Social•Feb 25, 2026
Markets Misread Dovish BoJ as Bullish Amid Rate‑Driven Rally
so Japanese markets suffered deflation for decades at the hands of a dovish BoJ... and the markets have had a historic rally on the back of rising rates and yet somehow the market thinks dovish BoJ nominations is bullish... got it
By Japan Deep Value
Social•Feb 25, 2026
Renewable‑heavy States Enjoy the Cheapest Electricity Rates
Wow: @EIAgov data show the US states that produced >100% of their grid+behind-the-meter electricity demand with WindWaterSolar in 2025 had among the lowest electricity prices 2 states supplied over 100% and 14 states supplied 50-124% of demand with WWS https://t.co/KP3uii4BqI https://t.co/Ctxu1cCI4I
By Mark Z. Jacobson
Social•Feb 25, 2026
Rent Costs Feel Different than Grocery Savings Paradox
Every dollar I spend on groceries, I save money on eating out: uncontroversial Every dollar I spend on making my own coffee, I save money on buying coffee at a coffee shop: uncontroversial Every dollar I spend on rent, I save money...
By Ramit Sethi
Social•Feb 25, 2026
Vermont's Statewide Pre‑approval Needed; Local Opt‑in Hampers Scaling
This effort in Vermont to establish statewide pre-approved plans is a step in the right direction—key to the scalability needed for affordable infill housing, especially modular/manufactured housing. But making it a local "opt in" kind of undermines that. https://t.co/RxlmZXG3iY
By Nolan Gray
Social•Feb 25, 2026
High Lithium Prices Won’t Rescue Poor Assets
Higher #lithium prices don’t have the power to make low quality lithium assets good investments. Be careful out there. https://t.co/BDwn05D4Fc
By Joe Lowry ("Mr. Lithium")
Social•Feb 25, 2026
HK Dark Pool Trading Peaks in January on Event-Driven Activity
Hong Kong dark pool trading hit 12-month high in January, boosted by event-driven activities https://t.co/GaqVhIyu23
By Charlotte Yang
Social•Feb 25, 2026
Emerging Markets Outpace US Stocks Since 2024 Peak
🚨Have US stocks PEAKED? The US stocks versus emerging market equities ratio has been falling for the last 15 months, after peaking in November 2024. Over this period, emerging market stocks have returned +48% while the S&P 500 delivered just +15%👇 https://globalmarketsinvestor.beehiiv.com/p/the-us-stock-market-has-peaked
By Global Markets Investor (newsletter author)
Social•Feb 25, 2026
Home Prices Stay Resilient Across 2.75%-18% Rates
The history of home prices when rates ranged from 2.75% to 18% during this period. https://t.co/I0aE7X40Jt
By Logan Mohtashami
Social•Feb 25, 2026
WSJ Dismisses Balance of Payments, Sparks Skepticism
Well, the WSJ oped page lost me with statement that the balance of payments is a non issue ... 1/2
By Brad Setser
Social•Feb 25, 2026
Foreigners Still Buying US Assets Despite Dollar Weakness
Foreign stocks are beating US stocks and the dollar is weakening, yet foreigners bought $1.4 trillion in US securities last year. The selling wave everyone is talking about isn't showing up in the data. 🔒 Members-Only https://t.co/yXliX9IMIO
By Ed Yardeni
Social•Feb 25, 2026
Focus on Price, Not AI Wrappers, for Real Edge
Don’t waste your time adding AI wrappers to free earnings data. The edge is in price. The Daily Beat’s proprietary Reaction Score tracks expectations vs the move so the winners show up on the scoreboard. Grateful for tools that keep...
By J.C. Parets, CMT
Social•Feb 25, 2026
Liquidity, Not Earnings, Halts Market Rally
What happened to the stock market? The market rally has come to a HALT. Earnings and innovation are not the problem, liquidity is.
