Soybeans posted 4 to 5 ½ cent gains on Tuesday. The cmdtyView national average Cash Bean price was 4 3/4 cents higher at $10.00 1/2. Soymeal futures were $1.40 to $2.60 lower, with Soy Oil futures up 102 to 129 points. The Treasury issued guidance on the 45Z tax credit this morning, adding some premium to bean oil and lessening some uncertainty. Don’t Miss a Day: USDA’s monthly Fats & Oils report ...
Soybeans posted 4 to 5 ½ cent gains on Tuesday. The cmdtyView national average Cash Bean price was 4 3/4 cents higher at $10.00 1/2. Soymeal futures were $1.40 to $2.60 lower, with Soy Oil futures up 102 to 129 points. The Treasury issued guidance on the 45Z tax credit this morning, adding some premium to bean oil and lessening some uncertainty. Don’t Miss a Day: USDA’s monthly Fats & Oils report from Monday afternoon showed a total of 229.84 million bushels of soybeans crushed in December, shy of trade estimates. That was still 4.24% above November and 5.59% larger yr/yr. Marketing year crush since September has totaled 891.58 million bushels, which is up 7.43% from the same period last year. EU soybean imports have totaled 7.29 MMT, from July 1 to February 1, which is down 1.33 MMT from the same period last year. Mar 26 Soybeans closed at $10.65 3/4, up 5 1/2 cents, Nearby Cash was $10.00 1/2, up 4 3/4 cents, May 26 Soybeans closed at $10.77 1/4, up 4 3/4 cents, Jul 26 Soybeans closed at $10.90 1/2, up 4 3/4 cents, On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
China's Rare Earth 'Monopoly' - And Why Markets Will Break It Authored by Walter Donway via The Epoch Times (emphasis ours), Commentary With its recent announcement of a trade deal with China , the White House intended to reassure markets, manufacturers, and the military that China would not sever the supply lines of “ rare earths ” to the United States. Among other concessions, Beijing committed ...
China's Rare Earth 'Monopoly' - And Why Markets Will Break It Authored by Walter Donway via The Epoch Times (emphasis ours), Commentary With its recent announcement of a trade deal with China , the White House intended to reassure markets, manufacturers, and the military that China would not sever the supply lines of “ rare earths ” to the United States. Among other concessions, Beijing committed itself to avoid restricting exports of rare earth elements and related critical minerals essential to advanced manufacturing, clean “green” energy, and modern weapons systems. The agreement was described as a win for American economic strength and national security. But the very need for such a promise reveals an uncomfortable truth: the United States, long the world’s leading industrial power, has become dependent on the goodwill of a strategic rival for materials central to its economy and its defense . Environmental impact is visible near an industrial plant in Baotou, Inner Mongolia, China, on Feb. 4, 2016. ebenart/Shutterstock That dependence did not arise because rare earth minerals are scarce. They are not . Nor did it arise because China alone possesses the technical capacity to mine or refine them. It arose from a long chain of economic and political decisions—made largely in free societies—that concentrated production in a country willing to accept costs others would not. Understanding how that happened is essential to understanding why China’s apparent monopoly is far less “coercive,” and far less durable, than it looks. Not Rare, Just Hell to Process Rare earth elements are a group of seventeen metals mostly in the first row below the main periodic table in the lanthanide series (elements 57–71), plus Scandium (Sc, #21) and Yttrium (Y, #39), which share similar properties and are found in the same deposits as the lanthanides. They are “transition metals” with distinctive magnetic and fluorescent characteristics. The first was identified in 1787 , and by 1947 all...
Hong Kong stocks fell on Wednesday, dragged by technology heavyweights, as speculation about higher value-added taxes weighed on sentiment. The Hang Seng Index dropped 0.1 per cent to 26,797.05 at the open, after falling 0.2 per cent Tuesday. The Hang Seng Tech Index fell 0.9 per cent. On the mainland, the CSI 300 Index lost 0.3 per cent and the Shanghai Composite Index slipped 0.1 per cent. Tech ...
