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The White House announced a new federal retirement savings option that would automatically enroll workers without employer‑sponsored plans and provide a taxpayer‑funded match of up to $1,000 per year. The proposal targets the roughly 45 million Americans who lack access to 401(k)s or similar accounts, aiming to boost retirement readiness across low‑ and middle‑income households. Implementation would involve a Treasury‑run account, similar to a Roth IRA, with contributions deducted from payroll or direct deposits. The administration hopes the match will incentivize participation and narrow the retirement savings gap.
CRM and NVDA report tonight. I think the VRP in software stocks is interesting, as the vol is now higher that during the Apr 24 crash. Options spreads could do well even if the stocks disappoint. You can see this in...
🚨 Morning Market Rundown – Feb 25, 2026 🚨 🧠 Economic Events: 1040 – Fed’s Barkin speaks 1100 – Fed’s Schmid speaks 1320 – Fed’s Musalem speaks 📊 Premarket Movers: Trading Higher ($): $NVDA, $BMNR, $RXRX Trading Lower ($): $LCID, $OPEN, $HPQ 💰 Earnings Today: Premarket: $RXRX, $LOW, $TJX Post-market:...
The U.S. Energy Information Administration’s February 10 Short‑Term Energy Outlook projects total U.S. energy consumption to stay below 2025 levels in both 2026 (96.00 qBtu) and 2027 (96.15 qBtu), marginally under the 96.19 qBtu recorded in 2025. While overall demand flattens, liquid‑fuel use...
The 2026 Gold Rush Risks a 2025 Bitcoin-Like Bust - At almost 3x, gold has never sustained a greater stretch vs. its 120-month moving average with inflation so low. The graphic highlights a historic oxymoron for the traditional haven: its...
There's lots of buzz about 10-year Treasury yield falling to 4%. But when you look at this yield vs US peers - hedging those yields back into US Dollars - the US picture isn't nearly so sanguine. The days when...
In this episode of Global Dispatches, host Mark Leon Goldberg talks with Ethiopian‑Canadian journalist Zacharias Zelalem about Ethiopia’s rapid slide toward a new, potentially regional war. Zelalem outlines recent flashpoints: mass troop deployments northward, the Ethiopian government’s revocation of Tigray’s...
The Trump administration will deploy DARPA’s Open Price Exploration for National Security (OPEN) AI system to establish reference prices for critical minerals, starting with germanium, gallium, antimony and tungsten. The tool calculates fair values by stripping out alleged Chinese market...
Atenor has obtained planning permission for a deep‑retrofit of its Fleet House office at 10 New Bridge Street in the City of London. The scheme will preserve roughly 73% of the 1960s‑era structure while adding a ninth floor and a...
Russian oil drilling contracted 3.4% in 2025, marking the first decline since 2021, with a sharp 10% drop in the second half of the year. The slowdown is attributed to a weaker Urals crude price and a stronger ruble, which...
XAI Octagon Floating Rate & Alternative Income Trust (XFLT) has been downgraded to a sell as earnings continue to decline and growth remains limited. The fund now trades at a roughly 20.21 % discount to NAV, reflecting persistent portfolio challenges rather...
Swedish boutique Protean Funds will launch a Global Aktiesparfond in late 2026, a low‑cost, actively managed global equity fund positioned between high‑fee active funds and cheap index products. The fund’s management fee is set at less than half the industry...
Copa Airlines is running a ConnectMiles promotion that adds a 60% bonus to purchases, bringing the effective price down to 1.88 ¢ per mile for transactions up to 100,000 miles. The offer runs until 11:59 p.m. ET on March 27 2026, limits members to...
In this episode, Neil Freiman and Toby Howell dissect the State of the Union, noting President Trump's focus on a booming economy despite public concerns over affordability and upcoming midterms. They introduce the "halo trade," a shift from high‑growth software...
