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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The Terner Center released a new series of resources that examine how U.S. states govern affordable‑housing finance, highlighting the costly fragmentation of multiple agencies and programs. An interactive map and a landscape scan of all 50 states reveal which entities administer key subsidies and where overlaps cause delays. Case studies from six states showcase governance models that streamline funding and cut costs. A California‑focused report draws lessons for the state’s $40 billion housing effort as it consolidates functions under a new agency.
U.S. Treasury yields slipped across the board for the week ending February 6, 2026. The benchmark 30‑year rate fell 0.02 percentage points, while the 10‑year yield dropped 0.04 points to 4.22 %. The 3‑year Treasury rate settled at 3.57 %, reflecting a modest broad‑based decline. These...
Nifty Outlook as on 10-02-2026 .......This is the rising channel for the nifty actions... What are the important levels for nifty, Now it's been struggling to get past the high that we made over here on a closing basis, which is...
The Philippine Securities and Exchange Commission affirmed PHP1 million fines for NOW Corp. and its chair Mel Velarde after finding their November 2021 market disclosure misleading. The regulator rejected NOW’s appeal, labeling the statement a "half‑truth" that misled investors about a alleged...
Mynt, the parent of GCash, is keeping an IPO on the table while accelerating its payments, lending and wealth‑management services. The fintech arm delivered P6.1 billion in attributable equity earnings in 2025, a 64% jump year‑on‑year, and its lending subsidiary Fuse...
Ambulatory Surgery Center (ASC) owners are increasingly using sale‑leasebacks to unlock the equity tied up in their buildings. By selling the property to an investor and signing a 10‑15‑year triple‑net lease, physicians retain operational control while converting real‑estate assets into...
🇮🇳Indian refiners' reluctance to take Russian Urals crude shipments is pushing these discounted cargoes toward buyers like China & others, making them even cheaper in those markets—while the Indian refiners turn to replacement crudes at international prices. An Urals cargo...
MARKET RECAP 📈 The S&P 500 gained over $250 billion in market cap today and is now less than 1% away from a new record high 😳📈 What the heck is going on?!? Let’s talk about it 🗣️
House Republicans have trimmed a proposal to raise fees on Department of Veterans Affairs home loans after pushback from veterans groups and lenders. The revised plan leaves purchase‑loan fees unchanged but nearly triples the refinance fee to 1.4% and doubles...
Public Bank at record high close RM5.08. The bank is celebrating 60 yrs in 2026. Founded in 1966 by TS Teh Hong Piow. Largest Shareholders: 1. Consolidated Teh Holdings: 21.6% 2. EPF: 18.25% 3. KWAP: 5.02% Public is most efficient from cost & ROE...
⛄️⛄️⛄️Sanctions? What sanctions? Where are you going, Zarya? This is going to be the 7th LNG carrier passing the Red Sea carrying Russian LNG. This is a sanctioned tanker carrying LNG from the sanctioned Arctic LNG 2. Map from @Kpler
Indonesia’s equity market faces a potential $60 bn outflow if MSCI downgrades it from emerging to frontier status. MSCI halted new Indonesian inclusions on Jan 27, citing weak transparency and low free‑float ratios, prompting a 7.3% drop in the Jakarta Composite. Regulators...
The episode dissects the collapse of a $235 million sale of Jameson Development’s 28‑storey tower at 2538 Birch Street in Vancouver, which was under Companies’ Creditors Arrangement Act protection. It explains how funding from BC Housing was suspended, leading to a...
Interesting thing is to see 2nd Exhibit- earnings were OK (flattish) for 4 yrs but in the same period stocks were down about 60%. This is what can happen when there is view on longer term disruption which does not...
The agricultural sector faces a perfect storm of policy and market pressures, according to a bipartisan letter signed by former heads of the National Corn, Barley, and Soybean Growers associations. The signatories contend that recent tariffs on farm inputs and...
Private credit has trailed public credit since 2022, offering lower liquidity, weaker credit quality, higher industry concentration and higher borrower costs. By avoiding daily mark‑to‑market, private credit managers can "volatility launder" returns, presenting artificially low volatility and inflated Sharpe ratios....
Markets pushed higher to start the week, but the rotation underneath the surface is telling a more interesting story. Tech bounced, commodities ripped, and growth showed signs of life again. In today’s CHART THIS, I walk through $SPX just below 7000,...
The episode explores how income investing has shifted from relying solely on dividends to incorporating options strategies like covered calls and cash‑secured puts to generate cash flow, especially from non‑dividend‑paying growth stocks. It explains the mechanics of these strategies, their...
In this episode Edward Corona dissects the sudden 16% plunge of Hims & Hers Health (HIMS), linking it to a dual blow from GLP‑1 hype‑driven expectations and mounting legal and FDA scrutiny. He explains how lawsuits and regulatory pressure are...
US grain storage capacity expanded steadily from 2000 to 2019, adding roughly 350 million bushels per year, but growth has essentially stopped after 2020. Meanwhile, crop production kept rising, pushing the surplus capacity margin down to just 5 % in 2025. On‑farm...
Japan recorded a historic 31.88 trillion yen current‑account surplus in 2025, the second year of record balances and an 11.1 percent rise from the prior year. The surplus was driven by a 4.7 percent jump in primary income from overseas investments and a...
Elevra Lithium has signed a non‑binding MOU with Canada’s Mangrove Lithium to off‑take up to 144,000 tonnes of spodumene concentrate per year from the North American Lithium (NAL) project in Quebec. The supply would begin in 2028, scaling to full...
The United States continues to be described as a ‘Goldilocks Plus’ economy, balancing low inflation with solid growth. Recent data show the labor market still tight, but a wave of layoffs in technology and manufacturing raises concerns. Analysts warn that...