Hong Kong stocks fell on Wednesday, dragged by technology heavyweights, as speculation about higher value-added taxes weighed on sentiment. The Hang Seng Index dropped 0.1 per cent to 26,797.05 at the open, after falling 0.2 per cent Tuesday. The Hang Seng Tech Index fell 0.9 per cent. On the mainland, the CSI 300 Index lost 0.3 per cent and the Shanghai Composite Index slipped 0.1 per cent. Tech giants were among major losers, as rumours persisted that Beijing could follow up an adjustment of the value-added tax on the telecoms sector with a similar increase for internet companies, denting profit prospects. WeChat operator Tencent Holdings dropped 1.6 per cent to HK$572, and e-commerce giant Alibaba Group Holding lost 1 per cent to HK$159.40. Food-delivery service provider Meituan fell 1.8 per cent to HK$91.50, and short-video platform Kuaishou Technology slid 1.8 per cent to HK$72.15. Advertisement Limiting losses, gold miner Zijin Mining Group rose 2.1 per cent to HK$42.24, while oil and gas producer CNOOC added 2 per cent to HK$23.82. US equities fell overnight, with the S&P 500 dropping 0.8 per cent and the Nasdaq sliding 1.4 per cent, as concerns grew that an acceleration in artificial intelligence investment could weigh on demand for related products, such as software. Risk sentiment was further dented by escalating tensions between the US and Iran. Advertisement One stock debuted on Wednesday. Qingdao Gon Technology jumped 25 per cent to HK$45.
After setting up his own company, he was hired an as in-house private investigator for two US news shows. In the mid-1990s, because he was getting lots of calls from British newspapers, he set up a new enterprise as an "independent supplier of data to British tabloid reporters".
After setting up his own company, he was hired an as in-house private investigator for two US news shows. In the mid-1990s, because he was getting lots of calls from British newspapers, he set up a new enterprise as an "independent supplier of data to British tabloid reporters".
We came across a bullish thesis on IREN Limited on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited's share was trading at $53.08 as of February 2nd. IREN’s trailing and forward P/E were 34.39 and 55.87 respectively according to Yahoo Finance. Applied Optoelectronics (AAOI) Climbs 20.6% on Hyperscaler Order Copyri...
We came across a bullish thesis on IREN Limited on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited's share was trading at $53.08 as of February 2nd. IREN’s trailing and forward P/E were 34.39 and 55.87 respectively according to Yahoo Finance. Applied Optoelectronics (AAOI) Climbs 20.6% on Hyperscaler Order Copyright: ralwel / 123RF Stock Photo IREN Limited operates in the vertically integrated data center business in Australia and Canada. IREN is uniquely positioned to capitalize on the exploding demand for AI compute, applying a “Tesla playbook” to datacenters and effectively creating a near-infinite market opportunity. Despite a 50% decline from its highs, the long-term thesis remains intact, driven by AI scaling laws that are enabling models like Claude Opus 4.5 to autonomously handle increasingly complex tasks over extended time horizons. This is fueling exponentially rising demand for high-performance compute, and IREN’s ability to rapidly print and iterate datacenters makes it one of the few companies capable of meeting this demand. The recent Q1 FY2026 earnings call highlighted several derisking factors: transitioning from ASICs to GPUs is low CapEx and fast, cash from operations continues to trend upward, and flexible rack densities allow datacenters to support multiple generations of compute engines, reducing contracting risk. IREN’s management has consistently delivered on construction and commissioning timelines, validating operational execution in a complex environment where missteps could be costly. While higher CapEx historically depressed free cash flow per share, incremental design enhancements are now enabling outsized free cash flow growth, pointing to a potential rise in return on invested capital over the next 18-24 months. At just over $11 billion in market value and 15x sales, IREN is undervalued relative to its long-term potential to scale compute infrastruct...
Parradee Kietsirikul/iStock via Getty Images Looking forward in 2026, there may be a growing theme that investors must navigate: Many facets of the economy appear to be driving on a 'two-lane highway.' - Income Research + Management Market in Review A fog of uncertainty kicked off the fourth quarter of 2025, as the longest U.S. Government shutdown on record — totaling 43 days — began on October 1....
Parradee Kietsirikul/iStock via Getty Images Looking forward in 2026, there may be a growing theme that investors must navigate: Many facets of the economy appear to be driving on a 'two-lane highway.' - Income Research + Management Market in Review A fog of uncertainty kicked off the fourth quarter of 2025, as the longest U.S. Government shutdown on record — totaling 43 days — began on October 1. The disruption forced investors to navigate an already cautious macroeconomic environment without official data releases, such as October's Consumer Price Index ("CPI"), until November 12. Despite the limited data, the Federal Reserve ("Fed") continued easing monetary policy with two 0.25% cuts, bringing the federal funds target range to 3.50%–3.75%. The cuts were intended to protect against a softening labor market, but the decision was not unanimous. Members disagreed on whether inflation or employment posed a bigger risk to the economy. The shutdown-driven gaps in data collection did little to sway members decidedly in either direction. On one hand, the unemployment rate rose to 4.6% — a four-year high — supporting the dovish members on the committee. On the other hand, CPI growth eased to 2.7%, year over year in November. However, many cautioned the data were distorted by the shutdown and should be discounted. The Treasury curve continued to steepen, with the 2-year Treasury rate down 0.13% to 3.47%, and the 30-year yield up 0.11% to 4.84%. Investors became increasingly confident the Fed would cut rates throughout the quarter, which pushed front-end rates lower. Economic growth continued to be solid — as evidenced by 4.3% year-over-year GDP growth in the third quarter — thanks to Artificial Intelligence ("AI")-related CapEx and spending from the highest-earning consumers, which pressured long-end rates. Portfolio Performance During the fourth quarter, the Harbor Core Bond Fund (Institutional Class, "Fund") returned 0.89%, underperforming its benchmark, the Bloomberg US...
