What Does Malaysia’s Complete Ban on E-Waste Imports Mean for Battery, Aluminium, Copper Recyclers?
Malaysia upgraded its e‑waste import prohibition from a conditional to an absolute ban, ending all shipments of end‑of‑life batteries and related waste. The move creates immediate supply uncertainty for battery recyclers that rely on imported black mass, likely driving up payables. Domestic e‑waste collectors see a market vacuum that could accelerate local recycling capacity and position Malaysia as a mid‑stream processing hub. The stricter regime also ripples into aluminium and copper scrap markets, where tighter inspections and Basel Convention changes are raising operational costs.
Strong Earnings, Modest Overvaluation—Boom, Not Bubble
This formidable earnings growth has allowed valuations to take a back seat for a change. While the 5-year CAPE ratio is up there at 32x, the n12m P/E multiple doesn’t seem too onerous at 22x, considering not only the earnings...
Strong NFP Spurs Fed Pause, Dollar Gains, Market Pullback
NFP BREAKDOWN : Unemployment rate dropped to 4.3% while headline number crushed the expectations. In simple words , this was a much solid NFP all across the board. FED pause will continue. Profit taking in Gold , SPX , NASDAQ on reduced rate cut...
Govt Urges Refiners to Prioritise US, Venezuelan Crude Amid Evolving Trade Ties: Report
India has urged its state‑owned refiners to give priority to crude from the United States and Venezuela as part of a broader effort to diversify supplies and reduce reliance on Russian oil. The government’s suggestion applies to spot‑market tenders for...
US Adds 130k Jobs, Unemployment Slips to 4.3%
NEW US JOBS DATA: Non-farm Payrolls: +130k Unemployment Rate: 4.3% (-0.1%) Prime Age (25-54) Employment-Population Ratio: 80.9% (+0.2%) Average Hourly Earnings: +0.4% Annual Benchmark Revisions: -898k
100 Frugal Wisdom Quotes
The article compiles 100 timeless frugal‑wisdom quotes from figures such as Benjamin Franklin, Warren Buffett, and modern personal‑finance influencers. It highlights how simple habits—saving first, budgeting, and avoiding unnecessary expenses—can transform money into a tool for freedom rather than stress....
Promoters May Offload Up to 3% of Netweb Technologies
#BlockDeal | Sources say that promoters likely to sell up to 3% stake in #NetwebTechnologies via block deals
Why Carlos Slim’s Mobile Phone Behemoth Can’t Be Taken on Head First
The episode examines Mexico’s mobile sector, focusing on América Móvil’s historic monopoly under Carlos Slim and the 2013 telecom reforms that introduced competition, free roaming, lower prices, and better coverage. Guest Jorge F. Negrete explains how those reforms achieved their...
Parent PLUS Student Loan Alternatives in 2026: Private Vs. Federal
The episode explains the upcoming 2026 reforms to Parent PLUS loans, which will impose a $20,000 annual and $65,000 lifetime borrowing cap and eliminate income‑driven repayment options for new loans. It contrasts these changes with the limited borrowing limits of...
China Unveils New Year Measures as Consumption Data Dips
Chinese local governments announced a suite of stimulus measures ahead of the longest Lunar New Year break, extending the holiday to nine days. The central government allocated 2.05 billion yuan in vouchers, red‑envelopes and subsidies to directly benefit consumers. January's consumer...
Nickel Price Jumps as Indonesia’s Top Mine Cuts Output
Indonesia ordered the world’s largest nickel mine, PT Weda Bay, to cut its ore quota from 42 million tonnes to 12 million tonnes for 2024, aiming to tighten global supply. The LME nickel price rose 2 percent to $17,835 a tonne, extending a rally of...
Mild Chinese Winter Cuts Heating Demand by up to 6%
CHINA’s winter has been relatively mild so far, limiting gas consumption and imports. Heating demand in the North China metro-region including Beijing, Tianjin and Hebei (home to 109 million people and accounting for 9% of GDP) has been about 2%...
