Bangladesh’s Food Grain Imports Surge
Bangladesh’s food‑grain imports surged 42 percent in the first half of the 2025‑26 marketing year, reaching 4.2 million tonnes, driven primarily by a sharp rise in wheat purchases. Private‑sector wheat imports jumped 31 percent while government imports fell, and rice imports exploded 380 percent, adding pressure to already congested ports. The influx has left up to 1.5 million tonnes stranded at anchor, extending vessel discharge times beyond a month. Shifts in consumer preferences toward wheat‑based foods and high rice prices are reshaping the country’s staple‑grain market.

Palantir Valuation Halves; Investors Weigh Buying Opportunity
The Palantir bubble popped. The company’s valuation has nearly been cut in half, leaving it at a significant discount compared to last year. Is it a buy?

Why Copper May Give Silver a Major Boost
The author’s long‑standing bullish thesis on copper is now materialising, with the base metal entering a sustained up‑trend that also benefits silver. Recent market data shows copper prices accelerating as renewable‑energy projects, electric‑vehicle production, and infrastructure spending drive demand. At...

Letting Agents and Landlords Seek Insurance Ahead of Renters’ Rights Act
Goodlord's analysis shows a 41% surge in rental‑insurance demand between September and December 2025 after the Renters’ Rights Bill received Royal Assent. A survey of 234 letting agents and landlords found 76% are now more likely to purchase protection insurance...
Crackdown on Rogue Landlords as Licensing Expanded
Newcastle City Council has extended its selective licensing scheme in Byker Old Town and the Greater High Cross area until September 2031, requiring private landlords to pay a £1,000 licence and meet strict property‑condition and tenant‑management standards. The programme, now in...

SFA and Bloomberg Collaborate on Credit Securities Index
The Structured Finance Association (SFA) and Bloomberg Index Services are co‑creating a new credit securities index that spans multiple asset classes. Designed to deliver consistent, transparent performance and risk metrics, the index will be embedded directly into Bloomberg Terminal workflows...

Mario Gabelli: Value Investing Ideas for 2026
Mario Gabelli highlighted at the Barron’s Roundtable 2026 that value investors should target mispriced experiential assets such as media, sports franchises, and entertainment companies. He cited Madison Square Garden Sports as trading at roughly half its calculated intrinsic value and...

Top Superinvestors Are Buying Linde Plc (LIN)
Recent 13F filings show several top hedge funds and institutional managers expanding their stakes in Linde plc, underscoring confidence in the industrial gases leader. AQR Capital more than doubled its holding to roughly 430,000 shares, while Point72 and Gotham also...
More Trades Don’t Equal Better Long‑term Returns
A client showed me her previous advisor's quarterly report. 47 trades in three months. She thought that meant he was working hard for her. When I looked at her actual returns over 5 years, something didn't add up.
Tuesday's Big Stock Stories: What’s Likely to Move the Market in the Next Trading Session
The market’s next move hinges on several key catalysts slated for Tuesday. Home Depot will release its quarterly earnings, while Amer Sports reports its results, both after notable three‑month price gains. Consumer confidence data, expected at 86.8, and an Apple...
Historic Shift: Growth to Value Gains Momentum
💫Historic Rotation From Growth-To-Value 💫The HALO Effect 💫THINGS OVER PAPER Continues 💫The Best Analyst You’ve Never Heard Of ;-) Open to all 😘 https://t.co/ktb2nCSe5S
Mosaic Co (MOS) Q4 2025 Earnings Call Transcript
Masco Corp reported fourth‑quarter 2025 results with net sales down 2% and operating profit of $259 million, yielding a 14.4% margin. The plumbing segment posted a 3% sales increase and a 16.3% margin, while the Decorative Architectural segment fell 15% with...
Bessent: A Trader‑politician Unlike Typical Treasury Secret
Interesting on many levels. Bessent is much more of a trader (and yet also much more political) than most Treasury secretaries ... https://t.co/7m06uOU5eQ

