Palantir Down 30% YTD: Bulls
Tough year to be a Palantir bull. $PLTR is down 30% YTD with no sign of reversal. Are you buying this dip?
SOLS: Cheap US Uranium Conversion Monopoly Amid Global Shortage
Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday, so I’m also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every...
East Asia Drives Surging Trade Surplus, Currencies Remain Cheap
Bingo And the global trade surplus (ex pharma) is now primarily in China, Taiwan and Korea ... Important qualification to the now standard argument the dollar has gotten weaker (which is true primarily if the clock starts at the end of 24,...
Risk‑off Sentiment Set to Dis
Risk off upending most auction setups as US Treasury gets ready to dump some serious duration into a strong rally across the curve with belly leading. https://t.co/vNjhvRIzxH
EURCHF Plummets to Record Lows, Yield Gaps Irrelevant
Another FX PSA: $EURCHF has extended its generational slide lower to fresh record lows. Yield differentials don't matter at all here apparently: https://t.co/cHMUxde914
Tiger Cub Founder Built $6B, 15% Returns, Then Quit
This Tiger Cub hedge fund founder built a $6B hedge fund, delivered 15%+ returns for over 20 years, and then walked away.
Brazil's ETF Market Set for Explosive Growth
Brazil’s ETF market is poised for tremendous growth… I recently had a unique opportunity to witness the enormous potential firsthand. Here are my takeaways. https://t.co/qSrRWIqgpg https://t.co/psUyootTQQ
Headline Inflation Cools, Core CPI Accelerates in January
Wall Street expects a cooler month for headline inflation but a hotter month for core in January Headline CPI: 0.26% m/m, 2.5% y/y (down from 0.31% m/m and 2.7% y/y in December) Core CPI: 0.34% m/m, 2.5% y/y (core m/m accelerating from...
Ohio’s Data Centers Tighten Natural Gas Balance
The data center driven surge in Ohio's electricity consumption has contributed to tighter natural gas balances. For the 12-months ending in October, 2025, Ohio's natural gas consumption was 3.7 bcf/d, near an all-time high, driven largely by demand in the...
Shopify's Profit Soars 26% CAGR, Costs Barely Rise
"While $SHOP gross profit compounded at ~26% CAGR since 2022, its operating expenses (S&M, R&D, and G&A) grew by only ~2% CAGR during this period." Shopify's Miraculous Momentum: https://t.co/ezGEIE1lOG https://t.co/WDbrMgAx78
Global Wealth Shift: US Cuts, Overseas Gains Ahead
A Massive Global Wealth Transfer Is Coming Americans will consume less, the rest of the world more. Capital is flowing overseas. This isn’t a crisis, it’s a wealth transfer — and there are winners if you know where to look. PeterSchiff #Economy...
IBM Q4 Earnings Surpass Forecasts on Strong AI Demand
IBM Q4 Beats Estimates Fueled by AI Demand #AI #MWC26 #5G #IoT @IBM @IBMNews https://t.co/xzAwMO0aqM https://t.co/rYxghS2vOq
AI, Hypersonics, and Naval Power Redefine Conflict
The Golden Dome is an offensive weapon. In this interview, David Murrin explains how AI, hypersonic weapons, and maritime power are reshaping conflict—why Taiwan matters, and why strategic compression raises the risk of escalation. Watch the full conversation : canadian_prepper #Geopolitics #AI...
Gold Lacks Earnings; Overvalued Compared to Commodities
I managed the largest gold fund in USA. Here's the truth: Stocks have "babies" (earnings). Gold has NO babies. 🍼 Gold's at historic extreme vs. oil/soybeans. You're crazy if you think gold's gonna outperform inflation - @BergMilton https://t.co/bNqmCOVYCt https://t.co/7NJ9NoBZCx
Russia, China Shape Western Leaders' Strategic Decisions
This is not about rhetoric. This is about influence that changes outcomes. This piece explores how Russia and China have shaped the thinking and incentives of Western political leaders in ways that matter strategically. If you want to understand why Western policy sometimes...
Global Equities Surge Far Beyond S&P 2025
Since the start of 2025: S&P 500 +19.5% European stocks +45.3% Emerging markets +50.8% Asian stocks +55.9% https://t.co/lrZrKKIC4x
China’s Urban Gas Network Reaches 484 Million Residents
China’s residential gas revolution China has connected more than 300 million people living in urban households to the natural gas network since 2010, according to data published late last year by the National Bureau of Statistics (NBS). The number of urban...
