Software Stocks: Navigating The SaaSpocalypse Authored by Michael Lebowitz via RealInvestmentAdvice.com, The recent rotation from growth to value is well documented. While the return divergences between, for instance, technology stocks and materials or industrials stocks are significant, they do not tell the whole story. There are also extreme return differentials between broad industries and their sub-industries. In this […]

Democrats Talk Affordability, Immigration In Rebuttal To Trump SOTU As usual, the opposing party was ready with a rebuttal to the President’s State of the Union address last night.  Virginia Gov. Abigail Spanberger delivers the Democratic response to President Donald Trump’s State of the Union address in Williamsburg, Va., on Feb. 24, 2026. Mike Kropf/Getty Images Speaking from the House of Burgesses in Colonial Williamsburg, […]

Most Voters Want Immunity For Vaccine Companies Removed: Poll Authored by Zachary Stieber via The Epoch Times, A majority of voters say immunity for pharmaceutical firms should be removed in cases where the companies’ vaccines cause injuries, according to a new poll. Sixty percent of voters responding to the poll agreed that vaccine manufacturers should be stripped of immunity in such cases, including 33 percent who strongly […]

WTI Extends Losses After Biggest Crude Build In 3 Years Oil prices are sliding this morning following as an over-supplied market (API reported a huge 11.4mm barrel build last week) beats the geopolitical risk premia (with the US poised to attack Iran). “Iran, rather than backing down and agreeing to all and any term [U.S. President Trump] is placing on the table (as he had expected), is instead daring him to attack. “Just you […]

Horrific New Data Reveals Thousands Of Children Mutilated Under Biden Regime Authored by Steve Watson via Modernity.news, New revelations from the Stop The Harm Database expose a grim reality: between 2019 and 2023, thousands of American children were subjected to life-altering surgeries, hormone treatments, and puberty blockers in the name of transgender ideology. According to the data compiled by medical watchdog group Do No […]

Trump Talks Economy, Immigration, Taxes, And AI In State Of The Union Address Update (2320ET): While predicted to be ‘2 or 3 hours,’ President Trump’s State of the Union was just 109 minutes – though it was still the longest on record since at least 1964. Trump emphasized border security, energy production, and tax policies while throwing Democrats under the bus over the economy and unchecked illegal immigration. Trump […]

“Enough Is Enough”: David Tepper Slams Whirlpool For Value Destruction In “Scathing” Letter David Tepper, the billionaire behind Appaloosa Management, blasted Whirlpool’s board in a sharply critical letter, accusing the appliance maker of eroding shareholder value and demanding a strategic reset, according to CNBC, who viewed the letter. Tepper said he watched with “a certain astonishment” as Whirlpool moved ahead with what […]

The US Dollar: From Exceptional To Average? Authored by Eva Sun-Wai via BondVigilantes.com, The dollar’s slide last year looks less like a sudden break and more like the culmination of pressures that have been gathering for a while. The fading of US exceptionalism has sat quietly in the background, and once the narrative started to normalise, the cracks became clearer: softer growth expectations, slower capital inflows, and […]

Contaminated Meat From Brazil Hits The EU, As Mercosur Opponents Are Proven Right Via Remix News, Opponents of Brussels’ deal with Latin American countries to import agricultural products are being proven right, unfortunately. Meat containing a banned growth hormone has shown up in the EU, a Dutch authority has reported, leading Polish authorities to order urgent inspections by the relevant inspectorates. EU farmers and […]

Futures Rise Ahead Of Critical Nvidia Earnings US equity futures are higher into NVDA earnings release after the close, and the risk-on tone in the US yesterday has spread globally with tech giant’s earnings a catalyst for maintaining the rally aided by Tech. As of 8:00am ET, S&P 500 futures were up 0.3% as with Nasdaq 100 contracts +0.4%; NVDA is up 0.6% in premarket trading and while blowout results from the company later […]

“I Did Nothing Illicit”: Bill Gates Begins Apology Tour Over His Epstein Ties A week after Bill Gates abruptly pulled out as a keynote speaker at a high-profile global AI summit in India, the left-wing billionaire finally mustered enough nerve to “take responsibility for his actions” over his ties to late financier and sex offender Jeffrey Epstein during a town hall meeting with Gates Foundation employees. The Wall Street Journal […]

Spacecraft Builder That Beats Big Defense Primes On Cost And Speed: Here’s How To Profit Provided continued AI disruption, indiscriminate software stock selling, and credit market risks do not trigger a broader risk-off market event in the coming weeks or months, a June SpaceX IPO could become the bedrock for the grand reopening of the IPO market. The second-order effects of a SpaceX IPO would be improved sentiment toward AI […]

Diageo Shares Plunge Most In Two Years On Weaker Guidance, Dividend Cut Shares of Diageo Plc fell the most in 2 years after the maker of Guinness beer and Johnnie Walker whiskey cut its guidance for the second time this fiscal year amid soft demand in the US and China markets. The move marks an early challenge for new CEO Dave Lewis. The British distiller now expects organic net sales to decline by 2% to 3% this fiscal year, down […]

