Blog•Feb 10, 2026
Americans’ Credit Card Balance Hits $1.3 Trillion
The New York Federal Reserve’s latest household‑debt report shows U.S. credit‑card balances climbing to a record $1.3 trillion in the fourth quarter, while the number of open accounts also hit an all‑time high. The surge reflects persistent consumer spending despite elevated inflation and tighter credit conditions. Mortgage and auto‑loan growth slowed, leaving revolving credit as the primary driver of household debt expansion. Analysts warn that the mounting balances could strain finances as interest rates rise.
By Heisenberg Report
Blog•Feb 10, 2026
Consus Ag Consulting Afternoon Wrap Up
The episode reviews the afternoon market dynamics for corn, soybeans, wheat, and livestock futures, noting a shift from steady to lower overnight prices before a positive day‑trade bounce driven by soy meal and oil strength and weather concerns in South...
By Consus Consensus
Blog•Feb 10, 2026
Americans Now Have Much More Money in IRAs than 401(k)s. Why That Leaves Workers More Vulnerable.
The U.S. private‑sector retirement system is witnessing a historic shift, with IRA balances now exceeding 401(k) assets by roughly $7 trillion. This migration moves workers’ savings out of the ERISA‑protected 401(k) framework into a less regulated IRA environment. IRAs lack the...
By Squared Away (CRR)
Blog•Feb 10, 2026
Why Buying Silver Bars Online Is a Smart Investment Choice
Buying silver bars online is presented as a practical way to add a tangible, low‑cost precious metal to a diversified portfolio. The article highlights that online bullion dealers offer broader product ranges, real‑time pricing and lower overhead, which translate into...
By Think Save Retire
Blog•Feb 10, 2026
Thermal (and Industrial) Coal Update - 10 Feb
In this episode, the host reviews recent price movements in South African thermal and industrial coal, highlighting a notable price rally driven by strong demand from Indian sponge‑iron and cement producers. The discussion references insights from the McCloskey OPIS coal...
By The Coal Trader
Blog•Feb 10, 2026
USD/JPY Continues to Fall After US Retail Sales Miss
USD/JPY fell for a second day as Japan’s new lower‑house majority under Prime Minister Fumio Takaichi spurred a rally in Japanese equities and a shift of capital into the yen. The decline was amplified by weak U.S. retail‑sales data and...
By investingLive – Asia-Pacific News Wrap
Blog•Feb 10, 2026
U.S. Secretary Of State: Brazil & China To 'Trade In Own Currencies & Get Around The Dollar'
U.S. Secretary of State Marco Rubio highlighted Brazil's new trade agreement with China that will use their own currencies instead of the U.S. dollar, signaling a shift toward a secondary, dollar‑independent global economy. He warned that as more nations transact...
By Arcadia Economics’ Gold & Silver Daily
Blog•Feb 10, 2026
US Employment Costs Are Still Falling
The U.S. Bureau of Labor Statistics reported that the Employment Cost Index (ECI) fell for the second straight quarter, marking the slowest annual wage growth in more than four years. In Q4, total compensation rose just 2.8% year‑over‑year, down from...
By Heisenberg Report
![[CW6] The Washington Minerals Summit (and Its Derivatives), Oak Ridge’s Renaissance, and the Uranium Policy Wave](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://substackcdn.com/image/fetch/$s_!Lzc6!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F01a1bf0f-a07f-4ec1-ad53-1b0487956974_850x850.png)
Blog•Feb 10, 2026
[CW6] The Washington Minerals Summit (and Its Derivatives), Oak Ridge’s Renaissance, and the Uranium Policy Wave
The episode reviews a wave of concrete investments and policy moves across critical minerals, highlighting the Washington ministerial where the US stepped back from price‑floor schemes while Australia pressed ahead with its Strategic Reserve, and Brazil’s Serra Verde secured a...
By The Critical Minerals Journal (Substack)
Blog•Feb 10, 2026
Bonds Taking a Pre-NFP Lead-Off
Bond yields pulled back toward the 4.1‑4.2% band after weak retail‑sales data, reversing a brief flirtation with the 4.30% ceiling on the 10‑year Treasury. The market is now pricing in a softer labor outlook ahead of the February non‑farm payrolls...
By Mortgage News Daily – MBS Live Commentary
Blog•Feb 10, 2026
American Consumers Slam On The Brakes
The U.S. Commerce Department reported that January 2026 consumer spending stalled, with retail sales slipping amid unusually cold weather. Month‑over‑month retail sales fell 1.2%, while personal consumption expenditures dropped 0.8% year‑over‑year. Analysts say the weather‑induced headwind temporarily depressed demand, but...
By Heisenberg Report
Blog•Feb 10, 2026
Which Latin American Leaders Will Be Forced From Power in 2026?