The episode dissects Pagaya Technologies' Q4 2025 earnings, highlighting revenue of $335M (slightly below estimates) and a record GAAP net income of $34M boosted by one‑off tax benefits. Management explained a deliberate slowdown in growth to protect profitability, cutting exposure...
1. Price drops 5% → Hold 2. Price drops 15% → Add 10% 3. Price drops 25% → Add 25% 4. Price rises 5% → Hold 5. Price rises 15% → Hold 6. Price rises 25% → Sell 10% 7. Price rises 35% → Sell 20% 8....
Investors are confronting a new capital‑allocation landscape as hyper‑scale cloud firms pour record capex into AI infrastructure, squeezing the cash traditionally earmarked for share buybacks. The article argues that despite this shift, the market’s largest shareholder – passive index funds...
On February 9, 2026, veteran options strategist Larry McMillan released a market‑update video reviewing the latest equity trends, inflation pressures, and Federal Reserve policy stance. He highlighted persistent volatility that keeps option premiums attractive and outlined sector rotation toward energy and technology stocks....
The episode examines whether the recent aerospace and defense rally can sustain its momentum into 2026, starting with a look at how NATO alliances fund European defense spending. It then shifts to Middle East geopolitical dynamics and their impact on...
Monday.com’s shares tumbled 22% to about $76.70 after its earnings release, marking a record‑low close. The stock is now 82% below its November 2021 peak and 51% beneath the $155 IPO price. While Q4 revenue rose 25% to $334 million and beat...
"Thus, the way to choose a good Federal Reserve chair is to read what candidates have said about how the economy operates and ask them about their economic beliefs. If what a candidate says is unrealistic or poorly reasoned, move...
#Alphabet to issue 100-year GBPSterling bond after having issued 50-year $17.5 bn USD bond in November. Also plns to issue CHF bond. They're betting further currency debasement #forex
TurboTax is offering a limited-time promotion that lets new mobile‑app users file federal and state returns for free, covering all forms included in its Deluxe and Premium tiers. The offer excludes the web platform and any TurboTax Experts products, requiring...
Neil does a great job with the week ahead ... bears watching as we head into NFP Wed & CPI Fri.
Our nowcasts suggest that cyclical growth is going up and inflation is going down. No one forecasts this cocktail
The February 2026 North American Oil Data Deck reveals that petroleum liquids output hit a record 31.4 million barrels per day, driven by a surge in Canadian production that more than compensated for flat U.S. and Mexican output. Meanwhile, continental...
Mutual funds are all in on the stock market At the start of 2026, US equity mutual funds held just 1.1% of asset in cash, the lowest level in 20 years of data history --Goldman https://t.co/BWZ5dGYfjM
🇲🇽🏭 Mexican refineries are processing more crude right now than any time since 2014. Thanks most obviously to the start-up of the Dos Bocas refinery, but helped along by high utilization across other large facilities. https://t.co/wEpnmiM8He
The 2026 tax filing season (for the 2025 tax year) officially began on January 26, 2026, with the deadline set for April 15, 2026. Inflation adjustments raised tax brackets, standard deductions, and contribution limits, while the OBBBA legislation expanded the SALT cap to $40,000...
The $DXY has dropped sharply today. A big picture look at the trade-weighted Dollar index vs an equally-weighted variant: https://t.co/sqTvcv4ihu
Gold is back above $5,000. The rally in precious metals is reckless and crazy, but so is global fiscal policy. At some point over the past 20 years, policy makers who believe in keeping public debt stable stopped existing. Makes...
The IRS still permits tax payments via credit or debit cards through two processors, ACI Payments (1.85%‑2.95%) and Pay1040 (1.75%‑2.89%) for 2026. By pairing a cash‑back card that earns at least the processing rate, taxpayers can offset fees and even...
Employment in S&P 500 companies is 18% of total US employment, but 35 cents of every dollar that goes into the SPX goes to 7 companies. This is a market structure problem and a major issue with our 401k system.
After its last earnings report, $IESC dropped 20%. It's made it all back and then some. https://t.co/hebBMdjVup
🇧🇷Analysts are expecting upside to Brazil's corn and soybean harvests in USDA's report on Tuesday. 🇦🇷Argentina's crops, on average, are not predicted to move much from the January forecast. https://t.co/D3Jg3BAIYv
Trading in the tech sector makes up 30% of retail trading volumes--one of the highest shares since 2018 --Citi https://t.co/6pvw7muvfj
ICYMI: Weekly S&P500 ChartStorm blog post https://t.co/eQY6d47hAk Thanks + follow reco to chart sources @topdowncharts @MarketCharts @MikeZaccardi @BlakeMillardCFA @WillieDelwiche @alphacharts @AugurInfinity @SnippetFinance @EricBalchunas @TuttleCapital @Todd_Sohn
📊 Fresh N. American Oil Data 📊 Continental petroleum output hits fresh high-water mark with Canadian supply reaching all-time highs amidst a bounceback in oilsands activity, offsetting flat-ish production in the US and Mexico Check out the Full report: https://t.co/7Xk7El7r1l
JPM: "Similar to the risk-on trend seen among institutional investors, retail investor flows have been the strongest in the last six years, likely due to furlough payments and anticipated larger tax refunds of ~$600/household this year"
The last time a tech company announced a 100-year bond, it was Motorola in 1997 https://t.co/HKkDro85Ac https://t.co/w2S75DaL2J
The percentage of stocks in the S&P 500 making new 52-week highs has been expanding and just hit its highest level in the last year to end last week--@bespokeinvest https://t.co/BcNw0xKEmG
