During Prime Minister Narendra Modi’s state visit, India and Israel signed multiple agreements to deepen cooperation in technology and cybersecurity. The pacts create a joint innovation fund, enable real‑time cyber‑threat intelligence sharing, and launch collaborative projects in artificial intelligence, quantum computing, and digital health. The deals were announced amid heightened Middle‑East tensions over a potential U.S. strike on Iran, underscoring the strategic timing of the partnership. Both governments framed the accords as a way to bolster resilience against regional cyber threats.
Nickel prices began climbing in mid‑December 2025 as Indonesia signaled tighter supply, nudging the benchmark above US$17,000 per tonne. The market’s earlier volatility – a US$100,000‑per‑tonne spike in March 2022 that forced an LME trading halt – contrasts with the...

Wesfarmers reported that its Covalent Lithium joint‑venture refinery in Kwinana is producing high‑quality lithium hydroxide, but the commercial ramp‑up has been delayed by intermittent odor issues. The plant’s gradual scale‑up mirrors broader challenges at ex‑China hydroxide assets, including Albemarle’s Kemerton...
Investigative reporting reveals that Chinese firms are profiting from the illicit extraction of Venezuela’s “black sands” – coltan, niobium and tin – by partnering with armed groups. The minerals travel via river and land routes into Colombia, where fraudulent paperwork...
S&P Global downgraded Service Properties Trust (SVC) to B‑ from B, citing $2 billion of debt maturing over the next two years. Roughly 40% of the REIT's capital structure faces imminent repayment, raising liquidity and covenant concerns. The company sold 112...

Good to see Freddie Mac's weekly mortgage rate survey go sub-6% too. Not because it changes the math much, but because it will result in more positive news headlines and boost consumer sentiment. The type of stuff that can get prospective home...

The author proposes a nuanced premium‑valuation thesis that deviates from conventional high‑growth narratives. While the potential upside is modest compared with prior ideas, the investment case rests on differentiated catalysts such as pricing power, niche market positioning, and incremental margin...

Student loan refinance rates remained stable through February 26 2026, with Credible leading the market at a 3.69% fixed APR. Variable rates across lenders start around 3.99% and can climb higher as market conditions shift. Major platforms such as ELFI, LendKey, Splash,...
In order to have successful capital markets, you see the same things happen again and again. Since one man’s debts are another man’s assets, you have to keep interest rates not so high that they crush the debtor, without having them...

VITAS Healthcare, a Chemed Corp subsidiary, saw Q4 2025 revenue pressured by a Medicare payment‑cap liability that spiked to $6.1 million, largely in Florida. To offset the cap, the hospice shifted toward hospital‑based short‑stay referrals, which boosted patient volume but lowered...

Refurbishment projects now dominate the office development pipeline across the UK’s Big Nine regional cities, representing the majority of space under construction. The volume of refurbishment space rose 12% year‑on‑year as new‑build starts remain subdued due to rising construction costs...

Winter brings a hidden surge in household expenses as heating, travel, and discretionary comforts rise, often slipping past the scrutiny applied at other times of year. The article advises Canadians to audit the past four months of bills, separate true...

Stop guessing. Start trading probabilities. 📈 Price Wave Deviation Bands show you when price is statistically stretched — and when mean reversion or expansion is likely. This is how we trade structure, not emotion. Comment TOOLKIT 🧰 #daytrading #vwap #futures
Data‑center construction in North America’s eight primary markets fell to 5,994 MW at the end of 2025, marking the first year‑over‑year decline since 2020. Vacancy in these hubs is a historic low of 1.4%, while rent for 3‑10 MW spaces jumped 12.5%...
The Zacks Retail‑Home Furnishings sector faces headwinds from high mortgage rates, weak housing turnover, and tariff pressures, resulting in a 7.3% underperformance versus the S&P 500’s 20.4% gain. Despite the bleak backdrop, digital tools such as augmented‑reality visualizers and AI‑driven personalization...

Order Block Model The market moves with structure, not noise. Identify the right Order Block, wait for a clear Break of Structure, and enter with patience. Trade less. Trade smart. #OrderBlock #SmartMoney #PriceAction #ForexTrading #tradingstrategy

Today’s podcast covers the state of the union housing talking points and the recent home price index reports @housingwire @sarahteresa6 #realestate #housing #mortgagerates #economics #chartdaddy
Gold’s 2025 rally pushed bullion over 40% higher, its strongest annual gain since 1979, and sent the VanEck Gold Miners ETF soaring 155%. The surge propelled the world’s largest gold miners into record valuations, with Newmont and Agnico Eagle topping...
~84% of UK adults don’t invest through a Stocks & Shares ISA 🇬🇧 Here’s my take on why that’s a problem:

U.S. data centres seek to avert power price battle with voters After stagnating for more than a decade, U.S. electricity consumption has surged to a record high, driven primarily by growing demand from data centres handling artificial intelligence and other applications. But...
MP Materials announced a $1.25 billion investment to build a 120‑acre rare‑earth magnet campus in Northlake, Texas, under its “10X” program and a public‑private partnership with the U.S. Department of War. The facility will add roughly 10,000 metric tons of NdFeB magnet...

Marcus & Millichap negotiated the sale of Andrews Park Town Center, a 13,417‑square‑foot retail strip center in Camp Springs, Maryland, for $9.9 million. The property, built in 2021 on 1.2 acres, was fully leased to three national tenants—Advance Auto Parts, Domino’s Pizza and Beyond Dental—at...