Australia’s Gorgon‑linked LNG exporter sent a cargo aboard the Maran Gas Hector to eastern Canada, covering roughly 16,000 miles – the longest route for Australian LNG to date. The move reflects a sharp slowdown in Asian demand, where shipments to...
China signaled it will weigh counter‑measures after the United States imposed a temporary 15% tariff on all imports, while urging Washington to cancel unilateral duties and resume frank trade talks. A new IISS study warned that ongoing anti‑corruption purges have...
China has stepped in to purchase Russian crude that India declined, pushing Russian oil exports to their highest levels in two years. The shift has concentrated buying power among a few Asian importers, driving the Urals‑grade discount to a multi‑year...
The article outlines six essential numbers investors must calculate before purchasing a rental property: current market value, equity, after‑repair value (ARV), rent comparables, holding costs, and cash flow with cash‑on‑cash return. It explains how each metric is derived, from appraisals...
Botswana Diamonds announced it will rebrand as Botswana Minerals and adopt the ticker BMIN, reflecting a strategic pivot toward copper exploration. An AI‑driven analysis of its 95,000 sq km geological database uncovered 11 high‑potential copper targets, leading to eight new licences. The...
Amazon has signed a lease for a 120,000 sq ft Grade‑A logistics unit at the Port of Cardiff, the first phase of Associated British Ports’ new business‑park development. The 24‑acre site was quickly adapted to meet Amazon’s specifications and is already operational....
Costco’s Auto Program connects members with vetted dealerships that offer pre‑arranged pricing on new, electric, and certified‑pre‑owned vehicles. Average discounts hover around $1,000, and members also receive a 15% discount on parts and service up to $500 per visit. The...
"If there is a violent drop in public equity prices, we cannot be in a position where we're taking money out of the public book and sliding it into the private book. That's the ultimate sin of our job." - Sean...
Trading Technologies International will launch direct, co‑located connectivity to India’s National Stock Exchange, giving institutional clients full access to NSE liquidity and advanced algorithms such as Autospreader and Algo Design Lab. Simultaneously, TP ICAP is converting its Fusion Digital Assets crypto...
The National Expressway 5, linking Delhi, Amritsar and Katra, is slated for completion by March 2027 after a slowdown caused by Operation Sindoor and severe flooding. Construction, which began in April 2021, has regained momentum using segmental bridge technology and an elevated 21.5‑km corridor....
A 68‑year‑old British Columbia widow faces reduced Old Age Security benefits and worries about funding a $600,000 home renovation while maintaining an $80,000 after‑tax annual income. Her current income comes from a modest employer pension, CPP, OAS, and withdrawals from...
Saudi Arabia has appointed Fahad Al‑Saif as minister of investment, signaling a pivot from pure capital accumulation to a focus on total factor productivity. Foreign direct investment inflows have surged from roughly $3 billion in 2019 to $22‑28 billion today, while outbound...
Oppenheimer has added former Stern Brothers managing director Vien Le to its public finance investment‑banking group in Los Angeles. Le brings more than two decades of municipal finance experience, having advised the Los Angeles Department of Water and Power, the state...
Barnstable County’s Assembly of Delegates approved a home‑rule petition to impose a real‑estate transfer tax on sales exceeding $1 million, lowering the original $2 million threshold and allowing municipalities to set rates between 0.5% and 4% on the amount above the threshold....
The episode explains that borrowers in the SAVE income‑driven repayment plan are finally seeing balance adjustments after a system error mistakenly accrued interest during the program’s administrative forbearance. Federal guidance had paused interest, but many borrowers saw their balances grow,...
U.S. ELECTRICITY net generation at utility-scale facilities climbed to a record 4,430 billion kilowatt-hours (kWh or TWh) in 2025 up from 4,309 billion kWh in 2024. Nearly four-fifths of the increase came from non-fossil generators (+94 billion kWh) led by...
