News•Feb 27, 2026
Atresmedia Defies TV Ad Downturn with €1bn FY Revenues
Spanish broadcaster Atresmedia posted €1 billion in net revenues for FY 2025, a marginal decline from €1.01 billion in 2024, despite a 4.4 percent contraction in the domestic TV advertising market. EBITDA fell sharply to €87.7 million, but the company noted that, excluding redundancy‑related provisions, adjusted EBITDA would have been €133.3 million. Operating profit and net profit more than halved, reaching €70.1 million and €62.1 million respectively, though adjusted figures were higher. Growth in content production, SVOD platform Atresplayer and a 61.8 percent jump in other income helped offset advertising weakness.
By Advanced Television
Social•Feb 27, 2026
Massive HDFC Bank Sell‑off Signals Underlying Issue
So you are telling me I should say the most sacred bank in India, HDFC Bank, and buy PSU banks with an excellent track record? - What am I not drinking that I do not get it? Investors are...
By Rohit Srivastava
Social•Feb 27, 2026
Daily FII Flows Mislead; Trust Wave Analysis Instead
Even until yesterday, you could hear the media talking about FII flows being positive for FEB and supporting the market. I give zero credit to daily flows to decide which way the market will head. But just an update after...
By Rohit Srivastava
Blog•Feb 27, 2026
Market Price Cap to Increase to $23,200/MWh From 1st July 2026
The Australian Energy Market Commission (AEMC) announced that the National Electricity Market (NEM) Market Price Cap (MPC) will increase to $23,200 per megawatt‑hour (MWh) for the 2026‑27 financial year, effective 1 July 2026. This follows a staged rise from $17,500/MWh in FY 2024‑25...
By WattClarity
News•Feb 27, 2026
US Missile Deliveries to Philippines Are Pointless and Escalatory
The United States announced plans to deploy additional advanced missiles in the northern Philippines, positioning them as a deterrent against Chinese aggression near Taiwan and the South China Sea. Washington argues that mobile, land‑based systems complicate any Chinese offensive and...
By Asia Times – Defense
Blog•Feb 27, 2026
This Week's Chart, Next Week's Markets
The Economist’s language analysis shows State of the Union speeches have increasingly dwelled on past achievements, a trend echoed by President Trump’s nostalgic rhetoric. Investors are left questioning the outlook for a country that spends more time reminiscing than forecasting....
By Leading Thoughts: Geopolitics, Economics & Markets
Blog•Feb 27, 2026
Point72 Tops Citadel and Millennium Returns as Multi-Strategy Funds Soar:
Point72 posted a 2025 return of roughly 17.5%‑18%, outpacing Citadel’s Wellington fund (≈10.2%) and Millennium (≈10.5%‑11%). The outperformance underscores how multi‑strategy platform models are flourishing in a post‑zero‑rate environment marked by high dispersion, AI‑driven equity rallies and policy‑driven volatility. Point72’s...
By HedgeCo.net – Blogs
Blog•Feb 27, 2026
Man Group Profits Dip Despite Record AUM: Scale Alone Is No Longer Enough:
Man Group reported a record level of assets under management, yet its quarterly profit fell. The dip stems from lower performance‑fee income, intensified fee compression, and higher technology and research costs as the firm expands its quantitative and credit platforms....
By HedgeCo.net – Blogs
Blog•Feb 27, 2026
NVIDIA Positions Groq as It Once Did Mellanox, with LPU Set to Become the Latency Weapon in the Inference War
NVIDIA announced a non‑exclusive agreement with Groq valued at up to $20 billion, positioning the startup’s low‑latency processing units (LPUs) as a core component of its inference strategy. CEO Jensen Huang likened the integration to the earlier Mellanox acquisition, suggesting LPUs...
By Igor’sLAB
Blog•Feb 27, 2026
Why Systematic and Global Macro Are Back at the Center of Institutional Portfolios:
Institutional investors are rebalancing portfolios toward quantitative and global macro hedge‑fund strategies as volatility, rate uncertainty, and geopolitical shocks return. The shift reflects a deeper focus on true diversification, liquidity, and defensive alpha rather than pure yield hunting. Modern quant...
By HedgeCo.net – Blogs
Podcast•Feb 27, 2026•48 min
TWIFO 486: Widowmakers and Lethal Weapons
In this episode of This Week in Futures Options, host Mark Longo and guest Carly Garner discuss the week’s market movers, highlighting strong gains in precious metals like silver (+12.5%) and platinum (+8.78%) while noting declines in energy and agricultural...