Short‑term MA Crossover Signals Bullish Momentum
Ya find this Bullish? 30-min chart. The white dotted line is the 10-day ma. Red is the 5-day. Yellow is the 21-day. https://t.co/KzTUlYzfXp
DigitalOcean Holdings Inc (DOCN) Q4 2025 Earnings Call Transcript
DigitalOcean reported Q4 2024 revenue of $205 million, a 13% year‑over‑year increase, and lifted net dollar retention to 99%, with core cloud services hitting 100% retention for the first time since mid‑2023. Higher‑spend "Scalers+" customers grew 17% in count, contributed 22%...
Range-Bound Market Hides Ongoing Leader Implosions
The market continues to hold up in a range but under the surface, day after day, we see prior leaders implode. Not all of them, but it keeps on raining the losers. If it keeps on raining, the levee's gonna break.. https://t.co/pg576VMyL8
Widening Spreads Signal Potential Prolonged Market Shakeout
Truth: “If spreads keep widening and banks keep lagging, this is more than a one day shakeout. If they stabilize, this was the market resetting positioning and rotating and not the start of a whole new regime.”
It’s a Vix World
TelevisaUnivision reported a 5% YoY revenue decline to $4.8 billion in 2025, but highlighted the Direct‑to‑Consumer (DTC) segment as a bright spot. The Spanish‑language streamer Vix achieved full‑year profitability, contributing roughly a quarter of total revenue and 20% of adjusted OIBDA,...

Microsoft Chart Teaches Seasoned Traders Clear Sell Signals
$msft is a great lesson. U can probably look at the chart. If ur seasoned trader, U can see all the spots it gave u to sell, or reasons to stay out of the way. https://t.co/zAq6WwJhfi
Goldman: Stock Suffers Third‑largest Century‑wide Daily Drop
“.. the stock’s 3rd largest single day drawdown this century (2nd was covid, 1st was dot com bubble.)” - Goldman desk
Xenia Hotels & Resorts Inc (XHR) Q4 2025 Earnings Call Transcript
Xenia Hotels & Resorts reported a Q3 2025 net loss of $13.7 million while generating $42.2 million of adjusted EBITDAre and 23 cents adjusted FFO per share, an 8% YoY decline. Same‑property RevPAR was flat, but excluding the Houston market the portfolio saw...
Talos Energy Inc (TALO) Q4 2025 Earnings Call Transcript
Talos Energy reported adjusted EBITDA of $294 million and adjusted free cash flow of $99 million for the quarter, driven by cost‑saving initiatives and strong operational performance. Average production reached 93,300 barrels of oil equivalent per day, with oil comprising 69% of...

