Why the Arctic Matters to the United States
The Arctic is emerging as a strategic frontier for energy, trade and security, as melting ice unlocks vast hydrocarbon and critical‑mineral deposits and shortens shipping lanes. Russia controls more than half the Arctic coastline and is modernizing its military presence, while China deepens its partnership with Moscow through investment in icebreakers, ports and resource projects. Greenland’s rare‑earth reserves and its location on the GIUK gap make it a focal point for U.S. and NATO defense. Together, these dynamics turn the High North into a competitive arena for great‑power influence.
Salesforce Forecasts Record FY27 Growth, AI Agent Hub
We just closed FY26, the biggest year in Salesforce history, and favor FY27 Guidance ! 🚀 FY27 Guidance: $46.2B revenue, 34.3% Non-GAAP Operating Margin, 20.9% GAAP Operating Margin - $41.5B revenue (+10% Y/Y) - 34.1% Non-GAAP (+110 bps y/y) & 20.1% GAAP operating...
KBRA and Fitch Downgrade Chicago
Chicago’s general‑obligation bonds were downgraded by both KBRA and Fitch to BBB‑plus from A‑minus, with a negative outlook maintained. The agencies cited a shrinking fund balance, tightening liquidity, rising pension costs and consecutive operating deficits. The downgrade precedes the city’s...
Stantec Reports Record 2025 Results, Achieves 17.6% Adjusted EBITDA Margin, Increases Dividend by 8.9%, and Provides 2026 Outlook
Stantec posted record 2025 results, delivering $6.5 billion in net revenue, a 10.7% year‑over‑year increase, and an adjusted EBITDA of $1.14 billion, lifting its margin to a record 17.6%. Diluted earnings per share rose 19.9% to $4.20, while operating cash flow jumped...
Sell on the Pop Prospects: February 25 Edition
The February 25 edition highlights eleven ETFs that qualify as sell‑on‑the‑pop candidates, using a dual‑moving‑average filter (50‑day below 200‑day) and a short‑term price above the 20‑day average. A liquidity screen excludes funds trading under one‑million shares. The list reflects broader market...
Beyond 60/40: Rethinking Asset Allocation in a Changing Market
JP Morgan’s 2026 Outlook warns that the classic 60/40 stock‑bond mix now leaves many portfolios overly weighted in a handful of mega‑cap technology names. The firm argues that diversification is not obsolete but evolving, as low‑yield bonds and equity concentration erode...
#58429
Volatility Shares Trust 2x XRP ETF (XRPT) announced a 1‑for‑20 reverse stock split effective February 27, 2026, converting each existing share into 0.05 of a new share. The ticker changes to XRPT1 and the contract multiplier shifts from 1 to 100, altering...
Home First Finance Sells ~7.1M Shares At
BLOCK DEAL ALERT Home First Finance Offer Price ₹1246.8 to ₹1185 per share upto ~7.1mn shares; ~6.8% of current TSO #blockdeal #SocialMedia #Stocks #NSE #BSE
AI's Disruption Will Multiply Productivity, Reduce Workforce
The central takeaway from $NVDA's results and April guidance: The most knowledgeable companies in the world when it comes to building AI increasingly believe it will be wildly disruptive. What does "disruptive" mean? It will be messy. Productivity per knowledge worker...
A Mixed Q4 Finish That Beats The Street For Scripps
The E.W. Scripps Co. posted Q4 2025 revenue that topped consensus estimates, driven by tighter expense discipline and lower restructuring costs. Despite the top‑line beat, the company recorded a net loss, with local‑media advertising revenue falling sharply. Scripps has delayed...
Soybeans, Corn Find Support From Short Covering, Dollar Weakness
Soybeans and corn rallied on short covering and a weaker U.S. dollar, lifting both grain complexes despite mixed weather signals. Brazil’s soybean harvest is progressing, but export forecasts were trimmed to 10.69 million tons, while Argentina’s rain benefits later‑planted beans. Traders...
New Project Aims to Translate Client Reviews Into 'Relationship Alpha'
The University of Texas at Austin’s McCombs School launched a graduate capstone that applies natural language processing and machine learning to thousands of Wealthtender client reviews, creating a new metric called “relationship alpha.” The project, led by a half‑dozen analytics...
USDA’s Canadian Wheat Carryout Much Lower
U.S. Department of Agriculture’s Foreign Agricultural Service projects Canadian wheat ending stocks at 5.82 million tonnes for 2025‑26, notably lower than Agriculture and Agri‑Food Canada’s 7.35 million‑tonne estimate. Both agencies still forecast a record 39.96 million tonnes of total wheat production, up 23 %...
Sinclair Q4 Core Ad Revenue Jumps 14%
Sinclair Inc. posted fourth‑quarter 2025 revenue of $836 million, a 17% decline year‑over‑year, driven by weaker political advertising after the 2024 election cycle. Core advertising revenue, however, jumped 14% to $354 million, underscoring demand for live sports and resilient local ad inventory....
