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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Broker Badri Narayanan rates Aadhar Housing a Buy, setting a target price of ₹650 versus the current ₹479.40. The firm projects a 20‑22% medium‑term AUM growth, aiming for a ₹50,000 crore portfolio within three years. A dual‑market model—urban “A” markets for volume and tier‑B/C markets for risk‑adjusted returns—supports a spread above 5.6% and credit‑cost guidance of 25‑27 bps. The analysis assumes RoA/RoE of 4.5%/16.5% for FY25‑27E and assigns a 3.3× price‑to‑book multiple, while flagging loan‑asset stress and GS3 slowdown as key risks.
The race to zero has hit a wall as the asset weighted average ETF fee has finally stopped its descent and even reversed a bit (this chart is one of the scariest, albeit slow moving ones for Wall St, equiv...
The MacroBusiness weekend briefing spotlights a series of global and domestic macro developments. In the United States, the Federal Reserve injected $18.5 billion of liquidity, complied with a White House‑requested rate check, and saw sub‑prime unsecured loan balances hit record levels...
Peter Lynch sat down for a reflective interview, reiterating his “invest in what you understand” mantra, while Berkshire Hathaway released its final 13‑F of the Warren Buffett era, showing modest portfolio tweaks—adding Chevron and Domino’s, trimming Apple and Bank of...
Pending home sales in January 2026 fell 0.8% month‑over‑month, despite mortgage rates slipping to a six‑year low of 6.01% for the 30‑year fixed loan. NAR chief economist Lawrence Yun notes that the rate drop makes 5.5 million households newly mortgage‑eligible, yet...
Pershing Square Holdings (PSH) trades about a 25 % discount to NAV, reflecting its closed‑end, London‑listed structure and a portfolio of public equities that investors can replicate. The lack of daily redemption limits arbitrage, while a 1.5 % management fee and 16 %...
The U.S. Interior Department’s Bureau of Ocean Energy Management (BOEM) announced a proposed notice for Lease Sale Big Beautiful Gulf 3 (BBG3), slated for August 12, 2026. The sale would put roughly 15,066 offshore blocks covering 80.4 million acres on the market, with a...
The episode examines the surprising year‑to‑date rally in oil and gas equities, highlighting that despite a "risk‑off" environment, energy stocks are outpacing all S&P sectors. The host attributes this to improving momentum, stronger global manufacturing PMIs, a weaker U.S. dollar,...
The episode advises investors to tap home equity through commercial lines of credit or second‑position loans rather than standard HELOCs, emphasizing rate differentials and ADS‑CR loan structures. It outlines the Burr strategy—buy, rehab, rent, repeat—as a way to recycle equity,...
From GS Prime trading desk on Flows, via Bbrg: “Against a more challenging performance backdrop and tougher technicals, hedge funds have turned more defensive and net sold US equities MTD at the fastest pace since March 25,” the team led by...
A bachelor’s degree remains a baseline requirement for the Certified Financial Planner (CFP) credential and other designations such as the CFA, while many alternative certifications accept work experience in lieu of formal education. Advisors can start a registered investment advisor...
Very good Rhodium piece on the cost advantage of Chinese EVs: “In practice, countries seeking to protect domestic industries have two broad options. One is to impose very high tariffs that account not only for subsidies but also for structural...
Customer service is where artificial intelligence has officially moved past the hype. @NICEComms recently reported their full-year 2025 financial results, and the numbers point to a clear structural shift in enterprise adoption. Their AI annual recurring revenue grew 66% year over...
South Africa’s commodity surge—gold up 65% and platinum 125%—is fueling a boom on the Johannesburg Stock Exchange, with mining firms delivering double‑digit returns. The JSE’s recent rule changes, cutting shareholder approval thresholds from 75% to 50% and aligning disclosure standards,...
Is Gold the Next Big Commodity Trade? Historic Reversion Risks - Geopolitical tensions could add fuel to crude oil's bear market as it approaches good resistance while heightening peak signals in gold's bull market. The metal has reached historic extremes...
