News•Feb 10, 2026
A Reprieve for Veterans Applying for V.A. Mortgages
House Republicans have trimmed a proposal to raise fees on Department of Veterans Affairs home loans after pushback from veterans groups and lenders. The revised plan leaves purchase‑loan fees unchanged but nearly triples the refinance fee to 1.4% and doubles the loan‑assumption fee to 1%. It also expands VA loan eligibility to National Guard and Reserve members, attaching an additional 1% fee for those borrowers. In fiscal 2025, the VA issued more than 528,000 loans, including about 204,000 refinancings.
By The New York Times – Your Money
Social•Feb 10, 2026
Public Bank Hits Record High, Boasts Top Efficiency
Public Bank at record high close RM5.08. The bank is celebrating 60 yrs in 2026. Founded in 1966 by TS Teh Hong Piow. Largest Shareholders: 1. Consolidated Teh Holdings: 21.6% 2. EPF: 18.25% 3. KWAP: 5.02% Public is most efficient from cost & ROE...
By Azharuddin | Azha Investing
News•Feb 10, 2026
Indonesia’s Opaque Stock Market Risks USD 60 Billion Outflow
Indonesia’s equity market faces a potential $60 bn outflow if MSCI downgrades it from emerging to frontier status. MSCI halted new Indonesian inclusions on Jan 27, citing weak transparency and low free‑float ratios, prompting a 7.3% drop in the Jakarta Composite. Regulators...
By KrASIA
Blog•Feb 10, 2026
$235M Sale Of Jameson's Broadway Tower Under Creditor Protection Cancelled
The episode dissects the collapse of a $235 million sale of Jameson Development’s 28‑storey tower at 2538 Birch Street in Vancouver, which was under Companies’ Creditors Arrangement Act protection. It explains how funding from BC Housing was suspended, leading to a...
By The Realist (Substack)
Social•Feb 10, 2026
Flat Earnings, 60% Stock Drop Signals Future Disruption
Interesting thing is to see 2nd Exhibit- earnings were OK (flattish) for 4 yrs but in the same period stocks were down about 60%. This is what can happen when there is view on longer term disruption which does not...
By Samir Arora
News•Feb 9, 2026
Former US Officials Warn of Impending 'Widespread Collapse of American Agriculture': 'Our Farmers and Ranchers … Can't Compete with the...
The agricultural sector faces a perfect storm of policy and market pressures, according to a bipartisan letter signed by former heads of the National Corn, Barley, and Soybean Growers associations. The signatories contend that recent tariffs on farm inputs and...
By Yahoo Finance – Finance News
News•Feb 9, 2026
Volatility Laundering in Private Credit
Private credit has trailed public credit since 2022, offering lower liquidity, weaker credit quality, higher industry concentration and higher borrower costs. By avoiding daily mark‑to‑market, private credit managers can "volatility launder" returns, presenting artificially low volatility and inflated Sharpe ratios....
By DoubleLine — Insights
Social•Feb 9, 2026
Tech Rebounds, Commodities Surge as Growth Revives
Markets pushed higher to start the week, but the rotation underneath the surface is telling a more interesting story. Tech bounced, commodities ripped, and growth showed signs of life again. In today’s CHART THIS, I walk through $SPX just below 7000,...
By David Keller, CMT
Blog•Feb 9, 2026
Income Investing Beyond Dividends: Incorporating Options Into Your 2026 Yield Plan
The episode explores how income investing has shifted from relying solely on dividends to incorporating options strategies like covered calls and cash‑secured puts to generate cash flow, especially from non‑dividend‑paying growth stocks. It explains the mechanics of these strategies, their...
By The Lead‑Lag Report – Blog
Blog•Feb 9, 2026
💊 Hims & Hers: When the Growth Story Runs Into the Regulator
In this episode Edward Corona dissects the sudden 16% plunge of Hims & Hers Health (HIMS), linking it to a dual blow from GLP‑1 hype‑driven expectations and mounting legal and FDA scrutiny. He explains how lawsuits and regulatory pressure are...
By The Options Oracle (Closing Bell Recap & Premarket)
Blog•Feb 9, 2026
US Grain Storage Capacity Growth Has Stopped
US grain storage capacity expanded steadily from 2000 to 2019, adding roughly 350 million bushels per year, but growth has essentially stopped after 2020. Meanwhile, crop production kept rising, pushing the surplus capacity margin down to just 5 % in 2025. On‑farm...
