U.S. Treasury Rates Weekly Update for February 27, 2026
U.S. Treasury yields slipped across the curve for the week ending February 27, 2026. The 30‑year note fell 0.08 percentage points, while the benchmark 10‑year yield dropped 0.11 points to 3.97%. The 3‑year Treasury rate held at 3.39%, indicating modest movement in short‑term rates. Overall, the market saw a modest easing in borrowing costs for both government and private sector debt.
Reactions to the US-Israel Attack on Iran; Prepping for the Two Sessions; Science and Technology Insurance
The United States and Israel launched a strike against Iran, dominating global headlines as China prepares for its annual Two Sessions. Beijing’s response has been limited to diplomatic condemnations, mirroring its usual stance in such crises. Iranian crude accounts for...
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I Was Angry About Housing. So I Tried to Build One.
After years studying housing policy, the author bought a vacant lot in Indianapolis and built a modest 1,200‑sq‑ft home using a physician loan that offered 100% financing at 3% interest. The experiment revealed how credential‑based financing grants access to some...
Stanley Druckenmiller: Massive Disruption Ahead
In a recent Morgan Stanley interview, legendary macro investor Stanley Druckenmiller explained that contrarianism is often overrated and that true returns come from anticipating shifts in perception. He highlighted his successful bets on Teva Pharmaceuticals, which doubled after the market...
Top Superinvestors Are Buying Brookfield Corp. (BN)
Top institutional investors have markedly increased their holdings in Brookfield Corp. (BN) during the latest quarter, with Pershing Square, Akre Capital, Lone Pine and others adding billions of dollars in equity. The purchases reflect confidence in Brookfield’s diversified alternative‑asset platform,...
10 Most Popular Stocks Among Hedge Funds: December 31, 2025 Rankings
Insider Monkey’s quarterly analysis of over 1,000 billionaire and hedge‑fund managers reveals the ten most‑owned stocks as of December 31 2025, with Apple (AAPL) ranking tenth. The consensus top‑five hedge‑fund picks generated an 886% total return from 2014‑2025, dwarfing the S&P 500’s 344%...
Canada’s Rental Crisis Moves East: Nova Scotia Now Least Affordable Province
A Rentals.ca study shows Canadian rental affordability improving since early 2023, yet most provinces remain unaffordable. Alberta is the sole province where average rent consumes 23.4% of median household income, comfortably below the 30% affordability threshold. Nova Scotia now has...
Reflections on the Latest Middle Eastern War and How the Dollar Might Be Impacted
The early stages of the Iran‑U.S./Israel war have pushed investors toward the dollar as a safe‑haven asset. While the dollar is currently strengthening, the article warns that a protracted conflict could unleash currency‑market turbulence reminiscent of the 1970s transition to...
The Devastating Mistake in Real Estate Investing that *Happens All the Time* – and How to Avoid It: Part II...
The article dissects a Nashville multi‑family investment that collapsed, illustrating a common mistake where investors chase aggressive, high‑return projects during an up‑cycle. Marketed by YieldStreet/WillowWealth, the deal featured high leverage, floating‑rate debt, lease‑up risk, and hidden recapitalization, leading to a...
Fed More Likely to Stay Pat?
The Federal Reserve is expected to keep interest rates steady, prompting the dollar index to climb and Treasury 10‑year yields to rise about nine basis points. Higher yields reflect tighter monetary expectations, while the 10‑year TIPS also edged up six...
Simply Unaffordable! FHA Lower Credit Score Borrowers (0-619) Suffer Escalating Mortgage Delinquency Rates
FHA loans held by borrowers with credit scores between 0 and 619 are experiencing a sharp rise in 90‑day delinquency rates, the steepest since the program’s inception. The surge follows a post‑COVID fiscal stimulus that drove home prices to record...
Finding Value in Numbers With Ehsan Ehsani – The Special Situations Report Episode 56
Episode 56 of the Special Situations Report features Ehsan Ehsani, executive director at Crescendo Partners and Columbia Business School adjunct, promoting his new book "Finding Value in Numbers." The interview delves into quantitative investing tools, the Kelly Criterion for portfolio...
New Commodity Program Base Acres
The USDA’s Farm Service Agency will automatically add up to 30 million new commodity base acres for the 2026 crop year, making them eligible for ARC and PLC payments. Farms qualify if they planted or were prevented from planting a covered...
Niche Platforms Beyond Airbnb That You May Not Have Heard Of
The article warns that relying solely on Airbnb leaves short‑term rental hosts vulnerable to algorithm changes, fees, and account issues. It highlights mainstream OTAs such as Booking.com, Expedia Group, and Google Vacation Rentals as essential diversification channels. It then introduces...
