On February 28, President Donald Trump ordered a sweeping military strike against Iran that killed Supreme Leader Ali Khamenei and decapitated the regime’s senior leadership. The campaign quickly expanded to hit the Islamic Revolutionary Guard Corps, Iran’s missile forces, navy and even local police installations. Notably, U.S. Central Command’s target list omitted any Iranian nuclear facilities. The omission underscores a strategic vacuum as Washington scrambles for a coherent policy to address Tehran’s advancing nuclear program.
Fastmarkets has launched an open consultation on its ferrous metals pricing methodology, running from March 5 to April 2. The review seeks to ensure the methodology reflects physical market conditions and complies with IOSCO principles for price reporting agencies. Participants are asked...
China announced a 300 billion yuan capital injection into state‑owned banks via a special treasury bond, coupled with deeper reforms of state financial firms. The move targets major lenders such as ICBC and Agricultural Bank of China to shore up capital...
India's auto industry recorded double‑digit wholesale growth in February 2026, driven by robust demand across all segments. Strong consumer sentiment after GST cuts and a wave of new model launches lifted volumes, especially in commercial‑vehicle and two‑wheeler categories. Tata Motors...

STI Education Systems Holdings Inc. reported net income of P1.08 billion for the July‑December 2025 period, an 18% increase over the same half‑year in 2024. Gross revenues rose 8% to P2.83 billion. Total student enrollment slipped to 132,941, driven by lower public...

Gold and silver rallied sharply before a 7.7% correction, while the HUI miner index fell from a record 978 to 902. The S&P 500 stayed within a hundred points of its all‑time high, showing little reaction to the Middle East conflict....
UOB Kay Hian’s Alpha Picks portfolio outperformed the Straits Times Index in February, delivering a 3.9% equal‑weighted gain versus the STI’s 1.8% rise. The brokerage rebalanced for March, adding defensive large‑caps Huating Global, Keppel and Singtel while trimming exposure to...
Bond options traders are increasingly betting the Federal Reserve will not cut rates this year. The probability of a no‑cut scenario rose to 25% by Wednesday, up from 17% before the Iran‑Israel conflict escalated. Higher oil prices from the Middle‑East...
Corporate bond issuance in India fell more than 20% year‑on‑year in February 2026, marking the weakest three‑year level. Meanwhile, banks reclaimed dominance, with their share of total commercial‑sector funding rising to about 63% in FY26, up from 51% a year...
International Container Terminal Services Inc. reported a 23% jump in net income to $1.05 billion for 2025, driven by an 11% rise in cargo volumes to 14.5 million TEUs. Gross revenues climbed 18% to $3.23 billion, while EBITDA increased 21% to $2.14 billion and...
Small‑cap indices have surged, with the S&P 600 up about 9% YTD and the S&P 400 gaining over 8%, while the S&P 500 remains flat. The rally is tied to the Federal Reserve’s easing cycle, which has lowered rates to 3.5‑3.75% and eased...
On @CNBC in an hour to discuss Asia (China and India). China growth target is soft but same as many expected which is 4.5% to 5%. Defence spending rises officially +7% but many say real spending increase higher. The headlines are really about...
Aspial Lifestyle’s shares rose roughly 6% after the company announced a proposed transfer to the Singapore Exchange’s mainboard. The move is intended to broaden its access to equity and debt capital, appealing to institutional investors with mainboard mandates. Currently, only...

Tube Investments of India has been on a steady rally since late January, breaking the ₹2,650 resistance on March 2 and trading around ₹2,769. Technical analysts project a short‑term dip to the breached level before the uptrend resumes, with a near‑term...

Gold and silver prices rebounded on Wednesday as the market digested escalating tensions in Iran. Gold futures rose $28 to $5,152 per ounce while silver futures gained 29 cents to $83.77. The conflict has revived fears of commodity force‑majeure events,...

U.S. ethanol producers posted a sixth consecutive year of profitability in 2025, with a representative Iowa dry‑mill plant earning an average of $0.21 per gallon. Net nominal profit reached $23.2 million, well above the long‑run average. The rise was driven by...

The average first-time homebuyer is almost 40 now. If young people don’t start owning assets, they’ll never build wealth...

Never make this trading mistake - it ends in blow ups every single time. #howtotrade #daytrading #stockstowatch #momentum #tradingeducation
Caesars Rewards is running two targeted card‑linked offers: a Chase promotion that returns 10% of spend up to $500, and a Citi deal that credits $25 on purchases of $250 or more. Both offers apply only to Caesars properties in...

While many anxiously await the markets resolution of one of the tightest trading ranges to start a year of all time, it's worth building lists of meaningful long-term consolidations https://t.co/XW54gpjWXm In this case, many Prop/Casualty stocks within the Insurance space fit this...

50x relative volume on $CDTG in after-hours this evening, making it a top watch for tomorrow. High confluence look as the breakout over a.h. highs is directly in line with the reclaim of the daily 200MA. Simple plan here, but remember:...
A leading UK construction investor warns that reliance on EBITDA for valuations is causing deal failures as buyers shift focus to net profit before tax and cash flow. Bradley Lay of Peak Capital notes the valuation gap has widened over...

How do I underwrite deals to ensure that (if I get my offer price) the deal ends up being a home-run? This is how. This is a real deal I submitted an offer on a while ago. 56 units, priced at...