By This Week in Futures Options (TWIFO)
Blog•Feb 27, 2026
It’s Never Too Late
A 46‑year‑old with a $3,055 IRA in 2004 began regular contributions and, despite market crashes, let compounding work for him, growing the account to $961,680 today. The story underscores that disciplined, bi‑weekly investing can transform modest balances into retirement‑ready wealth....
By Humbledollar
Social•Feb 27, 2026
Strategic Lithium Reserve Needed to Stabilize Supply
I’ve submitted formal comments into the docket. My core message: supply diversification alone is not enough. If we want durable investment in allied lithium production and processing, we must address price volatility. Lithium’s boom-bust cycles have repeatedly delayed capital formation and midstream...
By Howard Klein
News•Feb 27, 2026
Global Funds Return to India as Earnings Outlook Improves
Global funds are pouring back into Indian equities, buying about $2.1 billion of shares in February – the strongest monthly inflow in eight months. The rebound follows a record outflow in 2025 and is driven by a newly signed US‑India trade...
By The Hindu BusinessLine – Markets
News•Feb 27, 2026
PACS Touts Zero-Deficiency Surveys, High Occupancy and 73% of Facilities Earning Top-Tier Star Ratings
PACS Group reported FY 2025 revenue of $5.29 billion, up 29% year‑over‑year, and net income of $191.5 million, driven by strong occupancy and disciplined acquisitions. Occupancy averaged 89.1% overall and 94.9% at mature facilities, well above the industry average. More than 73%...
By Skilled Nursing News
Social•Feb 27, 2026
Weaker Dollar Raises Import Costs, Boosts Export Appeal
"When the dollar falls in value... it takes more of our dollars to buy stuff from abroad." That’s the basic math of a weaker currency: imports cost more, and so do the everyday items with imported parts. The upside is...
By Justin Wolfers
Social•Feb 27, 2026
Nornickel Forecasts Nickel Surplus, Tight Copper Post‑2025, PGM Rally
Nornickel sees nickel surplus, tighter copper after 2025, and a renewed PGM rally led by investor demand. https://www.metalnomist.com/2026/02/nornickel-nickel-surplus-and-copper.html
By The Metalnomist
Blog•Feb 27, 2026
Japan Capital CPI Slips Under BOJ Target in Policy Test
Tokyo’s February CPI showed headline inflation at 1.6% year‑on‑year, while core inflation slipped to 1.8%, falling below the Bank of Japan’s 2% target for the first time in 16 months. The core‑core measure, which excludes fresh food and energy, accelerated...
By investingLive – Asia-Pacific News Wrap
Social•Feb 27, 2026
HPQ Beats, AI PCs Rise, Memory Costs Pressure Margins
Been traveling, catching up on earnings. $HPQ had a double beat, and for the guide made clear that costs and mix drive the next stage, not demand. • Personal Systems did the heavy lifting: $10.25B (+11% YoY) with units up...
By Patrick Moorhead
Social•Feb 27, 2026
Investment Hinges on Capital Cost, Not Cash Windfalls
The tariff refund issue is fun to follow. But it doesn't matter much for the macroeconomy. Business investment determined more by cost of capital than cash availability. Keynesian multiplier very low on one-time transfers to businesses. And debt impact large...
By Jason Furman
Blog•Feb 27, 2026
Is Your HELOC Rate Actually Competitive? Here’s How to Tell
The article breaks down how Home Equity Line of Credit (HELOC) rates are calculated, emphasizing the prime‑plus‑margin formula. It shows competitive margin ranges by credit tier—prime + 0‑1% for excellent scores and higher for fair credit. It also warns that introductory rates...
By The Mortgage Reports
Social•Feb 27, 2026
Multiple Quotes Save Money—30 Minutes, $100+
Most people overpay simply because they never get multiple quotes. Need insurance? Get multiple quotes. Need a wedding cake? Get multiple quotes. Need a plumber? Get multiple quotes. It’s the best ROI on your time. 30 minutes can save you $100+
By The Money Cruncher
Social•Feb 27, 2026
FnGuide's Index Business Undervalued Amid Explosive AUM
With its index business now >50% of revenues, FnGuide is becoming a KOSPI market proxy on steroids. But I think the index AUM rising from KRW 14 trillion to 50 at 40%+ incremental margins is still underrated. I'm getting to...
By Michael Fritzell
Blog•Feb 27, 2026
The $9.95 Scam…
The senior life‑insurance market is promoting ultra‑low‑price ads that promise coverage for $9.95 a month, but the fee applies only to a single unit of protection. For an 80‑year‑old, one unit typically provides about $650 of death benefit, meaning meaningful...
