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Every morning
Weekly
Tuesday recap
Nordex SE posted record Q4 2025 results, with order intake rising 9.2% to €3.2 billion and revenue up 16% to €2.5 billion. EBITDA surged to €307 million, delivering a 12.1% margin, while net profit jumped to €184 million. Full‑year 2025 figures also broke records, delivering €7.6 billion revenue, €274 million net profit and a €863 million free cash flow, pushing the share price up 19% to over €41. The company’s 2026 outlook projects revenue between €8.2‑9.0 billion and an expanded EBITDA margin range of 8‑11%.
Venture capital in Africa is pivoting from fintech to solar microgrid projects as investors chase more predictable, asset‑backed returns. After a fintech boom between 2016‑2021, market saturation, rising customer‑acquisition costs and tighter regulation have eroded margins. Solar microgrids, backed by...
At the CARICOM summit in St. Kitts and Nevis, leaders denounced U.S. interventions, highlighting a de‑facto oil blockade on Cuba and pressure on the island’s medical‑mission exports. Prime Minister Terrance Drew described severe shortages of food, water and electricity, while...
Saudi Arabia’s largest oil shipper, Bahri, provisionally chartered five very large crude carriers as daily charter rates neared $200,000, the highest level since 2020. The vessels are slated to move Saudi crude to Asian markets, chiefly China, in the coming...
EU financial and non‑financial counterparties using ISDA SIMM must have filed an initial IM model application with their competent authority or the ECB, and those that have already applied need to submit an updated version by 31 March 2026. The update must reference...
An 82‑year‑old retiree with pension and Social Security holds a mixed portfolio of domestic equities, a single‑stock position, foreign stocks, municipal bonds, and cash, aiming to preserve wealth for heirs and provide survivor income. The current allocation is 55% domestic...
New Zealand’s foreign minister announced a NZ $30 million aid suspension to the Cook Islands after the Pacific nation failed to consult Wellington on a deep‑sea mining partnership with China. The dispute centers on the interpretation of the Cook Islands’ free‑association status...
British Business and Trade Secretary Peter Kyle is leading a diplomatic push to embed the United Kingdom in the EU’s new “Made in Europe” procurement framework. The effort follows a stalled attempt to join the €150 billion Security Action for Europe...
$RDDT - back at its support zone from June last year (just after the market flash-crash). This is a pivotal point...buyers need to defend it to avoid getting ugly. Bulls need a 165.00+ breakout to restore confidence.
One way to visualize the global earnings convergence is by showing earnings estimates for the different regions on a log scale. All estimates are rising but EM estimates are rising the fastest. Shown another way, EM estimates are now rising at...
United Therapeutics announced a partnership to launch a soft‑mist inhaler, targeting more efficient pulmonary drug delivery for its pipeline. The collaboration marks a strategic pivot away from traditional propellant‑based devices and positions United in the growing soft‑mist market. Investors reacted...
Needham defending $LQDA , reits $52 PT - calls the reason for the sell off on comments from $UTHR management that they are seeing no impacts from the Yutrepia launch, We view the stock reaction in LQDA as overdone....
Morgan on the Road to Exchange featured an interview with Jennifer Morgan, founder and CEO of Connective Communications. Morgan discussed her innovative “Storyselling” methodology, which blends storytelling techniques with sales strategies. She announced that the workshop will debut at the...
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Jack Bogle’s investing wisdom still holds true: when you lower your stock allocation and raise bonds, someone else is doing the opposite. That’s how market equilibrium works. Understanding asset allocation, the 60/40 portfolio, and index investing is key to long-term...
The article outlines five compelling reasons why ultra‑wealthy individuals should outsource their financial administration. It argues that the sheer complexity of diversified assets, tax regimes, and regulatory obligations exceeds the capacity of most personal staff. By delegating to specialist firms,...
One of the biggest divergences in the market overall & tech trade specifically...has been the outperformance of semiconductors & underperformance of software...being long chips & short software has produced a massive return since June 2025. What is the potential catalyst for...
of all the stocks beat up lately, Coinbase $COIN is one of those names... if we zoom out to the weekly we can see it found support in this area multiple times before... i'd been tinkering with options as a...
The piece observes that retail investors—dubbed “doomers” for their bearish outlook and “boomers” for their age‑group—now dominate US equity options trading. Their surge has swollen overall volume, steepened put‑call skews and forced market makers to reassess risk models. The author...
Sometimes a little time away in a different environment can pay dividends... and we proved that this morning on $XWEL. Today was my first day back from vacation. $XWEL gave us phenomenal follow-through on the continuation from its after-hours gap up...
Advisors who appear overly prepared can unintentionally make client meetings feel pre‑scripted, prompting clients to limit their input. When answers arrive before questions fully form, clients adapt by staying on the surface rather than sharing deeper concerns. Shifting from delivering...
Timor‑Leste is leveraging its recent ASEAN membership to accelerate a sustainable tourism strategy that showcases its pristine marine and mountainous assets. By joining ASEAN, the nation gains access to regional marketing channels and co‑branding opportunities, allowing it to present itself...
Trade tool retailer ITS has signed an eight‑year lease for a 17,700 sq ft unit at Padrock’s Dagenham Logistics Hub, slated to open in April as London’s largest tool superstore. The hub comprises 14 industrial units ranging from 6,550 sq ft to 34,825 sq ft, all...
Germany's Bundestag will vote on a hydrogen acceleration law that expands eligible infrastructure to include carbon‑capture‑and‑storage (CCS) based hydrogen production. The amendment also adds import facilities for power‑to‑liquid fuels such as synthetic aviation fuel. Projects designated as "overriding public interest"...
