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Every morning
Weekly
Tuesday recap
Gold’s 2025 rally pushed bullion over 40% higher, its strongest annual gain since 1979, and sent the VanEck Gold Miners ETF soaring 155%. The surge propelled the world’s largest gold miners into record valuations, with Newmont and Agnico Eagle topping a newly compiled top‑10 list. While Newmont retained the #1 spot despite a 14% output dip, peers such as Zijin and Gold Fields posted double‑digit production gains through acquisitions and new mine startups. The ranking underscores that price strength alone isn’t enough; operational execution and strategic M&A remain critical for sustained growth.
Today’s podcast covers the state of the union housing talking points and the recent home price index reports @housingwire @sarahteresa6 #realestate #housing #mortgagerates #economics #chartdaddy
~84% of UK adults don’t invest through a Stocks & Shares ISA 🇬🇧 Here’s my take on why that’s a problem:
MP Materials announced a $1.25 billion investment to build a 120‑acre rare‑earth magnet campus in Northlake, Texas, under its “10X” program and a public‑private partnership with the U.S. Department of War. The facility will add roughly 10,000 metric tons of NdFeB magnet...
U.S. data centres seek to avert power price battle with voters After stagnating for more than a decade, U.S. electricity consumption has surged to a record high, driven primarily by growing demand from data centres handling artificial intelligence and other applications. But...
Marcus & Millichap negotiated the sale of Andrews Park Town Center, a 13,417‑square‑foot retail strip center in Camp Springs, Maryland, for $9.9 million. The property, built in 2021 on 1.2 acres, was fully leased to three national tenants—Advance Auto Parts, Domino’s Pizza and Beyond Dental—at...
The Aspen Institute’s Financial Security Program released “United We Stand: A National Strategy to Prevent Scams,” outlining a comprehensive framework to combat a $196 billion annual loss from fraud. The report identifies a four‑stage scam lifecycle and highlights fragmentation across financial...
How much of your net worth is your business? Knot in your stomach? Keep reading. Roman Khan (@RomanEcom) spoke at one of our eComFuel events a few years ago. If you ever get the chance to meet Roman in person, do...
The Dunkirk Port Authority has opened a 21‑hectare brownfield site for a potential AI‑focused data center, offering developers a power connection ranging from 400 MW to 700 MW. Power will be supplied by RTE from the nearby Flanders Maritimes substation, with a...
The Buffett Indicator – U.S. market‑cap to GDP – has surged to roughly 2.3 ×, the highest reading in decades, suggesting equities are markedly overvalued. The five largest U.S. firms now hold a combined market value equal to the nation’s GDP...
My February article is LIVE with @selfmagazine. As a monthly contributor, I share a new piece each month. We talk about budgeting. We talk about investing. We talk about building wealth. We don’t talk enough about what happens when life interrupts all of...
Onslow Bay Financial is preparing a $452.7 million asset‑backed securities offering backed by a pool of 1,952 home‑equity lines of credit. The ABS will be issued in eight tranches under the OBX 2026‑HE1 Trust, benchmarked to SOFR and maturing in February 2056. The...
Working with an anesthesiologist who made ~$400k in 1099 income in 2025. Expects a similar income in 2026. Lives in Tennesee. Files single. He's received all sorts of conflicting opinions from CPAs on SEP IRAs, solo 401ks, S corp, no...
VIX rejecting $20 and market curling a bit Not out of the woods yet need to fade back down under $19
Waste Management (WM) is entering a "year of harvest" after a $11.6 billion capex program that included a $7.5 billion Stericycle acquisition and extensive automation upgrades. Management projects 29% free‑cash‑flow growth in 2026, the strongest jump since the pandemic, and expects capex...
UBS's worst-case default rate for private credit is 15%. Up from 13% a month ago. For context, the 2008 leveraged loan default rate peaked at 10.8%. UBS is now modeling a scenario worse than the financial crisis for private credit. And they...
Airbus Defence and Space reported €13.4 billion in space revenues for 2025, an 11 % increase from the prior year, while Leonardo’s Space division posted just over €1 billion, also up 11 %. Both companies improved profitability through restructuring, cutting over 2,000 jobs and...
The Global Questions Series explores the Butterfly Effect, showing how tiny diplomatic signals or policy tweaks can cascade into major geopolitical outcomes. It explains that initial conditions—power balances, leadership psychology, and economic interdependence—shape the trajectory of international systems. By contrasting...
This top II-ranked PC sell-side analyst made +54% per year from 1995–1999 running $15B … then founded a hedge fund that briefly became the largest in the world.
Warren Buffett on wealth building: focus on fundamentals, ignore the noise, and evaluate businesses with clarity. Smart investing is about patience, discipline, and knowing what you own. Most investors fail because they chase noise instead of value. 📈
Ocado Group reported a 12% year‑over‑year revenue increase for 2025, with technology revenue up 13% and logistics revenue up 12%, while adjusted EBITDA margin rose to 25% from 16%. The stock fell about 6% after the release, as analysts flagged...
Munich Re reported a 12% decline in fourth‑quarter net profit, posting €945 million versus €1.068 billion a year earlier, missing analyst expectations of €1.030 billion. The drop was primarily driven by adverse currency effects from a weaker U.S. dollar. Despite the quarterly dip,...
Since the US session has opened : Gold : higher Oil : Higher Vix : Higher Indices : Lower Talks between Iranian & US officials are not going that well so far & markets are clearly reacting to that. I am short on SPX (small risk...
we have been seeing the same basic pattern in index ETFs for four months $QQQ $SPY. --after 2-3 days of selling large rug pulls in the other direction --after 2-3 days of buying large rug pulls in the other direction. --it's not happening...
