Social•Feb 28, 2026
Strategic Low Pricing Sparks 94 Offers in Sacramento
There is a property with 94 offers in Sacramento County. This is an insane amount, but this isn't about the market. It's about pricing strategically low. The list price was $199K, the very lowest sales are $300K, and similar-sized flips are around $440K.
By Ryan Lundquist
Social•Feb 28, 2026
Equal‑Weighted SPX Holds While Financials Remain Weak
Equal-weighted SPX is holding up despite the Software/Mag 7 decline now spreading to NVDA and to Banks. Resilient... but Financials have been drubbed this year. Here's @IBDinvestors @marketsurge new charts of $KBWB Banks- https://t.co/XW54gpjWXm I discuss Financials & when i...
By Mark Newton, CMT
Social•Feb 28, 2026
February: Metals and Energy Surge While Stocks and Crypto Dive
February... Silver $SLV: +13% Energy $XLE: +10% Gold $GLD: +9% International Developed $VEA: +6% EM $IEMG: +6% Oil $USO: +3% Bonds $AGG: +2% S&P 500 $SPY: -1% Nasdaq 100 $QQQ: -2% Financials $XLF: -4% Mag 7 $MAGS: -7% Software $IGV: -10% Bitcoin $IBIT: -22% Fartcoin $FART: -31%
By Charlie Bilello
Social•Feb 27, 2026
Markel Names Simon Wilson CEO Amid Productive Shift
Markel 2025 Shareholder Letter: "2025 was a year of productive change and recommitment in our largest business, Markel Insurance. Most notably, in March 2025, we promoted Simon Wilson to serve as CEO."
By Alex Morris (TSOH Investment Research)
Social•Feb 27, 2026
Private‑credit and AI Scare Trade Slashed Stocks, Volatility Ahead
1% from ATHs, pathetic, imagine when real vol shows up: Private-credit ‘cockroaches’ and the AI ‘scare trade’ hammered stocks in February. Here’s what else has investors shaken up. https://t.co/mzDqO7IsGo
By Scott Murray
Social•Feb 27, 2026
New Global PMI Upswing Expected Through 2027
It’s been a while since I’ve seen so much focus on the ISM. Our work has over 15 individual series that lead this data (regressions don’t work well out of sample), between 6 and 18 months and another dozen that...
By Michael Kantro
Social•Feb 27, 2026
Software Gains, Hardware Falters: Go Long NFLX, Short NVDA
JPM: Software (IGV) — Sentiment +10% | Net flows +1.5z | ETF volume +4z (1yr lookback) Semis (SMH) — Sentiment -7% | Net flows -0.3z | ETF volume +1z I call that "green shoots" and made for a great $NFLX long, $NVDA short...
By Samantha LaDuc
Social•Feb 27, 2026
SPW Outpaces SPX as Rotation Fuels Broadening Theme
Interesting week $SPW > $SPX again - broadening theme. Picked up a little $SNPS in the software deluge. But rotation still the story as economic data continues to be good - claims, PMIs, retail EPS. Watch the turn in housing....
By Stephanie Link
Social•Feb 27, 2026
Gold Hits Record 8-Month Streak as S&P Falters
The S&P 500 is headed for its first RED month since April 2025. Meanwhile, GOLD is headed for its 8th consecutive GREEN month. That’s gold’s longest winning streak in history. BUY GOLD, WEAR DIAMONDS. https://t.co/sNJYx0tj3z
By Steve Hanke
Social•Feb 27, 2026
Current Chop Mirrors 2014‑15 Pattern, Not 2024‑25 Rally
A lot of people have been comparing the action since late October to the topping process from December 2024 to February 2025 but this comparison is false because the current structure has taken much longer to develop. This is more...