A Supply Scare Can Add Fuel to Brent Downtrend - What will end crude's downtrend may be a top commodity question of 2026. A supply scare that spikes prices might fuel more of the same -- US-led Western Hemisphere production...
Cross‑border payments in Africa now settle in seconds, but verifying the counterpart business can take weeks. The delay stems from fragmented, offline national registries and a lack of cross‑border data harmonisation, creating a “registry gap” that hampers the African Continental...
The Rock May Be Too Hot - Gold vs. Commodities - Inflation is notably absent from gold's parabolic rally, which may suggest a too-hot rock if history is a guide. From a base of 100 in 1964, gold in terms...
Neal and Toby examine why the U.S. trade deficit continues to grow despite the Trump administration's aggressive tariff policy, highlighting the limited impact of tariffs on the broader balance of payments. They then shift to a family dispute over the...
President Donald Trump and his MAGA allies continue to cast the European Union as weak and misguided, a theme echoed at both Davos and the Munich Security Conference. The article counters this narrative, highlighting the EU’s social‑market model and its...
At the 2025 Munich Security Conference, U.S. Vice President JD Vance delivered a sharply critical speech, accusing European allies of abandoning fundamental democratic values and curbing free speech to manage migration. In contrast, the 2026 conference saw Secretary of State...
The episode reviews a recent rally in gold and silver prices, noting modest gains in Europe and unusually low trading volumes on the U.S. Comex market due to a holiday. It highlights the scant speculative interest and low open interest...
US software megacaps have slumped roughly 30% this year, dragging the S&P 500 to a modest 0.5% gain, while the MSCI ACWI ex‑USA rose 9.1%. By contrast, the S&P 600 small‑cap index posted a 7.9% rise, narrowing the performance gap with global...
Canada’s ETF industry closed 2025 with a record $735.1 billion in assets, a 37.5% increase over the prior year. Equity‑focused funds dominated, representing roughly 67.5% of total holdings, while the number of listed ETFs rose to 1,472, adding 255 new products....
CIBC Asset Management announced the launch of four Avantis CIBC ETFs on the Toronto Stock Exchange, covering Canadian equity and three U.S. equity strategies – all‑cap, large‑cap value and small‑cap value. The products are the result of a strategic partnership...
The episode examines the impact of the 43‑day government shutdown on U.S. GDP reporting, noting that growth is still projected to be robust despite the delay. It discusses emerging signs that higher‑income households are curbing discretionary spending and outlines what...
HR teams that demystify stock options improve candidate confidence and close offers faster. The article outlines a repeatable process that starts with simple definitions of grant, strike price and vesting, then visualizes vesting schedules as timelines rather than percentages. It...
Premarket Trading (4:10 AM) @TheStreetPro * Win, lose or draw - I timestamp * I don't bullshit (by sweeping losers under the rug and regaling in my winners) .... I am back shorting the indices: * (SPY) $686.72 By Doug Kass Feb 20, 2026...
In your inboxes this morning Nintendo: Are We Doing This Again? $NTDOY - No Wall Street handholding (holiday quarter results) - Hardware sales, then software sales, then profits - What about memory chips? - Is there still an emerging moat? - My investment decision https://t.co/6BIv63lDlJ
Tax season launches Monday as the CRA opens online filing for 2025 returns, having processed over 33 million returns last year with 93 % filed electronically. Key dates include the RRSP contribution deadline on March 2, the general filing and payment deadline on...
On Aug. 3, 2012, Goldman put out a trade recommendation to go long Euro. The next day was US payrolls, which were stronger than expected. That caused Euro to jump and USD to fall. An example that strong US data...
10 Friday AM Reads: -Netflix Calls Paramount's Bluff -401k Takeover: Private Equity Muscles In -Billionaires' Low Taxes' Problem for the Economy -Quiet Architect of Trump's Global Trade War -The End of the Office -The US Coup: One Year On -U2 Propaganda Days of Ash https://t.co/cSpLOtlpzu
Edward is assisting his wife with her brother’s estate in New Brunswick after the brother never filed paperwork to claim his late mother’s life‑insurance proceeds and stock accounts. The brother died intestate, leaving no will or appointed executor, which triggers...
