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Every morning
Weekly
Tuesday recap
Statistics Canada data shows that while headline rents in Toronto and Vancouver cooled modestly in Q4 2025, the gap with traditionally affordable markets has narrowed dramatically. Halifax’s average asking rent for a two‑bedroom unit reached $2,260, about 84% of Toronto’s $2,670, and St. John’s saw a 71.9% increase since the pandemic. Meanwhile, Vancouver’s rents fell 13.7% and Calgary’s dropped 10.2%, but most other cities posted only single‑digit declines. Analysts label this convergence “rental gradient flattening,” indicating bubble contagion as capital chases yield across Canada.
The International Energy Agency (IEA) announced a coordinated release of 400 million barrels of oil from the strategic reserves of its 32 member nations, the largest emergency drawdown in its history. The move is designed to offset the abrupt loss of...
The skilled‑nursing market saw several high‑profile transactions this week. Excelsior Group acquired the 280‑bed Union Plaza Care Center in Flushing, New York for $75 million, while Selectis Health agreed to sell its two Georgia facilities—Glen Eagle and Eastman Healthcare—totaling 201 beds...
Approximately 16% of active first‑lien mortgages in the United States also carry second liens, representing $522 billion in outstanding balances, according to Experian’s Mortgage Loan Performance data. The new loan‑level visibility into these secondary claims gives agency MBS investors clearer insight...
President Donald Trump announced that the United States will draw 172 million barrels from the Strategic Petroleum Reserve over the next four months, the first release since 2022. The move comes as the U.S. and Israel’s conflict with Iran has pushed...
Amplify CWP International Enhanced Div Inc ETF (IDVO) combines a high‑quality, international equity portfolio with an above‑5% distribution yield, aiming to deliver both capital appreciation and income. Since its launch, the fund has outperformed most peers and the S&P 500 while...
Homeowners can tap their property’s equity without refinancing by using a range of products such as home equity loans, HELOCs, home equity agreements, sale‑lease‑back deals, second‑mortgage combos, reverse mortgages, and secured personal loans. Each option draws 80‑85 % of appraised value...
NAR's existing home sales came out for February and it doesn't yet reflect what we're seeing in the weekly pending sales that we track. NAR is trying to publish this data earlier to keep up, but it still has...
Oracle reported a strong Q3 FY2026 earnings beat, driven by rapid AI and cloud adoption. Multicloud database revenue surged 531% YoY and AI infrastructure grew 243%, outpacing supply. The company secured over $29 billion in new infrastructure contracts and its remaining...
Southern Land Co. has refinanced its 27‑story Josephine apartment tower in Philadelphia’s Rittenhouse Square with a $145 million loan from Affinius Capital. The development, built at a total cost of $204.5 million—including a $24.5 million land purchase and $180 million construction—features 255 residential units...
The episode examines the current overvaluation of the U.S. stock market, with value manager Bill Smead warning that metrics like the CAPE ratio and Buffett’s indicator place it in the 95th‑100th percentile of historical valuations. Smead explains his disciplined, low‑risk...
Defense tech firm AeroVironment reported mixed Q3 2026 results, missing expectations because of delayed government funding, supply-chain issues, and the cancellation of the Space Force’s SCAR program. Management highlighted a robust $1.1 billion funded backlog and $4.6 billion in year‑to‑date awards, and...
Zillow data shows accidental landlords now represent 2.3% of listed rentals, the highest in its six‑year record aside from a 2.4% peak in November 2022. A surplus of sellers—about 44% more than buyers—combined with modestly lower mortgage rates is prompting...
Most traders get chopped alive in Asia and London sessions. Not because they're bad traders. Because they ignore one simple signal. When your long-term MA and short-term MA are hugging each other, the market has no conviction. No conviction = no trade. The...
Final comment on IEA release: If the shortfall is such that it requires a 400 million barrels release, surely demand measures should had been approved too: fuel switching (oil-to-coal, gas-to-coal); societal behaviour (lower highway speed limits, lower AC/heating use), and...
Wix (WIX) has rebounded 50% from its February lows after a sharp 75% decline, driven by a solid fourth‑quarter earnings beat and aggressive AI investments. Analysts now see a further 33% upside, with a median price target of $125 versus...
U.S. consumers are increasingly using balance‑transfer cards and personal loans to consolidate debt, a trend highlighted by record credit‑card balances of $1.28 trillion at the end of 2025. Personal loans carry an average rate of 12.26%, notably lower than the 19.58%...
Dow Jones futures fell 1.1% as crude oil prices jumped above $90 per barrel after tanker attacks in Iraq and Iranian‑linked threats in Oman. The International Energy Agency called for a record 400 million‑barrel strategic‑reserve release, with the U.S. committing 172 million...
I created a tool to visualize your sequence risk in a portfolio. We talk a lot about the "efficient frontier", but the EF turns investing into a performance chasing and alpha optimization problem. The average investor doesn't care about this...
Attom’s latest housing‑risk report finds Florida leading the nation with 16 counties among the 50 most vulnerable, overtaking California’s 11. The analysis flags rising foreclosures, stagnant wages, and historically high median home prices—now $365,185—as key stressors. Charlotte County, Florida, tops...
The United States reaffirmed its commitment to the EU‑U.S. trade agreement in a call between Treasury Secretary Scott Bessent and EU trade chief Maroš Šefčovič. The deal, signed last summer at Turnberry, caps European export tariffs at 15 percent and...
Analyst Elizabeth Pramila downgrades ProShares Ultra QQQ (QLD) to a Sell rating, citing its under‑performance in a sideways, volatile market. The ETF’s 2× leveraged exposure erodes net asset value when the Nasdaq‑100 stalls or declines. She recommends rotating into Global X NASDAQ 100...
