What I Am Reading
Thursday, February 26, 2026
Markets
- Stock Market Concentration Has Surpassed Its 1930s Peak. Should Investors Worry?Morningstar
- US software stocks to keep rebounding, says Goldman Sachs prime brokerage noteReuters
- The $1.6 Trillion Meltdown That Swept Through Software StocksWall Street Journal
- European shares at record highs on earnings boost; tech in focus after Nvidia beatReuters
- Oil prices slip about 1.5% on high US crude stocks and US-Iran positivityReuters
- The Reign of the Dollar Is Coming to an End. What Investors Can Do About It.Barron's
Central banks
Commodities
US
- Trump's tedious State of the Union was just lie after lieUSA Today
- Trump's State of the Union speech was optimistic and entertainingFOX
- The $130 Billion Race for Companies to Get Their Tariff Money BackWall Street Journal
- Shipping Industry Sends Strong Consumer Demand Signal For The YearWall Street Journal
- Sizing Up the U.S. Economy in Trump’s First YearWall Street Journal
AI I
AI II
Trade
- Trump Plans to Double Down on Tariffs After Court DefeatBarron's
- India Scored a Successful Trade Deal With the U.S. Investors Aren’t Impressed.Barron's
- China-EU trade ties are at a crossroads. Could tech bridge the divide?SCMP
- Merz leaves China with ‘bargaining chips’ for looming Trump trade battleSCMP
- China Hits Japanese Firms With Export BansWall Street Journal
Geopolitics
- What are Donald Trump’s strike options in Iran?Economist
- Mexico weighs legal action after Musk links president to drug cartelsReuters
- The killing of Mexico’s most powerful narco will please Donald TrumpEconomist
- Mediator Oman hopes for progress in Iran-US nuclear talksReuters
- US officials warn of Iranian threat to the US ahead of nuclear talksReuters
- China affirms ‘no nukes’ position amid claims of European plan to arm UkraineSCMP
- Cuba crisis: Russia says situation is escalating after boat incidentCNBC
Beyond markets
Germany Ifo Business Climate (February 2026)
- Source:ifo Institute