Social•Feb 16, 2026
Charlotte Women in Real Estate Mixer Launches June 13
If you’re a woman in real estate in Charlotte this is your room. 🥂 Join us June 13 (6–9 PM) for the Charlotte Women in Real Estate Mixer — the official launch of Pretty Women in Real Estate. Networking, speakers, resources, and powerful connections. Early bird tickets available this week only. 🎟 Register here: https://www.eventbrite.com/e/charlotte-women-in-real-estate-mixer-tickets-1981657199027?aff=oddtdtcreator
By Tierra Noird (The Pretty Girl Investor)
Social•Feb 16, 2026
2025 Profitability Snapshot: Sector Returns & Excess Gains
In my sixth data update, I look at business profitability in 2025, across sectors, industries and regions, scaled to revenues (profit margins) and to invested capital (accounting returns). I use the latter to compute and compare excess returns. https://t.co/L3PDmph4VA
By Aswath Damodaran
Social•Feb 16, 2026
Private Credit Bets on Software Amid AI Uncertainty
Five private credit firms just provided $1.4B for a software buyout of OneStream valued at $6.4B. Same week everyone’s asking whether AI will make these companies obsolete. The market is telling you software is at risk. The lenders are telling you...
By JunkBondInvestor
Social•Feb 16, 2026
US Tech Dominance Fades as Global Rotation Shifts
This chart captures the 2 most important themes in the Stockmarket right now. 1. Global vs US rotation 2. Top in tech stocks For the past 17-years US Tech stocks have dominated global markets, but that is starting to change... https://t.co/6DhUXusR6C
By Callum Thomas
Social•Feb 16, 2026
Investors Shift From S&P 500 to Alternatives, Gains Accelerate
Rotation away from S&P500 (flat on the year) into other assets like foreign stocks, US value, etc up 10-15% seems to be accelerating...
By Meb Faber
Social•Feb 16, 2026
Venezuelan Bolivar Plummets 87%, Becomes World’s Worst Currency
On this week's Hanke's #CurrencyWatchlist, the Venezuelan bolivar ranks as the WORLD'S WORST currency. The bolivar has depreciated by over 87% against the USD in the past year. IT’S TIME TO DUMP THE BOLIVAR AND REPLACE IT WITH THE US DOLLAR. https://t.co/dHtPzNew81
By Steve Hanke
Social•Feb 16, 2026
Weekly S&P 500 Chart Review Highlights Key Trends
ICYMI: Weekly S&P500 #ChartStorm blog post https://t.co/B5a4uBC2Q4 Thanks + follow reco to chart sources @MarketCharts @topdowncharts @dailychartbook @MauiBoyMacro @KobeissiLetter @StealthQE4 @HayekAndKeynes
By Callum Thomas
Social•Feb 16, 2026
Sector Rotation Ends; Brace for Upcoming Volatility
Given I timed the sector rotation with precision in Nov & said it would likely run until Feb, and we are here, I'm gonna share what else I also told clients: IN LIEU OF SECTOR ROTATION, THERE WILL BE VOLATILITY™️😉
By Samantha LaDuc
Social•Feb 16, 2026
Trump's Presidency Keeps Oil Prices Higher, OPEC+ Cuts Production
The best—only?—argument that Trump is bearish for oil prices is that OPEC+ wouldn't have hiked crude production as aggressively last year in a world in which Harris was sitting in the White House.
By Rory Johnston
Social•Feb 16, 2026
Gold Overtakes Major Currencies as Dollar Reserve Share Plummets
⚠️The US Dollar's role in global reserves is FALLING: USD share in global currency reserves dropped to ~40%, the lowest in at least 25 years. This is down from ~58% a decade ago. During the same period, gold’s share has risen from 16%...
By Global Markets Investor (newsletter author)
Social•Feb 16, 2026
Alphabet and Meta CDS Explode From Zero to Top Traders
A year ago, CDS on Alphabet and Meta didn't exist. Now they're among the most actively traded single-name contracts in the US market Nobody creates a default insurance market for fun... $GOOG $META
By JunkBondInvestor
Social•Feb 16, 2026
Eurogroup Sets 2026 Priorities, Boosts Euro’s Global Role
Back in Brussels today for the #Eurogroup meeting, where we discussed: 🔹 euro area policy priorities for 2026 🔹 the international role of the euro https://t.co/FAa7OvZiMt
By Christine Lagarde
Social•Feb 16, 2026
AI Disruption Drives Widening Credit Spreads Ahead of Earnings
AI disruption is hitting IG credit spreads, not just stock prices. Concentrix: BBB-rated, 455,000 call center employees. Paid 130bps concession to refinance. Stock down 24% last week. Spreads doubled in February. Credit markets pricing obsolescence before it shows up in earnings.
