Social•Feb 21, 2026
Section 122 Exemptions Enable Net Tariff Reduction
Important. Net effect of striking IEEPA/ reciprocal tariffs and doing the 122 with similar product exemptions should be a tariff reduction.
By Brad Setser
Social•Feb 21, 2026
Stop Obsessing over Tiny Financial Details
Also doesn't matter: - Switching savings account to get an extra 0.05% interest - Agonizing over the cost of daily coffee - Tracking 50+ line items in a budget
By Ramit Sethi
Social•Feb 21, 2026
US Sells Venezuelan Oil to India, Surprising Twist
Today, the US announced a plan to sell Venezuelan oil to India. Note who’s selling Venezuela’s oil to India. It’s Uncle Sam. AMAZING. https://t.co/SLitquccox
By Steve Hanke
Social•Feb 21, 2026
IEEPA Tariff Invalidated Threatens Existing Trade Deal Framework
JPMORGAN: “.. many trade deals negotiated to date have relied on IEEPA tariffs and have not yet been formalized as trade agreements. With the legal basis for these tariffs now invalidated, the fate of these deals is in question. These...
By Carl Quintanilla
Social•Feb 21, 2026
China’s Growth Needs Domestic Consumption, Not Exports
China’s economy has held up remarkably well against shocks like U.S. tariffs but continued resilience will need consumption to drive growth, rather than external demand, according to a report by the International Monetary Fund. @Tracyyyqu https://t.co/7pUUCZaEr2
By Jonathan Cheng
Social•Feb 20, 2026
Trust NCI's Spider Sense, Go Long $BNAI Tonight
$NCI never doubt spider sense 😎 Nice long bias today @IUTraders for potential $BNAI Friday night replication. https://t.co/sEPvEtmdVc
By Nathan Michaud
Social•Feb 20, 2026
Structured Sales Protect Sellers; Buyers Should Disrupt Them
So nuts. The most important thing a listing agent does is run a structured sale process, so that: 1. All prospective bidders feel like they have a shot, if they put their best foot forward, & 2. The seller can systematically, calmly...
By Moses Kagan
Social•Feb 20, 2026
ProShares Shifts $17B to IQMM for Cash Management
Mystery solved via Ben re the $17b in $IQMM on Day One. The call is coming from inside the house, literally, ProShares own funds are all now using IQMM now for their cash positions. Big time BYOA and not as...
By Eric Balchunas
Social•Feb 20, 2026
Historic Shift Signals Growing Market Structure Risks
Historic Dispersion From Growth To Value Rotation - some quant talk to highlight growing risks in market structure. #CTA #IRAN $NVDA https://t.co/ZcfZDnpE7l
By Samantha LaDuc
Social•Feb 20, 2026
MFs Adding ETF Share Classes Will Trigger Massive Drainage
Prepping for presentation I found this slide from last year, it's a bit strong but I stand by it re what will be the main impact of MFs adding on ETF share classes (which should kick off in next few...
By Eric Balchunas
Social•Feb 20, 2026
Deere’s Dividend Surge Validates 12‑Year Analysis
I analyzed this company twelve years ago You will never guess what happened next https://www.dividendgrowthinvestor.com/2014/07/deere-co-de-dividend-stock-analysis.html
By Dividend Growth Investor
Social•Feb 20, 2026
Dollar Stays King, No Signs of Dethronement
My take on the US dollar: "The DOLLAR IS KING, and it's going to REMAIN KING. It's hard to knock a king off his throne." https://t.co/txOJ9KZ8Qw
By Steve Hanke
Social•Feb 20, 2026
Korea Call Delivers Near‑double EWY Gains Since August
Since our bullish call on Korea last August… EWY +99.27% SPY +7.78% Money counting time. https://t.co/EKTw9HANNh
By Citrini7 (pseudonymous)
Social•Feb 20, 2026
S&P 500 Rebounds Above 6900, Tech Leads Rally
$SPX closed back above 6900 to end the week. $GOOGL $AMZN and $NFLX powered the rally, silver surged 8%, and I tackled viewer questions on $CAT entries, $MSFT Fibonacci risk, $ENPH breakout and the Hindenburg Omen. Full CHART THIS Mailbag: https://t.co/HpUIXN5kHi https://t.co/AiL2WR6RDf
By David Keller, CMT
Social•Feb 20, 2026
VanEck Launches $WARP Space ETF, Joins UFO Rivals
NEW: @vaneck_us files for a space ETF. Will have an awesome ticker -- $WARP. This will compete on some level with a handful of products like $UFO, $ARKX & $UFOD https://t.co/POFTNx77Nb
By James Seyffart
Social•Feb 20, 2026
Investors Shift to Staples Amid Mag‑7 CAP‑Ex Weakness
In my weekly markets video for clients, I highlighted how investors have gone from “7 to Staples”. Usually, growing macro risks lead to Staples leadership. This time macro isn’t the issue, but it could be due to Mag 7’s idiosyncratic...