Key Points UnitedHealth reported earnings recently, which beat on the bottom line but missed on revenue. The company's guidance is soft for the year ahead as management expects a decline. The Trump administration has proposed just a nominal increase in Medicare Advantage rates for 2027. 10 stocks we like better than UnitedHealth Group › UnitedHealth Group (NYSE: UNH) is a stock that looks to be in...
Key Points UnitedHealth reported earnings recently, which beat on the bottom line but missed on revenue. The company's guidance is soft for the year ahead as management expects a decline. The Trump administration has proposed just a nominal increase in Medicare Advantage rates for 2027. 10 stocks we like better than UnitedHealth Group › UnitedHealth Group (NYSE: UNH) is a stock that looks to be in deep trouble. As of the end of January, it was already down 13% in 2026. And that's after an already brutal year in 2025, when it fell 35% in value. Investors have been dumping the stock in droves, as things appear to be going from bad to worse. The company recently released its latest quarterly results, which only exacerbated concerns about its future and whether this is still a good business to invest in. Here's why UnitedHealth stock seems to be in an endless free fall these days, and whether you should consider taking a chance on it. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » What's weighing down UnitedHealth stock? UnitedHealth reported its fourth-quarter results last week, and they technically weren't all that bad. The company beat expectations on the bottom line as its adjusted earnings per share came in at $2.11 versus the $2.10 that analysts were projecting. The company's top line was a little weak, however, totaling $113.2 billion, which was slightly lower than the $113.82 billion that Wall Street was looking for. It was a slight miss on revenue, but the bigger concern is that the future may not be all that much more promising for UnitedHealth. The Trump administration is proposing that rates are flat for Medicare Advantage in 2027, which is bad news not only for UnitedHealth, but other health insurance companies as well. Analysts were expecting rates to increase by at least 4%, while the government proposal calls for a rate increase of j...
Klaus Vedfelt/DigitalVision via Getty Images As we turned the page into a new year, I'm happy to start it off strong with my weekly $200 cash injections as well as an additional allocation of capital of the account this month to initiate a new position. This was as good of a start as I could ask for, with a massive increase in forward dividends due to contributions from new purchases, dividend inc...
Klaus Vedfelt/DigitalVision via Getty Images As we turned the page into a new year, I'm happy to start it off strong with my weekly $200 cash injections as well as an additional allocation of capital of the account this month to initiate a new position. This was as good of a start as I could ask for, with a massive increase in forward dividends due to contributions from new purchases, dividend increases, and dividend reinvestments. Since this series started in July of 2022, I have collected a total of $18,216.66 in dividends. Cumulative Dividends Received (Personal Spreadsheets) Background The initiation of tracking my DGI income on Seeking Alpha can be found here . My dividend income is tracked across all of my portfolios (taxable accounts and IRAs, not 401(k)s ). A large portion of the target $100,000 in forward-projected dividends will be produced within retirement accounts and thus not easily accessible during early retirement; however, I will aim to maintain a 33% proportion of dividend income in my taxable account. With this level of dividend income and adhering to the 4% rule on the overall taxable account size, I will be able to reasonably consider a change in career to a more part-time role or pursue other methods of income until I am able to access retirement funds. Meanwhile, my retirement accounts will continue to build and grow until I'm ready to begin taking distributions to fund my retirement. Forward Income Added During the month of January, I added $155.58 in forward income (an increase of 2.47% month/month), now making my total forward income $6,442.40. I received a moderate level of dividends this month, $461.87. My dividends received per month are relatively steady month-to-month as investments have been made in monthly dividend payers such as Realty Income Corp. ( O ), Main Street Capital ( MAIN ), and Neos S&P 500 High Income ETF ( SPYI ). My breakdown of income added via new purchases, dividend reinvestments, and dividend rate increases does n...