NEC Director Predicts Slightly Lower Jobs, NFP May Miss Forecast
https://t.co/k2T7oPbMh8 In an interview with CNBC on Monday (February 9, 2026), Kevin Hassett, the Director of the National Economic Council, advised markets to expect "slightly smaller job numbers" in the coming months. These remarks, have led many to speculate that the January...
Job Jitters
The episode examines the current economic turbulence on Main Street, highlighting widespread layoffs and soft retail sales, while contrasting this with TSMC's explosive growth in the tech sector. It also explores the impact of a new AI-driven tax‑management tool that...
02.11.26 Tax Refunds & Withholding / Clarksplainer: Trump Accounts
In this episode Clark Howard breaks down the tax season landscape, explaining why a large refund often means you over‑paid throughout the year and urging listeners to adjust their withholding to keep more money in their pockets. He offers practical...
What's Driving Northern Ireland's Falling Fuel Prices?
Petrol prices in Northern Ireland have fallen to 124.2 pence per litre, the lowest level in five years, while diesel holds steady at 131.9 pence. The decline follows a global oil oversupply and easing geopolitical tensions after the 2022 price spike triggered...
Jobs Report Day Shows Record Forecast Divergence
Good morning and welcome to Jobs Report Day in the US. The consensus forecasts are for a monthly employment gain of 65,000, an unemployment rate of 4.4%, and a 3.7% annual increase in average hourly earnings. As we head into this release,...
Strong January Jobs, Lower Unemployment Boost USD Despite Cut Expectations
Jan jobs data better than expected and benchmark revision more or less in line. Unemployment rate ticks lower. $USD jump sold into quickly. Mkt still pricing in around two cuts this year.
TotalEnergies Cuts Buybacks as Low Oil, Gas Prices Weigh on Profits
TotalEnergies announced a 62% reduction in its Q1 share buyback, lowering the program to $750 million after a fourth‑quarter adjusted net income of $3.8 billion fell 13% year‑on‑year. The cut reflects weaker oil and gas prices that offset a 215% surge in...
January Jobs Surge 130K, Beating Forecasts, Unemployment Dips
January Non-Farm Payrolls print at 130K vs expected 66K - previously 48K Unemployment holds ticks lower to 4.3% #NFP
BIS Chief Meets ECB to Discuss Current Economic Trends
Glad to welcome @BIS_org General Manager Pablo Hernández de Cos back to the @ecb today. We had a good discussion on the latest economic developments. https://t.co/NiOrDgbMRV
French Software Maker Dassault Systèmes Plunges 18%, on Track for Worst Day Ever
Dassault Systèmes reported a 5% drop in Q4 software revenue and flat full‑year sales at €6.24 billion, missing analysts’ €6.3 billion forecast. The earnings release triggered a share plunge of up to 21%, marking the company’s worst trading day. Management highlighted an industrial‑AI...
NFP Moved Ahead to Dodge Friday the 13th CPI Clash
Overheard "We preferred to release NFP today instead of Friday beause Friday is #Friday13th". CPI is on Friday.
USD Soft, JPY Squeeze Persists, Oil Spikes on Iran Tension
$USD is soft ahead of the delayed jobs report. Japanese markets were closed for a national holiday, but the dramatic short squeeze of $JPY continued. WTI is up ~2% as the US-Iran confrontation seems near a climax. ...
Xi’s Broken Heart: Why China’s Markets Are Bleeding Out
The episode examines the growing divergence between China’s onshore stock markets and Hong Kong’s offshore market, arguing that this split reflects a deepening mistrust of Xi Jinping’s political control over finance. While mainland indices appear stable, the offshore market is...
Pop Mart Rallies 50% with Minimal Short Covering
For those of you still watching where this bull-bear battle goes for Pop Mart, S3 Partners just said they have not seen much short covering despite the shares over 50% rally in less than a month through Tuesday https://t.co/oArFfDeiSH
The Great African Mispricing
Africa’s venture landscape is split between a regulated, capital‑efficient North and a fast‑growing but fragmented Sub‑Saharan region. In 2024, North Africa logged 89 equity deals worth $297 m, while Sub‑Saharan hubs like Nigeria and South Africa raised over $500 m each, highlighting...
