Know What's Happening in Investing
The Business Intelligence Engine
Investing Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
In this episode, Amber Bell interviews Keith Bush, founder of ClearCost, about their pioneering fertilizer trading and risk‑management platform for Canadian farmers. ClearCost offers a free mobile app that aggregates quotes from local, national, U.S., and international fertilizer dealers, allowing growers to compare prices, contract, pay, and track deliveries directly to their bin yards. The service is the world’s first fertilizer trading software and the only licensed money‑service business in Canada, ensuring secure transactions through a trust account with robust KYC and AML compliance. Listeners can learn more at clearcost.ag or by downloading the app.
Publicly‑traded REITs posted a 6.3% year‑over‑year rise in net operating income, with occupancy remaining in the mid‑to‑upper 90% range for most sectors and office at 87%. The FTSE Nareit U.S. All‑Equity REIT index delivered a 10.5% total return through February,...
Global FX derivatives daily turnover hit $6.6 trillion in April 2025, about double the 2013 level. While FX swaps still dominate, outright forwards and options are growing fastest, reshaping product composition. Trading remains concentrated in London, though Asia‑Pacific’s share is rising and...
Build America Mutual Assurance Company (BAM) saw Kroll Bond Rating Agency (KBRA) upgrade the outlook on its Fidus Re Series 2022-1 financial guarantee ILS to Positive, while reaffirming AA+ on the 2021-1 series and AA on the 2022-1 and 2025-1...
Our chat with "gentleman activist" Alexander Roepers on: * Alexander Roepers’ Value Investing Strategy * Why Alexander Roepers Avoids Tech, Biotech, and Financial Stocks * Why Europe and Japan Offer Hidden Value Investing Opportunities * Three Catalysts That Unlock Value in Mid-Cap Stocks * The...
Crescent Heights has launched Panorama, a 236‑unit condominium tower in Atlanta’s upscale Buckhead district. The high‑rise, originally built as an apartment building in 1984, was acquired in November 2024 for just over $55 million and re‑configured for luxury condo sales. Units...
$ADBE Q1 2026 Adobe has been getting hit with the AI fear. Investors are worried that software will start to lose market share as AI becomes increasingly more popular. $ADBE fundamentally though is strong. What are your thoughts, is it...
MTN Group announced a R6 billion share‑buyback programme targeting 1.7 %‑2 % of its equity over the next three years. The initiative is part of an enhanced shareholder remuneration framework that also guarantees a minimum 40 % free‑cash‑flow dividend, with a potential additional 20 %...
The Bank for International Settlements (BIS) recommends that synthetic risk transfers (SRTs) be incorporated into system‑wide stress tests to expose hidden vulnerabilities. SRT usage has expanded fivefold since 2016, covering roughly €800 billion of loan portfolios and delivering about 43 basis...
Goldman Sachs completed its acquisition of Urban Campus, marking the first outright purchase of a European coliving operator by a major investment bank and signalling the sector’s move into institutional‑grade assets. In the same fortnight, The Collective collapsed after failing...
S&P 500 advance/decline line pulling back to trendline support. S&P 500 index still trading in a big ol' range the past few months, as it works off the historic 40% rally after Liberation Day. Yes, the headlines are really bad, but...
Brazil is on track for a record 2025‑26 soybean harvest of about 6.5 billion bushels, driven by expanded acreage and strong yields. However, farm margins have collapsed to near‑breakeven levels, the lowest in almost twenty years, as production costs surged to...
New York City Mayor Zohran Mamdani proposes slashing the state estate‑tax exemption from over $7 million to $750,000 and raising the top rate to 50%. The measure is part of a suite of revenue ideas to cover a $5.4 billion city‑budget deficit and...
Getting to a 30% surplus is where everything starts to change in your finances. At this stage, you can handle unexpected expenses without stress, you can save money and actually leave it alone, and you can invest consistently without needing...
Matthew Kroenig, senior director at the Atlantic Council’s Scowcroft Center, was interviewed on CNN on March 13 to defend President Trump’s approach toward Iran. He claimed that recent U.S. actions, including expanded sanctions and calibrated military signaling, are deliberately weakening...
Baron Opportunity Fund, managed by Michael Lippert for 20 years, posted the best 25‑year performance among mutual funds, delivering a 13% annualized return versus the S&P 500's 6.8%. Lippert attributes the outperformance to a disciplined focus on long‑term growth companies with...
Jim Cramer’s Investing Club is increasing its exposure to Boeing and Goldman Sachs, buying 25 Boeing shares at about $214 each and 10 Goldman Sachs shares at roughly $797 each. The purchases come as the S&P 500’s Short‑Range Oscillator deepened into...
In February, actively managed ETFs in the United States attracted $73 billion of new capital, propelled by BlackRock’s recent model‑portfolio adjustments. By March 11, BlackRock’s active ETF suite had swelled to $98 billion, nearly three times its 2024 level, with flagship funds like...
The NAHB/Wells Fargo Housing Market Index slipped to 38 in March, missing the consensus forecast of 37 and extending a 22‑month streak below the neutral 50 mark. Builder sentiment remains dampened by affordability constraints, as high price‑to‑income ratios and elevated...
Spending on U.S. data‑center construction surpassed office projects for the first time at the end of 2025, reflecting a rapid shift toward digital infrastructure. Meta’s Ohio hub, launched in 2017, attracted Amazon, Google and Microsoft, creating a regional tech cluster....
The clock for a potential Zweig Breadth Thrust (ZBT) started last week. Only 2% of all these signals go from oversold (like now) to overbought within 10 days (triggering a signal). But those that do tend to suggest the bulls are...