Should Europe Start Talking to Russia?
Europe wrestles with whether to engage Russia as the Ukraine war stalls, recognizing that Putin’s aim of reshaping European security leaves little room for a genuine settlement while he remains in power. A cease‑fire that does not protect Ukraine’s sovereignty...
Export Bans that Weren't Really Bans: How Russia Kept Importing Military Goods
EU export bans targeting military‑relevant goods after Russia’s invasion were initially narrow, covering only specific product variants. Transaction‑level customs data show three evasion channels: partially sanctioned variants, transit shipments declared en route, and rerouting through third‑country hubs such as Turkey....
Perfect Corp (PERF) Q4 2025 Earnings Call Transcript
Procore Technologies reported Q4 FY2025 revenue of $349 million, a 15.6% year‑over‑year increase, and a non‑GAAP operating margin of 15%. The company added 2,700 $100,000‑plus ARR customers, now representing 66% of total ARR, and saw free cash flow rise 69% to...
Slide Insurance Holdings Inc (SLDE) Q4 2025 Earnings Call Transcript
National MI Holdings reported a record 2025 year, posting $388.9 million net income (up 8%), diluted EPS of $4.92 (up 11%), and a 16.2% return on equity. Insurance in force reached $221.4 billion, while fourth‑quarter new insurance written hit $14.2 billion, driving total...
International General Insurance Holdings Ltd (IGIC) Q4 2025 Earnings Call Transcript
International General Insurance Holdings (IGIC) posted Q3 2025 net income of $33.5 million and $94.9 million for the first nine months, delivering a 20% annualized return on equity. The company saw gross premiums written dip 5% in Q3, driven by long‑tail pressure,...
Iovance Biotherapeutics Inc (IOVA) Q4 2025 Earnings Call Transcript
Iovance Biotherapeutics reported third‑quarter product revenue of about $68 million, a 13% sequential increase, driven primarily by $58 million in Amtagvi sales and $10 million in Proleukin revenue. Gross margin improved to roughly 43% after a restructuring that cut cost of sales by...
Westlake Chemical Partners LP (WLKP) Q4 2025 Earnings Call Transcript
Westlake Chemical Partners reported Q3 2025 net income of $15 million ($0.42 per unit) and consolidated net sales of $3.09 billion, reflecting the completion of the Petro 1 ethylene unit turnaround. Distributable cash flow matched earnings at $15 million but fell $3 million short of...
Solaris Energy Infrastructure Inc (SEI) Q4 2025 Earnings Call Transcript
Solaris Energy Infrastructure announced a major upsizing of its core power‑solutions contract to 900 MW with a seven‑year tenor, extending earnings visibility to 2033. The joint‑venture, in which Solaris holds a 50.1% stake, is fully financed by a $550 million senior secured...
Huron Consulting Group Inc (HURN) Q4 2025 Earnings Call Transcript
Huron Consulting Group reported record third‑quarter 2025 revenues, with RBR reaching $432.4 million, a 16.8% year‑over‑year increase. The Healthcare segment drove growth, posting a 19.9% rise in RBR and expanding operating‑income margin to 30.9%. Adjusted earnings per share climbed 25% to...
Interface Inc (TILE) Q4 2025 Earnings Call Transcript
Interface Inc. reported third‑quarter net sales of $364.5 million, a 5.9% increase year over year and 4.2% on a currency‑neutral basis. Adjusted gross profit margin rose 208 basis points to 39.5%, while adjusted operating income grew 24.5% to $54.1 million and EPS...
CCC Intelligent Solutions Holdings Inc (CCC) Q4 2025 Earnings Call Transcript
CTS Corporation reported fourth‑quarter 2025 revenue of $137 million, a 9% year‑over‑year increase, with diversified end markets now contributing 59% of total sales. The medical segment surged, posting a 41% quarterly sales jump and a 37% rise in bookings, while the...
Fulcrum Therapeutics Inc (FULC) Q4 2025 Earnings Call Transcript
Fulcrum Therapeutics reported a strong fourth‑quarter, posting $1.51 billion in revenue, a 28% year‑over‑year increase, and a full‑year 2025 revenue of $5.14 billion, up 21%. Core product sales accelerated, led by Jakafi’s $828 million Q4 revenue and Opsilura’s 28% sales jump to $207 million....
Globus Medical Inc (GMED) Q4 2025 Earnings Call Transcript
Globus Medical reported a record $2.519 billion revenue for 2024, up 61% year‑over‑year, and a non‑GAAP EPS of $3.04, a 31% increase. Free cash flow surged 145% to $405 million, allowing the company to eliminate its remaining $1 billion merger debt by Q1 2025....
Adapthealth Corp (AHCO) Q4 2025 Earnings Call Transcript
American Well Corp (AHCO) reported Q4 2025 revenue of $55.3 million, a 22.1% YoY decline, as the company completed its pivot from a multi‑product telehealth provider to a pure SaaS platform. Subscription revenue now represents 53% of total revenue, reflecting...
