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Every morning
Weekly
Tuesday recap
The upcoming week (March 7‑13, 2026) is packed with macroeconomic releases and policy events. Central banks in Pakistan, Turkey, Peru and Serbia will hold monetary policy reviews, while the United States publishes a full slate of data including quarterly GDP, PCE deflator, trade deficit and housing metrics. Europe will release extensive industrial production, consumer‑price and trade‑balance figures across the Eurozone, the UK and Nordic nations. The OPEC Oil Report drops on Thursday amid elections in France, Germany’s Baden‑Wuerttemberg state and Colombia, adding geopolitical nuance to market expectations.
Not a bad week in Sunrise land. Best thing I did was find some good setups, stuck with my plans and took good profit out of the market. The not so great is I allowed 2 trades too...
Housing inventory rose 7.9% year‑over‑year in February, reaching over 914,000 homes, but month‑over‑month growth stalled at 0.2%, marking the ninth consecutive month of flattening gains. Supply increases were led by the South and West and skewed toward properties priced below...
U.S. mortgage rates slipped below 6% for the first time in over three years, reviving affordability and prompting forecasts of an 8% rise in home sales by 2026. Despite the rate dip, new‑home construction is expected to decline modestly, with...
Alaska’s mining sector posted a record $6.5 billion production value in 2025, a 38% jump from the previous year. The increase was driven primarily by soaring precious‑metal prices, even as zinc output at Red Dog fell and gold production missed the...
Aqua Finance is re‑entering the securitization market with a $381.3 million asset‑backed security backed by loans for water‑treatment equipment, home‑improvement projects, marine craft and recreational vehicles. Originations through Q4 2025 jumped 30.6% year‑over‑year, fueled by new partnerships that lifted borrower quality to...
@TheStreetPro Starting to Buy We sold almost all our consumer staples much higher a few weeks ago.T This afternoon I began to buy back and I am working on a scale lower in consumer staples now — (PG $153.67) , (PEP $157.73)...
Mortgage rates remained relatively flat this week despite opposing forces in the bond market. A sharp surge in oil prices initially pushed rates higher by stoking inflation concerns, but a surprisingly weak jobs report later that day pulled yields down....
A new National Low Income Housing Coalition report reveals a shortage of 7.2 million affordable rental units for very‑low‑income households, equating to just 35 units per 100 residents. The gap affects 11 million renters earning below 30 % of area median income and...
Buy-to-let properties generate rental income but are subject to ordinary income tax, requiring annual reporting on Schedule E. Investors can offset taxable income with deductions for mortgage interest, property taxes, maintenance, insurance, management fees, and especially depreciation, which spreads the...
Priority 1 Issuer Logistics DAC has published its consolidated management accounts and interim management report for the three‑month period ended 31 December 2025. The Q4 FY25 investor update is now accessible via the company’s investor portal and Oslo Børs NewsWeb. The filing...
This has to be one of the most bearish charts I’ve ever seen for CDX HY. One can argue that they won’t be as correlated as they’ve always been, but ‘this time is different’ may be wrong . I think...
💸 Where does your money actually go? TJ Maxx? Nordstrom Rack? Marshalls? Ross? We all deserve a little dilly-dally magic… but when random spending runs the show, it’s time for a budget check.
Congress is advancing the ROAD to Housing Act, which would bar any entity that owns or manages more than 350 single‑family homes from purchasing additional properties. While aimed at curbing private‑equity concentration, the bill’s broad definition also captures Regulation A real‑estate...
The Fed’s biggest fear has always been having to choose between fighting inflation and protecting jobs. Friday’s employment report brought that dilemma a step closer. “Let’s not overreact to one month’s numbers, but an environment in which inflation is rising and...
Andy makes a great point here around potential L/S positioning in the oil and gas space. I think chasing the physical commodities up a tree here is dangerous but I still really like oil and nat gas equities for two...
Congressional Republicans on the House Energy and Commerce Committee have moved a 12‑bill package aimed at tightening online child‑safety rules for major platforms such as Meta, Google and Apple. Central to the effort is the Kids Online Safety Act, which...
Delivered prices for medium sour Alaska North Slope (ANS) crude hit a record high on Thursday, trading around an $8.30 per barrel premium to July Ice Brent, the highest since Argus began tracking in January 2018. Purchases by South Korean...
Apple unveiled the MacBook Neo, its cheapest MacBook yet, aimed at students and first‑time buyers, positioning the company against Chromebooks and low‑end Windows laptops. Simultaneously, Apple secured exclusive U.S. streaming rights for Formula 1 on Apple TV, adding premium sports content to its...
Boeing is reportedly close to securing a record 500‑plane order from China, primarily 737 Max jets, with an additional 100 wide‑body aircraft under discussion. Sources say the deal could be unveiled during President Trump’s Beijing visit from March 31 to...
I think this should be getting more attention. Everything is about the rate of change. While I don't think this war 'goes away' soon, I wonder if today's sell off is people afraid of holding risk into a weekend due...
Tonight on "The Danny Moses Show" @scrippsnews I sit down w/@RLKJ44 & we discuss his journey from @CuseFootball to @MiamiDolphins to his 16 hour swim to shore & his views on the markets. I discuss how the move in Oil...