By JunkBondInvestor
Social•Feb 16, 2026
Why Next Year Calls for Both Bullish and Bearish Views
Great conversation. We cover why to be bullish ... and bearish ... about the next 12 months.
By Matt Hougan
Social•Feb 16, 2026
Investors Buy Protection Despite Record VIX Short Positions
Does anyone have a good explanation for why equity skew shows investors are paying up for downside protection but also VIX futures are at near record shorts? Those seem to be contradictory. https://t.co/IWYZ9IHTYl
By Quinn Thompson
Social•Feb 16, 2026
VWAP Wave System: Structured Consistency, Amazon’s #3 Futures Bestseller
The VWAP Wave System just hit #3 Best Seller in Futures Trading on Amazon 📚🔥 No hype. No guessing. Just structure. This is what real consistency looks like. If you can’t name the setup… it’s not a trade. 🌊 Ride the Wave. #vwap #futurestrading #daytrading #tradingstrategy
By Trader Drysdale
Social•Feb 16, 2026
Warsh May Threaten Fed Stability Despite Doubtful Capability
Good piece. Warsh would be a fundamental break from the Bernanke, Yellen, and Powell Feds if he carried out his views. Do I think he’s capable of pulling that off? Not really. Do I think he might try to and...
By Claudia Sahm
Social•Feb 16, 2026
Seeking Causes Behind Hedge Funds' Rising Leverage Beyond
Are there any other explanations for the multi-year vertical ascent in hedge fund gross leverage aside from a reduction in front end interest rates / funding costs? https://t.co/WkIt1xAlmd
By Quinn Thompson
Social•Feb 16, 2026
Offset‑Dependent Clean‑Cooking Firm Fails, Warns Developing Nations
Clean cooking is a key climate solution. A company that raised $300 million and was reliant on carbon offset sales for its business model to work has gone bust. Lots of lessons for developing countries and offset sellers. https://www.bloomberg.com/news/articles/2026-02-16/clean-cooking-company-s-collapse-touches-world-bank-and-beyond
By Akshat Rathi
Social•Feb 16, 2026
China's Surplus Doesn't Directly Boost US Treasury Holdings
Two things are simultaneously true -- a) China's surplus doesn't automatically flow into its fx reserves and then into Treasuries and Agencies b) China's large ongoing surplus (+ the increase in fx assets of the state banks) cautions against using the...
By Brad Setser
Social•Feb 16, 2026
Tax Savings Stem From Management, Not Just More Properties
Real estate tax strategies don’t just come from buying more properties. They come from how those properties are managed and who is actively involved. When you understand how participation and planning affect taxes, it changes how you look at income, investing,...
By Amanda Han, CPA
Social•Feb 16, 2026
DII Buying Offsets FII Selling, Keeping Nifty Afloat
FII's sold -972 Cr. DII's Bought Heavily +1666 Cr. It's been more than a year and nifty is trying to survive with the help of DII's only But without FII's, our portfolio will remain down and -ve 🔻 @champ_trader
By Champ Trader
Social•Feb 16, 2026
Foreign Central Banks Sell USTs Even as Dollar Weakens
One of a number of potentially important macro divergences that occurred in 2H25 is shown below. For the prior 10+ years, foreign Central Banks sold USTs when the USD rose and bought USTs when the USD fell. In 2H25, foreign CB’s sold...