By CyclesFan
Social•Feb 27, 2026
Export Controls Force TSMC to Set Performance Limits
This is an example of a key player in the semiconductor industry being put in a difficult position by ill-conceived export controls that put the burden on TSMC to determine performance parameters. A thread. 🧵
By Paul Triolo
Social•Feb 27, 2026
Widening Stops Amid Market Highs and Failed Breakouts
Market near highs. Trading feels terrible. Breakouts fail. Shorts don’t follow through. Violent rotation. 2015 “umbrella top” vibes. In today’s video: • Why I’m widening stops • Key SPY / QQQ levels • How I cut 6,000 stocks → 7 Process in a tough tape. https://t.co/xgyifTpUe1
By Frank Zorrilla
Social•Feb 27, 2026
Next Week’s Trading Outlook: Key Markets, Themes, Risks
I discuss market conditions, key markets to watch, core themes and top global macro event risk (including #NFPs) for next week's trading in this week ahead video: https://t.co/lp8DLESugk https://t.co/0HVj5C19GQ
By John Kicklighter
Social•Feb 27, 2026
Dragonfly Premium Top10 Gains 58.9bp Weekly, +8.08% YTD
Dragonfly Capital Premium Top10 added 58.9bp on the week using 50% of capital. YTD +8.08% https://t.co/WLKiAGN5LF
By Greg Harmon
Social•Feb 27, 2026
Lawmakers Push Tax Reforms to Curb Investor Housing Advantage
Lawmakers eye tax changes to tackle institutional investors in housing: Semafor "this is not a free market for the American family, because investors… have special tax write-offs… that aren’t available to single families" -Rep. Marlin Stutzman, R-Ind. https://t.co/4JRvuFhZMv
By Lance Lambert
Social•Feb 27, 2026
Live at 5 PM: 20–30 Charts in 20 Minutes
Going live at 5pm EST ALL GAS NO BRAKES | Ep. 8 20 Charts in 20 Minutes *Might be like 30 charts in 20 Minutes to be honest... https://t.co/SPjwNgI1wH
By Larry Thompson (HostileCharts)
Social•Feb 27, 2026
Palantir Inherits Anthropic’s AI Gap, Lacks Replacement
This isn’t just an Anthropic problem anymore… it’s a Palantir problem, and theres no like-for-like replacement ready Claude powers their most sensitive classified work
By Deirdre Bosa
Social•Feb 27, 2026
Inverted H&S Signals $PBJ Upside To
I cover this chart in the Update tomorrow My favorite sandwich is peanut butter, jelly, potato chips and banana slices $PBJ Continuation inverted H&S (they do exist skeptics) Target 1X at 58.7, 2X at 68 https://t.co/gDeM5nTRIY Best deal on the street https://t.co/nIjAT6ZSAA
By Peter Brandt
Social•Feb 27, 2026
S&P 500 Holds Above 100‑Day Moving Average
$SPX - Ladies and gentlemen: aaaaand stilllll above the 100 day MA: the S&P 500. Wake me up when it closes below it. https://t.co/OU2yiK3lZm
By CyclesFan
Social•Feb 27, 2026
AAOI Spikes on Strong Catalyst Gap Amid Record Volume
$AAOI this is a bucking bronco but strong catalyst gap on the highest volume in multiple years https://t.co/76sNLp8x9O
By Richard Moglen
Social•Feb 27, 2026
Duolingo's $400M Buyback Counters Heavy Short Interest
Duolingo bears are having a great day, but there is an interesting near term set up: 1) 25% of Duolingo float is shorted ($1.2b). 2) Duolingo just launched a $400m buyback program. That adds up to $1.6 billion to be bought sooner...
By Value Investigator
Social•Feb 27, 2026
Funds Snap up Record CBOT Wheat, Futures Rise 3%
📈Funds bought a massive amount of CBOT wheat in the week ended Feb. 24. Net buying neared 51,000 futures & options contracts, the third most for any week on record. Funds were net short 17.3k contracts as of Feb. 24, but...
By Karen Braun
Social•Feb 27, 2026
Pakistan’s “Open War” Claim Masks Limited Cross‑border Strikes
Pakistani Defense Minister Khawaja Asif declared his country to be in “open war” with Afghanistan on Friday, following a series of cross-border strikes between the two neighbors. The reality is more muted. While the Pakistani military is currently conducting strikes against...
