Jack of All Trades
Crypto, travel, and commercial real estate diverged: Coinbase missed (revenue -21.6% crypto winter) but resilient +0.6% on FCF $3.07B, Airbnb surged +7% on GBV +16% 2-yr high (Reserve Now Pay Later catalyst), CBRE beat on data centers (14% EBITDA, $2B 2026 target)—execution trumped cyclicality
US stock futures held Friday morning, attempting to stabilize after a broad market selloff, as investors prepared for a highly-anticipated inflation update due before the opening bell.
Jack of All Trades
Semiconductor equipment (AMAT AI/HBM dominance) and cloud networking (ANET 65% margins, $2.75B AI 2026) proved AI capex beneficiaries, EV scaling (RIVN R2 62-67K deliveries 2026) showed execution inflection, grocery tech (CART GTV +14% 3-yr high) validated platform defensibility
Trade wars are often treated as temporary disruptions—policy disagreements that escalate, peak, and eventually resolve through negotiation. This interpretation misunderstands the nature of economic competition between states.
January kicked off on a strong note with the total digital asset market cap reaching ~$3.4T as BTC rallied to $97K. However, momentum faded mid-month as geopolitical developments, including the pursuit of Greenland and renewed tariff uncertainty with European nations weighed on risk assets
By the end of January 2026, the global economy appears stable on the surface but increasingly divergent underneath. Global growth remains near trend, supported by technology-driven capital expenditure, resilient U.S. demand, and strong momentum across India and parts of Southeast Asia.
Microsoft CEO Satya Nadella announced the “world’s most powerful AI datacenter” Fairwater on his Linkedin post in September 2025 dripped with techno-triumphalism, LinkedIn erupted in applause, but I didn’t.
Bob Dylan's song "The Times They Are A-Changin'" became an anthem for change and a commentary on the social upheavals of the 1960s. However, its message is timeless and can be applied to various periods of economic uncertainty, including those characterized by stagflation.
In late 2024, Michael Saylor, doubled down on his Bitcoin vision with an audacious plan. Saylor's strategy involved raising billions through convertible debt to purchase more Bitcoin. This bold move was met with excitement by many, but I saw the cracks in the strategy
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Nigeria can transform risks and complexities in the oil and gas industry to opportunities for growth and development if operators and regulators collaborate in a business environment that encourages transparency and governance discipline without late-stage fiscal or regulatory shocks. Managing Director, Shell Nigeria Exploration and Production Company Limited (SNEPCo), Ronald
The essay exploded across platforms like Elon Musk's X, prompting a range of praise and criticism from readers. Read Full Article →
News Analysis Ottawa has set its sights on deepening ties with Beijing, including on energy cooperation, but to what extent will this occur and what implications will it have for Canada’s oil sector? For now, the federal minister in charge of the file won’t say whether this could
Standard Chartered’s Senior Economist Tommy Wu raises Hong Kong’s 2026 GDP growth forecast to 3.2% from 2.5%, citing robust Q4 momentum, stronger financial activity and improving consumer sentiment. Read Full Article →
MELBOURNE, Australia, Feb. 13, 2026 /PRNewswire/ -- As the global private credit market continues to expand beyond an estimated $3 trillion, structural changes within the sector have become more visible, including broader use of payment-in-kind (PIK) interest and evolving lending... Read Full Article →
Brunswick space company bluShift, which launched its first rocket in 2021, will now sell its bio-fueled engines to meet a growing demand. Read Full Article →
The Supreme Court ruled that telecom spectrum cannot be transferred or sold by companies under the Insolvency and Bankruptcy Code (IBC) as its a scarce public resource, marking a win for the government and defeat for lenders to phone company Aircel Ltd, which stopped operations in February 2018. It filed
CEA Industries (BNC) responded to false claims made by YZILabs Management about the company’s compliance with Nasdaq Stock Market rules regardin... Read Full Article →
Many people have been skeptical about investing in cryptocurrencies because their value is mostly driven by speculation and volatility. While some investors may have gambled on early crypto to get rich, others are hesitant to invest in crypto because they don’t see it as stable. The only thing keeping
Westwood Holdings (WHG) reported Q4 2025 revenue of $27.1M, up from $24.3M in Q3 and $25.6M a year earlier.Q4 non-GAAP earnings were $0.36 per... Read Full Article →
Lifetouch, the company specializing in school photography, has issued a statement amid a row over it being mentioned in documents related to Jeffrey Epstein. Read Full Article →
The South Korean construction market offers diverse opportunities across residential, commercial, institutional, industrial, and infrastructure sectors. Key growth drivers include government supply acceleration strategies, energy-performance compliance, retro… Read Full Article →
