Columbus Planning $500M Affordable Housing Bond
Columbus Mayor Andrew Ginther unveiled a $500 million affordable‑housing bond framework dividing funds into four buckets: $150 million for new construction and preservation, $125 million for transitional shelters, homeowner upgrades and supportive housing, $175 million for land acquisition linked to transit‑oriented and mixed‑use development, and $50 million for construction‑and‑financing innovation. The plan follows extensive stakeholder outreach that highlighted a supply‑demand gap. Prior bond measures in 2019 and 2022 shaped the allocation, while City Council pushes for transparency and additional financing tools. A noted rift between the mayor and Council President adds political nuance.
Timing Matters: Five Distinct NY Trading Sessions
The market doesn't trade the same all day. The NY trading day has 5 distinct sessions: → Early NY Open → NY Open → NY Close → Asia Open → London Open Some are continuation trades. Some reversals. Do you agree that market...
Where Is Money Flowing Today?
A Finviz‑derived sector heat map shows today’s money flow across major equities. Technology leads with the strongest net inflows, while Consumer Cyclical registers notable outflows. Financials see moderate buying pressure and Healthcare remains largely neutral. The visual snapshot helps traders...
Citi Commits $60 Billion to Affordable Housing Initiative
Citigroup announced its Blueprint for Housing Opportunity, a five‑year plan committing more than $60 billion to increase affordable housing supply in the United States. The initiative targets the creation or preservation of at least 250,000 units and includes $50 million in philanthropic...
How a Former Hedge Fund Analyst Built a Six-Figure Newsletter Covering Asia’s Overlooked Stocks
Michael Fritzell, a former hedge‑fund analyst with 15 years in investment banking and buy‑side roles, left finance in 2021 to launch Asian Century Stocks, a paid newsletter spotlighting overlooked Chinese and Southeast Asian companies. Leveraging his Mandarin fluency and on‑the‑ground...
ECB Adopts Opinion on Appointment of Its Future Vice-President
The European Central Bank’s Governing Council issued an opinion supporting the EU Council’s proposed candidate, Boris Vujčić, for the next Vice‑President. Vujčić, currently Governor of the Croatian National Bank, will assume the role on 1 June 2026 for a non‑renewable eight‑year term,...
Work Underway on 99K-SF McKinney Kroger Marketplace
Kroger is constructing a 99,000‑square‑foot Marketplace anchored store with a fuel station at the Custer Frontier site in McKinney, Texas. The development will be part of a 170,000‑square‑foot mixed‑use complex that adds 54,000 sq ft of small‑shop and freestanding retail space plus...
Doji Signals Reversal; Trade Cautiously, Not Blindly
See the daily chart. Doji yesterday and confirmed today. I see it as a reversal. Will the trade be better around 140? Yes. But then I missed $10 run. Clear risk. I call out what...
Biomass Beat: UK Waste Wood for Biomass at a Crossroads, Post 2027
The episode examines the looming loss of Renewables Obligation (RO) support for UK waste‑wood biomass plants in 2027 and the resulting risk of a 3 million‑ton oversupply of waste wood. Richard Coulson of the Wood Recyclers Association explains how the sector...
Walmart: Supply Chain Spending Set to ‘Peak’ Next 2 Years, CEO Says
Walmart’s CEO John Furner said the retailer’s supply‑chain capital spending will likely peak this year and next, as automation projects accelerate. Twenty‑three of its 42 U.S. distribution centers are being retrofitted with robotics, and similar initiatives are beginning abroad. About...
Housing Prices Slip Below 2022 Peaks After Inflation Adjustment
Inflation Adjusted House Prices 2.2% Below 2022 Peak Price-to-rent index is 9.5% below 2022 peak https://calculatedrisk.substack.com/p/inflation-adjusted-house-prices-22-75d
Rising Sales, Inventory, and Prices Co‑occurred Historically
The reason I draw these black lines in 1980's, 1990's, and 2000s It was common that we had rising sales, rising inventory, and rising prices together, a lot of people = rising inventory with pricing falling on this site (This...
Inflation Adjusted House Prices 2.2% Below 2022 Peak
The December Case‑Shiller report shows nominal house prices reaching fresh all‑time highs, while inflation‑adjusted (real) values sit slightly below their 2022 peak—2.2% for the national index and 2.4% for the composite 20. Despite the recent dip, real prices remain 10.3%...
Wealth Isn't Punished—Lack of Asset Protection Is
We don’t actually punish wealth. We punish people who don’t know how to ring-fence it. And this is why asset protection becomes so important when you pass a certain level of wealth.
Rapid Apartment Boom Hits Non‑Rent‑Controlled Metro Areas
What share of your metro area's apartment units were built since 2020? These numbers put into context the sheer size of this development boom. More than 4 of every 10 existing apartments in Huntsville AL were built just since 2020. More...