U.S. Home Foreclosures Climb for Eleventh Straight Month in January
U.S. foreclosure filings rose to 40,534 in January, a 32% year‑over‑year increase and the eleventh straight month of growth, despite a 10% monthly decline from December. Lender‑initiated starts jumped 26% from a year earlier, while completed REO properties surged 59%...
New Deputy Finance Minister Guns for 5.6% First-Quarter GDP Growth
Indonesia’s newly appointed deputy finance minister, Juda Agung, entered office on February 5 after serving as Bank Indonesia’s deputy governor. Within days he announced an ambitious revision to the first‑quarter 2026 GDP target, nudging it from the baseline 5.5 percent to 5.6 percent....
Healthcare Before Medicare: Your Options
In this episode of The Retirement Answer Man, Roger Whitney walks listeners through the three primary health‑care options available before Medicare eligibility: COBRA continuation coverage, ACA marketplace plans, and part‑time employer group insurance, while also noting other alternatives like private...
An FTA No One Is Talking About Can Give India a Strategic Edge
The India‑Chile free trade negotiations are moving toward a Comprehensive Economic Partnership Agreement that explicitly includes critical minerals such as lithium, copper, and cobalt. Chile’s abundant reserves could supply India’s “Make in India” and clean‑energy ambitions, while recent moves by...
Commonwealth Bank of Australia (CMWAY) Q2 2026 Earnings Call Transcript
Commonwealth Bank of Australia reported a solid second‑half 2025 performance, with cash net profit climbing 6% and earnings per share increasing $0.19. The bank highlighted disciplined growth across its core retail and business segments despite cost‑of‑living pressures and global uncertainty....
MLPI: Supercharging MLPs For 15% Yields
NEOS MLP High Income ETF (MLPI) aims to deliver roughly 15% after‑tax yields by layering covered‑call premiums on a portfolio that mirrors the AMLP structure. The fund’s 100% return‑of‑capital distribution model defers taxes, boosting net income for investors. In addition...
Low Net Exposure Offers Little Shelter for Colosseum
Colosseum Global Alpha entered 2026 with a modest 12% net exposure, a level that usually limits market sensitivity. In January the fund slumped 14.2%, driven primarily by short positions that were caught in extreme price swings. Shares of SanDisk and...
MPV: High-Quality Fund But Expensive At This Time
Barings Participation Investors (MPV) is a high‑quality, income‑focused closed‑end fund delivering a 7.8% yield and solid dividend coverage. The fund’s floating‑rate private‑credit portfolio positions it to profit from future interest‑rate cuts. However, shares currently trade at a 21% premium to...
Ladder Capital: No Harm In Positioning Itself Conservatively
Ladder Capital (LADR) continues to position itself as a low‑volatility, conservatively managed CRE REIT, with management holding over 10% of the equity. The Q4 2025 report showed a miss on dividend coverage, yet the portfolio remains anchored by more than...
India’s Solar Boom Hits Module Glut, Upstream Gaps Persist: Report
India's solar module capacity has surged to about 144 GW and is projected to reach 180 GW by FY30. However, upstream segments lag, with cell capacity stuck near 23.4 GW, creating a supply‑demand mismatch as installations are expected at only 45‑50 GW annually. The...
ECB Appoints Thomas Broeng Jorgensen as Director General Specialised Institutions and Less Significant Institutions
The European Central Bank appointed Thomas Broeng Jorgensen as Director General for Specialised Institutions and Less Significant Institutions, effective 1 March 2026. In this role he will directly supervise specialised banks and coordinate the oversight of less‑significant banks through national supervisors. Jorgensen succeeds Patrick Amis,...