In this episode the host examines prediction‑market odds for Latin American leaders being ousted before the end of 2026, using data from Kalshi and Polymarket. He highlights Cuba, Venezuela, Bolivia and Ecuador as the most volatile cases, while noting that...
By Latin America Risk Report
Blog•Feb 10, 2026
PO Nilsson Back at the Helm of PriorNilsson Yield
Per‑Olof Nilsson, co‑founder of PriorNilsson Fonder, has resumed his role as lead portfolio manager of the low‑risk hedge fund PriorNilsson Yield, a position he held from the fund’s launch in 2002 until August 2025. The transition does not alter the...
By HedgeNordic
Blog•Feb 10, 2026
The Market Brief
The episode reviews the S&P 500’s pause just short of record highs as investors await upcoming U.S. economic data, starting with retail sales. It highlights that technology stocks led the recent rally, buoyed by AI news from OpenAI, and that...
By QuantVue – The Market Brief
Blog•Feb 10, 2026
The Capture of Tequila’s Mayor Uncovers a Gruesome Truth
The episode examines Mexico’s Operation Swarm, focusing on the February 12 arrests of more than a dozen officials from the tourist town of Tequila, including its mayor, for colluding with organized crime. It explains how the operation, championed by President‑elect...
By The Mexico Political Economist
Blog•Feb 10, 2026
The Digital Yuan and the New Geography of Monetary Power
The episode examines how China’s digital yuan (e‑yuan) reshapes the internationalization of the renminbi by focusing on usage rather than ownership. It explains that traditional barriers were convertibility and capital controls, which limited the ability to sell or move RMB...
By The Central Banks’ Watcher
Blog•Feb 10, 2026
Selling a House in Switzerland: The Complete Guide
The guide walks sellers through every stage of a Swiss property sale, from initial pricing and mortgage planning to the final notary signing. It highlights the choice between DIY sales and hiring an agency, emphasizing the cost‑benefit of professional marketing...
By The Poor Swiss
Blog•Feb 10, 2026
Emerging Markets Continuing To Emerge
The US MSCI index has underperformed global peers in 2025, ending a year of relative strength. Investors are shifting toward high‑growth emerging‑market stocks such as South Korea, Brazil, Mexico, and Taiwan, while Japan rallied 5.7% after a decisive election. The...
By Yardeni QuickTakes
Blog•Feb 10, 2026
Despite 4 Years of Mass-Layoffs at Alphabet & Amazon, Headcount Rose in 2025, Nearly Flat with Peak, as Hiring Continued
Alphabet’s 2025 year‑end headcount rose by 7,497 employees, barely below its 2023 peak, while Amazon added roughly 20,000 workers to reach 1.576 million, just 2% shy of its 2021 high. Both companies experienced massive hiring surges in 2020‑21—Alphabet grew 60% and...
By Wolf Street
Blog•Feb 10, 2026
The Cost of Fragmentation: A Comparison of State Affordable Housing Finance Governance Systems
The Terner Center released a new series of resources that examine how U.S. states govern affordable‑housing finance, highlighting the costly fragmentation of multiple agencies and programs. An interactive map and a landscape scan of all 50 states reveal which entities...
By Terner Center Blog: No Limits (UC Berkeley)
Blog•Feb 10, 2026
U.S. Treasury Rates Weekly Update for February 6, 2026
U.S. Treasury yields slipped across the board for the week ending February 6, 2026. The benchmark 30‑year rate fell 0.02 percentage points, while the 10‑year yield dropped 0.04 points to 4.22 %. The 3‑year Treasury rate settled at 3.57 %, reflecting a modest broad‑based decline. These...
By Chet Wang Blog (Municipal Bonds)
Blog•Feb 10, 2026
The ASC Sale-Leaseback Opportunity
Ambulatory Surgery Center (ASC) owners are increasingly using sale‑leasebacks to unlock the equity tied up in their buildings. By selling the property to an investor and signing a 10‑15‑year triple‑net lease, physicians retain operational control while converting real‑estate assets into...
By The Tenant Advisor
Blog•Feb 10, 2026
$235M Sale Of Jameson's Broadway Tower Under Creditor Protection Cancelled
The episode dissects the collapse of a $235 million sale of Jameson Development’s 28‑storey tower at 2538 Birch Street in Vancouver, which was under Companies’ Creditors Arrangement Act protection. It explains how funding from BC Housing was suspended, leading to a...
By The Realist (Substack)
Blog•Feb 9, 2026
Income Investing Beyond Dividends: Incorporating Options Into Your 2026 Yield Plan
The episode explores how income investing has shifted from relying solely on dividends to incorporating options strategies like covered calls and cash‑secured puts to generate cash flow, especially from non‑dividend‑paying growth stocks. It explains the mechanics of these strategies, their...