Fastmarkets will shift its CIF China copper scrap price publication from a monthly to a weekly schedule and add three new grades—millberry, cobra and clove—under the GB 38471‑2023 standard. Existing No 1 and No 2 grades retain their definitions, with minimum contract sizes...
Treasury yields slipped briefly on Monday but technical analysis suggests the decline is temporary. 5‑year yields, which fell to their lowest since October 2024, are still below the high reached in January and remain in a large‑degree B‑wave correction that historically...
$SPY levels going into the week. On the agenda: - CPI & PPI Inflation Data (Wed) - FOMC / Interest Rate Decision (Wed) - Fed Press Conference (Wed)
Chevy Chase Trust Holdings LLC reduced its NVIDIA position by 516,584 shares in Q3, a 3.2% decline that left the trust with 15,576,960 shares valued at roughly $2.91 billion. The stake still represents about 8% of the trust’s portfolio, making NVIDIA...
Bessent says too much is being made of the run-up in oil prices from Iran's retaliatory measures to U.S.-Israel strikes, claiming coverage of the risks around the Strait of Hormuz is being amplified by anti-Trump media bias and is part...
There's going to be a lot of people complaining this week when the Fed doesn't cut rates. Let them. It's the right decision. In fact, interest rates should be much higher than where they are today. The free market should...
Envestnet announced the first wave of interval funds on its Unified Managed Account (UMA) platform, allowing advisors to embed semi‑liquid private‑credit exposure directly into client portfolios. The firm will manage research, trade execution, rebalancing, tax‑loss harvesting and model updates, keeping...
Excellent piece @John_Stepek on how to keep your pension out of the clutches of the economic incompetents of this government https://t.co/ca0Q637jre
bought to close the $NVDA Mar 165 puts (was a roll from a workout of strangle sales for earnings)
Gold opened at $5,008.56 per ounce on March 16, up 0.15% from the previous close, while still on a five‑day downtrend of 4.46%. The metal’s modest daily gain reflects ongoing macro uncertainty and shifting real‑interest‑rate expectations. Over 2024 and 2025...
$USO 30-Minute Chart. Nonstop chatter from White House to talk down oil. But each passing day makes bad situation worse. Watch for cup & handle bullish setup https://t.co/KOm9v3I8j9
May Beans: largest daily down bar for May contract. note: Momentum sell div at the top, 3 bar triangle, then range expansion today on downside breakout. Despite news left and right, market technicals remain consistent...
Zacks highlights four internet‑delivery stocks—GoDaddy, Vipshop, QuinStreet and MakeMyTrip—as well‑positioned amid rising smartphone use and expanding middle‑class consumers in emerging markets. The sector benefits from deeper internet penetration but still faces macro headwinds, including inflation, high interest rates and tariff...
We got the gap up scenario today. Everyone (myself included) expected us to follow through lower https://t.co/wMRUz9Y69p
Merger Monday…NationalStorage (NSA) a REIT (real estate investment trust)that operates storage facilities being bght by Public Storage(PSA)..also a REIT .. for 0.14 share of its stock per share of NSA
IF $ takes out Friday low today or tomorrow, it will trigger a WRR sell after climax bar (which means longer directional duration). https://t.co/HpyYJXCsrQ
$IWM down 9% from highs. $SPY down 5%. 400 basis points of divergence. Small caps always crack first. The question is whether large caps follow. History says yes. https://t.co/sp96ah5BoF
RUS: first to go OD up, Dow right there....will SP and Naz follow suit..... https://t.co/rBhP8iope6
$6,000 invested now becomes $93,365 later. That's the difference a 5-year head start makes at $100/month. If you spend that $100, it's gone forever. If you invest it, it compounds. https://t.co/k2M6NkHfrH
The last 2 times BDCs were in a bear market (2020 & 2022), the S&P 500 was in one as well. Interesting divergence today with the S&P 500 down only 5% off its January high... Video: https://t.co/P29a0c5vMR
BYD shares surged the most in 13 months on Monday, with investor sentiment boosted by signs of an improving overseas sales outlook https://t.co/qEQBvoJcyG
Treasury (TLT) early big buying June $84 calls 7000X for $3M, need to see Bonds hold up for stocks to stabilize
The bid for tail hedges could be seen in mid-Feb and peaked for now on 3/6. Meanwhile, ATM IV (VOLI) remains elevated. Big week with VIXperation on Weds and quarterly OpEx on Friday. Relax at your own risk. https://t.co/BdigWM05b0
$CTMX #1 Pre-market game plan. quick flush to S2 and reversal back up to inflection. worked both directions quickly. tight spread high liquidity. https://t.co/IFVl2Rl3Uu
CHART OF THE DAY: Did You Get Out Of UAE and Into $NORW With Us? https://t.co/eTxtezfj7N via @hedgeye
Private credit default rate just hit 5.8%. Apollo down 41%. Blackstone down 46%. Blue Owl down 66% from peak. $265 billion in market cap erased. This is not a headline. It's a crisis. https://t.co/Am5fwWlQPj
Former CIA analyst Larry Johnson on the GLOBAL IMPACT of the STRAIT OF HORMUZ: "You’ve now closed off 20% of the world’s oil supply, 25% of the world’s liquid natural gas, and 35% of the world’s urea... There's going to be...
National average of gas prices is up 73 cents since the war started 15 days ago (middle panel), or 25% (bottom panel). https://t.co/NhhuStQnOD
$ES_F $NQ_F Green is the YTD low day VWAP / red is last wk high anchor = overhead levels of interest ES and NQ purple = new WTD anchor Both are below decl 5sma (not shown) https://t.co/ZoZZ8cTXK0