Mortgage Rates Jump After Iran Attack
Mortgage rates slipped back above the 6% threshold after the Iran attack, with the 30‑year fixed climbing to 6.12%—a 13‑basis‑point jump. Ten‑year Treasury yields rose nine basis points, and mortgage‑backed‑security prices fell, feeding the rate increase. Simultaneously, oil prices spiked...
The Growing Movement to End Property Taxes Continues in Kentucky, And What It Means For Investors
Kentucky lawmakers are advancing Senate Bill 51, a constitutional amendment that would freeze property‑tax assessments for homeowners 65 and older on their primary residence. The freeze locks in the assessed value at the age they turn 65 or when they...
Inventory Watch
Inventory in the NSDCC market rose sharply this week, with active listings increasing by 21 and approaching last year’s total. Pending contracts across price tiers are now in line with historical levels, with 155 pendings recorded in the first week...
The Regional Reverberations of the U.S. and Israeli Strikes on Iran | CSIS
CSIS analyst Mona Yacoubian warns that recent joint U.S.-Israeli strikes on Iran have triggered immediate Iranian missile and drone attacks across the Gulf, shutting airspace and threatening oil flows through the Strait of Hormuz. Iran’s retaliation targeted civilian infrastructure in...
The Hormuz Standoff: Global Energy Flow Severs After 'Epic Fury' Strikes
The Strait of Hormuz, a 21‑mile narrow waterway, was shut after a severe incident dubbed “Epic Fury.” The closure halted the transit of roughly 20 million barrels of oil per day, about one‑fifth of global consumption. Heightened tensions between Iran and...
MB513: Why Multifamily Is the Fastest Path to Financial Freedom – With Michael Blank
In a recent episode of his Freedom Podcast, Michael Blank explains why multifamily investing eclipses house flipping and single‑family rentals as the quickest route to financial independence. He details the ceiling he hit with flipping, the math behind scaling rentals,...
How Elephants May Die
Hendrik Bessembinder’s research shows that roughly 4% of U.S. stocks have generated virtually all excess returns over Treasury bills since 1926. The article links this concentration to investors’ shrinking time horizons, which heighten sensitivity to valuation spikes and disruptive narratives....
Daily Memo: Fallout From the Attack on Iran
The United States and Israel launched coordinated airstrikes against Iranian facilities over the weekend, prompting a rapid cascade of retaliatory actions. Iran responded by firing missiles at the United Arab Emirates, Kuwait and Qatar, extending the conflict beyond its borders....
Five Comments on How the Iran Conflict Will Impact Latin America
The U.S. military operation against Iran is pulling Washington’s attention away from its newly‑declared Western Hemisphere priority, threatening to sideline a March 7 summit of Trump‑friendly Latin leaders. Latin American governments are divided: Brazil and Colombia condemn the strikes, Argentina...
Office vs Creative Office in Culver City: Costs, Layouts, and How to Choose the Right Space
Culver City’s office market now splits between traditional, efficiency‑driven spaces and creative, collaboration‑focused environments. Traditional offices charge $4‑$5 per square foot and allocate 120‑150 sq ft per employee, while creative offices command $5.5‑$7.5 per square foot and require 150‑200 sq ft per head. Build‑out...
Risk Off Rules The Day
Attacks in Iran and retaliatory strikes across the Middle East sparked a classic risk‑off rally, pushing the U.S. dollar higher and dragging most Asian equity markets lower, with the notable exception of commodity‑heavy Australia. Hong Kong’s benchmark indices fell sharply, while...
Scott Adams: Cartoonist, Divisive Commentator, Scourge of Active Managers
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...
Why Good Real Estate Deals Are Failing in 2026
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...
Chinese Debates on a Fragmenting Global Order | Sinification: February 2026
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....
Geopolitical Shock Meet Macro Pressures
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,...
Consus Ag Consulting AM Market Brief
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...
Death and Spreadsheets: Cartel Excels Reveal Narco Wages
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...
March, 2026 Investing Update
The author launched a new monthly investing feature for 2026, highlighting business‑cycle‑driven portfolio management. The aggressive “Adrenaline” portfolio posted a 10.3% annualized return YTD, while the defensive “Market‑Neutral” portfolio surged 57.3% annualized, both outpacing a slightly negative S&P 500. The post...
Asia Daily: March 2, 2026
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...
$1 Rental Properties and “Infinite” Returns with a 100% On-Market Strategy
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...
Book Review: India’s High-Tech Leap
Sunil Mani’s new book India’s High‑Tech Leap reviews the rise of six high‑tech sectors—pharmaceuticals, software services, COVID‑19 vaccines, wind turbines, solar photovoltaics and electric vehicles—under India’s Make‑in‑India and Atmanirbhar Bharat initiatives. He credits government intervention and public‑private collaboration for early successes but flags...