By Peter Zeihan
Social•Feb 27, 2026
Asana CEO Spends Billions Selling Meta for $1B Asana Stake
Asana CEO has purchased over $1B of Asana stock since they went public 🤯 Asana market cap today is only $1.7B. The purchases were funded by selling his Meta stock... He lost several billion dollars from selling Meta and buying Asana... >>https://t.co/cRAFDwGz2b https://t.co/ltv5Z71gZq
By OnlyCFO
Social•Feb 27, 2026
International Small Caps Outperform US, Matching 2016 Returns
International vs US small caps.. nice rounded bottom favoring $VSS Same return back to late 2016 https://t.co/mkK1YD3ZSt
By Mike Zaccardi
Social•Feb 27, 2026
S&P Laggards Signal Weak Macro Confidence, Cockroach Stocks Rise
$GS $AXP $WFC $MS among the S&P 500 laggards today.. $UAL $DAL also not yielding any macro confidence $KKR $APO $SYF pointing to cockroaches @stockcharts https://t.co/MKUY5hJmse
By Mike Zaccardi
Social•Feb 27, 2026
Zero Fees and User‑Friendly Design: My Investment Essentials
My 2 non-negotiable when choosing a platform to invest: - £0 platform fees - easy to navigate app/website
By Pastel Portfolio
Social•Feb 27, 2026
Significant XLF Selling Spike Mirrors $GS Trend
Related to the $GS post, subset of selling in XLF in the last 30 days. https://t.co/iuSWLKwbpm
By Arun Chopra
Social•Feb 27, 2026
Most S&P 500 Sector ETFs Jump over 5.7% in February
The majority of S&P 500 sector ETFs were +5.7% or more in February @Koyfincharts https://t.co/003sR1VAW7
By Mike Zaccardi
Social•Feb 27, 2026
Most S&P
Story of the month.. 8/11 S&P 500 sector ETFs up today.. Financials, Tech, Discretionary down @Koyfincharts https://t.co/9XD507Xfoo
By Mike Zaccardi
Social•Feb 27, 2026
Gold Hits Record High, Extends 7‑Month Streak
Gold $GLD just another record monthly high.. by a mile. 7-month winning streak... +9% in February https://t.co/K0ucOz3DnD
By Mike Zaccardi
Social•Feb 27, 2026
U.S. Critical Mineral Imports Surge, Few Nations Dominate
America’s net import reliance for critical minerals in 2025, along with the primary countries supplying them between 2021 and 2024 https://t.co/89QwEHKe16 via @visualcap
By Hedgehog Trader (Nicholas Winton)
Social•Feb 27, 2026
AVGO Below 299.60 Signals Decline Toward 235
$AVGO - Reports on Wednesday. Given what we saw from all big tech stocks so far the most bullish reaction would be a post earnings spike but not to a new ATH or even close to it. On the other...
By CyclesFan
Social•Feb 27, 2026
Contrarian Insight: Cap Spending Crowds Out Hyperscaler Buybacks
Come on, Scott - some of us brought up that the gargantuan cap spending will crowd out buybacks of hyperscalers several months ago.... this is not new, its just a narrative to fit the lower stock prices. This is why...
By Doug Kass
Social•Feb 27, 2026
Goldman Sachs Slides 7.7%, Drags DJIA Down 367 Points
$GS -7.7%, worst day since last April... a gap fill from early December.. @stockcharts Shaving 367pts off the DJIA today https://t.co/4SjytU6GL2
By Mike Zaccardi
Social•Feb 27, 2026
NVDA's Strong Earnings Can't Stop Stock Slide
Two days after strong $NVDA earnings, the stock continues to slide, which begs the question: Will fundamentals ever be enough? https://t.co/IJF2dA07mR
By Gene Munster
Social•Feb 27, 2026
AUD/USD's Six-Week Rally Meets Multi-Year High Test
Australian Dollar Outlook: AUD/USD 6-Week Winning Streak Faces Major Test at Multi-year Highs https://t.co/OQ8pT6aY7y $AUDUSD Daily & 240min Charts https://t.co/v6yDD2nwcL
By Michael Boutros
Social•Feb 27, 2026
US Ignores China AI Threat to Corporate Profits
Notable IMO b/c thus far this sell-off narrative seems to be focused solely on how US AI could disrupt the US. No one seems to be worried yet about what happens to US corporate profits if China AI disrupts the US. If...