China Lets Yuan Rise to Strongest Level in Years as De-Dollarisation Trend Grows
China’s central bank set the yuan’s daily fixing at 6.9438 per dollar, the strongest level in 33 months, as the currency continued to appreciate. Offshore trading pushed the yuan to 6.909 per dollar, reflecting a broader rotation out of US...
Mahindra & Mahindra Q3 PAT Rises 33% to ₹3,931 Crore
Mahindra & Mahindra reported a 33% jump in standalone profit after tax to ₹3,931 crore for Q3 FY26, while revenue rose 26% to ₹38,942 crore. Vehicle sales increased 23% to 302,238 units, and the farm‑equipment segment posted a 20.2% margin on ₹10,200 crore...
Nigeria's Inflation Surge Linked to Excess Money Supply
Nigeria’s inflation rate is DOUBLE NGA’s inflation target at 15.29%/yr. Nigeria’s money supply is growing at 15.19%/yr, ABOVE Hanke's Golden Growth Rate of ~11.83%-14.83%/yr, a rate consistent with Nigeria’s 6%-9%/yr inflation target. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/367h7H4ytf
1943: How to Navigate Income Gaps, Shared Accounts, and Spending Differences
In episode 1943, Farnoosh explores the challenges couples face when their incomes differ, covering how to set up shared and individual accounts, allocate spending responsibilities, and communicate about financial priorities. She offers practical frameworks for deciding who pays what, how...
Coldwell Banker's Dan Spiegel on Building CRE Teams for AI Disruption & Market Shifts
In this episode, Dan Spiegel, Senior Vice President and Managing Director of Coldwell Banker Commercial, shares his leadership journey, the importance of mentorship, and how Coldwell Banker’s decentralized franchise model fosters strong connections across secondary and tertiary markets. He discusses...
HMM Stays in the Black in Q4
South Korean carrier HMM posted a Q4 2025 net profit of KRW 364 billion, a 59.9% plunge from the prior period, while revenues fell 14.2% to KRW 2.71 trillion. The full‑year results showed a 50.3% profit drop to KRW 1.88 trillion as container freight rates slumped 49%...
Sensex, Nifty Trade Flat as Investors Await CPI Data; Auto, Healthcare Stocks Outperform
Indian equities traded in a narrow range on Wednesday as investors awaited the January CPI release, leaving the Sensex down 156 points (0.19%) and the Nifty 50 slipping 26 points (0.10%). Auto and healthcare stocks outperformed, with Eicher Motors gaining...
Toyota‑Elliott Dispute over Toyota Industries Deal Lacks Key Financials
This @NikkeiAsia article just out on Toyota Group's "clash" with Elliott on the disposition of Toyota Industries is shameful. There are a bunch of very basic quotes. There is no mention of book value. There is no mention of the...
China's Consumer Inflation Cools, Producer Prices Keep Falling
China’s Consumer Inflation Eases, Producer Prices Stay in Decline The consumer-price index rose 0.2% from a year earlier in January, cooling from December’s 0.8% increase https://t.co/7xOyvC2ByN https://t.co/7xOyvC2ByN
China Vanke Downsizes Serviced Apartment Business After Record Red Ink
China Vanke, a state‑backed developer, announced a record 82 billion yuan ($11.8 billion) loss for 2025. The loss prompted the company to shrink its serviced‑apartment business, scaling back operations in Shenzhen under the Port Apartment brand. The move is part of a...
AI Restrictions Trap Chinese Startups, Hurt US Innovation
“If Beijing forces Chinese AI innovation to remain fully domestic, Chinese startups face permanent capital constraints. If Washington blocks all China-adjacent AI deals, American firms lose access to innovative Chinese technologies.” https://t.co/zD3VCYdTdC
FTSE 100 Live: Heathrow Traffic Record; Homebuilders Call for Help
UK’s FTSE 100 slipped 0.3% after a string of negative corporate news. Energy giant BP announced a suspension of its share buyback programme and heightened cost‑cutting targets to fund oil production, while Standard Chartered saw its finance chief Diego De Giorgi...