By Hyperstocks
Social•Feb 25, 2026
NVDA Hits 2026 High, but False Breakout Looms
All eyes on $NVDA heading into tomorrow which technically DID make its highest close of 2026 today, but yet could face some headwinds from a cycle composite which is "not too bullish" starting next month https://t.co/XW54gpjWXm Important to keep a close eye...
By Mark Newton, CMT
Social•Feb 25, 2026
Top Stock of the Day Boosts Wednesday Watchlist
Wednesdays watchlist is going up soon - Did you catch today’s top stock? #howtotrade #stockstowatch #daytrading #momentum #tradingeducation
By Trade Momentum
Social•Feb 25, 2026
Holding Is an Active Choice, Not Inaction
Buying and selling feel easier than holding because we are wired to believe activity = productivity. Holding is hard because it feels like inaction and complacency. But every day holding is an active decision.
By Ian Cassel
Social•Feb 25, 2026
Markets Teeter on Tariffs, Iran Tensions, Trump SOTU
Stocks & the dollar hang in the balance amid tariff chaos and possible war with Iran as President Trump delivers his State of the Union speech. Are the markets in trouble? #SOTU2026 #Trump #tariffs #Iran #market #stockmarkets #DOLLAR #Macro #Trading https://t.co/PVSRBaRIjl
By Ilya Spivak
Social•Feb 25, 2026
Takeover Price Hits Floor, Still Not a Buy
Don't like the Yomeishu Seizo takeover at ¥4,050/share? I wrote 4-Jan-26 this wasn't worth owning. It was Murakami-owned (Yuzawa is Murakami (see 2nd pic)) and he would act in his own interest, and therefore ¥4,021 was a floor price. I...
By Travis Lundy
Social•Feb 25, 2026
Missed $15k‑$60k US Homes During GFC
That time during the GFC when you went to buy U.S. real estate, found thousands of listings in a few zip codes with asking prices from $15k CAD to $60k CAD, and Canadians real estate “experts” told you that it...
By Jim Chuong
Social•Feb 25, 2026
Healthcare Split: Favor IHE Over IHF
No reason to own healthcare outright. Such a bifurcated sector of the market. $IHE > $IHF
By Larry Thompson (HostileCharts)
Social•Feb 25, 2026
One Planning Session Prevents Post‑Death Financial Chaos
I've been a financial consultant to millionaires in Singapore and across Southeast Asia for nearly a decade. Here's what I've learned: the most painful financial conversations happen after someone passes away. The ones that could have been prevented by a single...
By Ben | Finance & Investing
Social•Feb 25, 2026
Master Five Skills, Close a Deal in 30 Days
If you want a deal in 30 days, master these five things: finding sellers, negotiating contracts, finding buyers, raising capital, and managing construction. Learn the skills, get paid.
By Ryan Pineda
Social•Feb 25, 2026
Chicago's Migration Reverses: In
Migration patterns for the Chicago MSA in the past few years really illustrate what I've called "The Great Stay." Q2 2025 was the first period in many years where inbound migration exceeded outbound migration. Over the last 8 years, total moves...
