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Renovation loan demand is strongest per capita in New England and Mountain states, with Rhode Island topping the nation at six applications per 1,000 residents. While total home‑improvement loan applications fell 3 % year‑over‑year, transaction volume held steady at $144 billion, driven by a surge in homeowner equity and aging housing stock. California led in raw application numbers, but smaller markets like Washington County, Wisconsin, showed double the per‑capita rate of the most populous counties. The NAHB analysis highlights a geographic shift toward high‑demand micro‑markets.
$SPY - The part that's tough for me is the defensive tilt that's taken place this year in the S&P 500. It's easier to "ignore" these days as "event driven" etc. when that isn't the case but with $XLK, $XLF,...
American Vanguard (AMVAC) highlighted its new Duro LQ product at the 2026 Commodity Classic, emphasizing its dual action against rootworms and nematodes. The company stressed its commitment to delivering proven, competitively priced solutions that boost farmer profitability, and noted that...
"Reinvestment runway defines long-term compounding potential." The biggest investing edge isn’t timing the market — it’s owning long reinvestment runways. 🚀 Reinvestment runway defines how long a business can compound capital at high returns. The longer the runway, the more powerful the...
Live cattle futures closed about $1.02 higher, while feeder cattle slipped modestly, leaving the market mixed ahead of anticipated direct‑trade activity later in the week. Direct cash cattle trading was quiet on Tuesday, with no bids or offers surfacing. At...
Chevrolet is re‑launching flex‑fuel vehicles (FFVs) equipped with a 1.3‑liter engine, marking the first standard‑fit FFVs since 2026. The Renewable Fuels Association (RFA) highlights California’s dominant E85 market and urges other OEMs, including Toyota and Honda, to follow suit. Nationwide...
Ares Management CEO Mike Arougheti dismissed UBS analysts' worst‑case projection that private‑credit defaults could hit 15%, labeling it irresponsible. UBS warned the scenario could materialize if artificial‑intelligence disruption spikes borrower distress, but otherwise expects defaults to rise about 5% before...
Financial advisors are increasingly recognizing that neurodivergent clients—those with autism, ADHD, dyslexia and related conditions—require communication and process adaptations that differ from traditional models. Practitioners like Korinne Sugasawara, who is neurodivergent herself, have built firms around explicit affirmations and sensory‑friendly...
Software equities outperformed semiconductors sharply, driving the IGV‑SOX performance spread to a 10‑year high of 14.70% on a six‑day rolling basis. This marks the largest spread since the index’s inception, with only six days in the past decade exceeding a...
Intriguing, $ACWI (and $28b old dog ETF I rarely think about) saw record volume today. Maybe bc it fell 2%, which is bad but not Code Red.. my guess is a model rotated out of it. We've seen a lot...
Minneapolis Fed President Neel Kashkari said his outlook, up until a few days ago, supported maintaining a general easing bias. Inflation has been on a trajectory of "gently heading down" while there's no evidence the labor market is tightening. But...
Equity exchange‑traded funds recorded $110 billion of net inflows in February, according to FactSet data. Vanguard’s S&P 500 ETF (VOO) topped the list with $17 billion, followed by Invesco’s equal‑weight S&P 500 ETF (RSP) at $5.6 billion. Other top performers included Vanguard’s international (VXUS) and...
AnaptysBio announced it will spin off its biopharma division into a new public company, First Tracks Biotherapeutics, in Q2 2026, separating it from the royalty‑focused parent that will retain the AnaptysBio name. The royalty side highlighted strong performance from GSK’s Jemperli,...
The Terner Center is hosting a March 24 webinar to preview California’s housing policy agenda for the 2025‑2026 legislative session. After a busy first year that delivered high‑profile bills on affordability, zoning and climate, lawmakers are expected to maintain an aggressive...
Cricut, Inc. posted a modest revenue decline of 3% in Q4 2025, with full‑year sales flat at $708.8 million, but highlighted a 22% rise in net income and a 26% jump in operating profit to $96 million. Platform revenue grew 5% year‑over‑year,...
Oculis Holding AG reported a transformative 2025, highlighted by a $268.7 million cash position that extends its runway to 2029 and a $210 million equity raise. The company secured FDA Breakthrough Therapy designation for Privosegtor, its neuro‑protective candidate for optic neuritis, and...
Did you panic today, or did you plan? If you need help planning, I’ve opened my calendar and will help answer questions at www.buildingbread.com/callkev
In February 2026 President Donald Trump and President Prabowo Subianto signed a U.S.-Indonesia Agreement on Reciprocal Trade that obliges Jakarta to facilitate $10 billion of U.S. investment and import roughly $33 billion of American goods, mainly energy and agriculture. The deal was...
The Risk Management Agency released 2026 projected prices and volatility factors for corn and soybeans after February’s price‑discovery period. Corn’s projected price fell to $4.62 per bushel, $0.08 below 2025, while soybean’s rose to $11.09, $0.55 higher than last year....
ExxonMobil said its worldwide scale and diversified portfolio allow it to mitigate disruptions from the latest Middle East conflict. Senior vice president Jack Williams highlighted the company’s ability to shift feedstock and products using its trading arm and long‑term charter fleet....
Direct indexing, once a niche tool for the ultra‑wealthy, is now becoming a core component of portfolio construction thanks to advances in technology and lower operational costs. Continuous monitoring enables advisors to make incremental, tax‑loss harvesting adjustments throughout the year...
SmartAsset’s 2026 study evaluates the real purchasing power of a $100,000 salary across 69 large U.S. cities after accounting for federal, state, local taxes and cost‑of‑living premiums. The average adjusted value rose modestly from $71,669 to $72,444, indicating a slight...