By Michael Kantro
Social•Feb 20, 2026
Argentina's 32% Inflation Fueled by Runaway Money Growth
Argentina’s inflation comes in at a RED HOT 32.4%/yr. NO SURPRISE. AR’s money supply (M3) is growing at 38.7%/yr. That's WELL ABOVE Hanke's Golden Growth Rate of 9.8%/yr, a rate consistent with hitting its 5%/yr inflation target. INFLATION = PRES. MILEI'S ACHILLES HEEL....
By Steve Hanke
Social•Feb 20, 2026
Section 122 Tariffs Approaching Rapidly: Key Points
A couple of points on Section 122 tariffs -- as they seem to be coming quickly 1/ https://t.co/s9LF3ZMZ1q
By Brad Setser
Social•Feb 20, 2026
IMF's 2025 Report Flawed Using Outdated
This illustrates the problems with the IMF's 2025 external sector report -- for one, it uses the 2024 current account surplus as its measure, and a lot has changed since then ... 1/2 https://t.co/uBaXFvSXhW
By Brad Setser
Social•Feb 20, 2026
Even on a Log Scale, Growth Still Accelerates
You may look at this and think “meh” initially. Then you look again and realize its a log plot anddddd it’s still bending upwards… 🤯
By James Seyffart
Social•Feb 20, 2026
BMO Raises Gold Forecast to $6,500, Bull Peaks $6‑7k
The Bank of Montreal has followed my lead. It just UPGRADED its gold price forecast to $6,500/oz by year's end. I predict the GOLD BULL will PEAK at $6,000-$7,000/oz. BUY GOLD, WEAR DIAMONDS. https://t.co/69wgiprOrt
By Steve Hanke
Social•Feb 20, 2026
China’s Defense Surplus Funding Threatens US Corporate Influence
Sad to watch so many analysts and economists argue that it is a "win" to allow China to continue to deploy surpluses earned from making a significant % of the US military for us 👇into US equity stakes which China...
By Luke Gromen
Social•Feb 20, 2026
Silver Near 10‑Month Streak Amid $2T Liquidations
$2 trillion in forced liquidation blamed on chinese traders, margin hikes & Warsh pick, silver is 33 cents away from completing its 10th consecutive monthly candle (if it were monthend) #forex #XAUUSD #XAGUSD https://t.co/SOjpd04sAO
By Ashraf Laidi
Social•Feb 20, 2026
Park Sale Proceeds in Money Market, Not Stocks
"I got $500k from the sale of my home. What to do with the cash if I need to buy another home within a year?” Money Market Fund (like $VUSXX) paying 3.64%. State tax free, so it’s a great choice, or HYSA. Unless...
By The Money Cruncher
Social•Feb 20, 2026
Crossing $100K Unlocks Compounding, $1M Becomes Inevitable
The $100,000 portfolio is the mark when a lot of stuff changed for us. It wasn’t the actual amount, but the fact we were able to build a system that generated a substantial enough amount to show us that the...
