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On Tuesday, investors pushed Asian equity markets higher for a second straight session, with the MSCI Asia‑Pacific index outside Japan up 0.9%. South Korea's Kospi surged 2.4% and Japan's Nikkei 225 added 0.3% as a crowded central‑bank calendar and lingering U.S.–Iran tensions shaped trading across the region.
People buy homes for 2 reasons: 1) To invest in what is (hopefully) an appreciating asset 2) So that they don't have to move. And this is particularly true for families, or people looking to start them. It's why the...
The People’s Bank of China (PBOC) set the USD/CNY reference rate at 6.8909 for the current session, modestly above the 6.8798 market estimate. The central bank maintains the yuan’s daily fluctuation band at plus or minus 2% around this midpoint....
Virtus Total Return Fund (ZTR) is being recommended as a buy, offering an 8.8% distribution yield while trading at an 11.08% discount to net asset value. The fund’s infrastructure‑heavy portfolio, including utilities such as NextEra Energy (NEE) and Waste Management...
Asian equity markets opened mixed on Tuesday as several key data points were released. Japan posted a surprise trade surplus in February, lifting the Nikkei and supporting the yen, while New Zealand’s consumer confidence fell and its current‑account deficit narrowed. In...
Sub‑4% fixed‑rate mortgages have vanished from the UK market as major banks withdrew the last remaining two‑ and five‑year products in early March. The pull‑back follows a wave of lender repricing driven by rising swap rates and heightened margin concerns....
The Bank for International Settlements (BIS) released a report attributing the 36% plunge in silver on January 30 to the expanding role of leveraged exchange‑traded funds (ETFs). Retail investors poured into double‑levered products such as AGQ, forcing rapid rebalancing in silver...
Iraq announced the rapid revival of the 600‑mile Kirkuk‑Ceyhan pipeline, aiming to resume crude shipments to Turkey and bypass the Hormuz bottleneck caused by the Iran‑US‑Israel conflict. The oil ministry expects the line to be operational within a week, targeting...
UnitedHealth Group’s stock has slumped about 35% in 2025 and is down more than 13% so far in 2026, but analysts see the worst behind it. The company is trimming its Medicare Advantage portfolio, cutting operating costs and deploying AI...
At Fundsmith’s annual meeting, CEO Terry Smith admitted the fund’s performance over the past year was “poor.” He rejected excuses, emphasizing that the short‑term underperformance stems from broader market structural shifts rather than a flaw in the firm’s process. Smith...
BYD Company Ltd has become the world’s top‑selling electric‑vehicle brand, overtaking Tesla in 2025, and exported more than one million cars abroad that year. The Chinese automaker sold over 4.6 million vehicles in 2025 and aims for 1.6 million exports this year,...
The Acquirer’s Multiple® Large‑Cap screen shows that capital‑intensive cyclicals, energy producers, financial institutions and mature franchises are generating strong operating income, free cash flow and shareholder returns, yet they trade at compressed acquisition multiples. Market pricing remains skewed toward long‑duration...
A client told me something last month that I've been thinking about ever since. He said, "Ben, we put in the money. And then what? We just sit here and hope?" He wasn't angry. He was genuinely confused. Like there should be...
A longstanding taboo around Fed governors dissenting against the chair has been broken. Recent fractures have fallen along political lines. On what that means for the institution—and for the next chair. https://t.co/7S1YacOpoW
President Trump indicated his long‑awaited summit with Xi Jinping could be pushed back five to six weeks, likely occurring after April 20, as China signals tentative approval but remains cautious amid the ongoing war in Europe. A senior Chinese delegation...
This measure of geopolitical risk just hit levels that put the current moment in the same league as the most dangerous moments of the 21st century. https://t.co/7ciy5RuN8b
My latest on tomorrow FED rate decision and what to expect for stocks and the US dollar
Inspire Medical Systems reported a 12% rise in fourth‑quarter revenue to $269 million and a 14% increase for the full year, reaching $912 million, driven by both existing and new center growth. The company widened its 2026 revenue outlook to $950‑$1 billion, reflecting...
