News•Feb 28, 2026
Egypt Urea Sold Higher After US, Israel Attack on Iran
Egyptian fertilizer producers Mopco and Alexfert each sold 6,000 t of granular urea for March loading, pricing the cargoes at $505/t and $495/t FOB respectively. The transactions reflect a price jump after the United States launched major combat operations in Iran following coordinated Israeli strikes, which also triggered Iranian missile launches. Despite the heightened geopolitical risk, Egyptian urea plants report unchanged gas supplies, while Israel has temporarily shut offshore Karish (and possibly Leviathan) gas fields as a precaution. The moves come as the Middle East, the world’s largest urea exporter, eyes continued European demand.
By Argus Media – News & analysis
Social•Feb 28, 2026
Pick Dipping Stocks With Strength, Institutional Backing, Strong Themes
Stock selection is absolutely critical. 📈 because not every stock that dips is going to recover, and the ones that do recover the fastest and strongest are almost always the names with relative strength, institutional sponsorship, and a strong theme backing...
By Peter Sin Guili
Social•Feb 28, 2026
One Strategy Mastered Beats Ten Half‑Done Ones
You don't need 10 strategies. You need one — done consistently and correctly. Mastery over variety. Every time.
By Kendra Nicole
News•Feb 28, 2026
BofA: Slowing Demand to Hit Philippines Growth
Bank of America projects Philippine GDP growth at 4.6% in 2026 and 5.0% in 2027, falling short of the economy’s 5.5‑6.5% sustainable range. The slowdown is driven by weak household consumption, softer private investment and a tapering of government disbursements...
By Philstar – Business
Social•Feb 28, 2026
Spring Median Signals Potential Home Price Rise
Will we see a price uptick this spring? This is what the rhythm looks like. The median isn't a perfect metric (there is no perfect metric), but it gives a helpful shape for the market. Remember, larger homes start selling...
By Ryan Lundquist
Social•Feb 28, 2026
Iran's Future Hinges on Strike Severity and Regime Damage
Lots of scenarios on polymarket on how today’s developments in Iran will play out.. How this unfolds will depend on the extent, intensity, and longevity of US and Israeli strikes on Iran, and, crucially, the damage inflicted not just on physical...
By Geopolitical Guy
News•Feb 28, 2026
BSP Flags Faster Inflation in February
The Bangko Sentral ng Pilipinas (BSP) projects February inflation to rise to between 2.3% and 3.1%, up from January’s 2% rate. Higher rice and fish prices, elevated petroleum costs and increased Meralco electricity charges are the main upward pressures, while...
By Philstar – Business
Social•Feb 28, 2026
Mag 7 Breaks 200-Day Streak, Falls Below MA
The Mag 7—proxied here by $MAGS—closed below the 200-day moving average for the first time since May'25, ending its streak at 200 days.
By DailyChartBook
Social•Feb 28, 2026
Vol and Bond Markets Signal Inside News Ahead
Spot vol beta in the VIX complex was relatively hot yesterday. Nothing insane, but more towards the high end of what we usually see. S&P closed down about 60bps, VIX up about a vol point /VX up about 4%. Strong...
By Kris Sidial
News•Feb 28, 2026
NFTY: Comparatively Better, Structurally Weak
The First Trust India NIFTY 50 Equal Weight ETF (NFTY) provides U.S. investors with an equal‑weight exposure to the Nifty 50 constituents, but its performance is hampered by a weakening Indian rupee. Over the past two decades the equal‑weight index has generated...
By Seeking Alpha – ETFs & Funds
Social•Feb 28, 2026
Private Credit Crash Already Evident in BDC NAV Discounts
Many calling/hoping for a crash in private credit. While loan performance has mostly been ok, secondary prices tell a different story. A crash has already happened in the listed BDC market, with NAV discounts previously only seen during Covid and the GFC,...
By Julian Klymochko
Blog•Feb 28, 2026
Newsquawk Week Ahead: Highlights 2nd-6th March 2026
The OPEC+ meeting on March 1 is expected to unwind 137,000 barrels per day of voluntary cuts, signaling a tentative supply increase as Brent hovers near $71. US economic data show a slowdown in manufacturing, with the ISM PMI dropping...
By Global View Blog
Social•Feb 28, 2026
Shift to GARP and Solid Balance Sheets Now
This chart is a classic, but let’s move that "We Are Here" pin 📍 Where would you say we are in the cycle right now? The Early-Cycle easy gains are over, I think. It's time to focus on GARP (Growth at a...
