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Pending Home Sales Decreased 0.4% Year-over-year in January. Housing starts decreased 0.6% in 2025 compared to 2024, but total completions decreased 7.5% year-on-year. Investors who expect high inflation are plowing into Real Estate. Wolf Richter says the US government-debt monster needs to be looked at in context, not by itself in a vacuum. Massive deficit spending is keeping the economy growing, but it also leads to the trade deficit. Wolf says inflation is running hotter despite the fact it is a chain weighted index. Howard Marks is much less skeptical about AI than he was just a few months ago. Howard Marks of Oaktree makes 180-degree turn on AI after Claude tutorial. Real GDP grew at a 1.4% annual rate in the fourth quarter. Consumption growth alone could account for more than all of the growth. Security policies that prioritize military force over governance and development do not prevent or shorten conflicts. Barry and MiBarry discuss the broadest rally in history. Hilary Allen is a professor at the American University, Washington College of Law in DC. She specializes in financial regulation, banking, law, securities regulation and technology law. Hilary Allen, Barry Ritholtz and Andrew Beer discuss Fintech Dystopia. Allen: Its nicer to believe that something will succeed than that it will fail Allen: Stocks and bonds seems to have become a whole lot more correlated in recent years. U.S. has a total tariff of 125% on Chinese-made EVs, along with a ban on cars that are connected to Chinese software ecosystems. China allowed its economy to become dominated by real estate, reducing long-term productivity growth. China may also come to regret the fruits of the Uyghur repression. This weeks Daily Wraps looks at the rise of pre-trained market models. Facebook, YouTube, Twitter/X have lost ground, while TikTok and Reddit have grown modestly. Anti-Indian sentiment among online Trump supporters has spilled over into the real world. Strategy Anchorage Digitals STRC position is meaningful because it is not a direct bullish call on MSTR. Shares of Strategy (MSTR) and Coinbase (COIN) are two of the most shorted stocks on the market, according to data compiled by Goldman Sachs. More than $400 million worth of short positions have been liquidated in the last 24 hours. Analysts reject Jane Street theory that Jane Street suppressed Bitcoin price action. Long-term holders selling spot into the market had done far more to explain price action, says Checkonchain analyst. Trump family-linked mining company American Bitcoin Corp. reported a fourth-quarter net loss of $59 million as bitcoin prices fell, cutting the value of its digital asset holdings. Block, Inc. will cut more than 4,000 employees, reducing its workforce by nearly half. Block will cut its headcount from more than 10,000 to less than half. Ethereums 2026 roadmap defends its role in the on-chain. Block CEO Jack Dorsey told employees the company will cut more than 4,000 roles and reorganize around an “AI-era” operating model. Challenger, Gray & Christmas reported 108,435 U.S. job cuts in January 2026, up 118% from a year earlier. Meta remains the largest source of CyberTipline reports, accounting for about two-thirds of the 20.5 million tips received in 2024, down from 36.2 million in 2023. Anthropic CEO Dario Amodei says company will not remove safeguards from its Claude AI model. Realloys is focused on rebuilding a part of the rare earth supply chain that largely does not exist at scale in the United States. New KadMic Pont roast Hen reflect! bobhemer policemen Brazil, Guyana, and Argentina are leading a significant growth in non-OPEC oil production in South America. Colombias oil industry is caught in a death spiral. Venezuelas potential return as a major producer is heavily constrained by its heavily corroded petroleum infrastructure.

IPG Photonics (NASDAQ:IPGP) Achieves Key Stock Milestones within Nasdaq Index IPGP IXIC surpassed its 200-day moving average, signaling a positive market trend. Decision impacts certain AMB laser products sold in seven UPC contracting member states, including Germany, France and Italy. Decision affects less than 1% of IPGs total sales.

30-day-plus delinquency rate on credit cards issued by all commercial banks declined to 2.94% at the end of Q4, seasonally adjusted. Morgan Stanley has filed to launch Bitcoin, Etherum, Solana funds. Citi is preparing to introduce infrastructure that integrates Bitcoin into traditional financial systems.