Zymeworks reported Q4 2025 revenue of $106 million, up from $76.3 million, while net loss narrowed to $81.1 million as operating expenses fell. The company highlighted Phase III zanidatumab data showing median PFS over one year and overall survival beyond two years in first‑line...
Hello Group Inc (MOMO) reported its first full‑year GAAP net profit for 2025, driven by a 13% year‑over‑year revenue increase to RMB 105.2 million. Developer subscription revenue reached a record RMB 61.9 million, while gross profit rose 23% to RMB 69.7 million, the highest in 16...
Usio Inc reported record processing volumes in Q4 2025, handling 16.2 million transactions, an 8% year‑over‑year rise, and set seven quarterly volume records across its payment channels. Revenue grew sequentially by $1.2 million, driven primarily by a 30% jump in ACH revenues,...
Royal Gold reported record 2025 results, posting $1 billion in revenue (up 43%), $705 million operating cash flow (up 33%) and net income of $466 million (up 40%). The company completed transformative acquisitions of Sandstorm Gold and Horizon Copper, adding the Kansanshi gold...
Prologis reported Q4 2025 core FFO of $1.44 per share, hitting the top of its guidance, and achieved record leasing activity with 57 million square feet signed, pushing occupancy to 95.8% at quarter end. The company highlighted strong same‑store NOI...
West Pharmaceutical reported Q4 2025 revenue of $850 million, up 7.5% reported and 3.3% organically, pushing full‑year net sales past $3 billion with 4% organic growth. Adjusted EPS rose 12% to $2.04 and free cash flow surged 70% to $469 million for the...
Micron Technology reported a record $13.6 billion revenue for fiscal Q2 2026, up 57% year‑over‑year, and posted a non‑GAAP EPS of $4.78, a 167% increase. Gross margin surged to 56.8%, an 11‑point sequential gain, driven by strong DRAM and NAND sales and...
Innovative Designs Inc. reported first‑quarter 2026 revenue of $21.8 million, up 36.5% year‑over‑year, driven by strong commercial aftermarket sales and higher service revenue. Adjusted EBITDA surged 140.9% to $7.4 million and net income jumped to $4.1 million, reflecting a more favorable product mix...
SentinelOne reported Q4 2026 revenue of $271 million, up 20% year‑over‑year, and total ARR grew 22% with a record $64 million net new ARR. The company achieved its first full‑year operating profitability, posting a 3.5% non‑GAAP margin and a 6% Q4 operating margin....
Paysafe Limited posted FY 2025 revenue of $1.7 billion, delivering 6% organic growth despite a divestiture that trimmed EBITDA. Unlevered free cash flow reached $298 million, translating to a 69% cash‑flow conversion rate, while the company returned over $90 million to shareholders. Digital‑wallet consumers...
India's banking system liquidity surplus shrank to ₹75,483 crore after a ₹2 lakh crore advance‑tax outflow, pushing overnight money‑market rates to 5.31 %. The RBI responded with a 7‑day variable‑rate repo, but attracted only ₹48,014 crore in bids. Simultaneously, the central bank sold over $15 billion...
JPMorgan's Hedged Equity Laddered Overlay ETF (HELO) delivers S&P 500 exposure while slashing volatility roughly in half through a collar options structure. The design caps upside potential but consistently trims drawdowns, making it a defensive tool during risk‑off periods. With outright...
The Association of Mining and Exploration Companies (AMEC) warns that domestic diesel distribution bottlenecks are hampering remote Australian mining projects, especially junior operators. While fuel imports remain steady, major wholesalers are rationing supplies to independent distributors, creating uncertainty for smaller...
When Brent crude breached $80 per barrel in early 2024, the United States' largest energy producers pivoted toward returning cash rather than expanding drilling. The shift manifested in sizable dividend hikes, expansive share‑repurchase programs, and record free‑cash‑flow generation. ExxonMobil, Chevron,...