By Mike Simonsen
Social•Feb 24, 2026
Bonds Poised to Surprise in 2026 as Growth Cools
Bonds may be setting up the surprise of 2026. Equities own the narrative. Duration owns the asymmetry. If growth cools, fixed income becomes leadership. Framework here: https://t.co/NWtS4ggYI5 @JDHatfield_ICAP @InfraCap
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Feb 24, 2026
Dollar Weakness Shifts Next Bull Market Beyond America
The next bull market may not be American. Dollar weakness changes leadership. If the dollar is in a structural bear, global diversification stops being optional. Capital rotates. Narratives lag. Read the full framework: https://t.co/RJWIidZeAI @DynamicAlphaSol
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Feb 24, 2026
Explore Industry Ranks to Track Stock Rotations
I just posted a tutorial on the new @Deepvue Industry Ranks Feature.| Track rotation, dive deeper to find leading stocks, and see themes as they develop 👇 https://t.co/RtfsckwAaF
By Richard Moglen
Social•Feb 24, 2026
US Mega Caps and International Stocks Yield Identical 55% Gains
US mega caps and international stocks... same return since the start of 2024 $XLG $VEU +55% https://t.co/ivvWB6wtEx
By Mike Zaccardi
Social•Feb 24, 2026
S&P 500 Stuck 6800‑7000, Breakout Imminent
We bounced today… but we’re still trapped between 6800 and 7000 on the S&P 500. I’m watching: 📈 $NVDA into earnings 📈 $AMD near key support 📈 Yields drifting lower 📈 $VIX back under 20 This range is going to resolve soon. Full breakdown: https://t.co/wvDXift1wY
By David Keller, CMT
Social•Feb 24, 2026
EZRA Leads Tonight’s
$EZRA from last night's watchlist 🎯 Traveling back home as we speak, so tonight's watchlist will be up later than usual... but you probably won't want to miss it 👀
By Trade Momentum
Social•Feb 24, 2026
Capex Share Rises, Yet Dividends Remain Intact
Companies are spending more of their revenues on capex, and so far, this hasn’t come at the expense of either dividends or buybacks. At the bottom in 2022, companies were spending 5.4% of their revenues on capex, and that has...
By Jurrien Timmer
Social•Feb 24, 2026
Netflix Shares Fall on WB Deal, Rise on Hope
You know that momentum is shifting away from #Netflix in the battle for WB when you look at their stock performance. $NFLX exploded in the end of the day and keeps rising after-hours since the new #Paramount offer was unveiled by...
By Luiz Fernando
Social•Feb 24, 2026
Eli Lilly's 2025 Irish Tax Bill Doubles U.S.
Whoah Nellie. Looks like Ireland's list of its top 3 corporate tax papers will need to be updated for 2025 ... Eli Lilly reported paying $6.6b to Ireland in 2025 (2x its US federal income tax payments) https://t.co/MEw7WMzPft
By Brad Setser
Social•Feb 24, 2026
Medical Office Rent Growth Returns to 1.9
🏥 Medical Office Update: Rent growth is settling back to historical norms (1.9% YoY) as the inflation wave passes. Individual metros still vary widely. Despite the normalization, occupancy remains at a healthy 92.5%. High construction costs are keeping supply in check....
By Coy Davidson
Social•Feb 24, 2026
Story‑Driven Investors Face DAT Decline, Elevator Demand Rises
🆓 Tuesday links: narrative-loving investors, the end of the DAT boom, and growing demand for elevators. https://t.co/vZ3ezyQCtk chart: https://t.co/tgBy66cSK7 https://t.co/E3cZ7Gtawi
By Tadas Viskanta
Social•Feb 24, 2026
CAVA's Chart Hits Turning Point, Non‑tech Star Emerging
$CAVA, the weekly chart is at a turning point. A great non-tech name to be aware of
By Richard Moglen
Social•Feb 24, 2026
Large Homes Driving Spring Price Surge in Market
Larger homes are starting to get into contract. The dotted line represents preliminary sales for February and pendings that will close in March. We typically see a spring uptick in prices, and some of that has to do with the...
By Ryan Lundquist
Social•Feb 24, 2026
Money Supply Surge Keeps Precious Metals Bull Market Early
The U.S. money supply has soared nearly 5x since 2000, pushing the cost of living significantly higher — yet most people still prefer dollars over gold & silver. That means the precious metals bull market is still very young,
By Liz Ann Sonders
Social•Feb 24, 2026
SOLS Tightens Post‑
$SOLS Very tight after the earnings move. AI, nuclear theme pick and shovel. Is this in the spirit in of a high tight flag? https://t.co/KuYurm4dQy
By Richard Moglen
Social•Feb 24, 2026
Earnings Beats Keep 40‑Month Bull Market Alive
The earnings picture has continuedto provide support for this now 40-month old bull market. With Q4 earnings season soon wrapping up (with 425 companies having reported), 75% have beaten estimates by an average of 773 bps. The dollar estimate has...
