Demand for AI Data Centers Sends Prospectors Hunting for Land and Power
AI data center construction is accelerating, with tech firms targeting 85 GW of power by 2030—about 20% more than the current grid can supply. Start‑ups like Cloverleaf Infrastructure are emerging as “powered land” brokers, securing utility contracts and rural acreage for AI facilities. Their model places them at the nexus of utilities, tech giants, and farming communities, sparking intense local debates over land use and environmental impact. The scramble for land and electricity underscores a broader infrastructure bottleneck as AI workloads expand.
US Invites Proposals to Boost Supply of Tungsten and 12 Other Critical Minerals
The Defense Industrial Base Consortium (DIBC) announced that the U.S. military is inviting proposals to develop domestic production of 13 critical minerals, including tungsten, arsenic and nickel, with submissions due March 20, 2026. The request covers the entire value chain—from...
Mid-Term Rentals Are Gaining Serious Traction—Here’s What You Need to Know
Furnished monthly rentals have surged to become a distinct, fast‑growing segment of the U.S. housing market, accounting for roughly 19% of all rental nights. Booked monthly‑rental nights more than doubled from 20 million in 2019 to 46 million in 2025, while listings...
Independent Energy Research: Affordable, High‑Quality, Unbiased Insights
Twelve months ago, I re-launched my newsletter as a subscription service to provide high-quality, affordable and objective research focused on energy issues. I have always been convinced high-quality research and analysis are essential for effective decision-making. The past year has confirmed...
Truth Is Everyone’s Responsibility
A memorandum of understanding was signed between leading Philippine news outlets and the Presidential Communications Office to tackle the surge of fake news. The article argues that disinformation has become a structural threat to democracy, eroding public trust and distorting...
Airbnb Purchases Deliver Tax Breaks, Depreciation, Passive Income
The smartest clients I’ve helped buy Airbnbs purchased for Tax Benefits of owning Real Estate 100% Bonus depreciation Owning Long Term Passive Income Last
JD.Com Reports Q4 2025
JD.com posted a challenging fourth‑quarter 2025, with total revenue slipping 14% year‑over‑year to $50.37 billion while expenses rose 5.8% to $51.21 billion, driving a net loss of $388 million. All major profitability metrics turned negative, including EBITDA of –$118 million and EBIT of –$836 million....
Strait Closure Ripple Effects Threaten Sulphur, Copper, Global Markets
Further to what we said about the impact that the closing of the Strait of Hormuz has on the sulphur market… and therefore African copper production… Craig Tindale maps out that this is only one small piece of a giant...
Housing Market Tightens, Home Receives 94 Offers
The housing market has tightened a little lately. I’m not saying it’s 2021 again. I’m just saying supply and demand have squeezed together a little. More thoughts on my weekly blog along with a discussion about that one home that...
Legal Opinion Warns Development Banks May Violate Climate Law
An independent legal opinion warns that major multilateral development banks and their shareholder governments could be violating international climate law by financing fossil‑fuel projects. The analysis, authored by scholars Johanna Aleria P. Lorenzo and Jolene Lin, builds on the International...
REHMANN CAPITAL ADVISORY GROUP - Filing for Period Ending 12/31/2025
Rehmann Capital Advisory Group, based in Lansing, manages $3.18 billion in discretionary assets for 2,803 clients, bringing total regulatory assets to $4.27 billion as of January 1 2025. Its Q4 2025 13F filing disclosed $1.92 billion in managed securities, with a top‑ten holdings concentration of 35.82 %....
War in Iran and Inflation Push Mortgage Rates Near 6%
Today’s podcast discusses a theory of mine on why #mortgagerates are near 6%, with hotter inflation data and the war with Iran driving up oil prices. @housingwire @sarahteresa6 #economics #realestate #housing #chartdaddy
Start Investing: Prioritize 401k Match, HSA, Then Roth IRA
"I'm a new investor. How do I start?" 1. Sign up for a 401k/403b. Select Vanguard/Fidelity funds with low expense ratio. Contribute at least up to the match. 2. Open and max out HSA, if eligible 3. Roth IRA/max out the 401k/403b This is the...
Micron: What Exploding Memory Prices Mean for Investors
Micron Technology is benefiting from an unprecedented surge in memory prices, driven by a tight supply of high‑bandwidth memory (HBM) and soaring demand from hyperscale cloud providers. The price rally has pushed Micron's gross margins to historic levels and set...
Ignore Media Spin: WMT Weakness Reveals Consumer Reality
Beware of False Narratives When we were shorting $WMT $10 higher than today's price (which is -$4.98 in trading), the "talking heads" made up narratives that the $WMT strength confirmed the notion that the consumer is swell. Stay independent and turn the...