By Farmdoc daily
News•Feb 9, 2026
Japan Logs Record Current Account Surplus for 2nd Straight Year in 2025
Japan recorded a historic 31.88 trillion yen current‑account surplus in 2025, the second year of record balances and an 11.1 percent rise from the prior year. The surplus was driven by a 4.7 percent jump in primary income from overseas investments and a...
By Japan Today – Business
News•Feb 9, 2026
Elevra, Mangrove Lithium Ink Offtake MoU for NAL Project in Quebec
Elevra Lithium has signed a non‑binding MOU with Canada’s Mangrove Lithium to off‑take up to 144,000 tonnes of spodumene concentrate per year from the North American Lithium (NAL) project in Quebec. The supply would begin in 2028, scaling to full...
By MINING.com
Blog•Feb 9, 2026
Will Job Losses Spoil America’s ‘Goldilocks Plus’ Economy?
The United States continues to be described as a ‘Goldilocks Plus’ economy, balancing low inflation with solid growth. Recent data show the labor market still tight, but a wave of layoffs in technology and manufacturing raises concerns. Analysts warn that...
By Heisenberg Report
Blog•Feb 9, 2026
Pagaya Technologies (PGY): Q4 2025 Earnings Review
The episode dissects Pagaya Technologies' Q4 2025 earnings, highlighting revenue of $335M (slightly below estimates) and a record GAAP net income of $34M boosted by one‑off tax benefits. Management explained a deliberate slowdown in growth to protect profitability, cutting exposure...
By MVC Investing
Social•Feb 9, 2026
Stick to Rules: Buy Dips, Sell Rallies for Consistent Growth
1. Price drops 5% → Hold 2. Price drops 15% → Add 10% 3. Price drops 25% → Add 25% 4. Price rises 5% → Hold 5. Price rises 15% → Hold 6. Price rises 25% → Sell 10% 7. Price rises 35% → Sell 20% 8....
By Andrew Collins
Blog•Feb 9, 2026
The Biggest Buyer Of US Stocks Isn’t Going Away
Investors are confronting a new capital‑allocation landscape as hyper‑scale cloud firms pour record capex into AI infrastructure, squeezing the cash traditionally earmarked for share buybacks. The article argues that despite this shift, the market’s largest shareholder – passive index funds...
By Heisenberg Report
News•Feb 9, 2026
Larry McMillan Stock Market Update Video 2/9/2026
On February 9, 2026, veteran options strategist Larry McMillan released a market‑update video reviewing the latest equity trends, inflation pressures, and Federal Reserve policy stance. He highlighted persistent volatility that keeps option premiums attractive and outlined sector rotation toward energy and technology stocks....
By Option Strategist (Larry McMillan) – Blog
Podcast•Feb 9, 2026•27 min
Can the Aerospace and Defense Rally Continue in 2026?
The episode examines whether the recent aerospace and defense rally can sustain its momentum into 2026, starting with a look at how NATO alliances fund European defense spending. It then shifts to Middle East geopolitical dynamics and their impact on...
By ETF Spotlight
Blog•Feb 9, 2026
Software Company monday.com Plunges 22% Today, -82% From High, -50% From IPO Price, Into Our Imploded Stocks
Monday.com’s shares tumbled 22% to about $76.70 after its earnings release, marking a record‑low close. The stock is now 82% below its November 2021 peak and 51% beneath the $155 IPO price. While Q4 revenue rose 25% to $334 million and beat...
By Wolf Street
Social•Feb 9, 2026
Pick Fed Chair by Sound Economic Reasoning, Not Politics
"Thus, the way to choose a good Federal Reserve chair is to read what candidates have said about how the economy operates and ask them about their economic beliefs. If what a candidate says is unrealistic or poorly reasoned, move...
By Claudia Sahm
Social•Feb 9, 2026
Alphabet Launches 100‑year GBP Bond, Eyes Currency Debasement
#Alphabet to issue 100-year GBPSterling bond after having issued 50-year $17.5 bn USD bond in November. Also plns to issue CHF bond. They're betting further currency debasement #forex
By Ashraf Laidi
Blog•Feb 9, 2026
Switch to TurboTax & File All Forms Free by 2/28 Promotion (+ 10% Off for Previous Users)
TurboTax is offering a limited-time promotion that lets new mobile‑app users file federal and state returns for free, covering all forms included in its Deluxe and Premium tiers. The offer excludes the web platform and any TurboTax Experts products, requiring...
By 20 Something Finance
Social•Feb 9, 2026
Bears Brace for NFP Wednesday and CPI Friday
Neil does a great job with the week ahead ... bears watching as we head into NFP Wed & CPI Fri.