By Jurrien Timmer
Social•Feb 24, 2026
France Revives Interventionist
Paging President Macron as well -- Old fashioned imbalances are back, as is intervention (now done through the back door) ... which sets the ground work for France to try to actually achieve something at its G-7
By Brad Setser
Social•Feb 24, 2026
Value Cyclicals at Mid-Cycle Earnings, Not Peaks
"Cyclicals should be valued on mid-cycle earnings, not peak performance." Most investors overpay at the top. Don’t be one of them. 📉
By Mike the Value Investor
Social•Feb 24, 2026
Micro Microsoft RDR Pivot Offers Day‑Trade Opportunities
If u weren’t caught. There was a tiny tactical RDR in $msft for cash flow. $383.10 was the pivot. It might not have been more than a day trade. But some make a living finding those https://t.co/Ki0yu8TXyn
By Scott Redler
Social•Feb 24, 2026
Broad Market Slump Pushes Dozens to 52‑week Lows
All these stocks hit new 52 WEEK LOWS at some point today Adobe $ADBE Palo Alto $PANW Trade Desk $TTD Novo Nordisk $NVO Autodesk $ADSK $ADP Accenture $ACN Dutch Bros $BROS Check Point $CHKP Cognizant $CTSH $EPAM Fair Isaac $FICO Flutter Entertainment $FLUT Infosys $INFY Blue Owl $OWL Paychex $APYX Planet Fitness $PLNT Atlassian $TEAM Toast $TOST Zillow $Z
By Evan – StockMKTNewz
Social•Feb 24, 2026
Mag 7 Range Holds; Break Below Could Trigger 10% Drop
Whether this benign broadening will continue depends largely on whether the Mag 7 can hold on to its trading range. So far it has, but should support be taken out at the range lows I could easily see another 10%...
By Jurrien Timmer
Social•Feb 24, 2026
Equal‑Weighted S&P 500 Beats Mag 7 Amid Market Dip
The chart below shows that the equal-weighted S&P 500 has outperformed the Mag 7 by 12% over the past 3 months. The last time that happened was in the fall of 2024, and the time before was the spring of...
By Jurrien Timmer
Social•Feb 24, 2026
Bull Market Still Strong, Yet Flattening Into Picks‑and‑Shovels
Another week, another headline bombshell. Such has been the norm during the past year or so. But charts are charts, and there is a lot we can learn from them in order to optimize the signal-to-noise ratio. What do...
By Jurrien Timmer
Social•Feb 24, 2026
Unexpected $LE Dip, but Solid IRR Outlook Before Q4 Earnings
Surprised to see $LE dip so much the past few days. No news afaict. I'm not allocating more here presently given current size, but seems a solid expected IRR special situation as we approach the 4Q earnings where presumably management...
By Rod Alzmann
Social•Feb 24, 2026
S&P 500's Tight Range Signals Imminent Breakout
Over the past four months, the S&P 500 has traded in less than a 7% range. This is about as tight as things usually get, meaning a bigger move is likely over the coming months. Will it be up or down? https://t.co/vzY9JAuphI
By Ryan Detrick
Social•Feb 24, 2026
PBOC Buying $100B Monthly to Curb Yuan Surge
The mandarins at the PBOC are in a difficult spot -- a faster pace of CNY appreciation against the dollar has convinced Chinese exporters to bring funds back home, and driven the need to buy $100b a month (give or...
By Brad Setser
Social•Feb 24, 2026
MELI Smashes Q4 Forecast with 42% TPV Surge
MELI posting a very strong Q4 2025: • Revenue $8.8B vs Est. $8.5B • TPV: $83.7B (+42% YoY) • GMV: $19.9B (+37% YoY) • Credit portfolio $12.5B
By Investing Visuals
Social•Feb 24, 2026
TEM Q4 Beats Revenue, Diagnostics Surge 122% YoY
TEM Q4 2025: • Revenue $367M vs Est. $363M • EPS ($0.04) vs Est. ($0.05) • Diagnostics Revenue: $267M (+122% YoY) FY26 Guidance • Revenue $1.59B vs Est. $1.58B
By Investing Visuals