Know What's Happening in Investing
Know What's Happening in Your Niche
Irish developer ET Fuels has signed a binding long‑term offtake agreement with UK shipping firm RFOcean to supply e‑methanol at a fixed price starting in 2030. The fuel will be produced at ET Fuels’ advanced Rattlesnake Gap plant in Texas, slated to deliver 120,000 t per year. The deal, driven by the EU FuelEU Maritime regulation, gives ET Fuels a clear financing pathway while offering RFOcean price certainty and compliance with upcoming carbon‑intensity limits. It marks RFOcean’s first e‑fuel procurement and underscores growing demand for low‑carbon bunkers.
Ukrainian bitumen imports held steady in 2026, following a record‑high 190,000 tonnes in 2025 after a 111,700‑tonne year‑on‑year jump. Major suppliers from Poland and Lithuania, led by Orlen, plan to ship roughly 100,000 tonnes this year, while Orlen Lietuva targets about 550,000 tonnes...
The median stock in the S&P500 Index is up 6.7% so far in 2026. The median stock on the NYSE (> $300M Market-cap) is up 6.3% YTD. Meanwhile, the median stock in the Nasdaq100 Index is up 1.3%, while the...
The U.S. Strategic Petroleum Reserve sits at 415.4 million barrels, roughly 58.2% of its 714 million‑barrel authorized capacity, according to the EIA’s February 13 report. This marks a 5.1% rise over the same week last year and a 15.6% increase from 2024, reflecting...
Emkay Global upgraded Steel Authority of India Ltd (SAIL) to a Buy, raising the target price to ₹200 from ₹175 while the stock trades around ₹160.25. The firm projects EBITDA per tonne of ₹7,000‑7,500 over the next two quarters, up...
Archer Aviation’s shares swung from a near‑$9 rally in January to about $6.93 by late February, a 20% drop driven by short‑seller allegations of certification delays. The decline was cushioned by BlackRock’s increased passive stake to 8.1% and a strategic...
The Africa Digital Banking Experience report shows mobile handsets have become the primary gateway to banking across the continent. With mobile penetration rising and smartphones becoming affordable, banks are shifting to mobile‑first strategies and redesigning products for handset users. While...
China’s state‑owned and private firms have built a maritime logistics empire spanning 133 ports in 67 countries, turning the global ports network into a new geoeconomic battleground. The United States, European Union and Australia are mounting legal, regulatory and acquisition‑based...
Egyptian state‑owned NCIC announced the award of its latest fertilizer sales tender on 19 February, covering March loading. The tender granted 20,000 t of DAP at $750/t FOB, 25,000 t of TSP at $560/t FOB, 20,000 t of granular urea at $492/t FOB, 20,000 t...
European governments are stepping up to shield Ukraine from a U.S. push for a rapid peace settlement that would require territorial concessions. While Washington seeks a quick ceasefire, the EU has increased military aid by 67 percent in 2025 and approved...
Calculo Capital is expanding its systematic commodity platform with two new products slated for 2026. The 3x leveraged Calculo Supra will sit alongside the existing 1x Terra and 2x Altus funds, offering a higher‑intensity, equity‑like risk profile. In parallel, Calculo...
RBI Deputy Governor Poonam Gupta said India’s per‑capita income growth has outpaced overall GDP growth, driven by a sharp slowdown in population growth. From $274 in 1981, per‑capita income reached about $2,700 in 2024 and is projected to hit $4,346...
Mexico’s exports to the United States reached record levels last week, yet the country’s trade surplus with its northern neighbor contracted. Analysts attribute the paradox to a strategic reconfiguration of Mexican supply chains, increasingly funneling production toward the U.S. market...
Portillo’s reported a 3.3% decline in fourth‑quarter same‑store sales and a 0.5% drop for the full year, driven largely by weak transaction growth in Texas. The chain announced new CEO Brett Patterson, succeeding interim CEO Mike Miles, who highlighted that...