April Launches New Platform for Wealth Management
April has introduced an AI‑driven tax platform aimed at wealth managers and financial advisors, usable as a standalone solution or embedded within existing systems. The platform delivers a real‑time dashboard that surfaces client tax workflows, documents, and financial insights, while...
John Lewis Partnership Axes BTR Business
John Lewis Partnership announced it will abandon its build‑to‑rent (BTR) venture, which began in 2020 and includes four schemes in Reading, Bromley, Stratford and West Ealing. The decision stems from a “fundamental shift” in economic conditions – higher interest rates,...
Goal Is to Remove Fear of ‘Tariff Wall’, but Can’t Rush: Nirmala Sitharaman
Union Finance Minister Nirmala Sitharaman said the 2026‑27 budget will lower tariffs only after a detailed sector‑by‑sector review of protection duration and domestic capacity. She emphasized removing the fear of a “tariff wall” while avoiding rushed cuts that could harm...
Broker’s Call: CIE Automotive (Add)
CIE Automotive reported Q4 CY25 consolidated revenue of ₹2,390 crore, in line with consensus, while its adjusted EBITDA margin rose to 15.4%, beating the estimate by 60 basis points. India revenue grew 12% YoY to ₹1,540 crore, outpacing the domestic market, whereas...
Global Gas Prices Diverge as Asian LNG Strengthens While European and US Benchmarks Ease
Last week global gas markets split, with Asian spot LNG rallying to the low‑$11/MMBtu range while European TTF and US Henry Hub prices eased. In Northeast Asia, the JKM benchmark rebounded after a brief dip, driven by renewed buying from...
Thailand Interest Rate Cut
The Bank of Thailand cut its benchmark rate to 1.0 % on February 25, 2026, a 25‑basis‑point reduction from 1.25 % and the lowest level since October 2022. The move was unexpected, coming after a similar cut in December and reflecting a revised outlook...
Trump's State of the Union Included Almost 1,200 Words About His LatAm Policies
Trump’s 2026 State of the Union devoted nearly 1,200 words to Latin American policy, far outpacing other regional references. The speech stressed new trade tariffs, immigration reforms, and security cooperation, echoing recent moves such as Honduras expelling Cuban doctors and...
Weekly Sales Dip Yet Up 12% YoY Amid Snow Melt
Purchase application data update -5% week to week +12% year over year So far this year, even with a higher bar to work with, every week has had positive year-over-year growth The last 2 weeks, our weekly pending sales data have...
TIM Starts 'Second Journey' After Situation Normal Is Achieved, Says CEO
Telecom Italia (TIM) confirmed it hit full‑year FY25 guidance for the fourth consecutive year, marking an unprecedented streak in its recent history. CEO Pietro Labriola highlighted that the new governance structure has delivered operational discipline, strategic consistency and financial predictability....
Broker’s Call: Mphasis (Add)
Mphasis retains a strong near‑ to medium‑term outlook as its legacy modernization pipeline doubles year‑on‑year, despite AI‑driven pricing pressure on renewals. Clients prefer model‑agnostic platforms that integrate with existing systems, limiting the need for full rebuilds. Discount levels on renewals...
An Experienced Investor’s End of Tax Year Checklist
Experienced high‑net‑worth investors must act before the 2025/26 tax year ends to capture the remaining allowances in EIS, SEIS and VCT schemes. VCT offers are already 87‑94% subscribed, with final allocations closing as early as 23 March and the last VCT...
Ag Canada Expands AgriStability to Include Pasture-Related Feed Costs
Canada’s Agriculture and Agri‑Food department has amended the AgriStability program to treat pasture‑related feed costs as an eligible expense. The change, announced by Minister Heath MacDonald, takes effect for the 2026 program year and applies to livestock producers who graze...
Invest Early, Skip Fancy Cars, Learn Finance Now
I asked 50 year olds for their best advice for people in their 20s: 1. Buy less alcohol, invest instead 2. Stop buying fancy cars. It's a terrible financial decision. 3. Become financially literate asap. Retirement will be easier. Anything to add?
Buy the Dip, Sell the Rally: Disciplined Growth Rules
I’m 62 years old and previously worked as a financial analyst at Morgan Stanley. After decades in the market, here are my simple rules for beginners: 📉 If it drops 5% → Hold 📉 If it drops 15% → Add 10% 📉 If it...
Saba Boss Warns of Turmoil in Private Credit Following Blue Owl Strains
Boaz Weinstein, founder of Saba Capital, warned that the private credit market is entering a turbulent phase after Blue Owl Capital’s recent liquidity strain. Blue Owl has limited withdrawals and sold loans to satisfy redemptions, causing its shares to tumble...
Money Box Life: Working for Longer
The Moneybox Life episode explores the growing trend of people working beyond state pension age, featuring insights from ACAS’s Julie Dennis, Independent Age’s Morgan Vine, and Pensions UK’s Zoe Alexander, alongside real‑life stories from listeners. They discuss why older workers...