Supernus Pharmaceuticals Inc (SUPN) Q4 2025 Earnings Call Transcript
Vanda Pharmaceuticals reported a 9% rise in total revenue to $216.1 million for 2025, driven primarily by a 24% jump in Fanapt sales and a successful bipolar disorder launch. The company secured FDA approval for tradipitant (Nirius) for motion‑sickness prevention, marking...
Camping World Holdings Inc (CWH) Q4 2025 Earnings Call Transcript
CTS Corporation reported fourth‑quarter 2025 revenue of $137 million, a 9% year‑over‑year increase, while sequentially falling 4%. Diversified end markets now represent 59% of total revenue, growing 16% YoY, driven by strong medical (+41% Q4) and industrial (+16% Q4) performance. Adjusted...
Par Pacific Holdings Inc (PARR) Q4 2025 Earnings Call Transcript
Par Pacific Holdings reported Q3 2025 adjusted EBITDA of $372 million, largely driven by a $200 million boost from small refinery exemptions. Throughput reached a near‑record 198,000 barrels per day and system‑wide production costs fell to a record low $6.13 per barrel....
Option Care Health Inc (OPCH) Q4 2025 Earnings Call Transcript
Centene reported full‑year 2025 adjusted diluted EPS of $2.08 and a Q4 loss of $1.19 per share, impacted by a $389 million Magellan divestiture charge. Management forecast 2026 adjusted EPS above $3, implying more than 40% year‑over‑year growth, driven by Medicaid...
First Watch Restaurant Group Inc (FWRG) Q4 2025 Earnings Call Transcript
Restaurant Brands International reported 2.4% comparable sales growth and 5.3% system‑wide sales increase for 2025, delivering 8.3% organic adjusted operating income growth and a 10.7% rise in adjusted EPS to $3.69. Net restaurant growth slowed to 2.9%, the lowest point...
Life Time Group Holdings Inc (LTH) Q4 2025 Earnings Call Transcript
Life Time Group Holdings reported Q2 2025 revenue of $761 million, up 14% year‑over‑year, driven by higher membership dues, enrollment fees, and incentive revenue. Net income rose 36.5% to $72.1 million, while adjusted EBITDA reached $211 million with a 27.7% margin, reflecting strong...
Xometry Inc (XMTR) Q4 2025 Earnings Call Transcript
Xometry Inc. reported fourth‑quarter 2025 revenue of $2 billion, a 5% year‑over‑year increase, driven by modest LTL growth and higher yields. Adjusted EBITDA rose 11% to $312 million, with the LTL segment contributing $285 million, while adjusted diluted EPS climbed 18% to $0.88....
Kazakhstan Managing Uncertainty over Oil Exports
Kazakhstan’s oil export pathway is under heightened risk as Ukrainian drone attacks cripple the Caspian Pipeline Consortium (CPC) loading facilities in Novorossiysk, cutting December shipments by roughly 22 percent. The CPC pipeline, which moves over 80 percent of Kazakhstan’s oil,...
Tanger Inc (SKT) Q4 2025 Earnings Call Transcript
TPG reported record Q4 2025 results, posting GAAP net income of $77 million and after‑tax distributable earnings of $304 million, or $0.71 per share. The firm raised a record $51 billion in capital in 2025, a 71% increase, and deployed a record $19 billion...
CAVA Group Inc (CAVA) Q4 2025 Earnings Call Transcript
CAVA Group reported a 20% year‑over‑year revenue increase to $289.8 million in Q4 2025, driven by strong same‑restaurant sales growth of 1.9% and the opening of 17 net new locations, bringing the total to 415 restaurants. Restaurant‑level profit margin expanded to...
EOG Resources Inc (EOG) Q4 2025 Earnings Call Transcript
EOG Resources reported a record $4.7 billion free cash flow for 2025, returning 100% of that amount to shareholders through an 8% dividend increase and $2.5 billion of share repurchases. The company cut well costs by 7% by extending lateral lengths and...
Evolent Health Inc (EVH) Q4 2025 Earnings Call Transcript
Evolent Health reported $2.55 billion in 2024 revenue, a 30% year‑over‑year increase, with adjusted EBITDA of $160.5 million landing at the low end of its guidance due to elevated oncology costs. The company announced two major contracts—a New England health plan covering...
Lucid Group Inc (LCID) Q4 2025 Earnings Call Transcript
Lucid Group reported a record 2024 with 9,029 vehicles produced and 10,241 deliveries, a 71% year‑over‑year increase. GAAP gross margin narrowed to –114% from –225% a year earlier, signaling improving cost structure. The new Lucid Gravity SUV generated strong order...
Ceribell Inc (CBLL) Q4 2025 Earnings Call Transcript
Ceribell reported a 34% year‑over‑year revenue increase to $24.8 million in Q4 2025, reaching $89.1 million for the full year. Gross margins remained high at 87% for the quarter, with a cash balance of $159.3 million, while net loss widened to $13.5 million due...