David Weekley Homes has launched Grandview Terrace, a gated townhome community in Canton, Georgia, just two miles from I-575 and the Mill on Etowah. Priced in the high $300 k range, the development offers three‑story, 3‑bedroom floorplans, a future pool and...
Another horrendous jobs report saved mortgage rates today. Had it come in hot, we'd likely have a 30-year fixed closer to 6.25% again during peak home buying season. Granted, w/o the conflict in Iran we'd probably be at 5.875% or lower...
Federal Reserve President Christopher Hammack warned that inflation remains too high and broadly based, signaling that the central bank will likely keep interest rates on hold for an extended period. He reaffirmed the Fed’s commitment to its inflation mandate while...
Okay. I've been seeing this make the rounds. It is just a large misunderstanding of the second graph, to the extent that it's drawing the wrong conclusions. The price of electricity from solar and wind in the US *has* flatlined...
Federal Reserve Governor Christopher Collins signaled that the central bank’s policy rate will likely remain unchanged for the foreseeable future. He emphasized that any future rate cuts will require clear evidence that inflation is sustainably moving toward the 2% target....
SPX ( US500 ) Sells closed fully today to end the week. Although we still remain bearish on SPX , especially after today's "too bad" US jobs data but we also have to understand that indices can see sharp pullbacks on...
Perfect fundamental picture is almost set for Gold bulls Although if a Geopolitical de-escalation happens , it can cause a dip ( but very likely it will be quickly bought ) It's about time now only
With Oil prices nearing $100 already , risks of a potential de-escalation keep on rising. I may be wrong , maybe oil prices will remain elevated for months , who knows , I am just saying what has the higher probability...
While the ports seized by Panama weren't a direct military threat, they're strategically significant. Removing China from the equation makes Chinese activity in the region more difficult, especially as the U.S. Navy steps away from its role as global protector...
It gets harder to do this when oil starts ripping. Has historically been a “the cycle is close to being over” signal
Bolivia's inflation remains out of control at 19.56%/yr. That is nearly 4x its August 2024 rate of 5.2%/yr. To kill inflation, Bolivia must dollarize. https://t.co/oK5i4Lims6
Millennium Management hired four stock pickers from rival Citadel as the multistrategy hedge fund giants battle over talent to help manage their soaring assets https://t.co/4zMddskNrm
This may not be WWIII. But it could be the 1930s moment of our era, writes @nfergus He notes, if the Iran war drags on and oil flows break, the shock could rival the 1970s. I'D SAY WE'RE ALREADY THERE WITH...
SPs likely to close with new momentum LOWS (basis 2 per ROC) and closing below 6800 as well, (though pick a number, any number....lol) https://t.co/qSqXTmUpt9
ORACLE $ORCL AND OPENAI ENDS PLANS TO EXPAND TEXAS DATA CENTER SITE: BBG Timber $AAOI $BE $AEHR $NVDA $SMH hello $SPX $6700 incoming ;-) As posted Feb 26th: There Are Better Things To Trade Than Nvidia https://t.co/LGkqEyi3XF
With S and P cash -61 handles we took profits in following longs: $APO $BX $MX $C $KKR $SPY $QQQ
Oil surges 35% this week for biggest gain in futures trading history dating back to 1983: CNBC $XLE $USO
No one knows the future direction of the stock market from here. What matters is the system and the stop-loss, whether pre-defined or imposed by some indicator. $SPX #ES_F
Great to have @Seawolfcap back for this week's "FND" on our WAWD @Substack. We discuss the impact of the war in Iran on the economy & markets & share some thoughts on $CVNA $AXP $APO #GOLD #ENERGY $RVI #privatecredit #AI...
Since last week, average US gasoline prices are up 27 cents to $3.25 per gallon. WAR = COSTS AMERICANS AN ARM AND A LEG. https://t.co/2wqMMXwNZP
Outside of a handful of months in 2020 the Asian unemployment rate has been below the overall unemployment rate for the entirety of the last 20 years, but it popped above in February: https://t.co/i10DDosA0u
Trump admin announces $20 billion reinsurance program for oil tankers during Iran war: CNBC $XLE $USO
New @ForwardGuidance chartbook just dropped for this week's episode. Wanted to call out a few we did not discuss live on the pod. Takeaway: Gold positioning length has been absolutely flushed (and these charts are few days old, before the recent...
Bracing for an oil shock, China ordered refiners to halt new diesel and gasoline export contracts and cancel existing shipments. From a week ago, their diesel prices are up 13.5%, gasoline up 11%. THE US-ISRAELI WAR ON IRAN = COLLATERAL DAMAGE =...
Q4 FY 2026 Earnings for @Okta Highlight Agentic Identity Positioning https://t.co/oqESh3att1 My take on how a top enterprise identify firm will try to flip the category into a major agentic entry point.
We pay 3.61 APY @bankonroger savings without needing a disclosure about losses….no gimmicks or fees & with FDIC insurance up to $250k per depositor. Plus, your money ignited growth for #smallbiz. https://t.co/8oSpSyhQyM
KOSPI: down 12%. Up 9.6%. Flat. Three days. Three completely different markets. That's not investing. That's a slot machine. Leverage creates the illusion of opportunity on the way up and the reality of destruction on the way down. https://t.co/RXuF5WtBHa
The backstory on exactly how the US ceded its rare earths/critical minerals dominance is here --> https://t.co/m6IQmzrJHT