By The Lead‑Lag Report – Blog
Blog•Feb 9, 2026
💊 Hims & Hers: When the Growth Story Runs Into the Regulator
In this episode Edward Corona dissects the sudden 16% plunge of Hims & Hers Health (HIMS), linking it to a dual blow from GLP‑1 hype‑driven expectations and mounting legal and FDA scrutiny. He explains how lawsuits and regulatory pressure are...
By The Options Oracle (Closing Bell Recap & Premarket)
Blog•Feb 9, 2026
US Grain Storage Capacity Growth Has Stopped
US grain storage capacity expanded steadily from 2000 to 2019, adding roughly 350 million bushels per year, but growth has essentially stopped after 2020. Meanwhile, crop production kept rising, pushing the surplus capacity margin down to just 5 % in 2025. On‑farm...
By Farmdoc daily
Blog•Feb 9, 2026
Will Job Losses Spoil America’s ‘Goldilocks Plus’ Economy?
The United States continues to be described as a ‘Goldilocks Plus’ economy, balancing low inflation with solid growth. Recent data show the labor market still tight, but a wave of layoffs in technology and manufacturing raises concerns. Analysts warn that...
By Heisenberg Report
Blog•Feb 9, 2026
Pagaya Technologies (PGY): Q4 2025 Earnings Review
The episode dissects Pagaya Technologies' Q4 2025 earnings, highlighting revenue of $335M (slightly below estimates) and a record GAAP net income of $34M boosted by one‑off tax benefits. Management explained a deliberate slowdown in growth to protect profitability, cutting exposure...
By MVC Investing
Blog•Feb 9, 2026
The Biggest Buyer Of US Stocks Isn’t Going Away
Investors are confronting a new capital‑allocation landscape as hyper‑scale cloud firms pour record capex into AI infrastructure, squeezing the cash traditionally earmarked for share buybacks. The article argues that despite this shift, the market’s largest shareholder – passive index funds...
By Heisenberg Report
Blog•Feb 9, 2026
Software Company monday.com Plunges 22% Today, -82% From High, -50% From IPO Price, Into Our Imploded Stocks
Monday.com’s shares tumbled 22% to about $76.70 after its earnings release, marking a record‑low close. The stock is now 82% below its November 2021 peak and 51% beneath the $155 IPO price. While Q4 revenue rose 25% to $334 million and beat...
By Wolf Street
Blog•Feb 9, 2026
Switch to TurboTax & File All Forms Free by 2/28 Promotion (+ 10% Off for Previous Users)
TurboTax is offering a limited-time promotion that lets new mobile‑app users file federal and state returns for free, covering all forms included in its Deluxe and Premium tiers. The offer excludes the web platform and any TurboTax Experts products, requiring...
By 20 Something Finance
Blog•Feb 9, 2026
North American Oil Data Deck (February 2026)
The February 2026 North American Oil Data Deck reveals that petroleum liquids output hit a record 31.4 million barrels per day, driven by a surge in Canadian production that more than compensated for flat U.S. and Mexican output. Meanwhile, continental...
By Commodity Context
Blog•Feb 9, 2026
How to Do Your Taxes in 2026: A DIY Tax Filing Guide
The 2026 tax filing season (for the 2025 tax year) officially began on January 26, 2026, with the deadline set for April 15, 2026. Inflation adjustments raised tax brackets, standard deductions, and contribution limits, while the OBBBA legislation expanded the SALT cap to $40,000...
By 20 Something Finance
Blog•Feb 9, 2026
How to Pay Taxes with a Credit Card (and Profit) in 2026
The IRS still permits tax payments via credit or debit cards through two processors, ACI Payments (1.85%‑2.95%) and Pay1040 (1.75%‑2.89%) for 2026. By pairing a cash‑back card that earns at least the processing rate, taxpayers can offset fees and even...
By 20 Something Finance
Blog•Feb 9, 2026
Average Homeowner Tenure Rises To 8.6 Years (Americans Aren’t Moving Much)
The average U.S. homeowner now stays in a property for 8.6 years, the longest stretch since the early 2000s. Rising home prices and persistently high mortgage rates are forcing owners to hold onto homes longer, while the share of Americans...
By Confounded Interest
Blog•Feb 9, 2026
Amazon: 2026 Update
The author has refreshed his proprietary Amazon valuation model using the company’s latest 10‑K filing, projecting financial performance through 2026. The update incorporates recent trends in e‑commerce, cloud services, and advertising revenue streams. Detailed assumptions and calculations are hosted behind...
By MBI Deep Dives
Blog•Feb 9, 2026
AM Resilience After Overnight Weakness
Overnight Treasury markets experienced a sharp, high‑volume move despite a relatively narrow price range. The volatility was triggered by news that Chinese regulators asked banks to limit their exposure to U.S. Treasuries. Domestic traders quickly digested the information, and by...