By Rene Sellmann
News•Feb 28, 2026
If I Invest $1,000 Now Into Apple Stock, What Will It Be Worth in 5 Years?
Apple’s shares have more than doubled from $127.83 in early 2021 to $259 in January 2026, delivering a 102.61% gain over five years. A $1,000 investment today would purchase roughly three shares at the current $259 price. If Apple repeats...
By Yahoo Finance – Top Financial News
News•Feb 28, 2026
Robert Kiyosaki Says the ‘Biggest Crash in History’ Is About to Hit — Warns Millions Could Lose Everything
Robert Kiyosaki warned on X that the “biggest crash in history” is about to hit, affecting global markets, jobs, and real estate. He cites geopolitical tensions, tariff uncertainties, and AI‑driven job displacement as catalysts, echoing concerns from U.S. Bank wealth...
By Yahoo Finance – Finance News
News•Feb 28, 2026
Before Trump Bombing, Oman FM Called US-Iran Deal ‘Within Reach’
Hours before President Donald Trump announced air strikes on Iran, Oman's foreign minister Badr Albusaidi appeared on CBS's Face the Nation and declared a U.S.-Iran nuclear deal within reach. He said Iran had pledged zero stockpiling of weapons‑grade material and...
By Asia Times – Defense
News•Feb 28, 2026
Everything You Need to Know About Roth IRAs in 2026
Roth IRAs let individuals contribute after‑tax dollars and withdraw earnings tax‑free in retirement. For 2026 the contribution cap is $7,500 ($8,600 for those 50+) and eligibility phases out between $153,000‑$168,000 for single filers and $242,000‑$252,000 for married couples. Unlike traditional...
By Money.com
News•Feb 28, 2026
Hormuz Traffic Slows After Strike On Iran
Oil tankers are increasingly bypassing the Strait of Hormuz following the US and Israel airstrikes on Iran, prompting major shipping lines to issue cautionary directives. While the waterway remains officially open, Bloomberg tracking shows a buildup of idle vessels both...
By gCaptain
Social•Feb 28, 2026
Focus on After‑Tax Return, Not Just Tax Minimization
The goal isn’t to minimize taxes. The goal is to maximize after-tax return. Say you have $100k in 0.1% savings account. You earn $100 interest, pay $24 of tax. Now say you have $100k in 3.5% savings account. You earn $3.5k interest,...
By The Money Cruncher
Social•Feb 28, 2026
Berkshire Cash Dips, Profits Plunge 30%
Berkshire Hathaway's cash pile drops to $373.31bn in 4Q down from $381.7bn in the previous quarter following after a rather disappointing quarter. Operating profits fell nearly 30% in Warren Buffett’s last quarter as CEO, as insurance underwriting earnings slumped. That metric fell by...
By Holger Zschaepitz
News•Feb 28, 2026
SPYD Just Did The Unthinkable: Matching SPY In A Growth Market
The SPDR Portfolio S&P 500 High Dividend ETF (SPYD) has outperformed the benchmark SPY since June 2022, challenging the notion that yield‑focused funds lag in growth markets. SPYD’s equal‑weighting, broader sector exposure and high dividend yield give it a defensive edge...
By Seeking Alpha – ETFs & Funds
Social•Feb 28, 2026
Higher Diesel Prices Boost Profits for Large Truck Fleets
A weird irony is that most mid and large trucking fleets make more money with higher diesel prices due to fuel surcharges.
By Craig Fuller
Social•Feb 28, 2026
Mortgage Rates Mirror 10‑year Yield Plus Spread
The slow dance with the 10-year yield and mortgage rates has been happening for decades. You just add the mortgage spread variable here, too https://t.co/gavjysTwDz
By Logan Mohtashami
Podcast•Feb 28, 2026•14 min
Episode 416 Option Trading Podcast February 28, 2026
In Episode 416 of The Weekly Option, host Eric reviews last week's option trades—including a successful covered call on the 2X Long VIX Futures ETF, a cash‑secured put on Celas Life Sciences, a credit spread on First Majestic Silver, and...