The U.S. pass‑through business sector—partnerships, S corporations and sole proprietorships—now employs most private‑sector workers and accounts for roughly half of business income. Its growth stems from long‑standing tax advantages, especially the Section 199A deduction that lowers effective rates compared with C...
The United States stopped collecting tariffs that had been invalidated under emergency authority, while President Trump announced a sweeping 15% global tariff that exempts Canada and Mexico but hits Europe hard. Panama reclaimed two strategic canal ports after a court...
Atlas' Burden Shifting to $6 Copper? Bitcoin's Gravity Pull - Copper may need to remain above $6 a pound or else. If the economically and stock-market-sensitive industrial metal follows falling Bitcoin, iron ore, crude oil and Chinese government-bond yields, it...
A Lot Riding on Copper Remaining Over $6 - Copper, the S&P 500 and US Treasury 30-year yield on the same scale may emphasize the implications of some normal reversion. That the metal hasn't had a year since 2021 without...
Microsoft shares have fallen roughly 20% year‑to‑date as investors worry about the company’s massive AI‑focused capital expenditures. The tech giant spent $37.5 billion on AI‑centric data centers in Q2 FY 2026, while also maintaining a strong free‑cash‑flow position. Insider activity surfaced when...
Is Copper a Prudent Short? Next to its industrial commodity and inflation companions -- iron ore, Brent crude oil and Chinese Government 10-year Bond yields (CGBs) -- copper might be too hot. From a base of 100, starting with our iron...
TANKER RATES for chartering vessels to carry crude (or other dirty products such as fuel oil) have surged to the highest for more than three years as the United States and Iran edge towards war. The Baltic Exchange dirty tanker...
Home Depot reported fiscal 2025 sales of $164.7 billion, a 3.2% increase over the prior year, driven by modest comparable sales growth. Fourth‑quarter sales slipped 3.8% to $38.2 billion, reflecting a shorter reporting period and lingering consumer uncertainty. Net earnings fell slightly...
Slovakia announced it will halt emergency electricity supplies to Ukraine until Kyiv restores Russian oil transit through the Druzhba pipeline. The move follows a dispute over the pipeline’s shutdown after a Russian drone strike and accusations that Ukraine is delaying...
Developing nations are cautioned against rushing AI automation, as integrating advanced technologies into outdated, fragmented bureaucracies can erase middle‑skill jobs without spurring growth. The article argues that the prevailing "move fast or fall behind" mantra overlooks systemic readiness and may...
A private U.S. firm, Bridger Pipeline LLC, has filed a proposal for a 550,000‑barrel‑per‑day pipeline that would run from the Canada‑U.S. border in Montana to a hub in Guernsey, Wyoming. Analysts believe the route is designed to tap the partially...
Real estate decisions shape profitability in food‑and‑beverage franchising long before menu or branding take effect. Site location, format and lease terms dictate traffic flow, operating costs and scalability. End‑cap, in‑line and freestanding spaces each present distinct trade‑offs between visibility, rent...
Big Canadian banks often send mortgage renewal forms just weeks before the due date, offering rates that can be two percentage points higher than competing offers. In a recent example, a borrower faced a 6.09% fixed rate versus a 4.04%...
Russia, facing mounting casualties in its fourth year of the Ukraine war, has turned to African recruits to replenish its ranks, with Ukrainian intelligence estimating more than 1,400 individuals from 36 African nations have been enlisted. Kenya reports roughly 200...
Early 2026 saw a 1.5% year‑over‑year decline in U.S. median rent, falling to $1,672, yet several traditionally affordable metros are experiencing the opposite. In Richmond, VA, vacancy plunged from 8.2% to 5.2% while median asking rent rose 1.9% to $1,509,...
Corning has transformed from a traditional glass maker into a key supplier of optical fiber for AI data centers, highlighted by a multi‑year, up‑to‑$6 billion agreement with Meta. The company’s Optical Communications segment posted a 24% year‑over‑year sales increase to $1.7 billion...