From @soberlook: The underperformance of the financials sector relative to the S&P 500 over the past two days was the worst since March 2025. $XLF https://t.co/EGLX7QmA3x https://t.co/J5cJSM8UE3
Philippines’ Department of Information and Communications Technology announced an 18‑gigawatt data‑center expansion plan over the next decade, aiming to become Southeast Asia’s digital hub. The rollout targets 1.5 GW of new capacity by end‑2027 and at least 1 GW annually thereafter. Investments...
Nobody likes to hear it but these are dangerous times for retail #lithium investors that throw money at projects that shouldn’t (and ultimately won’t) be built. Buy quality assets - currently producing or with a clear path to production. Traders?...
JPY reversing weaker HUF gaining (on negative polls for Orban) CNH continues to rally consistently
Keurig Dr Pepper posted a strong Q4, with revenue rising 10.5% to $4.45 billion and earnings beating forecasts. The company secured an additional $1.5 billion in preferred equity, lifting total preferred funding to $4.5 billion and eliminating the need for a partial IPO....
$SPX futures are up 18 after the range held again yesterday, with 6815 proving support. Now we see if it can clear 6916 and hold it ahead of $NVDA earnings tonight, with the top end of the range at 6993–7002....
BofAI: Alcohol spending as a share of total expenditures has reached it third-lowest level in the past 40 years $DEO -8% this morning https://t.co/vYHxySWBiJ
Thanks @D_Jimenez_Sch - there are limited sources of useful, timely information on the #lithium market. Daniel (& his team at iLi Markets) is one of them. Great podcast guest too.
You can tell that Indonesian-Chinese have moved assets to Singapore the past year. I would have done the same.
The share of S&P 500 names moving more than 10% in a single day has increased, and high dispersion and low implied correlation suggest stocks are increasingly trading on their own fundamentals - Torsten at Apollo https://t.co/wgshI0i288
technology $XLK stocks are trading where they were on September 22nd, 2025 and are flat on 106 days... https://t.co/Bvlgo1pYA5
The Yen is heading back to where it was before the "rate check" from the NY Fed. Intervention doesn't work, especially when the underlying issue is a massive debt overhang and politicians who prefer denial to taking hard, but needed...
Yen and JGBs Sold on New BOJ Nominees While Japanese Stocks Rally to Record Highs: The dollar was initially sold during President Trump’s State of the Union Address. However, against most of the G10 currencies, it remains within the well-worn...
Turkey had sustained reserve losses towards the end of last year (blue), even though Lira was falling and USD was weak. That's a sign that depreciation pressure is substantial, a reflection of the large current account deficit. Same old story...
i think that having a security/stock/ETF hit new highs while at the same time, hitting new relative highs against the relatively strong market (i.e., Canada $TSX vs. U.S. $SPX) is what any investor should want - at least what a...
The main development today is the reaction to the two dovish nominations to the BOJ board. The yen and JGBs have been sold, while Japanese stocks raced to record highs. Note there are many large option FX...
Starlink cut service to Russian forces along the front line, leaving these troops largely isolated. Ukraine has taken advantage of the situation by launching localized offensives and reclaiming a nice chunk of land. Full Newsletter: https://t.co/Q0eHcVCvu2 #ukrainewar #geopolitics
here's a bunch of technology ETFs shown as an @Optuma ratio pairs grid... you can see the performance of each against the others... [hint: green/positive numbers show strength = good vs. red/negative numbers = weak] $PTF $SMH $PSCT $ARKQ https://t.co/GRkWjAK3x6
i'm old enough to remember when these three quantum stocks $RGTI $QBTS $IONQ were all the rage... who's buying the -60-70%+ "pullback"? [honest point: the group continues to perform very well $QTUM] all three have earnings just ahead... https://t.co/gy5OeOXBtm
#ADVT "ahead of market consensus". 80% Recurring. £96m Cash. ShareScope has fwd p/e 14.7 falling to 14.2 but no Dividend, BEFORE 6% rise today. Strip out cash looks cheap. This is the Vin Murria vehicle. I don't hold.