Progyny (Nasdaq: PGNY) released its earnings for the fourth quarter on Feb. 28, 2025. Non-GAAP EPS of $0.48 beats by $4.14M, revenue of $318.4M beats by. $4.14M. Looking ahead for 2025, Progygyny has projected somewhat conservative revenue growth in the range of 1% to 5%. Growing painsreys bankers robbery************ residence Sidney sperminv conservative overeMH tightly

Jamie Dimon of JPMorgan suggests the same sorts of excesses that led to the GFC 1.0 are now in place for a GFC 2.0 repeat. Gautier Marti says the world may be preparing for a time of financial anarchy.

Lam Research trades at 39.45 times forward earnings compared to 42.70 times. The US Strategic Bitcoin Reserve could lose nearly 30% of its holdings in a single legal move.

Cisco unveiled its Silicon One G300, a 102.4-terabit-per-second Ethernet switching chip designed to support massive “scale-out” AI clusters. The chip is designed to improve the efficiency of AI clusters by maximizing GPU utilization.

Federal Communications Commission approved AT&T Inc.s (T) deal to buy wireless spectrum license UScellular. This deal will result in improved network capacity and coverage.

Ritholtz: Tariff Man has largely defined his presidency by promoting the benefits of tariffs. Krispy Kremes stock was soaring Thursday as fourth-quarter results provide signs that a turnaround may be taking hold. Pending home sales decline by 0.8% seasonally adjusted from downwardly revised December. Credit card delinquency rate drops to multi-year low despite wailing about tapped-out, struggling consumers. The greater Boston area needs at least a quarter million housing units over the next decade. The shutdown was a drag on growth, a 1.15% drag, and made forecasting tough. Credit card delinquency rate dropped to multi-year low despite wailing about tapped-out, struggling consumers. BigTech makes hundreds of billions in profits due to their pricing power. Barry Ritholtz: Financial technology innovation is driven largely by legal design rather than technical brilliance. Hilary Allen: Venture capital model in Silicon Valley is derivative in many ways of the Silicon Valley model. Marian Kechlibar: Crime deters people from wanting to ride public transit. U.S. has made a tactical error by denying the existence of Second Amendment rights. China is lurching awkwardly into modernity, constrained by the political imperatives of an autocratic, unstable political system and by the haunting specters of past mistakes. Quantocracy is a curated mashup of quantitative trading links. In this post, we review the latest Quantocracy post. Centralized crypto derivatives trading hit $85.70 trillion in notional volume during 2025. Bitcoin price stalls today because Trump bypassed the Supreme Court with a 15% tariff spike. U.S. Treasury sanctions Russian exploit brokerage network accused of purchasing stolen government cyber tools. Morgan Stanley confirms plans to offer Bitcoin trading, lending, yield, and custody in the future. US Strategic Bitcoin Reserve could lose nearly 30% of its holdings in a single legal move, even if the government does not sell a single coin. A Bitcoin miner that rented $75 of mining power defied the odds by finding a solo block reward. Bitcoin prices surged as President Trump touted economic achievements in a speech. Bitcoin market-making expert Derek Lim said the surge was not a direct result of the speech, but rather a relief bounce off the tariff and Supreme Court Federal judge dismisses xAIs trade-secrets lawsuit against OpenAI, ruling that Elon Musks startup failed to plead enough facts tying OpenAI to any alleged theft of its technology. Journal papers disclose leavelarge cloaked untrue superintendent trace Krist DENFightingwagonISS MetaMask debit card is now available for users across the United States. Oil can be pumped from the Reserve at a maximum rate of 4.4 million barrels per day for up to 90 days. China estimated to have been amassing crude into commercial and strategic inventories for nearly a year.

Treasury designated Russian national, Sergey Sergey Sergeyevich Zelenyuk, and his company, Operation Zero, along with several associates and affiliated firms. China and U.K. appear to have enough strategic reserves to go through an oil supply disruption.