Dollar Regime Flip: Strong Data Now Weaken Currency
Something big is going on with the Dollar. In the past decade, strong data have pushed the Dollar up, but that isn't what happened yesterday. We're going back to the regime that prevailed before, whereby strong data push the Dollar...
Create Custom Tax‑Saving Real‑Estate Portals Without Coding
🖥️ How To Build Any Website You Want 🏘️ My mentees needed a new portal to estimate their tax savings and find the best properties for cash flow and growth. Developers were extremely expensive, so instead I found Emergent where...
Steepening Yield Curve Could Shift QE Benefits to Main Street
How might the Fed/Treasury do that? One possibility is to cut short rates to steepen the yield curve, and deregulate the banks into buying the long end so that the Fed’s balance sheet can be “privatized.” If those QE assets...
Fed Treasury to Coordinate
Things have been quiet on the rate side, with the 10-year yield trading at around 4 ¼ percent and expectations for a few more rate cuts (down to 3.1%) holding firm. We will likely soon have a lot more coordination between...
2025 Real GDP per Capita Rises, Energy Cuts Ease Inflation
Today's GDP figures show a much needed pickup in real GDP per capita - 2025 was the first year this measure grew for three years. In April, energy bill reductions from the 2025 Budget will come into effect, tackling inflation...
Nebius Q4 2025 Earnings Reveal AI Infrastructure Growth
Nebius, an AI infrastructure business, just released their Q4 2025 earnings. Here’s everything you need to know at a glance:
FX Market Consolidates After Strong January Jobs Data
Consolidation Featured after Yesterday's Big FX Moves: The general tone in the foreign exchange market is one of consolidation after yesterday’s stronger than expected January jobs data injected volatility into dollar trading. The news stream is light… https://t.co/TEyGQAuZOx https://t.co/b9kn9ngrdN
Price Controls Trigger Chaotic, Uneven Resource Allocation
I'm super excited for my new paper with @ATabarrok and Mark Whitmeyer: "Chaos and Misallocation under Price Controls" During the 1973-74 gasoline crisis, the U.S. had about a 9 percent national shortfall. But that was far from evenly spread out. Over...
EU Parliament Backs Digital Euro to Curb US Payment Dominance
Post-Trump assault on Greenland, the EU parliament delivers a big win for the digital euro as it wins 420-158 backing in EU Parliament straw poll The digital euro couldn't have better timing as the EU looks to the digital euro...
Utilities Prefer Rate Hikes over Data‑center‑funded Battery Power
Culture change is hard. Utilities like @DukeEnergy would rather raise rates 15% on their ratepayers because they feel forced to pay “$3k/kW” for gas instead of adding 7,200 MWs of batteries paid for by data centers at existing solar sites...
Investors Dump TTF Gas Futures as Prices Slip
INVESTMENT MANAGERS sold futures and options on the Dutch TTF European gas benchmark for the first time in eight weeks as prices retreated despite inventories well below average for the time of year. Funds sold the equivalent of 15 terawatt-hours...
Makhlouf Predicts ECB Could Cut or Raise Rates
Makhlouf says next ECB move could be interest-rate cut or hike https://t.co/A8bEIJQ2pB via @livfletcher_ https://t.co/Wq9tyTki8q
Two Stocks Generate 51% of Korea Market Gains
51% of gains in Korea’s world-beating stock market come from just two stocks. The other 834 stocks account for the rest of net points contribution. https://t.co/1gO0xNXweZ
Asian Stocks Outpace US, Shifting Money Abroad
Perhaps the trade this year isn't so much "sell America," but rather something like: "spend a lot more money everywhere else" - at least so far this year. For example, Asian stocks have made their best start over US equities...
Dedollarisation Isn't Driving Yields Lower, Media Misleads
Is Dedollarisation driving bond yields lower or is social media pushing the wrong story? A deep dive into dollar strength, Fed policy, gold, and global trade dynamics. Full breakdown inside 👉️ : https://t.co/qdYNFtTIhV https://t.co/rMDnvdP14u
Japan's Next‑month Heat Ends Winter, Gas Bulls Retreat
Pack it up, gas bulls. Winter is over Japan's temperature outlook for the next month 👇 https://t.co/0NTPCXmGD1
Europe’s LNG Hunger Redirects Chinese Shipments to Europe
LNG demand in Europe is so strong that it's taking a shipment *FROM CHINA* ⚠️ An LNG tanker reloaded a shipment at a Chinese terminal and is heading to Europe (China is the world’s largest LNG Buyer) Europe's LNG imports have surged...
