkCNBC @carlquintanilla @ScottWapnerCNBC @guyadami @saraeisen @SullyCNBC @Convertbond @pboockvar
By Doug Kass
News•Feb 17, 2026
EU Weighs Sanctions on Georgia’s Kulevi Port over Suspected Russian Oil Links
The European Union is considering adding Georgia’s Black Sea port of Kulevi to its 20th sanctions package, accusing it of facilitating Russian crude shipments that fund the war in Ukraine. The draft targets four ports, marking the bloc’s first move...
By Eurasianet
Blog•Feb 17, 2026
Is Quantum Technology the Next Great Alternative Asset?
The article evaluates quantum technology as an emerging alternative asset, emphasizing public‑market exposure over private‑equity deals. It notes that pure‑play quantum stocks such as D‑Wave, Rigetti, IonQ and Quantum Computing Inc. exhibit high volatility and limited near‑term cash flows, while...
By CAIA Blog (AllAboutAlpha)
Blog•Feb 16, 2026
Top Superinvestors Are Buying Cal-Maine Foods Inc. (CALM)
The episode reviews recent 13F filings that show several top institutional investors, including Bridgewater, Gotham, Fisher, AQR, GMO, Pzena, and newcomer Bill Miller, increasing or initiating stakes in Cal-Maine Foods, the largest U.S. egg producer. The analysts cite Cal-Maine’s defensive...
By The Acquirer’s Multiple (Blog)
Social•Feb 16, 2026
Japan’s Nuclear Restarts Cut Costs, Boost Yen, Tame Inflation
Japan’s nuclear reactors continue to come back online. This is a major positive for consumers, businesses, and the environment, as it increases the supply of cheap energy, and reduces reliance on expensive imported fossil fuels. This dynamic should also support the...
By Jamie Halse
News•Feb 16, 2026
ICYMI: China to Remove Tariffs on Imports From 53 African Nations From May 1
China will eliminate tariffs on imports from 53 African nations starting May 1, 2026, expanding the preferential regime beyond the continent’s least‑developed economies. The zero‑tariff policy applies to every African country that maintains diplomatic ties with Beijing and is paired with a...
By ForexLive — Feed
Blog•Feb 16, 2026
Streamline Your Note Business: Five Tools That Give Your Time Back
Note investors juggle seller calls, due‑diligence, and marketing, leaving little time for strategic work. The article highlights five digital tools—ChatGPT, Canva, Buffer, cloud storage, and Calendly—that automate repetitive tasks and improve presentation. By leveraging AI drafting, visual design, social‑media scheduling,...
By NoteInvestor
Social•Feb 16, 2026
AI Accelerates Market Signal Turnover and Degradation
One thing I feel strongly about regarding AI is that, when it comes to trading, we are going to witness a streamlined cycle of signal degradation. Classical signals will become crowded very quickly. The market will rotate through those cycles faster...
By Kris Sidial
News•Feb 16, 2026
FX Option Expiries for 17 February 10am New York Cut
Investors received the FX option expiry list for 17 February 10 am New York cut, detailing strike levels and notional amounts across major pairs. EUR/USD options total roughly €2.6 billion at strikes 1.1900, 1.2000 and 1.2025. USD/JPY carries about $2.86 billion at 156.00 and 151.00,...
By ForexLive — Feed
News•Feb 16, 2026
Oracle Surges 12% While Apple, Amazon Tumble in Choppy Tech Week
Oracle surged 12% after unveiling a multi‑billion AI cloud infrastructure plan, bucking a week where all Magnificent 7 stocks fell year‑to‑date. Microsoft and Amazon slipped into bear‑market territory despite solid earnings, while Apple dropped nearly 8% on memory‑price margin worries. Nvidia...
By Yahoo Finance – Top Financial News
Podcast•Feb 16, 2026•37 min
AD Derivs. Podcast (Ep. 76) - Simran Singh, Monaco
In this episode, Simran Singh, co‑founder and CEO of Monaco, explains how the platform creates a global trading network that programmatically shares revenue among developers, traders, and market makers. Drawing on her experience trading volatility products at Goldman Sachs and...