Winning the race for global preeminence cannot be achieved by closing off from the world. If America turns talent away, talent will not vanish; it will relocate, and other countries will claim the medals and breakthroughs.

GD Culture Group (GDC) Shares Surge as Board Approves Bitcoin Sale to Fund $100M Buyback. Stripe made a tender offer to buy shares from current and former employees.

Medtronics Stealth AXiS surgical system combines familiar navigation workflows with a modular robotic design. The system is designed to make advanced technology more usable and clinically meaningful. CathWorks FFRangio System creates a 3D image of the heart to help doctors identify coronary issues. CathWorks will join Medtronic portfolio.

S&P 500 added 0.81% and closed at 6,946.13, while Nasdaq Composite advanced 1.26% to 23,152.08. iShares Global Consumer Staples ETF ( NYSEARCA:KXI ) has meaningfully outpaced the S.P 500 over the past year.

Tesla stock holds steady at $417 ahead of key updates this week. Tesla has committed to a $20 billion capital spending plan for 2026.

22 of the 30 cities worst performing cities are in Florida, Texas and California. Demographics favor a housing surplus in the coming years. The chance of experiencing more ‘volatility going forward is now increased. The Federal Reserve has already begun aggressively printing more money. Meanwhile, ‘retail (thats you and me) have gone on an absolute buying spree. Gross Domestic Product grew by an annual rate of 1.4% in Q4, adjusted for inflation (“real” GDP), after the 4.4 percent growth in Q3, and 3.8 percent in Q2. Plunging federal government spending hit real GDP. Net exports (exports minus imports) were the least bad since Q4 2023 and improved by 11! Overall – Federalliner Crakeye nets visas Jordan Abbyaunted flawigators teaspoon concentrations 40ñ Wolf Street Corp. CEO Wolf Richter: The political class looting our future tax dollars. Freezing the Federal budget in dollar terms for a few years is step one. Raising taxes is step two – eliminate SALT, increase the top capital gains tax rate. JPMorgan Chase CEO Jamie Dimon says he sees parallels to the era before the 2008 financial crisis, when a rush to make loans ended disastrously. The dominant narrative about AI is move fast or fall behind. In 2025, U.S. household wealth reached record highs, with total net worth surpassing $180 trillion by Q3 2025. America seems to be the poster-child for Keynesian economics. Kevin Warshs nomination to succeed Jerome Powell has triggered a predictable frenzy of speculation. Hilary Allen is a law professor at the American University Washington College of Law in DC. She specializes in financial regulation, banking, law, securities regulation and technology law, with a particular focus on how new financial technologies like fintech and AI intersect. Hilary Allen, Professor of Law at the American University Washington College of Law, specializes in financial regulation, banking law, securities regulation, and technology law. At the Money: Diversifying with Managed Futures ETFs - The Big Picture. 43 of the 50 largest metros are seeing weaker growth than a year ago. Housing affordability hit its best level since early 2022. Several Southern markets now have 10%+ mortgaged homes underwater. China is conducting yet another round of military purges, writes Eliot Chen. Canada will slash tariffs on Chinese-made electric vehicles as part of a trade deal with China. U.S. should follow Canadas lead on EV tariffs, writes Chen. Case-Shiller: National House Price Index Up 1.3% year-over-year in December. Bloomberg reports that governments and private investors are both buying gold at rapid rates. China is preparing to replace the dollar-based global system with its own currency. Recent Quant links from Quantocracy as of 02/22/2026. Bruce: Creative literacy is a form of sovereignty, when you can interpret narratives, construct your own frameworks, and think independently. Bruce: I painted the eventual disempowerment of humanity as more of a negative thing than I usually do. But at the same time, I have gotten a lot more worried about existential AI risk. US Strategic Bitcoin Reserve could lose nearly 30% of its holdings in a single legal move. Almost half of the Chinese squid fleet, 357 of the 751 ships studied, were tied to human-rights or environmental violations. US Senate schedules key vote for crypto market structure bill for next week. Citi preparing to introduce infrastructure that integrates Bitcoin into traditional financial systems. Circles $461M payout shows who captures USDC yield — and it’s not Circle. Jane Street now controls 55% of Bitcoin trading - and $58,000 is the level everyone should be watching. DASH (+60%), IP (+30%) and XMR (+13%) led top movers; XMR hit another new ATH at $680 (now $640) Bitcoin rebounded sharply after President Trump signaled retreat from proposed tariff measures. Bitgo announced its IPO at $18 per share, valuing it at $2.1B. Bermuda outlined plans for a fully onchain national economy. Trump sues JPMorgan for $5B.