Tensions between China and Japan have escalated after Japanese Prime Minister Sanae Takaichi’s November statement linking Japan’s response to a potential Chinese attack on Taiwan. Japan’s recent electoral win has enabled a surge in defense spending, while China signals willingness...
Freight rates for medium‑range tankers loading on the US Gulf coast surged as traffic through the Strait of Hormuz nearly stopped, prompting buyers to scramble for alternative diesel supplies. Chevron’s Europe‑bound voyage hit Worldscale 365 ($72.39 per tonne), while ATMI’s Caribbean...
David Ellison: “This deal positions us to be one of the leading competitors in the DTC space, to really accelerate our growth and to achieve scale in DTC… It is a primary goal for the business.”
Rooting for the immediate v shaped recovery in KOSPI/Nikkei but, in my experience, violent deleveraging events are seldom limited to a single session. Held off on any aggressive dip buying today.
Fastmarkets announced that, effective March 5, its price assessments for ilmenite concentrate (cif China) and two rutile grades (fob Australia) will shift from a fortnightly to a monthly cadence. The change follows market feedback indicating that prices have been moving slowly...
My friend and renowned oil expert Javier Blas has it right. ONE OF THE COSTS OF THE NETANYAHU-TRUMP WAR ON IRAN = A GAS PRICE SURGE. https://t.co/cnsDUpCpbY
GS: While Europe remains on a discount to the US, this discount has narrowed https://t.co/MWh0XnVJBZ
Fidelity introduced two new model‑portfolio suites that embed private equity, private credit and private real‑estate assets, targeting RIAs and broker‑dealers. The portfolios, available through Envestnet, require a $100,000 minimum and combine active, passive and ETF strategies with third‑party managers. Alongside...
Gasoline prices... remember the March-April RBOB contract roll was +25 cents on its own https://t.co/WAOPFvCQdz
#FTSE250 big Down Candle. RSI 44 bit off Neutral. Could be lining up 13/21 day EMA Bear Cross. Closed below Bottom Bollinger Band which is unstable.
JLL arranged $35.6 million in acquisition financing for a 411,781‑square‑foot Chicago infill industrial seed portfolio comprising four shallow‑bay assets. The financing backs a newly formed joint venture between Matterhorn Venture Partners and TPG Angelo Gordon U.S. Real Estate, which has pledged...
Opendoor owns about 30 homes in the Sacramento region right now. At the height of their purchase activity a few years ago, they routinely owned about 300 units at any given time.
All things considered, I would expect the US Economic Policy Uncertainty Index to be higher... Uncertainty index vs DXY on the weekly: https://t.co/sVGAiUIrV7
Fastmarkets announced that it will not publish weekly export prices for Iran’s steel billet and slab during the seven‑day public holiday declared after Supreme Leader Ali Khamenei’s death. The delay follows the firm’s policy of suspending price releases when a...
Financials rally back to the underbelly of the 2024 and 2025 1H pivot. So far it’s acting like a magnet... $XLF https://t.co/jXBzQnKMxZ
#Auction on #5thAve. 80KSF #681Fifth, a McKim, Mead&White design, goes for just $100G to #WellsFargo. But #RobertSiegel, who lost it thru #foreclosure, may have some cards up his sleeve. Proceeding barely a min. #realestate #CRE #NYC https://t.co/eiDjaAGEuc via @CrainsNewYork
Leveraged and inverse ETFs posted strong weekly gains, with Defiance’s IONX leading at 36.79% after IonQ’s earnings surge. Gold‑related leveraged products such as GDXU, AGQ, and NUGT posted 20%‑plus returns driven by rising precious‑metal prices amid Middle‑East tensions. Regional and...
BofA: We forecast a below-consensus Feb NFP print of 35k (private: 45k). The u-rate should remain at 4.3% Fed response: wait and watch stance under Powell https://t.co/qQ28IUZLsk
"Prophylactic measures" are typically what boards use to defend against activists (e.g., poison pills, staggered boards, etc). With $MAPS I flipped the script. In the presence of controllers with misaligned incentives, I had to deploy prophylactic defenses to box the board...
India has urged developed nations at the WTO ministerial to adopt concrete technology‑transfer measures that would help developing and least‑developed countries access advanced, environmentally‑sound inputs. The proposal highlights export controls on semiconductor chips and rare‑earth minerals, as well as rigid...
Today's spaced repetition covers a lot of ground. 🌙Visual derivation of the .80 straddle approximation 🌙How skew distorts vol-based risk measures 🌙 Practical tips& discussion
We are nearing oil's most bullish time of year. $CL_F $USO $WTIC More from me on @stockcharts: https://t.co/2c4CuouCWe https://t.co/o1k2jBw7MM
Why I’m so bullish on the era of the Radical Fed Chairman: Most technicians aren’t technologists. But Kevin Warsh is both. 👇 https://t.co/90GCOPkuDW
there are 32 large-cap stocks hitting the 52-week new highs list today... there are 14 large-cap stocks hitting the 52-week new lows list... #FinanciallyINsync #HighLowShow #marketUpdate #investing
there are 23 stocks in the $QQQ that are +4%+ from their intraday lows... https://t.co/SGN4Kt6jhn
A growing number of retirees have been paying federal tax on their benefits. A new $6,000 per person senior deduction reduces taxes for some seniors, but doesn’t change the way Social Security is taxed. https://t.co/Xv3DUZI1Us
December 2026 Brent crude oil is down on the day. It will near top step by the Midterms. Higher or lower by then? My bias is lower https://t.co/bu6WD5MAw6
Is the oil market too complacent right now? New @axios piece explores the question. #OOTT #energy (1/2)