By The Weekly Option
Social•Feb 28, 2026
Industrial Rebound Boosts Nonresidential Construction Stocks 15% YTD
GS: The nascent signs of rebounding industrial activity have lifted our list of stocks exposed to nonresidential construction activity by 15% YTD. Nonresidential construction stocks have sharply rallied recently https://t.co/F8JnFVqvAV
By Mike Zaccardi
Social•Feb 28, 2026
Bond Rally Threatened by Potential Strait of Hormuz Closure
Bond bulls that were celebrating 10y UST yields dropping <4% on Friday waking up Saturday morning to reports that the Strait of Hormuz is possibly being closed 👇 https://t.co/pg9o9TPdO5
By Luke Gromen
News•Feb 28, 2026
Cadence Design Systems, Inc. (CDNS): A Bull Case Theory
Cadence Design Systems (CDNS) traded at $299.46 on Feb 13, with trailing and forward P/E ratios of 77.2 and 37.7 respectively. The company sits at the core of the semiconductor value chain, supplying electronic design automation software, hardware emulation and IP,...
By Yahoo Finance – Top Financial News
Social•Feb 28, 2026
SPX Implied ~6800; P/E Drops 2 Points Since Nov 2025
With SPX implied near 6800, the P/E multiple is down almost 2pts from the November 2025 high https://t.co/bDmapKAmlt
By Mike Zaccardi
Social•Feb 28, 2026
Markets Rebound Fast After Geopolitical Shocks—Buy the Dip
Markets have survived every geopolitical shock in history Pearl Harbor took 307 days to recover. Kuwait took 189. 9/11 took 31. The average? 47 days Today the US and Israel struck Iran. History says buy the dip - but how long...
By Kathy Lien
News•Feb 28, 2026
Migration’s Shocking Impact on Adelaide House Prices Exposed
Kent Lardner, head of research at FoundIt, argues that migration has been a primary driver of Adelaide's soaring house prices, outweighing the traditionally emphasized supply constraints. He suggests that curbing net migration could reduce annual price growth from around 5%...
By Realestate.com.au News
Social•Feb 28, 2026
Call Skew Lowers Oil Spreads, Polymarket Binaries Boost Value
I wrote about Polymarket Iran markets and crude vols last week but didn't cover oil call spreads vs the odds. Jacked call skew makes call spreads cheaper in oil but the presence of Polymarket binaries creates a bid for them...
By Kris Abdelmessih
Social•Feb 28, 2026
Docebo's Net Remains Strong Despite Withholding Tax
If you haven't picked up these odd-lots yet there's still time to next week. Docebo's net should be nice even with some withholding tax headwinds. See details & disclaimers in my 'stack post:
By Rod Alzmann
News•Feb 28, 2026
Berkshire Hathaway’s Abel Vows Firm Will Thrive Beyond Buffett
Berkshire Hathaway CEO Greg Abel, in his first shareholder letter, pledged to uphold Warren Buffett’s value‑oriented philosophy and assured investors the conglomerate will thrive beyond Buffett’s tenure. Abel highlighted continuity in long‑term investing, disciplined capital allocation, and the firm’s resilient...
By Bloomberg — Business
Social•Feb 28, 2026
Semiconductor Boom Wipes $450B, Bonds Rally, Gold Soars
The best earnings report in semiconductor history erased $450 billion in two days. Bonds rallied through hot inflation. Gold hit its best month since 2012. Defensives surged while tech sold off. The regime is changing. https://t.co/n37OTbPZWx
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Feb 28, 2026
Hybrid Allocation Beats SPY: +2.6% Feb, 1.73 Sharpe
Monthly hybrid allocation signals +2.6% in February, versus a loss of 0.9% for $SPY ETF. YTD +6.8% versus 0.6% for SPY ETF. Sharpe ratio is 1.73 since Jan 2020 vs. 0.88 for SPY. Link in reply below. 👇 https://t.co/307eeSFnzN
By Mike Harris
Social•Feb 28, 2026
Holding Cash Guarantees Inflation‑Driven Underperformance
Sitting in cash is the opposite of investing, and invites long-term, dramatic underperformance. Holding cash is basically begging the Fed and Congress to light your money on fire via inflation. https://t.co/QMd0bkOkkZ
By Peter Mallouk
Social•Feb 28, 2026
Even Small Mortgage Savings Beat Retail Prices