UPS Surpasses Median Forecast, Near 90% Target
Our fundamental team use the Monte Carlo simulation to derive a 12 month projection In September when $UPS was at $84, we shared our analysis The Median target was $106 The 90% percentile was $147 Price hit $120 recently We combine our fundamental analysis...
USDJPY‑Yield Spread Correlation Rebounds to Strong Positive
The rolling 40-day (2 month) correlation between $USDJPY and the US-Japan 2-year yield spread has rebound to a stronger positive (+0.6) after 10 months of inversion. Will it just start syncing up or will this gap in carry standing close?...
Tech Exports Drive 5% GDP, 7% Jobs in India
According to the World Bank, computer & information services exports account for nearly 5% of India’s GDP and generate roughly 7% of India’s employment. NO WONDER PM MODI IS SO POPULAR. https://t.co/aWyUaxVmlL
Bull Flag Signals Fresh ROC Flip, New Upward Leg
AD on Buy Day, fresh flip up on ROC, daily bull flag suggests potential for new leg up. https://t.co/2uLjv0D8HZ
Post‑close Narrative Shift Will Reshape Investor Confidence
Just a reminder that after the close today the market narrative is likely to change and with that so will investor confidence and their decisions.
AGI Privatization Falters; Stock Trades Above $1 Bid
As expected, $AGI.AX privatization failed - Novomatic (67%) failed to reach 75% delisting threshold - Stock now ~15% above the A$1.00/sh bid since Sep - Activist argues for ~A$3.00/sh (likely stretched) - Novo can re-bid in a few months, overbid thesis looks enticing now.
U.S. Frack Fleets Eye Argentina as New Growth Frontier
U.S. shale isn’t dead but frack fleets are heading overseas “The opportunity in Argentina is one of the most promising," says Patterson-UTI Energy CEO. https://t.co/BGmL1ZLCnL #Shale #Oil #Fracking #EnergyMarkets #SupplyConstraints
OPEC+ Poised for Cautious Supply Hikes Amid Y2K‑style Glut
OPEC+ likely to restart supply hikes The oil glut is looking more like Y2K Still, OPEC+ increases will probably be cautious. https://t.co/XT9I0sGhYp #Oil #OPECPlus #EnergyMarkets #Geopolitics #Shale
Uber Aggregates Robotaxis, Offering a Leveraged AV Bet
Uber isn’t building robotaxis. It’s aggregating them. That changes everything. $UBRL may be a leveraged bet on the entire AV ecosystem. Read why: https://t.co/uYTNGDwJMe @willrhind @graniteshares
ECG Earnings Gap Signals Potential Breakout After Base
$ECG earnings gapper today. Have been tracking this one since the bottoming base... never pulled the trigger Weekly chart: https://t.co/x7s6TzdGMN
Front-Month Futures Dip, Back Months Stay Premium Amid Elections
Interesting (to me anyway) that the front months are coming down from the recent highs, but the back months are holding their premium. Mid-term elections? https://t.co/I5WS2ewLoF
IBIT Rebounds, Testing 10‑EMA After Yesterday’s Reversal
$IBIT we had the oops reversal yesterday and now the push higher. Testing the 10ema. https://t.co/ciIrySSGG1
U.S. Ethanol Output Surpasses 1.11M BPD, Up
🇺🇸U.S. ethanol production continued at a strong rate last week, topping 1.11M barrels per day for a third straight week. For the last three weeks, output has been about 3% above the year-ago levels. https://t.co/VcHmt2Mthb
Use AVWAP to Spot Buyers and Sellers
If you are trading names in the software group put an AVWAP on your charts to show where buyers/sellers may show up. If you don't know about avwap buy @Alphatrends book and follow him.
Beaten‑down Stocks and Crypto Rally as IWM Stalls
Interesting day so far. $IWM gives up its pre-market gains. We are seeing some of the most beaten-up names rally a bit: quantum, $COIN, $HOOD, $BTC.X
Factor National Interests, Avoid Becoming Market Victim
You can begin factoring national interests and power factors into your preferred free market analysis or you can be a victim of it. https://t.co/bDXsO4Jd8A
UUUU Forms Bullish Cup‑Handle, Target Mid‑$20s
$UUUU Daily. Uranium/rare earth miner still forming an attractive, bullish cup and handle pattern. Needs to push back into mid-$20's now. https://t.co/jqAyOlkNY0
Rising Rents and Lower Rates Drive Renters Toward Buying
For renters, a strong nudge to think about buying a home often comes from a big renewal increase. As the rental market crawls out of its recession, and mortgage rates start with a 5 not a 6, expect more renters...
Fed Moves Needn't Dictate Other Central Banks' Actions
The policies of the Fed impact economies globally, but that doesn’t mean other central banks have to follow the Fed. If the Fed were to implement surprise rate cuts, the Bank of England should arguably do the exact opposite. My latest...