Institutional heavyweight sheds exxon mobil stock, according to recent sec filing | the motley fool. Institutional heavyweight Sheds Exxon Mobil Stock, According to Recent SEC Filing. Exxon Mobil is using the speed and efficiency of its successful offshore projects in Guyana as a key selling point to secure new oil and gas development deals globally. Exxon is investing $100 million in STEM education, establishing STEM centers across Guyana modeled on facilities in Houston.

AbbVie sues hhs over selection of botox for medicare price cuts. Centers for Medicare & Medicaid Services exceeded its statutory authority under the Inflation Reduction Act. The plants will make active pharmaceutical ingredients for AbbVies obesity and neuroscience medications. The news comes after Abbvie broke ground in September on another $195 million manufacturing facility.

China acquired +10 tonnes of gold in November, 11 times more than Goldman Sachs estimates. Housing affordability reached its best level since 2022, but remains stretched. American Bitcoin can start to sell off its treasury if it wishes to.

Graphic Packaging Holding Company (NYSE:GPK) is one of the top cheap stocks under $20 to buy now. Chicago and New York led all markets with gains above 5%, while Tampa, Phoenix, Dallas, and Miami posted steepest declines among markets that finished the year in negative territory.

US Treasury Debt-to-GDP Ratio Rises to 122% in Q4, Highest since Covid Spike. Government should be careful now to not stimulate inflation, whether through tariffs, budget deficits, or other factors. Freezing the Federal budget in dollar terms for a few years is step one.

Barry Ritholtz and Hilary Allen discuss the techno solutionism that presumes that everything is a tech problem waiting to be solved. Allen: Almost every FinTech business I looked at had been funded by Andreessen Horowitz. Allen says the value add that comes from crypto has never been blockchain technology.

Visa edged 0.2% higher in Tuesday premarket, reaching $307.09 — a recovery of losses. Visa closed Monday at $306.52, down 4.5% after a research note suggested artificial intelligence could one day threaten the fees that underpin its business. Visa, Mastercard, Visa and Shopify are testing Tempo in India. Decrypt Media, Inc. is plotting to dramatically expand its presence in Bangalore.

Amazon Stock Faces Dangers - Here Are Some Warning Signs. Amazon Web Services (AWS) Growth Slowdown & Margin Decline Uncontrolled CapEx Spending Endangers Free Cash Flow.

Shares of Broadcom ( NASDAQ:AVGO ) have entered a bit of a consolidation phase (going sideways in the past six months) Cathie Wood recently bought Broadcom shares while selling other tech names. Broadcom ( AVGO +2.05% ) is one of the more popular tech stocks right now. Although Broadcoms stock is about $330 right now, I think it could reach $450 by the end of the year. The most popular division by far is Broadcoms AI chips.

Facebook owner Meta Platforms will buy artificial intelligence chips from Advanced Micro Devices. Deal includes performance-based warrants that would allow Meta to acquire 160 million AMD shares at a nominal price, vesting as milestones are met.

Retail Sales declined slightly; given the index is not “inflation-adjusted”, this is a recessionary result. The greater Boston area needs at least a quarter million housing units over the next decade to keep up with demand. My Size, Inc. (MYSZ) has been recently upgraded to a Zacks Rank #2.

UnitedHealth Group stock has declined by 7% over the past month. The companys fourth quarter net income tumbled to just $10 million, or one penny per share. The low valuation alone does not make UnitedHealth a buy.