Your current journal tells you how much you lost. @tradesviz shows you how you could have won. 🤯 You can re-run past trades with different exit rules to see what would have happened. Look at a side-by-side comparison of a losing system...
It takes two incomes to buy a house in modern America, with last year having another sharp increase. Chartbook Top Links of the day is here: https://t.co/Up3SU7RW5f
Anglo American posted a 6% year‑over‑year rise in adjusted EBITDA to $6.9 billion, driven by higher copper and iron‑ore prices, while losses in its other divisions slashed net profit after tax 70% to $610 million. The company kept its final dividend at...
$ES_F Mean-reversion signals. No signal after yesterdays' close. +22% YTD, +50.6% since inception on May 21, 2025. One contract/$50K. Strategy is free for mean-reversion subscribers. Link in reply below. 👇
$QQQ Now we watch to see if early strength holds or fades — key question is whether $604.50 now rejects price. https://t.co/2w0irZyLwP
ByteDance launched Doubao 2.0 just before the Chinese New Year, reaching roughly 155 million weekly active users and touting a pro version that rivals Western models at a tenth of the cost. Alibaba countered with a 3 billion‑yuan voucher campaign tied to its...
David Cox Rule # 4 small losses are better than BIG ones [hint: the only way to prevent BIG losses is to take a small loss before it becomes BIG] https://t.co/yaVS31HFDm
Turkey's "core" current account deficit (blue) has widened back out to levels that exceed where it was before the 2018 "sudden stop" and the catastrophic post-COVID years. Turkey is back in the danger zone. Rebalancing can't happen with Erdogan in...
Yen Slides on a Double Whammy: The US dollar is mostly slightly firmer against the most of the G10 currencies but largely confined to its recent ranges. The yen is the notable exception. Beijing announced it is sanctioning more Japanese...
Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation... #rareearths #japan #geopolitics https://t.co/2WX7oeO6Jm
The $USD is mostly little changed. The focus is on $JPY. Beijing stepped up export restrictions to ostensibly curb Tokyo's remilitarization and PM Takaichi reported pressed BOJ harder not to raise rates. See https://t.co/kOoSATxYUA https://t.co/1osffkrwvk
Almost all Hedge Fund types are exposed to Short Dollar. Some are massively Short. *Will they all be right? https://t.co/Uwzu1CzIdx
Successful stock picking isn’t just picking winners. It also means picking out the losers in your portfolio. The greatest advantage in public markets is “You can sell”. But you must know when to sell. https://t.co/iL6AHqtOyR
The number of core goods in the PCE basket with >2% inflation is clearly on the rise https://t.co/zfnw5c3Qnr
Norway central bank seen delaying the next rate cut to the 3rd quarter https://t.co/DQxoj354TR via @ottummelas https://t.co/jKYdw66YUF
Shorts The Process remains Bearish on these Bombs $MSFT $AMZN $META $JPM $TSLA That's where your risk should have been managed https://t.co/MykLEB8Umh
#TPX raised Guidance and says has momentum. ShareScope showing fwd p/e 9.3 falling to 7.9; could be cheap still. I don't hold.
#BTG (used to be #BEG ) "in line with expectations". "Challenging" backdrop helping them. ShareScope has fwd p/e 10.8 falling to 10.2 with fwd Divvy 3.8% rising to 4%; lot to like. I don't hold.
#IndiaWatch 🇮🇳: While the US builds tariff walls, India opens doors. India has just revised its tax treaty with France and lowered dividend taxes for investors. https://t.co/CWxHPKVvRY
"We are already starting to see stress build in the derivatives market. $SPX fixed strike volatility has risen by roughly 1.5 vol points across the curve, while $SPX put call skew remains near its year-to-date highs" @t1alpha https://t.co/wXfaVxC4VW
