The RENIXX renewable‑energy index closed the week at a record 1,288.68 points, though it quickly retreated into a sideways range. German turbine maker Nordex led gains with a 26.3% jump after reporting record 2025 revenue of €7.6 billion and strong order intake. By contrast, U.S. solar firms Sunrun, Array Technologies, First Solar and Canadian Solar posted double‑digit losses despite revenue growth, driven by cautious 2026 guidance. Vestas secured a 1.38 GW offshore order, underscoring wind’s continued momentum.
Smith+Nephew reported an 8.3% year‑over‑year increase in fourth‑quarter revenue, reaching $1.70 billion, with underlying growth of 6.2%. Orthopaedics and Sports Medicine & ENT segments drove the bulk of the rise, posting 9.8% and 9.5% gains respectively, while Advanced Wound Management grew 5.3%. The...
Markets entirely driven by the Iran conflict today, as Defense and energy stocks are the biggest in play. $NCLH guidance plus the conflict has it trading down, while unless in metals most of the market causing a frown. $SLV - Trend...

Explaining the X post from last night for those who don't know my style: Gold price RIGHT NOW is where it was when I posted this LAST NIGHT Several things: 1. I poke Schiff whenever I get the chance bc he does...
Scott Adams, the creator of Dilbert, used his globally‑read comic strip to launch a sustained critique of active fund management, portraying it as a costly scam through the character Dogbert. His personal experience—losing money to a Wells Fargo‑managed portfolio that invested...
The U.S. Supreme Court invalidated the IEEPA‑based tariffs, cutting the effective import duty to 9.1% and replacing them with temporary 10% Section 122 tariffs. The modest rate reduction muted market reaction but creates clear tailwinds for firms previously hit hard by...
Dwight Capital has purchased Midland States Bank’s HUD mortgage‑servicing rights portfolio, encompassing more than $500 million in unpaid principal balance tied to skilled nursing facilities, assisted living centers, and hospitals. The acquisition pushes Dwight’s total loan‑servicing assets above $15 billion, reinforcing its...
West Palm Beach’s luxury housing market surged in January, with pending luxury sales climbing 30% year‑over‑year – the strongest gain among the nation’s 50 largest metros. Median luxury home prices jumped 10.7% to $4.2 million, more than double the national price...
The Alternative Investment Management Association (AIMA) has warned that the UK government’s proposal to restrict or ban non‑compete clauses could erode the country’s competitive edge as hedge funds vie for talent. AIMA’s chief executive Jack Inglis called the plan “radical,”...

Passive real‑estate investors are seeing deal stress not because properties are weak but because debt structures have unraveled. Between 2019 and 2022 most syndications relied on short‑term, floating‑rate or bridge loans assuming low rates and easy refinancing. As rates jumped...

The Vermont Bond Bank has overhauled its general‑obligation bond indenture for the first time in nearly four decades, moving from a reserve‑based to a cash‑flow model. The new structure creates three lien tiers—Legacy, Community Revenue and Enhanced Community Revenue—backed by...
The February Sinification digest captures a widening debate within China over how to navigate a fragmenting global order. Analysts propose a shift from free‑trade to “managed trade” frameworks, while others call for crystal‑clear economic red lines comparable to Taiwan policy....

SPY & QQQ down 1% while oil rips higher? Classic fear trade. But here’s the truth: short-term noise can’t stop exponential innovation. AI, robotics, EVs, — these are rewriting the economy. This dip? A gift. Load up. The future doesn’t...
March 2, 2026 Economic Events : 0945 – S&P Global Manufacturing PMI (Feb): Exp 51.2 | Prior 51.2 1000 – ISM Manufacturing PMI (Feb): Exp 51.7 | Prior 52.6 1000 – ISM Manufacturing Prices: Exp 60.6 | Prior 59.0 1130 – ATL Fed GDPNow (Q1):...
The Zacks Chemicals Diversified industry is grappling with soft demand across consumer durables, construction, and electronics, leading to a 9.8% decline over the past year while the S&P 500 rose 20.5%. Inflation‑driven consumer caution in Europe and a sluggish Chinese recovery...