By Samantha LaDuc
Social•Feb 9, 2026
Cyclical Growth Rises While Inflation Falls—A Rare Forecast
Our nowcasts suggest that cyclical growth is going up and inflation is going down. No one forecasts this cocktail
By Andreas Steno Larsen
Blog•Feb 9, 2026
North American Oil Data Deck (February 2026)
The February 2026 North American Oil Data Deck reveals that petroleum liquids output hit a record 31.4 million barrels per day, driven by a surge in Canadian production that more than compensated for flat U.S. and Mexican output. Meanwhile, continental...
By Commodity Context
Social•Feb 9, 2026
US Equity Mutual Funds Hold Record Low Cash
Mutual funds are all in on the stock market At the start of 2026, US equity mutual funds held just 1.1% of asset in cash, the lowest level in 20 years of data history --Goldman https://t.co/BWZ5dGYfjM
By Gunjan Banerji
Social•Feb 9, 2026
Mexico’s Refineries Hit Highest Crude Processing Since 2014
🇲🇽🏭 Mexican refineries are processing more crude right now than any time since 2014. Thanks most obviously to the start-up of the Dos Bocas refinery, but helped along by high utilization across other large facilities. https://t.co/wEpnmiM8He
By Rory Johnston
Blog•Feb 9, 2026
How to Do Your Taxes in 2026: A DIY Tax Filing Guide
The 2026 tax filing season (for the 2025 tax year) officially began on January 26, 2026, with the deadline set for April 15, 2026. Inflation adjustments raised tax brackets, standard deductions, and contribution limits, while the OBBBA legislation expanded the SALT cap to $40,000...
By 20 Something Finance
Social•Feb 9, 2026
Dollar Index Plummets; Trade‑Weighted vs Equal‑Weighted Diverge
The $DXY has dropped sharply today. A big picture look at the trade-weighted Dollar index vs an equally-weighted variant: https://t.co/sqTvcv4ihu
By John Kicklighter
Social•Feb 9, 2026
Gold Surges Past $5,000 Amid Reckless Fiscal Policy
Gold is back above $5,000. The rally in precious metals is reckless and crazy, but so is global fiscal policy. At some point over the past 20 years, policy makers who believe in keeping public debt stable stopped existing. Makes...
By Robin Brooks
Blog•Feb 9, 2026
How to Pay Taxes with a Credit Card (and Profit) in 2026
The IRS still permits tax payments via credit or debit cards through two processors, ACI Payments (1.85%‑2.95%) and Pay1040 (1.75%‑2.89%) for 2026. By pairing a cash‑back card that earns at least the processing rate, taxpayers can offset fees and even...
By 20 Something Finance
Social•Feb 9, 2026
Seven Firms Command 35% of SPX Investment Dollars
Employment in S&P 500 companies is 18% of total US employment, but 35 cents of every dollar that goes into the SPX goes to 7 companies. This is a market structure problem and a major issue with our 401k system.
By Tyler Neville
Social•Feb 9, 2026
IESC Rebounds, Recovers 20% Loss and More
After its last earnings report, $IESC dropped 20%. It's made it all back and then some. https://t.co/hebBMdjVup
By Eddy Elfenbein
News•Feb 9, 2026
US Military Boards Sanctioned Oil Tanker in Indian Ocean
The U.S. military conducted a right‑of‑visit boarding of the Panama‑flagged tanker Aquila II in the Indian Ocean after tracking it from the Caribbean. The vessel, linked to sanctions on Venezuelan and illicit Russian oil, had been operating with its transponder off,...
By Military Times
Social•Feb 9, 2026
Brazil's Corn, Soybean Harvests Expected to Rise; Argentina Steady
🇧🇷Analysts are expecting upside to Brazil's corn and soybean harvests in USDA's report on Tuesday. 🇦🇷Argentina's crops, on average, are not predicted to move much from the January forecast. https://t.co/D3Jg3BAIYv
By Karen Braun
Social•Feb 9, 2026
Tech Trades Hit 30% of Retail Volume, Highest Since 2018
Trading in the tech sector makes up 30% of retail trading volumes--one of the highest shares since 2018 --Citi https://t.co/6pvw7muvfj
By Gunjan Banerji
Blog•Feb 9, 2026
Average Homeowner Tenure Rises To 8.6 Years (Americans Aren’t Moving Much)
The average U.S. homeowner now stays in a property for 8.6 years, the longest stretch since the early 2000s. Rising home prices and persistently high mortgage rates are forcing owners to hold onto homes longer, while the share of Americans...