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Tariff Decision Day?: The US dollar is trading mostly firmer but quietly in what could be a volatile North American session. It is not just about the US data, of which there is plenty—including the PCE deflator and the first...
Brad Carr, CEO of Mattamy Homes, urges the federal and Ontario governments to broaden the GST/HST rebate to all new‑home buyers, not just first‑timers. He points to a sharp decline in Canadian home sales—GTA sales fell 11.2% in 2025, with...
$SPX is still holding its channel, it’s an easy tape to overtrade, so stay selective and wait for clean setups. Key levels: support 6780–6790, yesterday’s low 6833, and pivot resistance 6909, with PCE and GDP on deck at 8:30. https://t.co/lvzBNkDdkK
Great meeting with PM @narendramodi today to talk about the incredible energy around AI in India. India is our fastest growing market for codex globally, up 4x in weekly users in the past 2 weeks alone. 🇮🇳! https://t.co/MRbw0UkotJ
U.S. President Donald Trump announced a Venezuela policy that puts oil reconstruction ahead of democratic elections. In a Fox News interview he pledged at least $100 billion from American oil firms to rebuild the country’s oil infrastructure, with the United States...
The US is outgrowing everyone else and that'll stay that way into this year's midterms. So, for the Dollar to fall, you need a correlation break whereby strong US data cause USD to fall. This is how the Dollar traded...
Crude rallies to 7-month highs as market prices in the risk of US strikes on Iran. I spoke to @NDTVProfitIndia earlier today. https://t.co/NDv6pbwsZp
Morningstar’s monthly screen flagged 19 Europe‑listed stocks as newly overvalued, moving them into the 2‑star range, while five stocks slipped to 1‑star. The largest‑cap 2‑star names are ASML, Siemens Energy, Rio Tinto, National Grid and Bayer, each trading at a...
Beware of the "bull-run narrative" @Matalasdavid Oil's a risk asset unlike value commodities. It's unlikely to have a super-cycle trajectory. 👇 https://t.co/7PUYBWe4PR As economic growth slows, oil will slow. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
$USD enjoys a firmer tone ahead of US data and possible SCOTUS decision on POTUS use of emergency powers to levy broad tariffs. Mkt tensions over possible US-Iran conflict seems to have eased for the moment but have not...
The pre‑market implied volatility (IV) report highlights a sharp rise in IV for energy‑related ETFs and stocks as WTI crude climbs above $66, while airlines show elevated IV but balanced call‑put ratios. Unusual option activity spikes on commodities such as...
⏰Scott Redler’s #630club - LIVE Premarket Stock Update $NVDA $TSLA $IBIT $SPY 📷 Free VIP List Newsletter: https://t.co/EW4O2nbz8N https://t.co/LuYuPCBRLU
U.S. ELECTRIC VEHICLE charging ports increased by more than 24,000 (10%) in 2025. More than half of the new ports were direct current fast-charging ports, which increased by more than 13,000 (25%): https://t.co/zEkOinhmj8
Recent academic research sharpens the tools investors use to forecast long‑term returns and market risk. Rui Ma et al. show that a market‑cap‑weighted Component CAPE ratio aligns prices and earnings, delivering out‑of‑sample R² above 50 %. Javier Estrada confirms that valuation multiples...
Iran’s economy is spiraling under soaring inflation, unemployment and renewed U.S. sanctions, stoking widespread public discontent. The Islamic Republic faces a legitimacy crisis that could trigger either systemic reform or outright collapse. Analysts warn that without a shift toward moderate...
The episode examines why the UK stock market is outpacing the US in 2026, highlighting insider trades at Raspberry Pi and M&S, and a surprising AI prospect in a Japanese toilet firm. Charlene Young warns listeners about fake celebrity investment ads...