By Luke Gromen
Social•Feb 27, 2026
Weekend Read: AI, Cloud Outages, Solar Milestones
Today's Edition is out, packed with goodies that you can read over the weekend: 615: Nvidia Q4, Ben Evans on AI Economics, Meta + Google TPUs, China Solar at 1TW/Year, Anthropic vs DoD, AWS Outages, METR, Sora, and Marty Supreme https://t.co/m8aYjFz1jo
By LibertyRPF
Social•Feb 27, 2026
Corn Insurance Falls, Soybean Coverage Rises in 2026
🇺🇸2026 U.S. insurance guarantees: Corn: $4.62 per bushel (down 2% from last year) Soybeans: $11.09 per bushel (up 5% from last year) https://t.co/QFcJ5xrOCI
By Karen Braun
Social•Feb 27, 2026
February Historically Weak for QQQ, Not a Certainty
Seasonality is a historical tendency and not a guarantee. Feb is statistically a bad month for the $QQQ and this one looks to add to the stat on the negative side.
By Sunrise Trader
Social•Feb 27, 2026
Medical Office Starts Plunge 26%, Prompting Conversion Challenges
Medical office building starts are set to drop 26% in 2026 ... the lowest level in ten years. Developers are turning their attention to office conversions. But even then, the building's design and the math have to be spot on...
By Coy Davidson
Social•Feb 27, 2026
Hidden Market Volatility May Surface via Crypto, Bonds, Metals
Stock market volatility is still buried. Falling cryptos, T-bond yields and spiking precious metals volatility may trickle down. https://t.co/SeGPI6EvAe
By Mike McGlone
Social•Feb 27, 2026
AI‑Biotech IPO Slumps 23% on Opening Day
A leader of this next wave of AI-focused biotechs has completed its IPO, a milestone tarnished by a brutal first few hours of trading. Day 1 for $GENB: -23% https://t.co/u3WQcDD3jL
By Andrew Dunn
Social•Feb 27, 2026
Housing Market Trends Outpace Presidential Influence
Home prices were already slowing down before Trump took office, and many markets went negative last year. I don’t think any president can really control the direction of the housing market. https://t.co/LoaiFTlI85
By Ryan Lundquist
Social•Feb 27, 2026
U.S. Home Prices Stagnate, Punta Gorda & Austin Plunge
Freddie Mac House Price Index Decreased in January; Up only 0.4% Year-over-year Punta Gorda House Prices Down 22% from Recent Peak, Austin Down 18% https://calculatedrisk.substack.com/p/freddie-mac-house-price-index-decreased
By Bill McBride (Calculated Risk)
Social•Feb 27, 2026
Warner Bros and Paramount Finalize Agreement, Says CRO
Warner Bros Chief Revenue And Strategy Officer: Warner Bros, Paramount Signed Agreement As Of This Morning $WBD $PSKY
By The Real Fly (iBankCoin)
Social•Feb 27, 2026
Intel Holds Below Base Top, Basing at 50‑Day MA
$INTC daily basing along the 50ma and below the base top. Still hold it here no change today. Updated chart. https://t.co/BqQrlEX6xR
By Sunrise Trader
Social•Feb 27, 2026
CRM Holds 10‑21 MA After ER Gap‑Up
$CRM updated charts. The line chart was inspired from @MntlmrktsChaz line chart posted. The daily holding the 10-21ma's and starting the basing form the ER gap up. still own it here https://t.co/2FDvsFmGHl
By Sunrise Trader
Social•Feb 27, 2026
MBS Spread Re
After the White House confirmed that Fannie Mae/Freddie Mac would increase their retained MBS by $200B, the 'spread'—which had already been compressing—slipped sub 200 bps for the first time in more than 3 years Today is first +200 bps spread since...
By Lance Lambert