Tax Treatment of the Pass-Through Business Sector: A Primer
The U.S. pass‑through business sector—partnerships, S corporations and sole proprietorships—now employs most private‑sector workers and accounts for roughly half of business income. Its growth stems from long‑standing tax advantages, especially the Section 199A deduction that lowers effective rates compared with C corporations. Compliance for these entities costs taxpayers over $100 billion annually, prompting calls for a unified corporate‑individual tax system. Recent legislation, including the One Big Beautiful Bill Act, preserves many of these benefits while highlighting the fiscal trade‑offs.
Iran Defenses Armed; Panama Ports Taken Back; Urals Deep Discount | Rapid Read 23 Feb 2026
The United States stopped collecting tariffs that had been invalidated under emergency authority, while President Trump announced a sweeping 15% global tariff that exempts Canada and Mexico but hits Europe hard. Panama reclaimed two strategic canal ports after a court...
Copper Must Stay Above $6 to Avoid Deflationary Dominoes
Atlas' Burden Shifting to $6 Copper? Bitcoin's Gravity Pull - Copper may need to remain above $6 a pound or else. If the economically and stock-market-sensitive industrial metal follows falling Bitcoin, iron ore, crude oil and Chinese government-bond yields, it...
Copper Above $6 Offers Poor Risk‑Reward for New Longs
A Lot Riding on Copper Remaining Over $6 - Copper, the S&P 500 and US Treasury 30-year yield on the same scale may emphasize the implications of some normal reversion. That the metal hasn't had a year since 2021 without...
Microsoft Is Sliding—An Insider Buy and Oversold Signals Are Changing the Setup
Microsoft shares have fallen roughly 20% year‑to‑date as investors worry about the company’s massive AI‑focused capital expenditures. The tech giant spent $37.5 billion on AI‑centric data centers in Q2 FY 2026, while also maintaining a strong free‑cash‑flow position. Insider activity surfaced when...
Copper Overheated: Price Spike Signals Potential Deflation
Is Copper a Prudent Short? Next to its industrial commodity and inflation companions -- iron ore, Brent crude oil and Chinese Government 10-year Bond yields (CGBs) -- copper might be too hot. From a base of 100, starting with our iron...
Tanker Rates Hit Three-Year High Amid US‑Iran Tensions
TANKER RATES for chartering vessels to carry crude (or other dirty products such as fuel oil) have surged to the highest for more than three years as the United States and Iran edge towards war. The Baltic Exchange dirty tanker...
Home Depot Sees Fiscal 2025 Sales Surpassing $164 Billion US
Home Depot reported fiscal 2025 sales of $164.7 billion, a 3.2% increase over the prior year, driven by modest comparable sales growth. Fourth‑quarter sales slipped 3.8% to $38.2 billion, reflecting a shorter reporting period and lingering consumer uncertainty. Net earnings fell slightly...
Slovakia Halts Emergency Electricity Supplies to Ukraine over Russian Oil Dispute
Slovakia announced it will halt emergency electricity supplies to Ukraine until Kyiv restores Russian oil transit through the Druzhba pipeline. The move follows a dispute over the pipeline’s shutdown after a Russian drone strike and accusations that Ukraine is delaying...
The Perils of Premature Automation
Developing nations are cautioned against rushing AI automation, as integrating advanced technologies into outdated, fragmented bureaucracies can erase middle‑skill jobs without spurring growth. The article argues that the prevailing "move fast or fall behind" mantra overlooks systemic readiness and may...
New Cross-Border U.S. Pipeline Proposal Could Revive Idle Keystone XL Assets: Analysts
A private U.S. firm, Bridger Pipeline LLC, has filed a proposal for a 550,000‑barrel‑per‑day pipeline that would run from the Canada‑U.S. border in Montana to a hub in Guernsey, Wyoming. Analysts believe the route is designed to tap the partially...
The Role of Real Estate in F&B Franchise Profitability
Real estate decisions shape profitability in food‑and‑beverage franchising long before menu or branding take effect. Site location, format and lease terms dictate traffic flow, operating costs and scalability. End‑cap, in‑line and freestanding spaces each present distinct trade‑offs between visibility, rent...
Here's Why Mortgage Renewals May Be the Banks' Biggest Rip-Off
Big Canadian banks often send mortgage renewal forms just weeks before the due date, offering rates that can be two percentage points higher than competing offers. In a recent example, a borrower faced a 6.09% fixed rate versus a 4.04%...
Russia Lures African Recruits as Ukraine War Reaches Fourth Year
Russia, facing mounting casualties in its fourth year of the Ukraine war, has turned to African recruits to replenish its ranks, with Ukrainian intelligence estimating more than 1,400 individuals from 36 African nations have been enlisted. Kenya reports roughly 200...