By Brennan Schlagbaum, CPA (Budgetdog)
Social•Feb 20, 2026
NovaGold Opts Single‑phase Donlin Build at $5,000 Gold
"We have looked at building [the Donlin project] in phases, but given the current price environment of about $5,000 an ounce, it's our current thinking to build the project in a single build," said @NOVAGOLD 's CEO Greg Lang. ...
By Michael McCrae
Social•Feb 20, 2026
NYSE Composite Hits Record Weekly Close
That was just the highest weekly close in the history of the NYSE Composite Index https://t.co/jxcFWw2qDi
By J.C. Parets, CMT
Social•Feb 20, 2026
Funds Go Long on US Grains, Soybeans Surge
📈Funds turned bullish across U.S. grain & oilseed futures and options through Feb. 17, their first collective long since early December. This was driven by surging optimism in soybeans & soybean oil and waning pessimism in the grains, especially corn....
By Karen Braun
Social•Feb 20, 2026
Your Gateway to Private Money Lending Deals
POV: you wanted to learn how to fund deals through private money lending and then you found my page..imagine that.
By Darius (Invest with Darius)
Social•Feb 20, 2026
NVDA to Outpace Street, 2027 Growth Near 40%
T-minus 5 days until $NVDA reports. I expect guidance to come in ahead of expectations for CY26. That said, the real question is: what about 2027? My take: Growth in CY27 will be closer to 40% vs. the Street at...
By Gene Munster
Social•Feb 20, 2026
Vipin Arora Heads BEA, Reporting GDP and P
Another Friday, another “Friday Night Dirty” from @VD718 @Seawolfcap & myself from our “WAWD” Substack. A throwback to “Electric Company”: $CVNA $OWL & you will be hearing the name “Vipin Arora” who heads the BEA which is responsible for reporting...
By Danny Moses
Social•Feb 20, 2026
Fade the Belly Below -90; Auctions May Reverse
Both short and long term, this is a good level to fade the belly with the curve-wide 'fly (2s5s30s) back below -90. Mid-curve auctions next week could trigger a reversal https://t.co/q33LIbWZ5V
By Ed Bradford
Social•Feb 20, 2026
Build-to-Rent: Slow Wealth, Not Quick Riches
Build to rent is definitely not for getting rich quick but an awesome strategy to build wealth long term. Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
By Chase Calhoun
Social•Feb 20, 2026
War Risk Premium Adds Only $10 to Oil Prices
U.S./Iran: Oil Prices and the War Risk Premium Oil traders currently assign a low probability to a war between the United States and Iran that results in significant and sustained disruption to exports from Iran and other countries in the Persian...
By John Kemp
Social•Feb 20, 2026
28‑km Soybean Truck Queue Highlights Brazil Port Bottleneck
🇧🇷A 28-kilometer line of trucks waiting to deliver soybeans has formed outside Brazil's Miritituba river port. Just for reference, the journey from Sinop in north Mato Grosso - which is heavy in soybean production - is about 1,000 km (620...
By Karen Braun
Social•Feb 20, 2026
Apple’s Nasdaq Correlation Hits Historic Low, AI‑Proof Edge
⚠️Apple has almost NEVER decoupled from its Tech Peers like this before: $AAPL, 40-day price correlation with the Nasdaq 100 dropped to 0.2, the lowest since 2006. This is down from 0.92 in May 2025, a truly historic divergence. This comes as Apple...
By Global Markets Investor (newsletter author)
Social•Feb 20, 2026
S&P Briefly Dips Negative, Marking a Ludacris Day
ludacris day means that sometime in the day the s and p turns negative after being substantially higher. the s and p did turn negative (briefly) qualifying as a ludacris day.
By Doug Kass
Social•Feb 20, 2026
Supreme Court Ruling Won’t Boost Dollar Amid Growing Policy Chaos
The rollout of reciprocal tariffs last April caused an alarming and sharp fall in the Dollar, so why isn't today's Supreme Court ruling causing the Dollar to rise? The April fall in the Dollar was about policy chaos in DC,...