India’s Generation X is projected to spend over $500 billion on goods and services by FY 30, according to RedSeer. The cohort’s spending will be led by preventive healthcare ($73 billion, 17% CAGR) and nutraceuticals ($20 billion, 25% CAGR). Premiumisation will also drive growth in...
Shift4 Payments reported record Q4 results and announced a strategic pivot toward international growth. The company closed a $2.5 billion acquisition of Swiss tax‑free shopping platform Global Blue and added Australia‑based Smartpay to its portfolio. To capitalize on these assets, Shift4 is...
Most people think real estate investing starts with a big bank account. In reality, it starts with understanding financing, deal structure, and tax strategy. Inside my Strategic Tax Savings Blueprint, I walk through how investors approach real estate differently so they can...
Robinsons Retail Holdings posted a 6% rise in core net earnings to P6.7 billion in 2025, driven by 5.7% net‑sales growth that pushed revenue to P210.4 billion. Net income to equity holders fell 44% because the prior year’s one‑time merger gain inflated...
Megaworld Corp. posted a record P24 billion net income in 2025, an 11% increase from 2024. Revenue climbed to nearly P86 billion, driven by an 11% rise in leasing revenues and strong residential sales. Office leasing, especially through Megaworld Premier Offices, contributed...
USA Today Co. posted a fourth‑quarter revenue of $585 million, a 5.8% year‑over‑year decline, and its full‑year 2025 revenue fell to $2.3 billion. Digital‑only subscriptions plunged 30% to 1.37 million, while average monthly unique visitors slipped 11% to 179 million. The company recorded a...
Bruegel and the India International Centre hosted a multi‑day forum in Brussels to dissect the newly signed EU‑India Free Trade Agreement and its broader strategic implications. Sessions covered global challenges such as climate change, AI governance, and shifting trade dynamics,...
Alphabet (GOOGL) has found firm support near the $300 level after a recent pullback, prompting a high‑probability bull put spread trade. The suggested March 20 spread sells the 295‑strike put and buys the 290‑strike put, collecting roughly $0.85 per share ($85...
In this Money Life episode, River Wealth Advisors’ CEO and CIO Ed O’Gorman warns investors that the market’s current concentration of a few mega‑caps inflates perceived risk for passive S&P 500 investors and urges a calm, strategic assessment of portfolio adjustments....
The crazy train is getting crowded. We now have a bipartisan Senate bill to block large investors from buying houses. The entire premise is based on misinformation, which I'll lay out here: STATEMENT 1: One co-sponsor, Sen. Hawley, shared his rationale this...
Tax season can be busy. Here’s what taxpayers should know about filing for extension, making payments and planning for the unexpected. https://t.co/18PsgNFiEr
The European Commission has approved Azerbaijan’s state oil company SOCAR to acquire 99.82% of Italy’s Italiana Petroli, including its two refineries and a network of roughly 4,500 fuel stations. The deal adds about 10 million tonnes per year of crude‑processing capacity to...
$nvda failed fast. At lead u had $193.50 to use to adjust as it hit $184.58 pretty fast. https://t.co/YM6ciJGW9t
What are home prices doing? Here’s a look at some traditional price metrics and a few price indexes. I think it’s important in today’s market to look beyond just the median and average. https://t.co/flulXSqx4R
Elevidys, Sarepta Therapeutics’ gene therapy for Duchenne muscular dystrophy, posted $110 million in fourth‑quarter sales, bringing full‑year revenue to $898.7 million—well below the $1 billion benchmark. Safety incidents in 2025 and a severe flu season have eroded confidence, prompting analysts to project 2026...
A technical setup is only as good as the market environment it lives in. Position sizing and risk management are tools to make up for the uncertainty.
"Equity in a home is unemployed Benjamins. Redeploying that equity puts those Benjamins to work." –Bryan Maddex* *Our favorite mortgage lender & financing expert. Learn more → https://t.co/6LQHDFuiBV
Howard Chai’s latest piece outlines eight critical questions shaping Metro Vancouver’s real‑estate and development outlook for 2026. He probes whether the 2024‑25 downturn has bottomed out, if developers will resume land acquisitions, and how much hidden “shadow inventory” remains. The...
hey guys, I can't do much with a rent roll that doesn't show options and option rents/fmr - including that stuff should be standard 100% of the time
Light asset, high obselence winning ... just over the last 3 sessions though $IGV https://t.co/gijfiDJzkr
Qualcomm unveiled the Snapdragon 8 Elite Gen 5 for Galaxy, a custom‑tuned version of its flagship mobile processor designed for Samsung’s upcoming S26 Ultra worldwide and the S26+ and S26 in select markets. The chip integrates a third‑generation Oryon CPU, next‑gen Adreno GPU, Hexagon...
All the stop-outs from yesterday, while the market was up, are up today when the market is down.
Wonder if they are planning on buying in or exercising rights....nickel tape is coming... --> Post Courier: "State to take back 35% equity from Ramu Nickel" https://t.co/dJzUin421K #nickel #mining
The Options Clearing Corporation announced the consolidation of Karyopharm Therapeutics Inc.’s flex option series from the ticker 1KPTI to the standard symbol KPTI. The change applies to the C 3/20/2026 20 series and becomes effective at the opening of business on February 27, 2026....
$GOOGL no green to red stop hit all out made some $ on the remainder of the holding. The name goes back on go-to list.
$VIX You have to love this mkt, it's so fricken stupid, it's so easy to trade vol, enjoy it while it lasts https://t.co/39f4OYBDnn