Market Bets Soar That Fed Will Cut Rates To 2% In 2027 Concerns about rising inflation, and the Fed hiking rates to contain it, have reversed rather dramatically.  As Bloomberg’s Edward Bolingbroke observes, after months of consensus trades that the Fed’s easing cycle will end in 2026, traders in US futures and options markets are suddenly piling on bets that the Fed will continue cutting rates well into next year instead of […]

The AI Boom Is Powering A Nuclear Renaissance Authored by Robert Rapier via OilPrice.com, Hyperscale AI data centers require city-scale electricity loads, making dependable baseload power a strategic necessity. Microsoft and Amazon are forming direct nuclear partnerships and pursuing advanced reactor technologies to secure long-term energy supply. Energy infrastructure, particularly nuclear generation and uranium […]

Trump’s Cuba Pressure Campaign Could Spark Cohiba Cigar Price Spikes Cuba is buckling under a severe economic crisis. Years of economic mismanagement, turbocharged by hyperinflation and population decline, have left the nearly seven-decade-old communist government weaker than at any point in years. Now, the Trump administration has promised maximum pressure, with President Trump openly vowing to bring the regime to its knees. […]

Trump Admin To Launch New Free-Speech Site To Combat Censorship Abroad Authored by Kevin Stocklin via The Epoch Times (emphasis ours), In response to what the Trump administration says is a rising tide of censorship in Europe, the State Department is launching a new app that will give users worldwide access to content that has been censored in other countries. European Commissioner Thierry Breton speaks during a news conference at […]

Report Details Russia’s Shadowy Digital Pipeline Concealing $90BN In Crude Exports Global sanctions meet the digital age in a recent interesting bit of FT analysis, which concluded that a single email server may have exposed what amounts to a $90 billion shadow pipeline for Russian crude. While Western media and officials would consider this an ‘illicit’ sprawling sanctions-evasion machine hiding in plain sight, Moscow sees US-EU […]

Another Migrant Sex Offender Granted Asylum In Britain Despite Skipping Bail In Europe Authored by Thomas Brooke via Remix News, An Afghan man accused of rape in Austria jumped bail and fled to Britain, where he was granted asylum and lived freely for over six years. It is the second such case to be exposed this month after a similar incident involving a Syrian convicted of sexually assaulting a teenager in Germany, who failed […]

Saudi Arabia Records Largest Budget Deficit Since 2020 Via The Cradle Saudi Arabia recorded its widest quarterly budget deficit in five years in the final three months of 2025, as lower crude oil prices weigh down the kingdom’s finances, Bloomberg is reporting. Data released by the Saudi Ministry of Finance  shows the government posted a deficit of 94.9 billion riyals ($25.3 billion) in the fourth quarter, which brought the […]

Russia Faces Five Geostrategic Challenges As The Special Operation Enters Its Fifth Year Authored by Andrew Korybko, As it’s always done, Russia is expected to ensure its sovereignty, security, and thus its survival through the creative interplay between its political, military, intelligence, diplomatic, expert, and civil society communities. Russia’s special operation against NATO-backed Ukraine just entered its fifth […]

Former Norway PM Attempts Suicide After Epstein-Linked Raid, Corruption Charges: Report Norway’s former Prime Minister Thorbjørn Jagland was hospitalized a week ago after a failed suicide attempt, days after he was charged with “gross corruption” after a police probe into his ties with the late sex offender Jeffrey Epstein, local outlet iNyheter reports.  Thorbjorn Jagland, a former prime minister of Norway, in Oslo February […]

Chinese Defense Labs Exploit Nearly $1 Billion In US Research Funds, Report Says Authored by Dorothy Li via The Epoch Times (emphasis ours), Nearly $1 billion in U.S. federal research funds have been funneled into projects involving the Chinese regime’s defense laboratories that pose “critical risks” to America’s national security, according to a new study. Chinese missile launchers are seen during a military parade marking […]

Iran To Buy Chinese Supersonic Anti-Ship Missiles As US Carriers Near As US carriers and warships mass in the Gulf and as the next round of Geneva talks are expected by week’s end, Tehran appears to be quietly upgrading its ability to threaten maritime chokepoints. According to Reuters, Iran is in advanced negotiations with Beijing to purchase Chinese-made CM-302 anti-ship cruise missiles – which are supersonic weapons […]

California Allocates $35 Million To Aid Illegal Immigrants Authored by Kimberly Hayek via The Epoch Times, California Gov. Gavin Newsom’s administration has boosted support for illegal immigrants in response to the federal government’s escalated law enforcement and deportation operations under President Donald Trump. The new support includes $35 million in existing humanitarian funding for basic needs and legal aid. The money […]