By Humbledollar
Social•Feb 27, 2026
China's True Trade Surplus Far Larger Than Reported
China's surplus is understated after 2022, as China adjusted its BoP methodology to shade its reported surplus down -- and given China's size, its surplus is massive v the global economy (even more true using customs trade) 1/2
By Brad Setser
Social•Feb 27, 2026
HK Inflation Near Target, Currency Board Proves Effective
Hong Kong’s inflation rate comes in at 1.1%/yr in January, JUST A TAD below its de facto 2%/yr inflation target. Hong Kong’s Dollar-Based Currency Board is WORKING LIKE A CHARM. https://t.co/7NNKGjeDXe
By Steve Hanke
News•Feb 27, 2026
Energy Insiders Podcast: China’s Clean Energy Surge Reshapes Coal, Oil and the Grid
China’s clean‑energy surge is reshaping its energy landscape, with record solar installations and a 30% jump in wind capacity driving more than a third of the nation’s economic growth. Lead analyst Lauri Myllyvirta highlighted that renewable build‑out now outweighs traditional...
By RenewEconomy
Social•Feb 27, 2026
Syfe Launches JPMorgan Active ETF Strategy as First WealthTech Partner
🇸🇬 Syfe becomes first #WealthTech partner to launch JPM AM's active ETF strategy: While #JPMorgan provides research insights and market perspectives, @SyfeSG remains responsible for all portfolio decisions. @financialit_net. #WealthManagement https://t.co/aJqdfpeMKr
By Urs Bolt
Social•Feb 27, 2026
BAP.ax Plunges 48%, Confirming Trend‑driven Surprises
$BAP.ax down 48% today. Surprises tend to happen in the direction of the prevailing trend. https://t.co/8MXlffwnuZ
By The Chartist (ASX/US)
News•Feb 27, 2026
Renaissance at Market Speed: UK Wholesale Finance in 2026
At the Goldman Sachs EMEA Head of Trading conference, FCA chief executive Nikhil Rathi outlined a sweeping reform agenda aimed at cementing the UK’s position as a global wholesale‑finance hub. He highlighted recent regulatory wins – from tighter market‑abuse enforcement...
By UK FCA – News
Social•Feb 27, 2026
AI Data Centers Will Need Their Own Power Sources
“Bring your own power” is coming for AI data centers Higher rates, curtailment, and political backlash are growing as data centers strain grids https://t.co/oS784Z1ZAk #AI #datacenters #energy #powergrid #naturalgas #PJM #infrastructure #geopolitics
By Art Berman Blog
Social•Feb 27, 2026
US ITC to Study Impact of Stripping China’s Trade Status
Reuters: The U.S. International Trade Commission said on Thursday it would investigate the economic impact of revoking China’s permanent normal trade status over a six-year period, a move that would likely increase tariffs on Chinese imports. https://t.co/T0xSqrLDgN
By Jonathan Cheng
News•Feb 27, 2026
Some of Warner Bros. Games' 'Biggest Franchises' To Return Starting Next Year, Netflix Backs Out of Bidding War with Paramount
Warner Bros. Discovery announced that its gaming division will refocus on its flagship franchises—Harry Potter, Game of Thrones, DC and Mortal Kombat—with new releases expected in 2027‑28. The company described 2025 as a reset year after shutting down MultiVersus and...
By EventHubs
Social•Feb 27, 2026
Italy's Carbon Rebates Hide High Power Costs, Gas Dominates
Italy wants to mask high power prices by rebating carbon costs But gas still sets the marginal price and firm capacity is still scarce. When will Europe learn it can't regulate its way around energy constraints? https://t.co/bvwbqV1FTZ #EnergyPolicy #PowerMarkets #CarbonMarkets #EnergyTransition #EnergyPhysics
By Art Berman Blog
Social•Feb 27, 2026
Korea Faces Speculative Bubbles Approximately Every Five Years
It seems like Korea goes through these speculative bubbles every five years or so https://t.co/jCSmYlbkaj
By Michael Fritzell
Blog•Feb 27, 2026
PBOC Cuts FX Risk Reserve Ratio to 0%, Slowing Yuan Appreciation
China's PBOC will cut the foreign‑exchange risk reserve ratio for forward FX sales from 20% to 0% starting March 2, 2026. The move aims to ease hedging costs, curb excessive yuan appreciation, and signal a shift from emergency policy tools....