By Mortgage News Daily – MBS Live Commentary
Blog•Feb 9, 2026
India and the US Rewire Trade in the Indo-Pacific
The episode examines the interim U.S.-India trade deal announced in February 2026, which cuts U.S. tariffs on Indian goods from 50% to 18% and obliges India to cease Russian oil imports in favor of U.S. energy supplies. It traces the...
By Pantheon Insights
Blog•Feb 9, 2026
Does Sheinbaum Really Care About Cuba? And How Likely Are US Military Strikes in Mexico?
The episode examines the increasingly fraught relationship between Mexico’s President‑elect Claudia Sheinbaum and former U.S. President Donald Trump, focusing on five intersecting issues: Mexico’s humanitarian aid and oil shipments to Cuba, alleged ties between Venezuela’s Maduro regime and Mexico’s Morena...
By Latin America Risk Report
Blog•Feb 9, 2026
Private Credit Defaults
The episode dissects private‑credit defaults, arguing that most defaults are driven by borrower‑specific (idiosyncratic) factors rather than systemic risk, which the media often exaggerates for clicks. Data from the Cliffwater Direct Lending Index shows realized losses remain well below historic...
By Larry Swedroe on Substack
Blog•Feb 9, 2026
Free Webinar: Venezuela’s Oil Industry
In this free webinar, host Doug Garber brings together oil market veteran Paul Sankey and AlphaSense researcher Xavier Smith to dissect the current state of Venezuela’s oil sector. They explore the country’s production potential, the political and operational barriers that...
By The Crude Chronicles
Blog•Feb 9, 2026
EM January Repeat Riff Needles Nostalgia Nod
The episode examines the surge in emerging market (EM) debt and equity performance through January 2025, noting record growth rates and unprecedented fund inflows. It compares today’s bullish sentiment to the pioneering phase of EM investing four decades ago, highlighting...
By Kleiman International
Blog•Feb 9, 2026
Uncommon Sense: Warren Buffett in Milan
In May 2008 Warren Buffett concluded a four‑day European roadshow in Milan, where he fielded questions from MBA students about investing, management, and life. The trip was part of Berkshire Hathaway’s hunt for family‑owned businesses to add to its decentralized...
By Kingswell
Blog•Feb 9, 2026
A New Oil Era—Or Just Noise? The Venezuela Factor Lifts Big Oil
Big Oil’s XLE ETF has surged 19.1% year‑to‑date, outpacing the clean‑energy ICLN’s 13.2% gain. The rally follows the Trump administration’s move to ease sanctions on Venezuela, a country with the world’s largest proven oil reserves. While the prospect of tapping...
By The Capital Spectator
Blog•Feb 9, 2026
How ETFs, Open End Mutual Funds, and Closed End Funds Actually Trade
Fundrise announced that its Innovation Fund will list on the NYSE as a closed‑end fund, shifting from an open‑end structure that trades at NAV to a fixed‑float vehicle. The article explains how ETFs, open‑end mutual funds, and closed‑end funds differ...
By Financial Samurai
Blog•Feb 9, 2026
Talk Your Book: The Three A’s of the U.S. Economy
The latest "Talk Your Book" episode breaks down the three A’s shaping the U.S. economy—asset prices, artificial intelligence, and the affluent consumer. It highlights a widening market breadth and offers a framework for valuing the world’s largest firms. The discussion...
By A Wealth of Common Sense
Blog•Feb 9, 2026
Interview with Triangle Investor
In this episode, economist Alasdair Macleod outlines a 2026 outlook where a tightening silver market, driven by massive physical shortages and surging demand from China and India, is creating a sharp premium between Shanghai and Western markets. He warns that...
By McleodFinance (Alasdair Macleod)
Blog•Feb 9, 2026
Repriced Risk in a Rebuilt Regional Bank Subordinated Floater
The episode examines a regional bank that has rebuilt its balance sheet, achieving profitability, capital ratios above 12%, and improved liquidity after addressing over $12 billion of higher‑risk loans. It highlights that despite these fundamentals, the bank’s subordinated floating‑rate notes are...
By Fixed Income Beacon
Blog•Feb 9, 2026
China Debt Ratio Exceeds 300 Percent of GDP Mark
The episode explains that China’s official macro debt ratio hit a record 302.3% of GDP in 2025, driven primarily by government borrowing while household and private company debt fell. It highlights the real‑estate crisis as the catalyst that halted household...
By China Business Spotlight
Blog•Feb 9, 2026
Germany Puts Wind, Solar on the Hook for Grid Connections
The episode examines a draft German law that would require wind and solar developers to cover the costs of connecting their projects to the electricity grid, a move prompted by a surge of connection requests, especially from large‑scale battery storage...
By Irina Slav on energy