By AD Derivs: Insights from Crypto Option Traders
News•Feb 16, 2026
Soft Landing Looks More Plausible, but the Fed Isn’t Ready to Call It Done.
U.S. macro data are aligning for a potential soft landing, with core CPI easing to 2.5% year‑over‑year and unemployment slipping to 4.3% in January. While inflation is moving toward the Federal Reserve’s 2% goal, the Fed’s preferred gauge remains near...
By ForexLive — Feed
News•Feb 16, 2026
Asia Stocks Seen Muted on Holiday Trade, Oil Gains: Markets Wrap
Asian equities opened muted on Tuesday as holiday‑thin trading reduced volumes across the region. Futures indicated a slight rise for Australia and a modest dip for Japan, while the Euro Stoxx 600 remained flat. The yen slipped to around 153 per...
By Bloomberg – Markets
News•Feb 16, 2026
Ordinary Adjustment | Solactive AgTech and Food Innovation V2 Index | Effective Date 2nd March 2026
Solactive announced an ordinary adjustment to its AgTech and Food Innovation v2 Index effective March 2, 2026. The revised composition adds 30 companies spanning plant‑based protein, agricultural equipment, and food producers across North America, Europe, and Asia. Notable inclusions are Beyond Meat,...
By Solactive – News & Research
Social•Feb 16, 2026
Charlotte Women in Real Estate: Connect and Grow Community
Calling all Charlotte women in real estate 🥂 Agents, lenders, investors, wholesalers and developers, introduce yourself below and tell us what you do👇 Let’s build real community in Charlotte.
By Tierra Noird (The Pretty Girl Investor)
News•Feb 16, 2026
Suriname's Oil Boom Faces Economic Headwinds Despite Major Discovery
Suriname’s GranMorgu project, a $10.5 billion offshore development by TotalEnergies and APA, targets 760 million barrels and is projected to generate $26 billion in revenue. The field is slated for commissioning in 2028, roughly twice the timeline Guyana achieved for its Stabroek Block....
By OilPrice.com – Main
Social•Feb 16, 2026
Charlotte Women in Real Estate Mixer Launches June 13
If you’re a woman in real estate in Charlotte this is your room. 🥂 Join us June 13 (6–9 PM) for the Charlotte Women in Real Estate Mixer — the official launch of Pretty Women in Real Estate. Networking, speakers, resources, and...
By Tierra Noird (The Pretty Girl Investor)
Social•Feb 16, 2026
Dalio's Stage 6: 5 Stocks for the New World Order
Ray Dalio says the world order has broken down. His “Stage 6” post went viral on X. What does that mean for markets? I mapped his framework to 5 stocks positioned for trade wars, tech controls, rearmament, energy shocks & gold. Here’s the playbook: https://t.co/FrP3YuOJA9
By Michael A. Gayed, CFA (Lead-Lag Report)
News•Feb 16, 2026
BHP Profit Climbs as Copper Offsets China Drag on Iron Ore
BHP Group posted a 22% rise in underlying attributable profit to $6.2 billion for the six months ended December, propelled by a sharp rally in copper prices. At the same time, demand weakness in China dampened iron‑ore and steelmaking‑coal sales. The...
By Bloomberg – Markets
Social•Feb 16, 2026
Low‑end Apple Releases Spark Brief Sales Bump
Agree with Mark. March 4 will likely be highlighted by a low-end MacBook and maybe a new lower-priced iPhone 17e (the 16e came out a year ago). Siri won't be addressed. My take: The low-end products have historically led to a...
By Gene Munster
Social•Feb 16, 2026
Solar Overtakes Nuclear; Nuclear Drops to Third by 2026
I've been cranking numbers. Full year 2025, it looks like nuclear power just about kept its nose ahead of wind and solar. But in H2 2025, while wind didn't quite overtake nuclear, solar did. In 2026 nuclear will drop to...
By Michael Liebreich
Social•Feb 16, 2026
2025 Profitability Snapshot: Sector Returns & Excess Gains
In my sixth data update, I look at business profitability in 2025, across sectors, industries and regions, scaled to revenues (profit margins) and to invested capital (accounting returns). I use the latter to compute and compare excess returns. https://t.co/L3PDmph4VA
By Aswath Damodaran