Merz Is Wrong: Why Hard Work Won’t Beat China
German politician Merz blamed low productivity for China’s competitive edge, arguing Germans must work harder. The article counters that China’s advantage stems from systemic factors—an undervalued yuan, extensive subsidies and strategic industrial policy—that create a 40‑60% price gap despite higher...
Two Brothers, One Model, Ten Years: The Evolution of Othania
Two Copenhagen brothers launched Othania a decade ago with a DKK 2.2 million seed fund, building the systematic TIGER model to toggle equity and bond exposure based on macro indicators. The model’s strong signals spurred rapid AUM growth, reaching roughly DKK...
Airbus: Repeatedly Missing the Mark on Delivery Guidance
Airbus has failed to meet its commercial aircraft delivery guidance for three consecutive years, with shortfalls driven by engine shortages, buyer‑furnished equipment delays, and quality‑control problems. The company repeatedly revised its outlooks as supply‑chain bottlenecks persisted, undermining the reliability of...
Ironshield Capital Management’s David Nazar
Ironshield Capital Management, led by founder David Nazar, has operated its flagship sub‑investment‑grade credit strategy since 2007, delivering equity‑like returns with markedly lower volatility than the Stoxx 600. The strategy generated a 1.48× multiple over the past two years and targets...
Robinhood HOOD Rewards Season 2026 Promos: Up to 3% ACAT Transfer Bonus
Robinhood has launched its HOOD Rewards Season, running Feb 19‑Mar 25, 2026, offering up to a 3 % bonus on ACATS transfers. Taxable‑account transfers earn 2 % for Robinhood Gold members, rising to 3 % when a $10,000 margin balance is present; IRA and 401(k)...
A First in Fintech: The AI-Native Options Intelligence API
Trading Volatility launched an AI‑native options intelligence API, the first of its kind in fintech. The service delivers derived market‑structure data—gamma levels, regime diagnostics, call pressure, skew and IV metrics—in deterministic, agent‑readable schemas. Built for machine consumption, it lets large...
Commodity Market Movers Report - Portfolio Update 01.03.2026
The Commodity Market Movers Report released on March 2, 2026 details a new set of long positions across key commodities. The team added half‑position longs in gold, silver and platinum, each capped at 45 basis‑points of risk, and opened a long position in...
Geopolitical Risk and AI Risk Converging
The Capital Flows Research team notes that geopolitical instability and AI safety concerns are increasingly overlapping, creating a compounded risk environment. The analyst introduced a new AI-driven mapping tool and released a suite of TradingView indicators to monitor these dynamics....
Earnings Season, Data Center M+A, and Other Deals and Partnerships
The latest smart‑building newsletter spotlights earnings season, where leading OEMs highlighted increased investment in technology and sustainability. It also details strategic partnerships, notably ReTech Advisors with Audette and Nemetschek Group with Ingram Micro, aimed at scaling decarbonization and digital AEC...
Potential Pathways to Scale Innovative Construction Methods in California
Amid California’s worsening housing shortage, the Terner Center released a report outlining how industrialized construction can cut costs, speed timelines, and boost unit output. The study identifies 40 policy recommendations grouped into seven themes, ranging from building‑code reform and financing...
Booking Window Strategy: When to Raise and Lower Your Airbnb Prices
The article highlights booking‑window management as the most overlooked revenue lever in short‑term rentals. By tracking when reservations are made—especially 60‑90 days out—hosts can avoid deep last‑minute discounts and capture higher‑ADR early bookers. Real‑world data from Freewyld Foundry shows that...
How to Price Your Airbnb: The Pricing Triangle Framework
Airbnb hosts traditionally set rates by mirroring nearby listings, but this single‑factor approach leaves up to 30 % of revenue untapped. After a decade managing $144 million in short‑term‑rental bookings, the author proposes the Pricing Triangle—a framework that integrates demand, competition, and...
2026-03-02: IRGC Launches Largest Offensive, Attacking 20+ US Bases and Israel
On February 28, 2026, the United States and Israel conducted coordinated airstrikes against Iranian targets, prompting a massive retaliatory offensive by Iran’s Islamic Revolutionary Guard Corps (IRGC). The IRGC launched the largest attack in its history, striking more than 20...
Iran Conflict Creates Opportunity and Risk for Australian Grain
Escalating conflict between Iran, Israel and the United States has forced the Strait of Hormuz shut, pushing crude oil prices up 8‑10% and reverberating through agricultural markets. Higher energy costs raise nitrogen fertilizer prices and boost biofuel demand, tightening grain...