D.R. Horton Offers 3.99% Mortgage, $15K Closing Aid
Housing affordability is so strained that America's largest homebuilder D.R. Horton is advertising 3.99% mortgage rate buydown + $15,000 toward closing costs in Northeast Florida right now
Moatless Capital Goes Bullish on Pop Mart HK
Moatless Capital is bullish Pop Mart 9992 HK. Let's see how that works out for him. https://t.co/Uvnbb3EgKB
LG Electronics IPO Plummets: Profit Falls 61%
LG Electronic - IPO Stock : Bad News Profit Slumps 61% 🚨 Net Profit slumps 61.6% to Rs 89.6 crore Vs Rs 233 crore Revenue down 6.4% to Rs 4,114 crore Vs Rs 4,396 crore EBITDA slumps 42.4% to Rs 196 crore Vs...
Electric Cars Make up 3.5% of Jan Sales
🇮🇳About 3.5% of total passenger cars sold in January 2026 in India were electric (these are actual cars and do not include two- and three-wheelers).
Insiders Buy Jollibee Shares After Spin‑off Plan
From yesterday's post: insider buying in Philippine fast-food restaurant chain Jollibee, right after it announced that it would spin off its international operations on a US exchange in late 2027. https://t.co/qaFLrM4ucT
USDCNH and USDHKD Show Strong Inverse Correlation
The correlation between the USDCNH and USDHKD is the most intense and consistent inverted I've seen since the former (theoretically) 'floated'. What's going on there? https://t.co/KsfLfKWwTf
Equal‑Weight S&P Leads S&P 500, Biggest Gap Since 1992
The S&P 500 Equal Weight Index is outperforming the S&P 500 this year by the largest margin since **1992** (YTD) --Dow Jones Market Data https://t.co/6EV9smAqNP
Refineries Drowning in Silver Scrap, Bearish Outlook
Why @BergMilton is bearish silver: refineries are OVERWHELMED with silver scrap, EVEN MORE than in 2011 (prior speculative peak). Well sourced from "largest smelter in New York" Apple🔊https://t.co/bNqmCOVqMV Spotify📽️https://t.co/mnN6Dn02hi https://t.co/ng04tObLMG
Argentine Peso Rallies, USDARS Breaks 100‑Day SMA Streak
In case you haven't been keeping tabs, the Argentine Peso has been gaining some traction recently. $USDARS has taken out some recent support and ended a 1,689 (trading) day streak above the 100-day SMA https://t.co/Vq0kH5UKHg
2026 Poised for Mining Breakout as Silver Strengthens
Gold stocks ripped in 2025… and the crowd still isn’t here yet. That’s the setup. In my @CSE_News TV chat, I break down why 2026 could be when developers + explorers finally get their moment—and why silver strength matters. Watch: https://t.co/NwTnRuwApf https://t.co/LU31dyl7sv
NFP Beat Trims Fed Rate Cut Expectations by 8‑12bps
In the wake of this morning's NFPs beat and downtick in the unemployment, Fed Funds futures have shaved off ~8bps worth of expected cuts through 2026 - was as much as 12bps. Someone is going to be surprised if this continues:...
Nvidia Chips Generate $8‑10 Economic Ripple per Dollar
"When I look out over the next two, three years, a ripple effect for every dollar spent on $NVDA chips, there's an $8-10 multiplier across software and infrastructure" 🎙️ @DivesTech joins Dan on the latest Okay, Computer. https://t.co/kyBad40Wln
December Corn Down 3%, November Soy up 4%
🇺🇸After 8 of 19 February trading sessions, December corn is averaging 3% below last year's U.S. insurance price and November soybeans are averaging 4% higher. https://t.co/hSmhgukFMi
USD/JPY Suffers Biggest Weekly Loss Since 2024
Japanese Yen Short-term Outlook: USD/JPY Faces Largest Weekly Loss Since 2024– Key Support in Focus https://t.co/HjgrEM3kjP $USDJPY Daily & 240min Charts https://t.co/nQQ6innM0G
Forecasting Trends, NAV Squeeze Mechanics, Active ETF Surge
🆓 Wednesday links: focusing on forecasting, how NAV squeezing works, and the rise of the active ETF. https://t.co/bgzuhBy1Uq image: https://t.co/JRCEGjVQN2 https://t.co/PSs8BSV9vG
Tech Peaks; Next Moves Mapped in 10 Charts
Off-Topic ChartStorm - Tech Stocks Tech has topped, what's next? Here's 10 charts outlining the situation and thoughts on the risks + opportunities: https://t.co/WKltkF9gOt https://t.co/k0pxNxZedy