On March 17 the Reserve Bank of Australia lifted the cash rate by 25 basis points, marking its second straight increase and a sharp reversal from the gradual easing path pursued throughout 2025. The hikes respond to inflation running above...
New writeup (link in bio): WW still looks broken on the surface. Behavioral subs are falling fast. But Clinical is growing so quickly that the whole earnings power story may look very different 12–24 months from now. I break down why 2026...
Benchmark crude oil prices surged to multi‑year highs on Tuesday after Iran struck a critical Gulf oil terminal and Israel reportedly killed Iran’s security chief in a bombing. The attacks heightened concerns over regional supply disruptions, prompting traders to bid...
"Long-duration businesses create value through incremental reinvestment." The biggest investing secret? Value compounds quietly over time. Long-duration businesses win because they reinvest small gains again and again. That’s how real wealth is built.
Did some research today to find new and interesting information about great investors: Peter Lynch average return from 1977-1990 grew 29.2% beating out the great Warren Buffett at 20% - both incredible longevity. What strikes me about Lynch:...
The Federal Open Market Committee is expected to keep its target federal funds rate at 3.5‑3.75% during the March 17‑18 meeting. AIER’s Monetary Rules Report shows that several rule‑based frameworks, including the Taylor rule and nominal‑GDP rules, imply a rate...
Call positioning continues across the full spectrum of Biofuel names w/ gasoline prices sky high and 45Z tax credits in focus ADM BG DAR FF GPRE ANDE Could see junky plays GEVO AMTX run as well
PANTHEON MACRO: In a $150/barrel oil scenario, “we think inflation would peak in Q2 at about 6% ..” https://t.co/lFerTyCGCR
SES Financing S.à r.l., a wholly‑owned subsidiary of satellite operator SES, priced a €650 million PNC5.25 Subordinated Perpetual with Automatic Conversion Events (SPACE) hybrid security on 24 March 2026. The issue, carrying a 7.375% coupon and callable at par from 2031, was five...
Lenders sometimes ask appraisers for short-term rent during the loan process, but that's totally different than market rent. Short-term rent is going to be much higher as it's basically hotel rent based on the daily rent instead of a tenant...
Gas prices staying up into 2027? It’s becoming a distinct possibility. Thanks to retired Marine Lt Col @HalKempfer for taking the time to talk supply chain issues, energy security, and the new Great Powers competition. Link below.
April natural‑gas futures on the NYMEX edged up 1 cent to $3.033 per million Btu, keeping the contract near the psychologically important $3 handle. Gelber & Associates highlighted a tug‑of‑war between brief late‑season cold snaps and a broader spring‑warming trend,...
Investors who embrace boring strategies that minimize rollercoaster-like movements in their portfolios are often the ones who stay on track to meet their financial goals. https://t.co/AmWppEmzl3
An update on a critical chart: Gasoline prices continue to climb, but attention should now shift to food prices, which have yet to follow. Expect policymakers to call it transitory again, even as resource prices — despite volatility — remain elevated by...
In this episode, Paula Pant and former financial planner Joe Salcihai dissect a listener’s dilemma about whether to curb retirement savings to fund a larger home purchase. They walk through the math, confirming the couple can meet a $200K down‑payment...
Plenty to talk about this week as @MrMBrown and I resume our weekly podcast. Amongst other things we'll be looking at crude oil's impact on markets which could well reverberate for some time #oilcrisis https://t.co/B6h8K0JLAj
The classic 4% retirement withdrawal rule, which prescribes taking 4% of a portfolio in the first year and adjusting for inflation thereafter, is increasingly seen as too rigid. Longer life expectancies, higher inflation, and projected lower equity returns are eroding...
Bitcoin surged past $74,000, its highest level since early February, reigniting enthusiasm across crypto‑related equities. Coinbase (COIN) reclaimed a key resistance zone, extending a three‑day winning streak after a 16% jump following its latest earnings release and a prior 12%...
