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Every morning
Weekly
Tuesday recap
Pet Valu Holdings reported a robust fourth‑quarter and full‑year 2025 performance, with system‑wide sales climbing 9.2% to $423.7 million and annual sales up 5.6% to $1.53 billion. The retailer opened 14 new stores, bringing its network to 863 locations, and posted adjusted EBITDA margins near 22% of revenue. Adjusted net income rose to $34.0 million in Q4 and $113.2 million for the year, supporting a dividend increase to $0.13 per share. CEO Greg Ramier highlighted the company’s 50th‑anniversary milestone and continued focus on convenience, value and proprietary brands.
Mexico’s government hailed 2025 capital investment as reaching historic highs, but the underlying data tells a different story. Year‑over‑year growth was roughly 2%, a modest rise that barely nudges the long‑term trend upward. Critics argue the figures are underwhelming and...
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Saudi Arabia’s foreign ministry condemned Iran’s drone strike on the U.S. embassy in Riyadh as “cowardly” and a breach of international law, warning that such attacks could heighten regional escalation. The drones caused a fire and minor damage but no...
Most investors know they pay fees. Annual charges. Management costs. Platform fees. Almost nobody knows what those fees actually cost them over 20 years. The number is usually the most shocking thing I show new clients.
Housing market analysts note that roughly 75,000 single‑family homes are being relisted, representing about 11% of active inventory. De‑listings surged to 60‑80% of new listings during the holiday season, reflecting sellers pulling overpriced homes. Most relistings stem from owner‑occupiers waiting...
IAMGOLD (IAG) is positioned to benefit from soaring gold prices and a strengthening macro backdrop. The company operates mines in the Americas and West Africa and is advancing its flagship Côté Gold project in Ontario. Recent restructuring and asset divestitures...
OneSpaWorld (OSW), a Zacks Rank #5 Strong Sell, operates spa and wellness centers on cruise ships and destination resorts. Its revenue is tightly linked to passenger spend per sailing, making it highly discretionary. Recent analyst downgrades trimmed earnings estimates, though...
Argyll has launched a £3.5 million refurbishment of the grade‑II‑listed Hudson House in Covent Garden, converting 14,000 sq ft across seven floors into 48 private serviced offices. The project, slated for completion in June, preserves Edwin Lutyens’ original marble floor and vaulted ceilings...
Defiance ETFs announced the launch of DRNL, a 2x daily leveraged exchange‑traded fund that tracks the BITA Pure Drone and Aerial Automation Index. The ETF aims to deliver twice the daily percentage change of companies involved in drone manufacturing, software,...
HSBC upgraded Block (SQ) to a Buy, lifting its price target to $77, implying about 19% upside. The upgrade follows Block’s announcement of cutting more than 4,000 jobs, reducing its headcount to roughly 6,000 employees. HSBC’s analyst Saul Martinez highlighted...
Indian coffee exports are accelerating, with January‑February shipments up 40% to 80,931 tonnes and total 2025 sales surpassing $2 billion. The West Asia and North Africa region, accounting for roughly 20% of exports, is now a key growth market after Europe....
The U.S. dollar is strengthening across major G10 pairs as the Middle East conflict fuels risk aversion, pushing the euro, yen, and sterling lower. Emerging market currencies such as the peso, yuan and real also slide, while equity markets suffer...
On Monday the S&P 500 closed essentially flat after permabulls rushed in on the opening dip, echoing Michael Burry’s “greatest buy‑the‑dip generation” claim. The optimism was short‑lived as escalating tensions in Iran prompted a market rethink. The author warns that...
Nicholas Wealth’s XFUNDS platform has launched two new actively‑managed income ETFs: the Nicholas Nuclear Income ETF (NUKX) and the Nicholas Defense and Rare Earth Income ETF (WEPN). Both funds blend equity holdings, commodity‑linked ETFs, and an options overlay to generate...
India is negotiating to acquire Israel’s Iron Dome and Iron Beam systems to plug a critical short‑range gap in its multi‑layered air‑defense architecture, known as Mission Sudarshan Chakra. The plan emphasizes sensor‑fusion, centralized command and cost‑effective interception of drones, rockets...