By investingLive – Asia-Pacific News Wrap
Social•Feb 27, 2026
China Cuts Shorting Costs, Drops 20% Reserve on Yuan Forwards
China Moves to Tame Yuan Rally by Slashing Shorting Costs—Chinese banks won’t be required to set aside a 20% risk reserve on forward currency trades https://t.co/myGXkMjp6X https://t.co/myGXkMjp6X
By Jonathan Cheng
Social•Feb 27, 2026
Questioning the Moat of Japan Company Handbook
The Japan Company Handbook on m-up 3661 JP… not sure whether it’s moaty enough https://t.co/Aqsud8W7VX
By Michael Fritzell
News•Feb 27, 2026
Virgin Australia Flags Boost to Velocity Loyalty Program, Profit Jumps
Virgin Australia reported an 11.7% rise in half‑year pre‑tax earnings to $490 million, driven by strong leisure demand and a $200 million boost from its transformation programme. The airline’s underlying pre‑tax margin expanded to 14.8%, up 40 basis points, as fuel savings...
By Sydney Morning Herald – Business
Social•Feb 27, 2026
Block Cuts Workforce, Shares Surge 26% Post‑layoffs
Block lays off nearly half the company. Stock jumps as much as 26% after hours… and still isn’t back to the January 2026 highs. $XYZ
By Wall Street Wingman
Social•Feb 27, 2026
Japan Takes 10% Stake in Rapidus, Secures Veto
Japan government to hold 10% voting rights in Rapidus but with veto power https://t.co/pU84OOzRCg via @NikkeiAsia
By Paul Triolo
Blog•Feb 27, 2026
A PIN to Protect Your Tax Return
The IRS offers a six‑digit Identity Protection PIN (IP PIN) to safeguard taxpayers from filing fraud using their SSN or ITIN. Anyone with a valid tax identifier can enroll, and parents may obtain PINs for dependents. The quickest method is through...
By Humbledollar
Social•Feb 27, 2026
Nvidia Secures Limited H200 Chip License for China
Nvidia said it secured a license to ship a small number of its less advanced H200 chips to customers in China, inching forward in its bid to return to the world’s largest semiconductor market Small number? https://t.co/qcOey50mOL
By Paul Triolo
Social•Feb 27, 2026
SB 1216 Rewards Cities Actively Building Housing
All of the bills we're sponsoring are great, but I'm especially excited about this one: after years of state mandates to plan and adopt policies, SB 1216 will recognize cities that are actually building housing and afford them warranted flexibiltiy/grace...
By Nolan Gray
News•Feb 27, 2026
Former Housing Secretaries to Give Evidence on Leasehold Reform
Former housing secretaries Angela Rayner and Lord Michael Gove will appear before the Housing, Communities and Local Government Committee on 3 March to give evidence on the Draft Commonhold and Leasehold Reform Bill. The session will also hear leasehold campaigners, the Residential Freehold Association...
By Property Industry Eye
Social•Feb 27, 2026
S&P Near Record, Nasdaq Slides, FANG Plunges
The S&P 500 is less than 2% from its all-time high. The Nasdaq 100 is down nearly 5%. The NYSE FANG Index is down 17%. Three indexes. Three very different pictures. Full breakdown with charts: https://t.co/1Skwzjqna3 https://t.co/NAO3m5uBUh
By Frank Zorrilla
Social•Feb 27, 2026
Netflix Skips Pricey Bid, Shares Jump 8%
Bottom line: Netflix walked away from an expensive bidding war that wasn't prudent and in doing so, it conveniently leaves one competitor saddled with debt and two competitors burdened by a very long, distracting regulatory approval process — Investors agree. $NFLX...
By Sara Fischer
News•Feb 27, 2026
Upsizers Are Back and Are Buying Bigger Homes
Upsizers reclaimed dominance in the UK housing market, accounting for 70.3% of all property moves in Q1 2026 – the strongest share since May 2021. Mortgage usage rose to 82.5%, the highest level in eight years, reflecting renewed borrower confidence as borrowing...
By Estate Agent Today
Social•Feb 27, 2026
Half of People Don't See 401(k) as Investment
Consider the everyday person's knowledge of money: When I ask them about their investments, roughly 50% do not count their 401(k) as an investment. They think of it as something totally separate
By Ramit Sethi
Social•Feb 27, 2026
Fed Seeks to Block DOJ Subpoenas in Secret Probe
The DOJ probe of the Federal Reserve is playing out behind closed doors The Fed, in sealed proceedings, is asking a judge to quash the subpoenas, which could reduce or eliminate its obligation to respond via @cryanbarber @sgurman https://t.co/HvnC5W8ImQ
By Nick Timiraos