By Luke Gromen
Social•Feb 16, 2026
Metal Volatility Reveals Hidden Market Shifts
Metal Volatility Changed Everything $GLD $SLV $BTCUSD $SPX $QQQ $IGV $XLK Sharp volatility in gold, silver, crypto and equities was easier to spot than most think. And why I study sector rotation, options structure, and investor confidence. https://t.co/PYmLxcJSCJ
By Samantha LaDuc
Social•Feb 16, 2026
Bond Futures Surge as Curve Flattens, Front
Bond futures well bid again as the curve flattens aggressively with front end whites all red. https://t.co/d4dX0TgauD
By Ed Bradford
Social•Feb 16, 2026
Reeves Gains Momentum as UK Debt Interest Falls
UK’s Reeves is set to get a boost from falling debt interest https://t.co/iirQy0fcBA via @PhilAldrick https://t.co/R8A0t6Sj29
By Zöe Schneeweiss
Social•Feb 16, 2026
Small‑cap S&P Weights Outshine Mag 7, Walmart Spikes
A few interesting mkt observations YTD: the sector outperformers are led by the smallest weightings in $SPX while the Mag 7 is -7%, $WMT is +12% vs software -22% and $AMZN down 9 days in a row - 1st time...
By Stephanie Link
Social•Feb 16, 2026
IEA and OPEC Clash on Oil Outlook, Shaping 2024 Strategy
Why @IEA and @OPECSecretariat are split on what comes next for oil - and what it means for strategy this year https://t.co/FUAD5TlcG4 @TheNationalNews
By Robin Mills
Social•Feb 16, 2026
Trading Week Signals Fed Cut Outlook for 2026
New trading week = big clues for rates 👀 Futures up, gold down, dollar strong… what is the market betting on for Fed cuts in 2026? Fed speakers, FOMC minutes, global data & a surprise risk event ahead Watch the video before you...
By Kathy Lien
Social•Feb 16, 2026
Nifty Bounces From 25,450 Support, Eyes 25,700 Resistance
Nifty Prediction For Tomorrow 17 February 2026 By Rohit Srivastava | Indiacharts The nifty could not go below this support range, which was 25,450, and we managed to bounce back from there, hitting the gap zone, the island that we...
By Rohit Srivastava
Social•Feb 16, 2026
Investors Bet on Oil Amid Growing Supply Threats
Oil investors bullish on proliferating supply threats Investors are increasingly bullish about the outlook for oil prices as potential risks to production and tanker traffic multiply - including threats of U.S. military action against Iran and stricter sanctions enforcement. Hedge funds and...
By John Kemp
Social•Feb 16, 2026
Asian Markets Rally Eight Weeks, Hit Record Highs
Asia is up 8 weeks in a row and just closed the week at the highest levels ever, again. https://t.co/hobmUg9TXF
By J.C. Parets, CMT
Social•Feb 16, 2026
Euro's Neglect Highlights Geopolitical Weakness
We live in a beggar-thy-neighbor world. Everyone is trying to get their currencies down except for the Euro zone, another symptom of geopolitical weakness. While everyone else is managing their currencies down, the Euro is suffering from benign neglect... https://t.co/QpUo91Xcq2 https://t.co/7qByDtUMFN
By Robin Brooks
Social•Feb 16, 2026
AI Boom Sparks DRAM Crunch Across All Companies
NEW ODD LOTS - THE DRAM EPISODE The AI boom has created voracious demand for memory, meaning even consumer-facing companies are now having to compete for the chips @TheStalwart & I speak with @rwang07, analyst at SemiAnalysis, about the big DRAM crunch https://t.co/HYFcg7nK8Z
By Tracy Alloway
Social•Feb 16, 2026
Companies Resume Price Hikes After Tariff Surge
"The Break Is Over. Companies Are Jacking Up Prices Again." "Such new price increases follow last year’s wave of tariff-driven price hikes" https://t.co/onoN6WYPHy https://t.co/OjVUbYFXnM
By Scott Lincicome
Social•Feb 16, 2026
Reinvested ESP Takeover Cash and Dividends Into
Sorry, I forgot to add that I purchased more #GRI from the Cash received from #ESP Takeover and general Dividend payments being reinvested.
By WheelieDealer
Social•Feb 16, 2026
Dollar Gains Strength Over G10 Amid Low FX Turnover
In subdued foreign exchange turnover, the dollar enjoys a firmer bias against most G10 currencies amid on broadly consolidative tone. https://t.co/cyTShaySWO
By Marc Chandler
Social•Feb 16, 2026
Euro Holds 1.1850 Amid 1.3bn Options Expiry
Note that there are 1.3 bln euro options at $1.1850 that expire today. The $euro just tested the strike and it held.