The ‘Affordability Trap’: Why Moving to a Cheaper City Is Costing Renters More
Early 2026 saw a 1.5% year‑over‑year decline in U.S. median rent, falling to $1,672, yet several traditionally affordable metros are experiencing the opposite. In Richmond, VA, vacancy plunged from 8.2% to 5.2% while median asking rent rose 1.9% to $1,509,...
From Glass Maker to AI Kingmaker: Corning’s Pivot
Corning has transformed from a traditional glass maker into a key supplier of optical fiber for AI data centers, highlighted by a multi‑year, up‑to‑$6 billion agreement with Meta. The company’s Optical Communications segment posted a 24% year‑over‑year sales increase to $1.7 billion...
Simulate Exits to Reveal Hidden Trading Edge
Your current journal tells you how much you lost. @tradesviz shows you how you could have won. 🤯 You can re-run past trades with different exit rules to see what would have happened. Look at a side-by-side comparison of a losing system...
Anglo American Earnings: Improved Copper and Iron Ore Results Offset by Its Other Businesses
Anglo American posted a 6% year‑over‑year rise in adjusted EBITDA to $6.9 billion, driven by higher copper and iron‑ore prices, while losses in its other divisions slashed net profit after tax 70% to $610 million. The company kept its final dividend at...
China’s New Year Tech Blitz: ByteDance’s New AI Strategy
ByteDance launched Doubao 2.0 just before the Chinese New Year, reaching roughly 155 million weekly active users and touting a pro version that rivals Western models at a tenth of the cost. Alibaba countered with a 3 billion‑yuan voucher campaign tied to its...
Half Wins, Double Rewards: Simple Path to Trading Profit
A 50% win rate with a 1:2 risk-to-reward ratio and solid risk management is all you need to make money trading over time. 50 wins × $600 = +$30,000 50 losses × $300 = -$15,000 100 trades with a 50% win rate and...
AtNorth Announces Plans for 300MW Data Center Campus
Nordic data‑center operator atNorth announced a 300 MW campus in Sollefteå, Sweden, to be built on a 50‑hectare plot at Hamre Industrial Park and targeted for H1 2028. The facility will feature direct liquid cooling and support rack densities up to 1 MW,...
Housing Has a Data Problem
The article highlights a critical data gap in global housing, where fragmented tracking tools leave policymakers unable to gauge program effectiveness. United Nations estimates reveal 2.8 billion people lack adequate housing and 318 million are homeless, underscoring the scale of the crisis....
Aspen Standard Names Former Beacon Pointe Exec As President
New York‑based Aspen Standard Wealth, a rapidly expanding registered investment adviser (RIA) aggregator, announced the appointment of industry veteran Kevin DiSano as its president. DiSano joins the firm after more than two decades leading wealth‑management and distribution operations at firms...
HK Court Issues Global Injunction Over Insider Trading
The Court of First Instance of Hong Kong has granted the Securities and Futures Commission a worldwide interim injunction order in legal proceedings against Mr Chan Ching Wa, a former staff of the Hong Kong Exchange and Clearing Limited (HKEX),...
Dollar May yet Benefit From Further US-Iran Geopolitical Escalation - BofA
Bank of America sees the U.S. dollar gaining strength if geopolitical tensions with Iran intensify. Rising odds—now 69%—of a U.S. military strike by June could push oil prices higher while global equities weaken, a combination that traditionally benefits the greenback....
Democrats Counter Trump's Proposal to Limit Institutional Housing Investors
Democratic senators led by Elizabeth Warren introduced a bill that strips tax deductions and mortgage‑interest benefits from corporations owning more than 50 single‑family rental homes, while the Trump administration issued a memo banning institutional investors with over 100 such homes...
Etihad Airways Profits Soar Nearly 50% as Fleet Network Expansion Support Strong Demand
Etihad Airways reported a near‑50 percent profit surge to $698 million in 2025, driven by a 21 percent rise in passenger numbers to 22.4 million and a fleet expansion to 127 aircraft. Load factors averaged 88 percent, with the airline targeting multiple days above 90 percent...
WisdomTree Launches India ETF in Europe: EPI
WisdomTree has launched the WisdomTree India Earnings UCITS ETF (EPI), an earnings‑weighted fund tracking the proprietary WisdomTree India Earnings Index with a 0.55% total expense ratio. The ETF debuted on Xetra, Borsa Italiana and SIX, and will add a London...
Short EUR/USD Below 50‑Day SMA Target 1.1670
EUR/USD neutral; testing 50‑day SMA/61.8% fib at 1.1769. Momentum weak after brief post‑SCOTUS dollar selloff; tariff uncertainty persists. Insight: short below 50‑day SMA to 1.1670–1.1650. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Japan's New Rare Earth Find Won't Shift Global Supply
Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation... #rareearths #japan #geopolitics https://t.co/2WX7oeO6Jm
Plenum Investments Surpasses $2bn of Assets Under Management
Zurich‑based Plenum Investments announced that its assets under management have topped US$2 billion, roughly doubling the figure achieved in July 2023. The growth stems from four UCITS catastrophe‑bond and insurance‑linked securities funds, which now enjoy institutional‑scale assets. The firm’s organic expansion reflects...