Paramount Says Warner Bros. Discovery Would Be “Accelerant” To Its Goals as It Reports Earnings
Paramount Skydance reported fourth‑quarter revenue of $8.14 billion, a 2% increase year‑over‑year, but posted a $339 million operating loss. Direct‑to‑consumer revenue rose 10% while Paramount+ grew 17% to $1.8 billion and 78.9 million subscribers. CEO David Ellison framed a potential merger with Warner Bros. Discovery as...
QQQ Holds Above 100‑Day MA, Eyes NVDA Earnings
$QQQ - Closed above the 100 day MA after a big up day. This marginal close above the 100 DMA with a big gap is fishy but it remains to be seen what happens tomorrow after NVDA earnings. If it...
VRE Buyout Offers 5% Cap Rate, Minimal Downside
Good outline of the $VRE buyout. There’s probably a small chance of an overbid here. But, to be honest, probably close to zero, at a 5% implied cap rate. But we’ll see. Downside is only ~10% and the buyer isn’t walking, so...
Sri Lanka Is Now India’s Best – and Maybe Last – Friend in South Asia
India has re‑asserted Sri Lanka as its most dependable South Asian partner through swift humanitarian aid after Cyclone Ditwah and a $4 billion financial lifeline during the 2022 debt crisis. Operation Sagar Bandhu delivered $450 million in disaster relief without adding to Colombo’s debt burden, while...
Lundin Turns to Space Tech to Find More Gold in Ecuador
Lundin Gold is investing $100 million in 2026 to deepen exploration at Ecuador’s Fruta del Norte mine, aiming to extend its life amid robust gold prices. The Canadian miner has partnered with Australian firm Fleet Space Technologies, using the ExoSphere platform...
Stars Aligning for Upside by This Gold ETF
The WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) has surged roughly 42% since the start of 2026, reflecting a broader rally in gold prices. The World Gold Council attributes the rally to heightened geopolitical risk and the prospect of rising...
Flatbed Rejection Spike Signals Bullish Industrial Growth
This is an extreme spike in the SONAR Truckload Rejection Index – Flatbed (STRIF.USA) from 2018–2026. A 40% rejection rate means: * Strong industrial throughput * Tight labor + equipment capacity * Improving pricing power in physical economy * Early/mid expansion phase dynamics It usually leads: *...
AI‑driven Stocks Like $TRI Can Spark Sharp Rallies
Right Tail Right Now😉 I set up why AI-pressured names like $TRI can stage sharp reflexive rallies And boy did it: +25% We covered lots of chase plays as well as my timing for next wave of volatility within a still fragile market...
Morningstar DBRS Assigns Credit Rating of BBB With a Stable Trend to ARC Resources Ltd.'s Offering of Senior Unsecured Notes
Morningstar DBRS assigned a BBB rating with a Stable trend to ARC Resources Ltd.'s senior unsecured notes offering, comprising C$400 million at 3.349% due 2029 and C$550 million at 4.104% due 2033. The company plans to use net proceeds to refinance existing...
Decoding Congress's 1975 Balance‑of‑Payments Language
This is a thread that only Adam Tooze, a few international economist and a couple of very well paid trade lawyers are likely to enjoy … The basic question is what did Congress mean back in 1975 when they wrote about...
Why Banks See Opportunity in Advising Art Collectors
Bank of America has launched a dedicated art‑consulting service, joining other major banks such as Citi, Morgan Stanley and Goldman Sachs in expanding wealth‑management offerings to include art advisory. The move reflects rapid growth in the sector, with wealth‑manager participation...
Ethanol Numbers Mixed on Week, Year, but Do Show some Positives
U.S. ethanol production held steady at 1.113 million barrels per day, slipping 5,000 barrels from the prior week but climbing 32,000 barrels year‑over‑year as plants chase demand. Iowa State University’s Center for Agricultural and Rural Development reported improved operating margins...
Saskatchewan Premier Heads to India for Trade Talks
Saskatchewan Premier Scott Moe is leading a week‑long trade mission to India, concentrating on agriculture, potash and uranium. The trip coincides with the Raisina Dialogue and runs alongside Prime Minister Mark Carney’s meetings with Prime Minister Narendra Modi. Moe aims...
China’s Long‑Term Naval Strategy Redefines Global Power
China’s strategy isn’t short term. It’s structural. Every dominant power in history controlled the seas. Trade routes determine power. Naval dominance determines the future. The Pacific is only the beginning. Understanding this shift is critical to understanding what comes next. Link in bio to learn more. #China...
Affordable Housing Requires Suburban and Greenfield Development
PLEASE NOTE THIS IS **METRO** There is NO example of any City keeping housing costs low without building in the suburbs and greenfield as well.
Grocery Prices Will Continue to Increase in 2026: USDA
The USDA Economic Research Service forecasts a 2.5% rise in overall grocery prices for 2026, slightly below the 20‑year average of 2.6%. Seven of the 15 food‑at‑home categories, including beef, fish, sugar and non‑alcoholic beverages, are expected to outpace the...