By Confounded Interest
Social•Feb 9, 2026
Weekly S&P 500 ChartStorm Highlights Market Trends
ICYMI: Weekly S&P500 ChartStorm blog post https://t.co/eQY6d47hAk Thanks + follow reco to chart sources @topdowncharts @MarketCharts @MikeZaccardi @BlakeMillardCFA @WillieDelwiche @alphacharts @AugurInfinity @SnippetFinance @EricBalchunas @TuttleCapital @Todd_Sohn
By Callum Thomas
Social•Feb 9, 2026
Tech's First 100-Year Bond Since Motorola 1997
The last time a tech company announced a 100-year bond, it was Motorola in 1997 https://t.co/HKkDro85Ac https://t.co/w2S75DaL2J
By Joe Weisenthal
News•Feb 9, 2026
Following Super Bowl Ad, Trump Accounts Launch a New Sign-Up Option
The Treasury announced a new enrollment pathway for Trump accounts following a Super Bowl 60 commercial. Parents can now submit IRS Form 4547 online via TrumpAccounts.gov or attach it to their 2025 tax return to claim a $1,000 seed deposit for...
By CNBC – Personal Finance
Social•Feb 9, 2026
Retail Inflows Hit Six-Year High on Furlough, Tax Refunds
JPM: "Similar to the risk-on trend seen among institutional investors, retail investor flows have been the strongest in the last six years, likely due to furlough payments and anticipated larger tax refunds of ~$600/household this year"
By Gunjan Banerji
Social•Feb 9, 2026
Canadian Oil Output Hits Record, Boosting Continental Production
📊 Fresh N. American Oil Data 📊 Continental petroleum output hits fresh high-water mark with Canadian supply reaching all-time highs amidst a bounceback in oilsands activity, offsetting flat-ish production in the US and Mexico Check out the Full report: https://t.co/7Xk7El7r1l
By Rory Johnston
News•Feb 9, 2026
Christine Lagarde: European Parliament Plenary Debate on the ECB Annual Report
In a February 9, 2026 speech to the European Parliament, ECB President Christine Lagarde reaffirmed the central bank’s independence while emphasizing its accountability to elected officials. She reported that headline inflation has fallen to 1.7% in January and is expected...
By European Central Bank — Press/Speeches
Social•Feb 9, 2026
S&P 500 New 52‑Week Highs Reach Year‑
The percentage of stocks in the S&P 500 making new 52-week highs has been expanding and just hit its highest level in the last year to end last week--@bespokeinvest https://t.co/BcNw0xKEmG
By Gunjan Banerji
News•Feb 9, 2026
Share of Domestic Institutions in Nifty-50 Ownership Exceeds FIIs for First Time
Domestic institutional investors (DIIs) have overtaken foreign institutional investors (FIIs) in Nifty‑50 ownership for the first time, holding 24.8 % versus FIIs’ 24.3 % as of December 2025. The shift follows a year of expanding DII stakes across most index constituents while...
By The Hindu BusinessLine – Markets
Social•Feb 9, 2026
Wheat Export Inspections Outpace USDA Target by 61 M Bushels
Marketing year to date #wheat export inspections exceed the seasonal pace needed to hit USDA's target by 61 million bushels, up from 56 million bushels the previous week. #oatt
By Arlan Suderman
News•Feb 9, 2026
Groww Adds More Clients than Entire Industry in January
Groww added roughly 353,000 active demat accounts in January 2026, surpassing the entire industry’s net gain of 302,000 accounts. This surge lifted its market share to 27.66%, a 60‑basis‑point rise from December. The broker now serves 12.48 million clients, cementing its...
By The Hindu BusinessLine – Markets
Blog•Feb 9, 2026
Amazon: 2026 Update
The author has refreshed his proprietary Amazon valuation model using the company’s latest 10‑K filing, projecting financial performance through 2026. The update incorporates recent trends in e‑commerce, cloud services, and advertising revenue streams. Detailed assumptions and calculations are hosted behind...
By MBI Deep Dives
Podcast•Feb 9, 2026•9 min
Nikkei Hits Record After Takaichi Victory
The episode examines the surge of Japan's Nikkei index past 57,000 points after Prime Minister Sanae Takaovich's decisive election win, analyzing its implications for the Japanese economy. Host Andrew Peach also discusses Indian farmers' worries about a new interim trade...
By BBC World Service – World Business Report