"Grand slams and home runs are hard to get. But singles and doubles are still wins – that's still less money in the deal than buying at retail price." –Mortgage lender & financing expert Bryan Maddex (Podcast 476)
By Coach Carson
Social•Feb 28, 2026
Q2Metals Hits All‑time High in Lithium Exploration
Check out our latest #RockStockRecap + update with the lithium industry’s most exciting spodumene exploration story @Q2Metals which closed yesterday at an all-time high. $QTWO.V 👇👇
By Howard Klein
Social•Feb 28, 2026
Markel Confident 2025 Results Demonstrate Ongoing Shareholder Value
Markel 2025 Shareholder Letter: "I hope you share our confidence that the 2025 results, and those over longer time periods, provide a strong case for the value we have and will continue to create for our shareholders." https://t.co/vcbR3seqEk
By Alex Morris (TSOH Investment Research)
Social•Feb 28, 2026
Active Managers Cut US Equity Exposure to Five-Month Low
The NAAIM Exposure Index represents the average exposure to US Equity markets reported by Active Investment Managers. This week's NAAIM Exposure Index number is 74.93, the lowest reading since May. What do you think these folks are all so scared about? https://t.co/UbFEeY61e7
By J.C. Parets, CMT
Social•Feb 28, 2026
Iran Bans Hormuz Traffic, yet Tankers Still Sail
Iran is sending out warnings on VHF announcing the banning of all ships from the Strait of Hormuz. However, traffic is still moving. What's Going on with Shipping will be monitoring traffic through the Strait. https://t.co/0rPIFY825Q
By Sal Mercogliano
Social•Feb 28, 2026
Turkey's Lira Faces Pressure Amid Iran War Uncertainty
When markets open tomorrow night, they'll be hunting for winners and losers from war with Iran. Turkey is a big energy importer (red) and its trade deficit excluding gold and energy is near record levels (blue). Turkish Lira will be...
By Robin Brooks
Social•Feb 28, 2026
CEO Emphasizes Equity Focus; Weschler Handles 6% Portfolio
“At Berkshire, equity investments are fundamental to our capital allocation activities; responsibility ultimately resides with me as CEO. Ted Weschler manages about 6% of our investments, including a portion of the portfolio formerly overseen by Todd Combs…” - Greg Abel
By Sam Ro
Social•Feb 28, 2026
Nifty Falls 0.6% in Feb, Continuing Weak Start Trend
The Nifty does a -0.6% in Feb, maintaining the tradition of bad Jan+Feb in four of the last five years. https://t.co/V0aQo9OYRS
By Deepak Shenoy
Social•Feb 28, 2026
Berkshire's Cash Isn’t a Sign of Investment Retreat
“Many times in Berkshire’s history, some observers have suggested that our substantial cash position signals a retreat from investing. It does not…” - Greg Abel
By Sam Ro
Social•Feb 28, 2026
Coherent Scores 98 RS Rating, Momentum Model Entry
Coherent showing a 98 RS Rating, healthy trend, and steady earnings growth seen here on @IBDinvestors MarketSurge. It's in our QR Momentum model right now with a trailing exit zone around 220. $COHR #IBDPartner https://t.co/z5fR24UoO0
By Evan Medeiros
Social•Feb 28, 2026
IGV Rebounds From 52‑week Low, Signaling Sector Turn
Software ETF $IGV tagged 52 week-year lows and then reversed hard by Friday. We break down what it means for the sector, how it fits into the broader tape, and a few ideas we’re watching to kick off March. 📺 Watch...
By Evan Medeiros
Social•Feb 28, 2026
Gold +22%, Silver +31% Amid Global Chaos
The chaos doesn't stop. There's been Greenland, a yield spike in Japan, private credit ructions and AI. Now it's Iran. Easy to miss the forest for the trees and that's precious metals. Gold is up 22% this year. Silver 31%....
By Robin Brooks
Social•Feb 28, 2026
Price Is All That Matters, Says Market Technicians
“The three most important indicators are price, price, price.” Clint Sorenson explains how technicians cut through narratives and stay aligned with what the market is actually doing. Our latest episode of the Market Misbehavior podcast is now live. https://t.co/G8eAZWdOcL https://t.co/HlZFSdvMf7
By David Keller, CMT
Social•Feb 28, 2026
Community Buzzes Over 5‑Minute Macro Pro Q&A Clip
Our community is buzzin' about this 5 min clip from this week's Macro Pro Q&A Show https://t.co/MxH68qpK7Y
By Keith McCullough