SoftBank Group announced an additional $30 billion investment in OpenAI, raising its stake to about 13 percent. S&P Global responded by moving SoftBank’s credit outlook from stable to negative, though the BB+ long‑term rating remains unchanged. The agency warned that the larger...
Kazakhstan's manufacturing PMI fell to 48.1 in February, down from 49.8 in January, indicating sector contraction. The decline reflects weaker domestic demand, higher tax pressure from a January VAT increase, and firms cutting staff, purchases, and inventories. Despite the downturn,...
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Iranian Major General Yahya Rahim Safavi announced that Iran’s intelligence services have "complete oversight" of U.S. and Israeli targets and can pinpoint the locations of Israeli Prime Minister Benjamin Netanyahu’s meetings on March 3. He accused the United States of serving Israel’s interests,...
A federal immigration crackdown has driven ICE and CBP to contract heavily with major tech firms. From 2023 onward, Palantir received roughly $122 million from ICE, while Microsoft, Amazon, and Google together earned over $300 million from both agencies. The contracts fund...
Apple confirmed it will use Google’s generative AI models for the next Siri update and is now evaluating Google Cloud to host parts of the assistant’s backend. Google has already scoped dedicated servers that meet Apple’s stringent privacy rules. The...
Silver's $100 Ceiling May Be Solidifying - A key risk for silver and most risk assets may be the spike in precious-metals volatility and plunging crypto prices spilling over into equities. My graphic highlights why we view a rebound in equity...
In this Family Office Roundtable, Ron and Wendy discuss the massive $124 trillion wealth transfer from baby boomers to the next generation and how family offices are adapting. They focus on AI’s disruptive role, highlighting platforms like Opto that can filter...
Calgary’s retail investment slipped 31% in 2025, totaling $531.5 million across 54 transactions. Deal sizes shifted upward, with half of the sales above $5 million and the largest at $54.5 million for a 201,000‑sq‑ft centre. Average pricing remained steady at $419 per square...
War‑risk insurance for vessels is set to rise sharply as insurers cancel coverage amid the West Asia conflict. Premiums for hull and cargo have jumped to about 1 % of cargo value, up from 0.25‑0.5 % previously. Shipping lines are rerouting around...
My thoughts on $MDB The stock dropped 24% after earnings. In my view, that’s an overreaction. It wasn’t a perfect quarter, but it was far from weak. Revenue growth accelerated to +26.7% YoY, and the company beat its own guidance by ~3.7%....
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The International Atomic Energy Agency verified that recent strikes damaged the entrance buildings of Iran’s Natanz Fuel Enrichment Plant, based on satellite imagery, but found no radiological release. The underground enrichment hall remains intact, limiting immediate safety concerns. Natanz, already...
Canada’s productivity has lagged its U.S. neighbour by roughly 20 percent per hour worked, prompting the Bank of Canada to call for urgent action. A key obstacle identified is the capital‑gains lock‑in effect, which discourages investors from selling appreciated assets. The...
U.S. and Israeli strikes prompted Iran’s Revolutionary Guard to announce a closure of the Strait of Hormuz, one of the world’s most vital oil chokepoints. The move threatens to halt commercial traffic, immediately spiking crude prices and prompting insurers to...
The Federal Reserve sets its own operating budget and remits any surplus to the Treasury, but it lacks a residual claimant who would benefit from cost savings. Because officials do not capture saved dollars, there is little incentive to minimize...
The U.S.-Israel-Iran conflict has triggered the largest oil price jump in four years as the Strait of Hormuz effectively shut, sending crude markets into turmoil. Inflation concerns now dominate Treasury trading, pushing the 10‑year yield above 4% and raising mortgage‑rate...
The U.S. housing supply gap widened to 4.03 million units in 2025 as new construction fell short, leaving nearly 2 million Gen Z and millennial households unformed. Affordability constraints—requiring roughly $86 k income and a 14.4% down payment—forced many young adults to stay with...