Eos Energy Enterprises released its Q4 and full‑year 2025 results, showing a seven‑fold revenue increase to $114.2 million but a net loss of $969.6 million driven largely by non‑cash expenses. The company ended 2025 with $624.6 million in cash, eliminating prior going‑concern doubts,...
🚨 TRADERS ALERT 🚨 📊 What to Watch This Week 🗓️ Mon: Iran war fallout + ISM Manufacturing 🗓️ Tue: Fed speakers 🗓️ Wed: ADP + ISM Services 🗓️ Thu: Jobless Claims 🗓️ Fri: NFP + Retail Sales + more Fed speak But make no mistake -...

February proved the year’s second‑worst market month as AI‑related anxieties and rising private‑credit loan‑loss fears weighed on equities. The Producer Price Index jumped 0.5% month‑over‑month and 2.9% year‑to‑date, pushing expectations of near‑term Federal Reserve rate cuts lower. Over the weekend,...

Malaysia's national oil company Petronas reported a 2025 profit after tax of MYR 45.4 billion ($11.6 bn), down from MYR 55.1 billion in 2024. The decline reflects lower sales volumes, Brent prices under $70 per barrel, and the divestment of its 74% stake in Engen...

Anthropic signed a three‑year memorandum of understanding with Rwanda to deploy its Claude AI tools in health and education, offering developer access and training for public‑sector coders. Rwanda’s ICT minister touts the deal as a boost for national AI capacity,...

Hong Kong's Treasury Secretary Christopher Hui announced plans to broaden the SAR's preferential tax regime to cover insurance-linked securities (ILS) such as catastrophe bonds. The proposal expands the definition of “funds” to include pensions, endowments and single‑investor vehicles, and adds...
The Reserve Bank of Australia disclosed that a more aggressive rate‑hiking path would have added roughly 200,000 unemployed workers and pushed mortgage repayments up by about $500 a month on a $600,000 loan. Chief economist Sarah Hunter’s internal modelling shows...

Today's topic is #economic wildcards; this was prepared before the Iran situation began, but that topic was discussed. @housingwire @sarahteresa6 #mortgagerates #realestate #housing #chartdaddy
Norwegian Cruise Line Holdings reported Q4 FY25 revenue of $2.2 billion, a 6 % year‑over‑year increase driven by higher capacity days. Adjusted earnings per share rose 46 % to $0.28, while net income fell sharply to $14.3 million. Adjusted EBITDA grew 20 % to $564 million,...

Topicus' organic growth rates for all quarters for which we have data. $TOI $TOI.V Do you anticipate a reversal anytime soon, do you expect the trend to come to a halt now, or are we going even lower? 😉
Very interesting > The Strait of Hormuz is not just oil - but also LNG. https://t.co/jlv7Hrp9LJ

London‑based estate agency Dexters posted an 11% revenue increase to £247 million and a 10% profit rise to £52 million for the year to 30 September 2025. Growth was split between 9% organic expansion and acquisition‑driven gains, notably the Keatons purchase. Lettings revenue grew...

The Dollar is rallying on risk-off price action, including against EM (black). Markets are not yet differentiating between oil exporters and oil importers, so everyone's getting hit in EM, but that'll soon give way to markets discerning between these two. https://t.co/AOkYSZgAuL...
I guess the dollar is still a safe haven currency despite all the boomers saying its time as king is over
The United States and Israel launched Operation Epic Fury against Iran, triggering a sharp rise in global oil prices. Brent crude surged 13% before settling 8.5% higher, marking its biggest daily jump in nearly three years. The conflict has halted...

Mostly red arrows around the world as weekend Middle East events have the “war time trade” in motion, with silver/gold/oil higher and $SPX futures -70. Key is whether $SPX holds 6780–6790 to keep the upper range intact, or if it...