What's interesting about this is those sales at the high's were also from the CEO and in the double digit M range. $TTD https://t.co/QSWxF4cpQX

Former housing secretary Angela Rayner urged the government to strengthen regulation of managing agents as part of its leasehold reform programme. She praised the draft bill’s ground‑rent cap and ban on new leasehold flats but warned that the lack of...
Atlanta Fed Beige Book: “Homebuilders pulled back on housing starts and utilized incentives to shrink speculative inventory. Some builders reported home buyers shopping around for the best deals and often presented “low-ball” offers. This is especially true in the entry-level...
Timely post by @71Ksander on EWY: https://t.co/Aq1A2m75tU I'm publishing a large post tomorrow... intuitive signal that would help with tricky names like EWY. There was differing views on its vol in our Discord but a pattern I've seen before. Decided to...
Lomond Group has acquired Liverpool‑based lettings and estate agency Homesure, adding a three‑office operation with a 30‑person team to its portfolio. Homesure currently manages more than 1,700 residential properties across Liverpool and surrounding areas. The deal keeps the Homesure brand...
Same. I wrote about this past few days for clients because too many are complacent: Hormuz Heightens Risk & My Crude Oil Price Target https://t.co/jNvbWvy4Rt
China Signals New Era of Slower Economic Growth—Beijing sets historically low growth target of 4.5% to 5% @hannahmiao_ @TByGraceZhu @ByXiaoXiao https://t.co/o4Z2iYoVdw https://t.co/o4Z2iYoVdw
Pyxis Tankers (trading as BW LPG) posted Q4 2025 results that exceeded expectations, reporting TCE income of $50,300 per available day and EPS of $0.69. The company declared a $0.57 per share dividend covering 100% of shipping NPAT and highlighted...
Korea's version of the "Japan Company Handbook" is essentially FnGuide's CompanyGuide website. Not available in English but you can you use Translate in Google Chrome. https://t.co/I0HU3TxRNN

US plays major catch-up to ex-US YTD... @augurinfinity No longer the worst start to a year since 1995... not by a long shot $SPY $VEU $VTI $ACWI https://t.co/l8DRcKNBof
Orion Group Holdings reported $852 million revenue for 2025, a year‑over‑year increase, with operating income of $15 million and adjusted EBITDA of $45 million, translating to $0.25 adjusted EPS. The Marine segment delivered $545 million revenue and doubled its adjusted EBITDA margin to 10%,...

Kaspi now yields 9%, for what undoubtedly a very moaty business (no views on its accounting) https://t.co/EuZ6Ogfo3P

One-month and three-month implied correlations reached their highest levels since November 2025, Citadel Rubner https://t.co/fVOlYRc8tW
OFS Credit Company reported first‑quarter 2026 revenue of $381 million, a modest 1% increase, while new‑boat sales fell 6% and pre‑owned sales surged 24%. Gross profit rose to $89 million, lifting the margin 110 basis points to 23.5%. The company posted a...

The problem isn’t the stocks, it’s their weight. These two lines contain the same exact stocks. #Mag7Diet $RSP $SPY https://t.co/OXqmQXkEkc

GS: strong outperformance of cyclical sectors relative to defensive ones over the past year leaves little room for disappointment https://t.co/6h0uRPIjJt
Kinsale Capital Group reported a 26% jump in diluted operating earnings per share to $5.81 in Q4 2025, while net written premiums rose 7.1% and the combined ratio improved to 71.7%. The insurer’s operating return on equity hit 26%, book value...

Didn’t realize how much Korean chip production has fallen in the past few months, as it’s shifting towards high bandwith memory. Source: Robeco https://t.co/I5YOwPS4OL
The latest episode is a solo market update including comments on my visit to Thacker Pass https://t.co/qWVTLZDIai
AutoZone reported Q2 2026 total sales of $4.3 billion, up 8.1% year‑over‑year, while EPS fell 2.3% to $27.63 after a $59 million non‑cash LIFO charge. Excluding the LIFO impact, EPS would have risen 7.1% and gross margin would have improved. Domestic same‑store...

Korean stocks gap higher at the open. Index up 10% in the early minutes https://t.co/JnBZeO7dnc
Israel and the U.S. are steadily eliminating Iran’s top leadership, including figures capable of negotiating an end to the conflict... Join our Analyst Tier on Patreon to watch the full video ➡️ https://t.co/R47Ca3Pp6h #iranwar #military #geopolitics https://t.co/HS9nDRCPcB
Distribution Solutions Group reported 9.8% revenue growth to $1.98 billion in 2025, driven partly by $121.5 million from recent acquisitions. Adjusted EBITDA fell to $175 million, an 8.9% margin, reflecting mix shifts, higher employee costs and one‑off items. Gexpro Services posted near‑$500 million in...

The $SPX is stuck in a sideways range… but that doesn’t mean there aren’t opportunities. Today I break down: $AMZN and $TSLA bouncing $LRCX momentum divergence $AVGO earnings reaction #Bitcoin reclaiming 70K $MRNA and $LYB trend shifts Full episode of CHART THIS: https://t.co/VhhjxmCKSs
Medtronic reported Q3 2026 revenue of $9 billion, up 8.7% YoY, driven by an 11% surge in its cardiovascular portfolio and an 80% jump in Cardiac Ablation Solutions (CAS) where pulse‑field ablation now accounts for 80% of the segment. Gross margin...
General Dynamics (GDYN) posted Q4 2025 earnings of $4.17 per diluted share on $14.307 billion revenue, up 7.8% year‑over‑year and 11.4% sequentially. All major segments delivered double‑digit top‑line growth, highlighted by Marine Systems revenue rising 21.7% and operating earnings surging 72.5%....
Compugen Ltd. reported a dramatic financial turnaround in its Q4 2025 earnings, posting a $56.8 million quarterly profit and $35.3 million annual profit after a year of losses. A $65 million upfront royalty monetization from AstraZeneca boosted cash to $145.6 million, extending the cash runway...