BJ Earnings: BJ’s Wholesale Club Q4 2025 Profit Increases, Beats Estimates
BJ Wholesale Club reported adjusted earnings of $0.96 per share for Q4 2025, up from $0.93 a year earlier and ahead of analyst expectations. Net income rose to $125.9 million, while membership fee revenue climbed 10.9% YoY to $129.8 million. Net sales increased 5.5%...
Pan American’s Largest Silver Mine Just Got Bigger
Pan American Silver announced the discovery of four new high‑grade veins—Filomena, Nicolasa, Bernardina and Josefina—at its La Colorada mine in Zacatecas, Mexico. Roughly 40% of the recent drill holes returned silver assays above 1,000 g/t, indicating a substantial resource upside. The...
SPY Breakout Above 690 Targets All‑time High
$SPY - a breakout above 689.00-690.00 sets the stage for a move to retest all time highs.
Fed Rate‑cut Odds Dip as ECB Hike Odds Surge
Everyone is talking about ECB rate hike odds by Dec spiking to 60% from 20% BUT Fed Fund futures show less chance of 25bp cut in June than a week ago (before the Iran strikes) When do you think the Federal Reserve...
SEC Announces Roundtable on Options Market Structure Reform
The U.S. Securities and Exchange Commission will hold a public roundtable on April 16, 2026, to examine the structure of listed options markets. The discussion will address competition in a quote‑driven environment, the retail investor surge, and the overall customer...
Record Low Sales Set Stage for Modest Rebound
Home Sales & Home Prices Keep Dropping In BC & Ontario: The Sales May Improve Even If Prices Keep Falling The February Home Sales Numbers continue to look awful just like January But here's the thing about horribly low numbers: eventually the...
Veeva FY4Q'26 Update
Veeva Systems posted a strong FY4Q’26, reporting $836 million in revenue versus the $811 million consensus. Revenue grew 16% year‑over‑year, outpacing operating expense growth of roughly 7%, which helped lift the LTM GAAP operating margin to a record 28.7%. Gross margin dipped...
Brent, WTI Crude Prices, Mar. 5, 2026
On March 5, 2026 Brent and WTI crude futures were trading near eight‑month highs as geopolitical risk and trade policy uncertainty intensified. Prices were buoyed by lingering US‑Iran tensions, which have kept supply‑disruption fears alive, while a recent U.S. Supreme Court...
US, China and Allies Pressure Ghana over Proposed Gold Royalty Hike
Ghana plans to replace its fixed 5% gold royalty with a sliding scale of 5‑12% tied to bullion prices, aiming to capture more revenue as gold hits record highs. A coordinated diplomatic push from the US, China, the UK, Canada,...
Colosseum’s Rollercoaster Start Gives Way to Strong Rebound
Colosseum Global Alpha, a long/short equity fund launched last summer, posted a volatile start to 2026, losing 14% in January. The fund rebounded sharply, gaining 13.3% in February and adding another 4.5% through early March, returning to positive YTD performance....
No Missiles, No Drones: What Happens When Rare Earths Stop Flowing?
China controls roughly 90‑95% of global rare‑earth processing, creating a strategic vulnerability for U.S. defense and high‑tech sectors. In response, REalloys (NASDAQ: ALOY) is building North America’s first fully integrated, China‑free heavy rare‑earth supply chain, with a production facility in...
Bloom Energy Secures $500M IDF Contract, Expands U.S. Fuel‑
Bloom Energy $BE gets an additional $500M contract from IDF (Infrastructure Development Fund. Industrial Development Funding (IDF) is expanding its collaboration with Bloom and is now funding over $650 million of Bloom fuel-cell Energy Servers across three portfolios in...
Watch Rare Weekly RSI(5) Oversold Signals for Big Assets
markets don't provide certainties... some of you know i'm a fan of using RSI(5) (on multiple time frames) as a way of gauging where price is at... it MUST be used and interpreted in the text of relevant trend... to...
Green Street’s Michael Knott Says REITs Faring Well in 2026 Amid Market Cross Currents
Michael Knott, head of U.S. REIT research at Green Street, said REITs are faring well in 2026 thanks to an AI‑driven market selloff, lower interest rates, and strong debt‑capital access. He described the sector’s performance as a modest comeback despite...
Buying Breakdowns, Selling at Breakout Levels—Missing the Move
You get that feeling the tape is heavy, like they want to open the floodgates. Then you remember how choppy it’s been — breakdowns get bought, only to be sold right at potential breakout levels. https://t.co/CD3aDoYpDA
Elevated IV and RV, Flat Term Structure, No VRP
Filtering across a liquid cross-section of ETFs and equities (and excluding earnings names) the Trade Ideas algo picks up the following. Note across the market IV and RV remains elevated, no VRP on avg based on our RV calcs. The...