Lineage reported flat Q4 revenue of $1.34 billion and a modest $6 million net profit as the cold‑storage market works through a 10% oversupply. New refrigerated space expanded 14.5% from 2021‑2025, while demand rose only 5%, creating a capacity gap that is...
Last night’s State of the Union address tied AI dominance to power plants, permits, and domestic mining. Earlier in the day, the House Energy & Minerals Subcommittee debated how to actually fix the mineral markets behind that ambition via the SECURE...
BNY Mellon’s senior strategist Eric Hundahl outlined the investment landscape for 2026, emphasizing opportunities across emerging markets, technology, and sustainable assets. He highlighted that easing inflation and stabilizing fixed‑income yields are creating a more favorable risk‑adjusted environment. Hundahl also warned...
Discipline doesn't necessarily mean you're "being strict". You're being loyal to who you’re becoming. When you wake up and work out. When you log off instead of doom scroll. When you say no. When you decide not to order that thing you saw on TikTok...
At the start of 2026 the S&P 500’s traditional factor seesaw has tilted, with high‑beta and low‑volatility stocks moving in tandem rather than opposite directions. Historically, these two factors exhibit strong negative correlation, providing a natural hedge for investors. Recent...
@GrainsGorilla your bearish tenacity may be about ready to payoff, at least for a little while. May be time time to shake the trees for a little bit and give some relief to the bears it seems. ...
U.S. mortgage rates slipped last week to roughly 6.5%, the lowest level recorded since 2022, igniting a wave of refinancing activity. The decline aligns with the Federal Reserve’s recent pause on interest‑rate hikes and softer inflation readings that have eased...
If you're making over $100k/yr but are still in debt... Stop what you're doing. Here are 17 changes you need to make to get ahead in 2026:
The nation's top mortgage lender (UWM) funded $163.4B in home loans during 2025. That was up ~17% from $139.4B in 2024. Interestingly, it was led by refis, which surged to $70.3B from $43.4B, while home purchase lending actually fell slightly YoY.
JPMorgan Chase & Co. and Bank of America are urging clients to buy Venezuelan global bonds that carry large amounts of unpaid interest, known as accrued coupons. The banks argue that these distressed securities could deliver outsized returns if Venezuela...
Stellar Energy, a data‑center cooling equipment maker, is planning a 1.1‑million‑square‑foot plant in Fort Worth’s AllianceTexas development, with a total investment of roughly $80 million. The project includes $34 million in property improvements and $45.5 million in equipment, and could break ground this...
Ubis Wealth Management’s CIO Ulrike Hoffmann‑Burchardi warns that artificial intelligence is eroding the moat of software‑centric businesses. She argues that AI‑driven automation will compress margins for firms reliant on code, while physical‑world operators—miners, power producers and industrial manufacturers—stand to gain...
Dan Sundheim on SpaceX: "The telecom market globally is now the TAM... They've come so far down the cost curve that I think in a relatively short time - months or a few years - they'll be dramatically cheaper than...
#Austin poised for another moment. Rents there w/probably rise in coming months after falling last 10 qtrs as trove of empty apts starts to run dry. #realestate #CRE #multifamily #tech #mortgage #investmentsales https://t.co/meHbZSFqVN via @WSJ https://t.co/T2gRvG2Sc2
Ontario natural gas storage remains well below the five‑year average, sitting 27.7 Bcf short and driving Dawn hub prices higher as winter ends. Seasonal withdrawals are the third‑largest on record, with the March exit projected near 60 Bcf. The forward price curve...
$HOOD has the overhead ER gap so won't be easy. Gap up and back over 10ema so far today. https://t.co/5Pmwk8Hi5G
$NFLX based at lows and gap up reversal today. Trade your plan. What I see on the chart https://t.co/mG1XGAbdPA
Columbus Mayor Andrew Ginther unveiled a $500 million affordable‑housing bond framework dividing funds into four buckets: $150 million for new construction and preservation, $125 million for transitional shelters, homeowner upgrades and supportive housing, $175 million for land acquisition linked to transit‑oriented and mixed‑use development,...
If you ever wondered why DC has so many apartments with windowless bedrooms … it’s the Height Act https://t.co/Axl6cvRgrf
$DDOG in a group that has been hard to trade and trust. The name had good reaction to earnings and then fell to current lows. Clear risk. https://t.co/dEj54uWjDe
Mortgage demand to buy houses just plummeted to its lowest level in 10 months. The MBA mortgage purchase index is now at 150. 57% crash from pandemic peak. 40% drop from 2018-2019 levels. It's the biggest homebuyer strike ever. https://t.co/FVB0HYY4bc
What are home prices doing? It depends. Some thoughts today about interpreting price change. I think it's really important to think beyond the median sales price in 2026. I hope this helps. Any thoughts? https://t.co/KmyRaAIto8
CL had OD/ID BO pattern, but no range expansion (yet)...significant zone comes in well below. https://t.co/vLjGgmEMpf
Latest video - All about $SPX 📌 Patterns Overview 📉 Two-Way Volatility 📦 One Big Trading Box 📈 Trend Analysis 🕰️ Long-Term Trend 🚀 Momentum Signals 🆕 New Highs 🌊 Market Breadth https://t.co/s3PMNfDKkt
$ECG monster move today, a favorite small cap wrote on last year, up 26% to new highs
Long time let it ride $LOW sold today after ER and the cautious outlook. Made great coin. The name goes back on go-to list.