By Marc Chandler
Social•Feb 16, 2026
Prepare Today, Win This Week's Trades
Markets closed today… which means PERFECT time to prepare and talk about the week ahead The traders who win this week are already preparing today. ⏰ Join us LIVE at 8:45AM ET Learn. Prepare. Trade. Because the market rewards the prepared 👇 https://t.co/m6ZWYcjupv
By Kathy Lien
Social•Feb 16, 2026
US Growth Decouples From Jobs, Entering Uncharted Territory
Via the Financial Times: My thoughts on why US "jobless growth" may have entered uncharted territory. The decoupling of US growth from employment looks more persistent—and consequential—than the three previous episodes we've seen over the last 40 years: https://www.ft.com/content/298a38bb-4cc1-44f3-bd62-6aff25d58b94 #economy #jobs #employment #unemployment #growth...
By Mohamed El‑Erian
Social•Feb 16, 2026
Bobby Jain Launches $6B Multi‑strat Amid Portfolio Shift
Hedge fund portfolios are being shaped by the shift from banks, multi-manager scale, and public/private convergence. Bobby Jain (CEO/CIO, Jain Global) on launching a $6B multi-strat, talent & risk management, and portfolio construction. https://t.co/BfZsVcl2vY With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
By Ted Seides
Social•Feb 16, 2026
Treasuries Prefer Higher Inflation Over Low Rates for Revenue
One of the under-reported stories in DM fiscal discourse is that for all the talk about how treasuries in the UK, US, France etc 'want' lower rates, they also want, and desperately, need high(er) inflation and the nominal tax revenue...
By Claus Vistesen
Social•Feb 16, 2026
Grainger Buy: Population Growth Fuels Dividend Upside
BOUGHT £3000 worth of #GRI Grainger at 192p for my Income Portfolio. Already held some and doubled the position. Play on population growth and lack of house building. ShareScope showing fwd Dividend Yield 4.6% rising to 4.9%.... DYOR
By WheelieDealer
Social•Feb 16, 2026
FX Steadies as JPY Slips on Weak Data
US and China's mainland markets are closed today. The FX market is calmer and most G10 currencies are little changed. $JPY is the notable exception as disappointing data weighs on it. See https://t.co/cyTShaySWO https://t.co/ZB9uMP7xUC
By Marc Chandler
Social•Feb 16, 2026
Asian Markets Pause for Extended CNY Holiday
Asia stocks headed for long CNY break. •Those that traded today did reasonably well, incl HK which opened half day. •Volume, not surprisingly, is light. •Most mkts will close for 2 days, China whole week. HK reopens Friday. •Japan, India...
By Azharuddin | Azha Investing
Social•Feb 16, 2026
U.S. Gas Futures Hit Four‑month Low at $3/MMBtu
U.S. GAS futures prices have retreated to the lowest for almost four months after spiking during Winter Storm Fern. Front-month futures have fallen back to just $3 per million British thermal units (the lowest since mid-October). The front month has...
By John Kemp
Social•Feb 16, 2026
Chamath's SPACs Crash: All Lose Over 90%
Meanwhile Chamath Palihapitiya’s SPAC track record - Chamath became the face of the SPAC boom through his Social Capital Hedosophia deals. Their performance since? • $SPCE: −95% • $OPEN: −98% • $CLOV: −90% • $SOFI: −45% • $AKLI: −95% •...
By Doug Kass
Social•Feb 16, 2026
CREI Acquires Family Office Portfolio Amid Quiet Day
Another light news day. #CREI done a useful acquisition of a Family Office portfolio. Apart from that not much going on (I don't hold CREI).
By WheelieDealer
Social•Feb 16, 2026
BKS's Mixed Results May Drive Valuation Lower
#BKS Update mixed really. Lots of positive stuff but Cash down and H1 Revenue light. The high p/e it used to sit on is 'normalising'. Lot to like but perhaps it can go lower. I don't hold.
By WheelieDealer
Social•Feb 16, 2026
GE Aerospace Eyes Explosive Asia Pacific Aviation Growth
bbaviation7 had an exclusive interview with Nakul Gupta, Vice President Sales and General Manager for Asia Pacific at GE Aerospace, where he shares what’s driving the rapid growth of aviation across the region from his perspective. We talk about how his...
By Bilqis Bahari