Nordic CTAs Thrive in February’s Volatile Macro Landscape
February was a strong month for Nordic CTA managers, making CTAs the top‑performing sub‑strategy in the Nordic Hedge Index. Gains were anchored by fixed‑income and soft‑commodity profits, with all trend‑following managers posting positive returns. Several non‑trend managers also delivered gains,...
Iran Tensions Fail to Boost Bonds, Rates Keep Climbing
Bonds have not gotten the safe haven bid since Iran action commenced last Friday evening. $TLT - Rates still moving higher.
One in Five Options Trades End Up Misguided
This is really something that comes up a lot (21% of the time in the past decade according to 35 liquid ETFs spanning many assets) and very easy to lure yourself into a misdirected option trade
Saba Capital Launches UK Investment Trust ETF: UKIT
Saba Capital Management has launched the UKIT, an actively managed UCITS ETF that invests in UK‑domiciled investment trusts trading at sizable discounts to net asset value. The fund targets a diversified portfolio of 40‑60 trusts across equities, bonds, real estate...
Third Point Secures New, Undisclosed Stake in Generac
$GNRC Dan Loeb’s THIRD POINT has a big new stake in Generac Holdings (GNRC). NEW, previously undisclosed CONFIRMED
Trader Liquidates Payday Bets Across Multiple Stocks
Sold paydays today on many names $BX $MC $ONDS $SNOW $ZS and sold a rung of the ladder on $HOOD
Assessing North Korea’s New Economic Five-Year Plan
North Korea’s Ninth Party Congress unveiled a five‑year plan focused on stabilization, consolidation and modest qualitative development rather than rapid growth. The agenda places the power sector at the core, linking factory construction, hospital building and agricultural mechanisation to reliable...
Learning Co‑Investing Secrets by Watching Benchmark’s Five Partners
In 1999-2000 Craig McCaw asked me to spend a lot of time working in the Benchmark offices on Sand Hill Road to find areas where co-investment was possible. I never learned so much, as Yogi Berra famously said, "just by...
Explore EWY Volatility Patterns with Handy YFinance Toolkit
The recent action in EWY fits a pattern that happens frequently enough to be worth understanding the SHAPE of its vol. You will find: 🌙handy measures 🌙inspiration for your own exploration 🌙GIT notebook to get you started with yfinance data https://t.co/MkdqLvqfC6 https://t.co/LDHZibQS9H
Courtyard by Marriott Columbus Airport Listed for Sale as Columbus Market Expands
CBRE Hotels has listed the 150‑room Courtyard by Marriott Columbus Airport for sale. The three‑story hotel, built in 1997 and fully renovated within the past four years, sits just one mile from John Glenn International Airport and near key attractions such...
STUB Trades at Deep Discount Despite Strong Margins
Took a $STUB starter this morning. At ~$9/sh, EV of ~$3.4B represents ~8x 2026 EBITDA guide MP & ~22x RR FCF. Regulatory resale (~10% GMS) risks appear discounted. This is deeply discounted to any reasonable comp set for a scaled marketplace with...
IWM Rejects 50‑Day MA, Rolling Top Threatens
$IWM Daily. Rejection at 50-day m.a. for small caps, as possibility of rolling top since January more ominous. Watch back below $255 for confirmation. https://t.co/rbUjHSmmL3
Russia Shifts Gas to China, Threatens Europe Supply
September 2, 2025: Russia and China sign major new gas pipeline deal March 4, 2026: Putin says Russia may halt gas supplies to Europe https://t.co/kEjAnIqyrP
Software Stocks Surge on Insider Buys and Double Earnings Play
CRM big push in Software today as well, call fly earnings play now more than a double, seeing a lot of these names rally with insider buys, buybacks into the Software is Dead move
China's Lithium Lead Persists, but Supply Share Shrinks
China’s lithium supply dominance is hardly being “locked in.” Over the next decade their #1 position over demand will remain but their control over supply will diminish as assets in North America and non Chinese owned assets in South America...
Diesel Costs Rise $0.40/gal, Adding $0.06 per Mile
Diesel prices keep surging +$.40/gallon since start of the conflict That is roughly $.06/mile https://t.co/U2lHk2MBhe
Ethanol Profit Forecasts 2025 Disrupted by CKF Technology
1. My latest FDD is out today and it looks at ethanol production profits for 2025. This is usually a pretty straightforward exercise using a model I have long used. Not so in 2025 due to something...
Bond Volatility Bet Hurts Markets, Boosts TW MK
Treasury (TLT) buyer 5000 December $89 straddles expecting bond volatility, tends to be bad for markets, good for TW MKTX
Four Indicators Hint Upside Surprise on US Jobs
EVERYONE'S BEARISH ON NFP - THEY MIGHT BE WRONG ⚠️4 leading indicators say the US jobs number could surprise to upside Meanwhile $NQ $ES are bleeding and $CL is surging. Here's my breakdown of it all👇 https://t.co/tPjJsIC76Y