The piece contrasts the Biden administration’s aggressive antitrust stance with the Trump administration’s pro‑merger agenda. It points to the blocked Spirit‑JetBlue and Amazon‑iRobot deals as regulatory missteps that resulted in bankruptcy and layoffs. It then highlights Kimberly‑Clark’s $48.7 billion acquisition of...
Mortgage originators are split on the value of trigger leads as the Homebuyers Privacy Protection Act takes effect on March 5, forcing a shift to permission‑based marketing. Proponents argue trigger leads provide quick consumer access, but critics cite reliability issues and...
🔴 "Black Tuesday" in Korea. (maybe a little hyperbolic) Samsung -9.9%. SK Hynix -11.5%. Worst single-day drops since Aug 2024. KOSPI -7.2% — largest single-day drop in 19 months. Program trading halted intraday. Foreign investors dumped 3 trillion won in the morning session...
The Morningstar UK Large‑Mid Cap Index climbed 3.8% in May, buoyed by a rally in the basic materials sector. Burberry led the best‑performing stocks with a 43% monthly gain, followed by Johnson Matthey, International Airlines Group, Diploma and St James’s Place. The worst‑performing names were...
Analysts at S&P Global warn that the U.S.-Israel conflict with Iran could cause the largest oil‑supply disruption ever if tanker traffic through the Strait of Hormuz collapses. Recent data show only five tankers transited on March 1 versus the usual 60,...
President Ferdinand Marcos Jr. met South Korean President Lee Jae‑Myung in Manila, reaffirming Manila’s expectation of continued Korean support for flagship infrastructure works such as the new Dumaguete Airport, Samar Pacific Coastal Road, Jalaur River Multipurpose Project and Laguna Lakeshore...
Zacks Investment Research highlights three top‑ranked diversified bond mutual funds—DWS Short Duration, Goldman Sachs Dynamic Bond, and iShares U.S. Intermediate Credit Bond Index Fund—each holding a Zacks Rank #1 Strong Buy. These funds provide investors with broad sector exposure, high...
EUROPE has depleted its gas inventories faster than average this winter in the expectation there would plenty of LNG to refill them over the coming summer. EU storage sites are on average just 30% full down from more than 82%...
Japan selling to prepare to defend the Yen. Stage 1 of reverse carry trade thesis.
The sector no one wanted… …is now the best pure global Equity hedge: *Diversification wins again? https://t.co/MveBoNSYU0
In Today’s ‘Kya Lagta Hai’ sent exclusively to our smallcase and PMS subscribers we discuss: The future course of action in the light of the situation in the Middle East and if the same is discounted in the stock price as...
The $US role in the world economy has been questioned, but amid fears of WWIII, the dollar is in much demand. Not Swiss francs. Not gold. The dollar. See https://t.co/pDzT69A9b1 https://t.co/bIUvqkX4HO
For those into proper Edwards and Magee charting (not this modern day junk), this could be what is happening to Gold https://t.co/9oNZBtZmkg
🇪🇺 Don't think there's much to worry about in today's euro area inflation numbers. Core goods inflation is rising, but several temporary factors drove the upside surprise in services (Olympics effect?), barely offsetting the downside surprises from last months. https://t.co/UqbbT9rLY9
"Chance favors the prepared mind." Samsung -10%. SK Hynix -11.5%. Korea's worst day in 19 months. We flagged the memory names yesterday — $MU, $SNDK, $WDC — as shorts. Not a prediction. Just process. Breadth was NO across the board. Regime DEFENSIVE. https://t.co/NLFcX1gCIU
Toyota Fudosan (6201 JP) “The increase in the tender offer price is something of a win for stewardship as Elliott made a fair bit of money for its clients... But it’s not necessarily a big win for governance.” https://t.co/QEBKuTMAj4
Energy crunch risks the BOE missing its inflation target for another year https://t.co/FWCJnvjnZJ via @tomelleryrees https://t.co/zZtUBjDKCz
Escalating U.S.-Israel conflict with Iran triggered risk-off sentiment, driving S&P 500 futures down over 1%. https://t.co/NbHGasOhbi
Single Stocks are expected to be more volatile than the S&P 500 by the largest margin since October 2008. 👀 https://t.co/DChNaXPkiW