By Robin Brooks
Social•Feb 20, 2026
GBP/USD Breaks Range Lows, 200‑DMA Test Ahead
British Pound Short-term Outlook: GBP/USD Breaks Range Lows – Can 200DMA Hold? https://t.co/yX3huN7zHS Daily & 240min Charts https://t.co/ZKGEjVWqUH
By Michael Boutros
Social•Feb 20, 2026
Trade Wins Spark Brief Nifty Surge, Not Sustained Gains
When Trade Deal Announced. Nifty jumped 1100-1200 points📈 and within few minutes 500-600 points gone. And within 1 week almost down to the previous level.. So, don't be so excited after this US Supreme Court Decision. 📊 Gift Nifty only...
By Yogesh Mantri
Social•Feb 20, 2026
New Low-Cost, Tax-Efficient Benchmark ETF Arrives June 30
There has been near zero coverage in the endowment and foundation world about there now being a low-cost, tax-efficient investable benchmark ETF. June 30th can't come soon enough...
By Meb Faber
Social•Feb 20, 2026
Fed Minutes Reveal Mixed Inflation, AI Boosts Productivity
In this week's #OnInvesting, @LizAnnSonders and I talk about Fed minutes, mixed signals on inflation & unemployment, and weakness in the survey data. Liz Ann & @KevRGordon discuss the latest GDP report and the impact of tariffs, AI-driven investment and...
By Kathy Jones
Social•Feb 20, 2026
Equity Risk Discount Signals Overvalued Market Amid Turmoil
An equity risk premium which has recently turned into an equity risk discount. (Historically, an awful launnching pad for future returns) Policy turmoil, slowing domestic economic growth, sticky inflation, circular financing deals in AI (holding up the econ data) and traditional...
By Doug Kass
Social•Feb 20, 2026
S&P Reverses Gains, Slides Downward After Recent Surge
S and P now down on the day (reversing 45 handles in last few minutes) From an hour ago... on @thestreetpro Dougie Kass Ludacris Day? @dougkass
By Doug Kass
Social•Feb 20, 2026
Real Energy Costs Have Declined Since 1960s
🚨New report from API 🚨: Energy & Inflation 2025 Highlights: - As a share of disposal income, energy expenditures have fallen since 1984 - In inflation adjusted terms, gasoline prices were lower in q4 2025 than in 1976 - Fuel costs have been declining...
By T. Mason Hamilton
Social•Feb 20, 2026
High Valuations Test Market Resilience in 2026
Markets flat near the highs + valuations near the upper end of history. Tom Martin of Globalt breaks down what that actually means—and what could sustain (or break) it in 2026! Our latest episode of the Market Misbehavior podcast: https://t.co/nA9bmU87rf...
By David Keller, CMT
Social•Feb 20, 2026
Ex‑US Value Soars, Advisors Still Underweight Benchmark
Value ex-US ripping again this year, spreading to US value too. Not a lot of discussion about it in my world yet. Every advisor we speak to still way underallocated relative to benchmark...
By Meb Faber
Social•Feb 20, 2026
SCOTUS Overturns Trump Tariffs, Global Markets Surge
Trump Tariffs (most of them, not all) struck down by SCOTUS. Immediate reaction on stocks: •US higher (Mag7 up led by GOOGL +4%). •Europe higher: London, Paris, Amsterdam at ATH. •Asia likely positive, but on the contrary the front loadings...
By Azharuddin | Azha Investing
Social•Feb 20, 2026
Build‑to‑Rent: Proven Path to Wealth and Freedom
It’s not “get rich quick” but it is 100% an amazing vehicle to build wealth and freedom. Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #ceomindset
By Chase Calhoun
Social•Feb 20, 2026
IEEPA Threat Raises Tariff Ceiling, Shifts Negotiation Dynamics
While 15% is close to what many countries ended up negotiating with Trump, he invoked IEEPA to threaten much higher rates, providing powerful leverage. If 15% is an effective ceiling (outside 301/232 actions), that changes the bargaining dynamic.
By Greg Ip