The Aspen Institute’s Financial Security Program released “United We Stand: A National Strategy to Prevent Scams,” outlining a comprehensive framework to combat a $196 billion annual loss from fraud. The report identifies a four‑stage scam lifecycle and highlights fragmentation across financial...
How much of your net worth is your business? Knot in your stomach? Keep reading. Roman Khan (@RomanEcom) spoke at one of our eComFuel events a few years ago. If you ever get the chance to meet Roman in person, do...

The Dunkirk Port Authority has opened a 21‑hectare brownfield site for a potential AI‑focused data center, offering developers a power connection ranging from 400 MW to 700 MW. Power will be supplied by RTE from the nearby Flanders Maritimes substation, with a...

The Buffett Indicator – U.S. market‑cap to GDP – has surged to roughly 2.3 ×, the highest reading in decades, suggesting equities are markedly overvalued. The five largest U.S. firms now hold a combined market value equal to the nation’s GDP...

My February article is LIVE with @selfmagazine. As a monthly contributor, I share a new piece each month. We talk about budgeting. We talk about investing. We talk about building wealth. We don’t talk enough about what happens when life interrupts all of...

Onslow Bay Financial is preparing a $452.7 million asset‑backed securities offering backed by a pool of 1,952 home‑equity lines of credit. The ABS will be issued in eight tranches under the OBX 2026‑HE1 Trust, benchmarked to SOFR and maturing in February 2056. The...
Working with an anesthesiologist who made ~$400k in 1099 income in 2025. Expects a similar income in 2026. Lives in Tennesee. Files single. He's received all sorts of conflicting opinions from CPAs on SEP IRAs, solo 401ks, S corp, no...
VIX rejecting $20 and market curling a bit Not out of the woods yet need to fade back down under $19
Waste Management (WM) is entering a "year of harvest" after a $11.6 billion capex program that included a $7.5 billion Stericycle acquisition and extensive automation upgrades. Management projects 29% free‑cash‑flow growth in 2026, the strongest jump since the pandemic, and expects capex...

UBS's worst-case default rate for private credit is 15%. Up from 13% a month ago. For context, the 2008 leveraged loan default rate peaked at 10.8%. UBS is now modeling a scenario worse than the financial crisis for private credit. And they...

Airbus Defence and Space reported €13.4 billion in space revenues for 2025, an 11 % increase from the prior year, while Leonardo’s Space division posted just over €1 billion, also up 11 %. Both companies improved profitability through restructuring, cutting over 2,000 jobs and...

The Global Questions Series explores the Butterfly Effect, showing how tiny diplomatic signals or policy tweaks can cascade into major geopolitical outcomes. It explains that initial conditions—power balances, leadership psychology, and economic interdependence—shape the trajectory of international systems. By contrasting...

Warren Buffett on wealth building: focus on fundamentals, ignore the noise, and evaluate businesses with clarity. Smart investing is about patience, discipline, and knowing what you own. Most investors fail because they chase noise instead of value. 📈

This top II-ranked PC sell-side analyst made +54% per year from 1995–1999 running $15B … then founded a hedge fund that briefly became the largest in the world.
Ocado Group reported a 12% year‑over‑year revenue increase for 2025, with technology revenue up 13% and logistics revenue up 12%, while adjusted EBITDA margin rose to 25% from 16%. The stock fell about 6% after the release, as analysts flagged...
Chop chop and range market. Stay nimble short positions or long positions. Scrolling chart here looking for the next opportunity

Month end rebalancing has slight fixed income SELLING after today's move. That's rare for Feb since new 10yr and 30yr UST issuance usually leads to buying for index rebalancing. It's really all about the equity underperformance MTD. https://t.co/JSSOj5jEOD
Munich Re reported a 12% decline in fourth‑quarter net profit, posting €945 million versus €1.068 billion a year earlier, missing analyst expectations of €1.030 billion. The drop was primarily driven by adverse currency effects from a weaker U.S. dollar. Despite the quarterly dip,...

Moontower for today... 🌙options policework A highly useful and approachable post (well that claim is for you to decide) for deconstructing a bad beat, how to manage the position, and basic sizing framework https://t.co/lriLcCfSTC https://t.co/zBmPgdFBWn
SB 79, which legalized hundreds of thousands of new infill homes within walking distance of transit, is perhaps the biggest environmental win of a generation, yet the old guard of environmentalism can't even recognize it as such.
Latest episode of the Trading Global Macro Podcast discusses market sentiment. @MWellerFX and I touch on sentiment surveys, market-based positioning and looser measures (eg headlines, search trends) - and how to integrate it into your market analysis: https://t.co/B06D4S71N8

Russell 2000 $IWM top 25 holdings. Shows a meaningful shift from early Q4 last year. Top holdings have rotated from speculative tech optionality toward industrial/defense/capex cyclicals over the past few months. https://t.co/c24tFJQjc5

$USO Daily. Strong upside reversal in crude oil today, off 20-day m.a. for ETF. I'm still using oil as a gauge for how serious Iran situation is. https://t.co/w7SKdZNPuo
It will be a quick turn from today's 7y auction to month end tomorrow. Reminder Feb duration extension will be larger Friday as it always is in a refunding month.
Tax season can be busy. Here’s what taxpayers should know about filing for extension, making payments and planning for the unexpected. https://t.co/18PsgNFiEr

$nvda failed fast. At lead u had $193.50 to use to adjust as it hit $184.58 pretty fast. https://t.co/YM6ciJGW9t

What are home prices doing? Here’s a look at some traditional price metrics and a few price indexes. I think it’s important in today’s market to look beyond just the median and average. https://t.co/flulXSqx4R
A technical setup is only as good as the market environment it lives in. Position sizing and risk management are tools to make up for the uncertainty.