Winning Stock Picking Means Knowing When to Sell
Successful stock picking isn’t just picking winners. It also means picking out the losers in your portfolio. The greatest advantage in public markets is “You can sell”. But you must know when to sell. https://t.co/iL6AHqtOyR
Core PCE Goods Over 2% Inflation Trending Upward
The number of core goods in the PCE basket with >2% inflation is clearly on the rise https://t.co/zfnw5c3Qnr
Leveraged ETFs Ride Retail Trading Boom as Single-Stock Bets Redefine Market Stress Playbook
Retail investors have turned leveraged ETFs from niche tools into a core trading instrument, driving a 29% annual growth in fund volume since 2020. By mid‑2025, roughly 452 leveraged funds existed, with single‑stock products accounting for half of equity‑fund turnover....
Norway Central Bank Likely Pushes Rate Cut to Q3
Norway central bank seen delaying the next rate cut to the 3rd quarter https://t.co/DQxoj354TR via @ottummelas https://t.co/jKYdw66YUF
Process Stays Bearish on MSFT, AMZN, META, JPM, TSLA
Shorts The Process remains Bearish on these Bombs $MSFT $AMZN $META $JPM $TSLA That's where your risk should have been managed https://t.co/MykLEB8Umh
Telefonica Reports Revenue Growth, 326 Million Accesses and Strong Free Cash Flow in Q4 2025
Telefonica posted a modest revenue rise of 1.3% in Q4 2025, reaching €9.174 billion, and delivered €2.069 billion in full‑year free cash flow. The group expanded its access base to 326.1 million, driven by fibre and 5G uptake, while adjusted EBITDA grew 2.8%...
TPX Raises Guidance, Still Cheap Yet Unheld
#TPX raised Guidance and says has momentum. ShareScope showing fwd p/e 9.3 falling to 7.9; could be cheap still. I don't hold.
BTG Meets Expectations, Dividend up, but I Stay Out
#BTG (used to be #BEG ) "in line with expectations". "Challenging" backdrop helping them. ShareScope has fwd p/e 10.8 falling to 10.2 with fwd Divvy 3.8% rising to 4%; lot to like. I don't hold.
ICCM Says Government Policy Has Tightened the Metals Cycle
The International Council on Mining & Metals (ICMM) warned that heightened government oversight is tightening the global metals cycle, curbing the explosive price spikes typical of past supercycles. In its 2025 Tax Contribution Report, ICMM members paid $37 billion in taxes...
India Lowers Dividend Taxes, Revises France Treaty Amid US Tariffs
#IndiaWatch 🇮🇳: While the US builds tariff walls, India opens doors. India has just revised its tax treaty with France and lowered dividend taxes for investors. https://t.co/CWxHPKVvRY
SPX Volatility Rises, Skew Hits Year‑to‑Date Highs
"We are already starting to see stress build in the derivatives market. $SPX fixed strike volatility has risen by roughly 1.5 vol points across the curve, while $SPX put call skew remains near its year-to-date highs" @t1alpha https://t.co/wXfaVxC4VW
Prioritize Mental Health During Drawdown Crises
Question for traders and investors: During the darkest periods of drawdowns in your capital, what was the best thing you did to manage your mental health? ⬇️
Emotional Mistakes Erase Weeks of Trading Gains
New traders tend to set themselves back with one of these: A big irrational revenge trade. Doubling their position size due to greed. Ignoring their stop loss due to ego. They give back weeks of progress in hours. Emotional weaknesses are expensive...
High Yield Holds Steady While Financials Remain Short
While we're short the Financials $XLF , liquid High Yield $HYG hasn't signaled get out yet https://t.co/NhKXuZMmrb
Prioritize Consistent Edge Over Perfect Trades
Your trading system must be designed for consistent execution with an edge, not perfection with every trade.
Software Stocks Down a Third Since October
Software stocks have lost a third of their value since the end of October. https://t.co/gSO2zdCAMQ
Staying Short Financials XLF and XLY in Quad3
SECTORS: we remain short of the Financials $XLF and $XLY during a MONTHLY #Quad3 https://t.co/VUVE8GW3B6
Huawei Hits $127B Revenue, Defying US Sanctions
Huawei’s revenues surge to US$127 billion as it continues to defy US sanctions Wait, thought controls were "working"?... https://t.co/fueavLdQgI
China Bans Japanese Firms, Escalating Trade War over Taiwan Comment
China Hits Japanese Firms With Export Bans—Move marks another escalation in economic campaign against Japan over prime minister’s Taiwan comment @wsj_douglasj https://t.co/KP8DkI7RD5 https://t.co/KP8DkI7RD5