Mark Temnycky argues that Russia’s full‑scale invasion of Ukraine has shattered the post‑Cold War security paradigm in Europe, forcing the United States and its allies to re‑arm and rethink deterrence strategies. He warns that the policy choices made by Washington, European capitals, and Kyiv will determine whether this surge in defense spending translates into lasting stability or fuels a new cycle of crises. The article highlights the urgency of coordinated NATO reforms, deeper burden‑sharing, and the need for a credible long‑term deterrent posture. Temnycky concludes that Europe’s security future hinges on decisive, unified action now.
In this episode, hosts Aaron Cameron and Adam Pawlik speak with Thomas Mueller, President & CEO of the Canada Green Building Council, about the evolving landscape of ESG and climate risk in Canadian commercial real estate. Mueller highlights the shift...

The House approved S.728, mandating the Bureau of Indian Affairs to screen tribal mortgage applications within 10 days and decide on leasehold mortgages in 20 days, with a 30‑day window for right‑of‑way loans. It also passed H.R.5910, extending the ability...

$NFLX took a baby slice off and put a chunk into let it rides as price is at 200ema, indicators stretched/overbought. Looks to need basing soon. NO temp top stick yet. I will deal with pullbacks as have...
A potential supply shock emerged as Myanmar's junta reportedly plans airstrikes on rare‑earth mines in the Kachin‑controlled Pang War region. Chinese mining firms responded by raising national flags on sites and ordering bomb‑shelter construction to signal locations to aircraft. China...

Yes, it's true that even with the snow this year which is melting away, purchase application data is up year over year every week this year, with 5 weeks showing double-digit growth. @housingwire @sarahteresa6 #realestate #housing #mortgagerates #chartdaddy

Mortgage rates have eased back toward the 5s today, potentially due to oil transport assurances from the President. The 30-year fixed is just 8 bps away from a 5-handle again, despite the ongoing conflict in the Middle East. Jobs report on Friday...

Marriott International reported a record‑breaking 2025 in its Caribbean and Latin America (CALA) region, signing 94 deals that added 10,461 rooms. The portfolio grew to 555 open properties and more than 95,000 rooms across 37 countries, a 40% jump in...
Brookfield Properties and Queensland Investment Corp. have put the 1 million‑square‑foot Victoria Gardens mall in Rancho Cucamonga up for sale. The open‑air center posted $33.6 million cash flow in 2024 and a net operating income of $32 million in 2023, reflecting a 6 %...

Large caps are extremely expensive, well beyond 3 standard deviations above average, but back a little from last year's all-time high. These two charts come from long-run valuation work (Advisor Perspectives / Crestmont style datasets) and show how expensive the U.S....
Moishe Mana purchased the 31‑story One Downtown office tower in downtown Miami for $110 million, securing roughly a 14 percent discount from its 2018 price. The 770,195‑square‑foot building houses 450,000 sq ft of office space, a 750‑spot garage, and ground‑level retail, and is currently...

A California judge set a June 8 trial for a False Claims Act case accusing major Wall Street banks of conspiring to rig interest rates on variable‑rate demand bonds (VRDOs). The lawsuit, filed by municipal advisor Johan Rosenberg on behalf of...

The Points Guy released a comprehensive guide that maps credit‑card points and miles to their airline and hotel transfer partners, detailing transfer ratios and current valuations. It highlights the top flexible‑points cards from issuers such as American Express, Chase, Capital...

Netflix co‑founder Reed Hastings and CFO Spencer Neumann sold a combined $48.1 million in Netflix shares, according to March 4 regulatory filings. Hastings disposed of $39.8 million worth of 410,550 shares at $96‑$97.50 each and simultaneously bought back the same number at $9.7...
Fastmarkets announced a delay in publishing the United States sustainable aviation fuel (SAF) price data for March 3. The postponed release covers three benchmarks: base cost ex‑works in Houston, delivered price in Los Angeles, and delivered price in Chicago. These prices...

Hotel News Resource reports that the $185 million Monarch San Antonio, part of Hilton’s Curio Collection, opened in the Hemisfair District with 200 rooms, including 28 suites. The 17‑story property offers upscale amenities such as a full‑service spa, a 550‑sq‑ft fitness...

Qatar Energy declared force majeure on its LNG exports, halting production at the Ras Laffan plant amid the escalating U.S.-Israeli war on Iran. The shutdown, which affects roughly 20% of global liquefied natural gas, is expected to last at least...
Fastmarkets issued a correction for its domestic ex‑works Italy hot‑rolled coil (HRC) index, adjusting the price from €682.50 to €676.25 per tonne. The error stemmed from a reporter mistake and has been rectified in the pricing database. The revised figure...
MDA Space posted a record C$1.63 billion in 2025 revenue, a 51% year‑over‑year jump, driven largely by its Satellite Systems division. That segment surged 85.5% to C$1.1 billion, fueled by contracts for Low‑Earth‑Orbit constellations with Globalstar and Telesat Lightspeed. Adjusted net income...
The Crown Jewel Regular readers know that we created our original due diligence checklist in ~'14, on the advice of an experienced real estate investor who became our largest 3rd party property management client. (What's a "due diligence checklist"? It's a long...

TLDR: Call OI keeps going higher while Put OI does not. These PC chart on X differ in a bunch of ways. What "S&P Ratio" specifically means can differ: are you including SPX options, is it single stocks only, is it...