Big‑Cap S&P Leaders 50% More Volatile Than Index
The top 10 largest stocks in the S&P 500 are 50% more volatile than the S&P 500 itself right now. Important for risk... but more important for alpha right now. https://t.co/yqBR2QU8nK
Narrowing Breadth Signals Megacap Recovery Pressure
Breadth looks set to contract near-term per the A-D line, but that's not necessarily bearish. It just puts more pressure on the megacaps to stage a relative recovery #fairleadstrategies https://t.co/bbTJhh0egy
How to Find a Bankruptcy Attorney
Filing for personal bankruptcy is a federally‑mandated, deadline‑driven process that can be derailed by a single missed form or hearing. While individuals can represent themselves, data shows that pro se filers are less likely to achieve a full discharge than those...
NVDA Beats Expectations, AI Infrastructure Trade Surges 79% YoY
The AI Infrastructure Trade is alive and well. The bar was high going into $NVDA earnings. Most investors were expecting the high end of the April revenue guide would imply around 70% yy growth. The actual guide high end implies...
NVDA Posts Strong Weekly Numbers, Threatening Multi-Month Base
$NVDA @marketsurge #IBDPartner weekly -- solid numbers, enough for the king to leave this multi month base? https://t.co/lfP3O0srcn
Nvidia's Guide Targets 79% YoY Revenue Growth
$NVDA gave a monster guide. High end of April quarter revenue guide implies 79% y/y growth vs. Street at 64%.
AI Webinar Shows How to Spot Catalysts and Top Stocks
I just posted my @Deepvue AI Webinar where I demo how to: ✅ Find Catalysts ✅ Find Leading Stocks ✅ Analyze Themes ✅ Analyze Market Conditions Retweet 👇 https://t.co/Aa5sIh7RUR
DAX Holds Near ATH, Bullish EMAs Signal Potential Rise
#DAX small Up Candle and Sideways. Resistance ATH 25508. Support 24793, 24266. RSI 56 bit off Neutral. 13/21 day EMAs Bullish. Top Bollinger Band 25345. Midpoint Line 25030. Bottom Band 24721.
Nvidia News Set to Shake Global Markets Amid KOSPI Slump
Just a reminder. With the KOSPI all but a semiconductor ETF in drag, tonight's Nvidia news will have serious global ripples.
Ukrainian Attacks Thrive as Russian Forces Fragment
The Ukrainians remain outnumbered. However, since Russian units are scattered, isolated, and unable to communicate, they are left vulnerable. So, organized Ukrainian offensives are finding success…for now. #ukrainewar #starlink #geopolitics https://t.co/C4sJyTga9A
Prioritize Risk Management Over Bottom‑Fishing Strategies
Bottom fishing gets a bad rap. Define your risk and swing the bat. Failed breakouts tend to have very large drawdowns just like failed bottoms. Risk Management > Everything Else
Winning Deals Even With Money Left on Table
You can leave money in a deal and still win. It doesn't have to be "a perfect BRRRR" to be effective.
Sky‑high Prices Strain Americans, Exposing Trump's Affordability Flaw
Americans are exhausted by prices that remain far above pre-pandemic levels. From a year earlier: Coffee +18.3%. Ground beef +17.2%. Electricity +6.3%. AFFORDABILITY = TRUMP'S ACHILLES HEEL. https://t.co/b1uvKYJPHt
Don't Overreact to Hindenburg Omens at Market Peaks
Yes, some Hindenburg Omens triggered near major peaks. But a lot didn't. Don't get sucked into this clickbait. When semis are at ATHs, don't get too bearish. https://t.co/zLh8chvvQx
AllINsync Pool Surges 12% YTD, Beating Benchmarks
just received news that our #AllINsync pool hit a new high yesterday... YTD % change: #AllINsync: +12.0% $TSX: +7.1% $SPX: +0.7% 50/50 benchmark: +3.9%
Hindenburg Mentions Rarely Signal Imminent Market Bottom
Similar to the November lows, when they all start saying the word Hindenburg often, you know we are close to lows. We've seen 225 Hindenburg Omens since 1970 and if you look closely you'll see the great majority of them...
CME Shows Classic Bearish Reversal After Glitch
$CME Daily. CME putting in a classic bearish reversal candle today after exchange suffered glitch. But stock was due for a fade/consolidation: Steep on all timeframes. https://t.co/125tPQVBPX
S&P 500 Rises Ten Consecutive Months Amid Fear
The S&P 500 is currently up on the month on a total return basis. This would be 10 months in a row stocks were higher. It is simply amazing how much fear and worry we are seeing with this happening.
DSData: Cheapest Real‑Time Analyst Beats AI on SPX‑NVDA Insights
Better than AI we have DSData powered by @DanielSimonyi details in pinned tweet Cheapest reasearch analyst on the planet. Client prompt "have you looked at how spx moved with prior NVDA earnings reactions? on train so can't look closely, but...
AI Panic Bottom Hits; Workday Setups Emerging
the software AI panic bottom was earlier this week. i'll post a few charts and some of the better setups we discussed today in the pre-market meeting. $WDAY