$QQQ - The bullish engulfing candle on Monday didn't have follow through in the last 2 days. It has to close above the 100 day MA to in order to confirm an intermediate term low. The odds favor that it...
Analysts have lowered first‑quarter earnings growth expectations for the S&P 500 to 11.5% while lifting revenue forecasts to 9.2%, signaling a squeeze on profit margins. Eight of the eleven sectors still project earnings expansion, but sectors such as Communications Services and...
Bond yields are back near their highest levels of 2026. Mortgage rates are also close to their 2026-highs, with MND putting the 30-year fixed at 6.19% today, just 2 bps below its peak thus far this year. There's a decent chance mortgage...
Working on a property with a $500,000 accessory dwelling added two years ago. It’ll be interesting to see how much this adds to value. That’s a big price tag for an ADU.
Oracle reported Q1 revenue up 22% to $17.2 billion, with cloud revenue climbing 44% and OCI surging 84%. The company’s RPO hit $553 billion, largely from large AI contracts that customers fund upfront, easing concerns about capex. Gross margin on AI capacity...
The problem with this view is that the number of single-family rental homes in the U.S. has been in decline for years, as research from Harvard, John Burns and Redfin have all shown.
#FTSE100 doji Candle and Sideways. Support 10082, 9630. Resistance 10636, ATH 10935. RSI 48.5 near Neutral. Doing 13/21 day EMA Bear Cross. Bottom Bollinger Band 10075. Midpoint Line 10530. Top Band 10978.
In this episode, hosts Aaron Cameron and Adam Pawlik sit down with Dennis Mitchell, CEO and CIO of Starlight Capital, to discuss the current state of commercial real estate, liquidity challenges, and the sector’s resurgence. Mitchell explains how real‑estate earnings...
#DAX doji Candle and dropped back into the Gap from yesterday. Support 23342, 22927. Resistance 24061, 24367. RSI 40 not low. 13/21 day EMAs Bearish. Bottom Bollinger Band 22852. Midpoint Line 24170. Top Band 25470.
#BrentOil Comp Doji Candle and Sideways. Support $84.1, $80, $73.2, $66.8. Resistance $95, $100, $108.2. RSI 70 Overbought. Top Bollinger Band $105.6. Midpoint Line $85.3. Bottom Band $64.9.
India’s central bank faces mounting pressure to pause its rate‑cut cycle as West‑Asia oil price shocks reignite inflation concerns. A surge in Brent crude, coupled with fading food‑price base effects, threatens to push consumer inflation above the RBI’s 4% target....
Traders suffer losses on options after U-turn in ECB rate bets https://t.co/IOlxq962Fs via @highisland @greg_ritchie https://t.co/EsJzYFwmea
What would you say the prevailing trend is for the $SPX? That is a question of time frame of course, but there is a multi-week descending trend channel tentatively forming against the larger bull trend from last April's Liberation Day tariff...
The iShares Russell 2000 ETF (IWM) has slipped 3.8% over the past 30 days, trading near its year‑to‑date breakeven at $251.88. Despite a broader risk‑off shift away from small‑cap equities, IWM remains above its 126‑day moving average, roughly $250, providing technical...
Saba Capital’s @boazweinstein called the Cliffwater redemption rate in yesterday’s ’Inside Alts, where he said it would be between 10% and 20%. (Cliffwater’s Q1 redemption rate was 14%, according to a source familiar with the matter) https://t.co/hplp7WPkAp
President Trump has formally confirmed the US is participating in the IEA emergency oil stock release. “We’ll do that and then we’ll fill it up,” Trump said referring to the Strategic Petroleum Reserve. “Right now, we’ll reduce it a little...
The International Energy Agency announced it will release 400 million barrels of oil from members' emergency reserves, the largest drawdown in its history and more than double the 2022 release for Ukraine. The volume represents roughly 20 days of oil...
Bumble is printing cash. Q4 adjusted EBITDA of $71.6m vs $63m guidance. Guides for $78m adjusted EBITDA in Q1 2026. Just $413m net debt end of 2026. No cash taxes for the foreseeable future. Should do ~$200m FCF in 2026...
My first tweet predicting $1.10 would be a level. At the time $AMC was barcoding $1.50. I told you that this level was where $AMC would fight for its soul.
This could be an important chart. Discussing it today with members of the Factor community at https://t.co/gDeM5nTRIY $FGBL1! https://t.co/4KCxWZ88fE
$SPX -0.08% and closes smack-dab in the middle of its intra-day range. Was it a failure to go up or an inability to go down?
5 Months ago....and seeing it play out well with OWL puts and plenty of other exposed names
The Strait of Hormuz is turning into the key test of strength between the US and Iran. I've been thinking about what happens if it stays closed for an extended period. My conclusions might surprise you. https://t.co/mPXBo8HuqY
Oil prices sourced to $120 a barrel on Sunday before dropping to $104. As Billy Bob Thornton notes in this TV clip, at $100+ per barrel, "every product in America has to readjust its price"
March 3, 2026 edition of FFTT: "Iran doesn't need to defeat the US military; just the UST market" March 11, 2026: "S&P has warned that the Middle East conflict is beginning to strain credit channels across multiple sectors" https://t.co/pnftNUeht5
it's kind of neat, in all seriousness, to think that there is a whole new crop of investors that are growing up "knowing" that bonds sell off during uncertainty, volatility & turmoil... while many (not just the grey among us)...
The ratio of urea to corn is nearing its worst levels of the post-Covid inflation. https://t.co/2Eazf7LmiV https://t.co/O3bgdlViKO
yes, it did but it was also followed by a complete revolution in how oil prices were set. Before oil companies negotiated a posted price with OPEC. Afterwards OPEC set prices thru production quotas I♥️historical comparisons, but not everything is directly...