Brent has jumped to $79 per barrel from $72 on Friday. We're currently getting risk-off price action that's lifting USD, including against commodity exporters like Brazil. But that will fade and the Real will rally like it did after the...

Corn, soybeans and wheat opened the month with firm trade but moved to mixed pricing as the night session progressed. Market focus shifted to geopolitics after the United States and Israel launched attacks on Iran, prompting risk‑led buying and sharp...

Weekly Market Signals +0.5% this week, $SPX -0.4%. All six strategies gained. The ensemble is up 3.9% YTD, vs. 0.5% for SPX. Link in reply below 👇 https://t.co/s7LXpFZdhT

Bonus momentum and mean-reversion switching strategy update and new signals. $SPY $TLT $GLD $TLT Link in reply below. 👇 https://t.co/KwWAobjSkn
Chinese authorities announced a dramatic cut to the anti‑dumping duty on Canadian canola seed, lowering it to 5.9% from the 75.8% rate imposed in August 2025. Including China’s standard 9% import levy, the effective tariff becomes 14.9%, a figure the...
Fun to do this with my friend @tseides Minimal discussion of AI; much more of a focus on investing. Background, philosophy, process, etc. https://t.co/f8X30Hd4RY
🚨 UNDERTAKE 🚨 $AES to be acquired for $10.7B in CASH by a consortium (GIP, EQT, CalPERS, QIA). Friday’s market cap? $11.6B. Haven’t seen one like this in a while, bought out below where it was trading.

Mexican authorities seized spreadsheets from the Cartel Jalisco Nueva Generación that detail salaries for each rank, exposing how little the organization pays its members. The leak coincided with a viral AI‑generated video warning youths against joining cartels after the recent...
Tough market conditions but a few select stocks like SanDisk (SNDK) and Lumentum (LITE) have been spectacular.
While gas prices will get all the attention, it is worth pointing out the near 15% increase in heating oil this morning.

Asia’s political landscape saw several notable moves in early March 2026. China’s top advisory body set its agenda for the CPPCC session, while Japan rushed its fiscal 2026 budget and adopted a cautious stance on the Iran‑Israel conflict. South Korea’s...
Joe Meehan turned a $30,000 salary and 90‑hour weeks into an 11‑unit cash‑flowing rental portfolio by buying on‑market properties with tiny down payments, seller assists, and HELOC leverage. He started with a $1‑down duplex house‑hack, then used the rental suite’s...
A spouse inheriting a non‑qualified annuity cannot roll it into an IRA because the contract was funded with after‑tax dollars. Instead, the inherited annuity retains its own tax treatment, with gains taxed first and distribution schedules dictated by the contract...

$USD rallied on the war. Equities slid. Gold and oil jump. US Treasuries are not the safe haven. With decapitation strike on Iran, which the US said it had destroyed its nuclear capability last June, the end...
Platinum Credit Uganda, a Platcorp subsidiary, secured a $4 million, 24‑month investment from Swiss asset manager Symbiotics to broaden financing for low‑income households and micro, small and medium enterprises (MSMEs) across Uganda. The capital, disbursed on 22 December 2025, enabled a phased rollout...

Elementum Advisors entered 2026 with assets under management rising to $3.8 bn, a $100 m increase from the start of 2025. While White Mountains still holds a 26.6% equity stake, its investment in Elementum’s ILS funds fell from $161 m in 2023 to...
ERShares has detailed the structure of its Private‑Public Crossover ETF (XOVR), the first ETF to provide private‑company exposure through an SPV that reports daily NAV alongside public equities. The fund’s private sleeve includes holdings such as SpaceX and operates under...
In 2025, women-only founders raised just 0.9% of African startup capital, while women-led firms received only 2.2% of funding. The African Women Impact Fund (AWIF), launched with $60 million and bolstered by an extra $10 million from Standard Bank, aims to close...
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