Fidelity’s analysis of nearly 25 million 401(k) accounts shows the average balance jumped 11 percent in 2025 to $146,100, marking a third straight year of double‑digit growth. The median balance stays modest at $34,400, but accounts with $1 million or more rose to...
In this episode of The Art of Passive Income, host Mark Podolsky and his fellow land investors discuss how to profit from America’s housing shortage by buying cheap raw land and using owner‑financing to generate passive income, without ever owning...

Gold traders keep making the same mistake… They fade the Initial Balance breakout. But when gold breaks and accepts outside the first hour range, the move can run fast into price discovery. ⚡ Comment IB and I’ll send you my free Initial Balance...
Gary Anderson won the Charles H. Dow award in 2003 from the MTA for his work on the shift from buying momentum leaders to when it becomes more profitable to buy laggards. (Get his book, The Janus Factor). https://t.co/LoWws9pmX5

The New York Times argues that the best response to the Iran‑Israel conflict‑driven market turbulence is to stay the course. While short‑term speculation in energy, defense stocks, gold or Treasuries can appear tempting, academic research shows that most investors achieve better...

Scraping the bottom of the barrel for shares that are not overbought? Or, is Gary Anderson's "The Janus Factor" at work?! https://t.co/GEptwkZCcv

Google trends for HelloFresh has been tracking at ~20% year-over-year declines for the last two years. It was a pretty solid leading indicator for revenue declines. But look what’s happening now 👀 2026 guidance to be revealed on March 18 could...

MRNA - the perfect 5 SMA buy. Kyle and I both realized we had take this out of our data base quite awhile ago...not very helpful when scanning for these things. https://t.co/n8OdKmJf1x

The February PMI updates came across the wires earlier today - the final readings for much of the developed but first reading for China. Notably, the Chinese gov't's own composite dropped to a 3-year low while the 'RatingDog' surged to...
Engquist: Ding ding ding. Cracks appear in the resolutely optimistic #MayorMamdani's armor as qs rise over prop #taxes+#Sunnyside #affordablehousing. #realestate #CRE #multifamily #NYC #Queens https://t.co/SKMyuFhL5X

Update: After a 30+% rally in Netflix, it now trades at a premium to Colgate and P&G. Investors really didn't like the Warner Bros. Discovery acquisition and the stock has rallied every single day since they exited the bidding war...

In light of the surge in diesel and oil prices overnight, we have added a new fuel dashboard in SONAR. https://t.co/cAWkSzmzsr

How institutional investors think small bay industrial looks like vs what is does look like https://t.co/eLj2NHCCOQ

When SP and NAZ took out yesterday's high, it triggered the WRR Buy model (takes out the high of the widest range w down day in the past 4 days) https://t.co/j4PIZbSy7j

Lockheed Martin up 6% Monday. Down 1.3% today. The defense trade isn't fading because the war is ending. It's fading because the market is starting to realize war doesn't fix earnings multiples. https://t.co/xXNtusNgkE
$AMZN chewing nicely on the ER gap. Watching for a fill to move stops maybe take a little profit off.

The Micro-Small Cap ratio is testing a key inflection zone, with RSI at lofty levels. $IWC $IWM $RUT https://t.co/LD4kpacHjC
Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’: CNBC $NVDA $AIQ
$NVDA filled the Feb26-27 gap down ahs many ma's just overhead. I own it and NVDL
Is the VIX showing signs of a short-term market bottom? 🎙️@GuyAdami on the correlation between the $VIX & $SPX https://t.co/BIswcB9QAe
Mideastern commodity force majeures beginning to populate my X feed Western company evacuations of Mideastern countries beginning to populate my X feed Western investor consensus still heavily weighted to this being a short conflict. Yet 10y UST yields are only up to 4.08%?...

Weekly chart $IGV so far so good on this horizontal support/200sma bounce and follow through https://t.co/OlB7ZAUhrB

Citi: Options investor positioning in the SPX index is extremely bearish, with skew close to 3-year highs https://t.co/8bOEw1FFfS

National Association of Home Builders: The Congressional housing package being pushed through right now would HURT housing supply NAHB: The latest version of the bill would 'undermine' build-to-rent construction The @NAHBhome email obtained by @PunchbowlNews/@BrendanPedersen 👇

$QQQ Hourly. Your last month in the Nasdaq. Easy to get worn out in this choppy tape, especially if putting on many trades. Range within broader 6 months range https://t.co/oBihc4j2vh

The Fed is trapped. Oil at $81 → inflation rising. Stocks selling off → growth slowing. Yields above 4% → no room to cut. Stagflation isn't a theory. It's a Tuesday. Rate at 3.5-3.75%. Next meeting March 17. They will do nothing. And that's the problem....
Moontower 🌙Launching podcast/YT series: The Options Trench 🌙Make it make sense 🌙"measurement not prediction" in the wild https://t.co/SVLluHexwT refs: @outlieroptions @halfkelly @Citrini7 @shaneparrish https://t.co/6sjaG9EPz6

EU leaders set to call for measures to lower power prices https://t.co/23kSOba0ij via @E_Krukowska @europressos https://t.co/5KEoG1V75b
Can this bounce be trusted.. or not??. I'll break out WHAT needs to happen to have more confidence, today at 2:25 EST on @FoxBusiness w/ @cvpayne