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US housing market demand is collapsing: US new home sales fell -17.6% MoM in January, to 587,000 units, the lowest since 2022. This marks the largest monthly drop since July 2013, far worse than the -2.7% expected. YoY, sales fell -11.3%, the worst annual decline in 3 years. The Northeast was hit hardest with sales plunging -44.7% MoM, followed by the Midwest at -33.9%. Furthermore, the median new home price fell -6.8% YoY to $400,000, the lowest since 2024, bringing the 3-month average down to ~$410,000, the lowest since 2022. Meanwhile, mortgage rates have jumped +33 basis points over the last 2 weeks, to 6.43%, the highest since September, marking the largest 2-week increase in nearly a year. Higher interest rates are back.

A 10-year backtest on S&P 500 large caps proves that filtering for earnings quality creates a significant edge. The strategy focuses on companies where operating cash flow exceeds reported net income. When cash collected outpaces earnings on paper, the accrual component is negative. This means the company is not relying on accounting estimates to hit its numbers. The strategy applies five rules: ▪️ Positive operating cash flow. ▪️Positive net income. ▪️Cash flow greater than net income. ▪️Accruals to assets ratio below 5 percent. ▪️Financial firms excluded. The remaining names are ranked by the accruals to assets ratio and the best 25 names are held. The results are compelling. Over the decade ending March 2026, this 25-stock portfolio returned 17.54 percent annualized. The S&P 500 Equal Weight benchmark returned 11.12 percent. Better Sharpe ratio as well. Current holdings include Meta, ServiceNow, Datadog, and Devon Energy. These firms represent a cash fortress across different sectors. They are held together by one shared trait: their cash earnings match or exceed their reported earnings. Are accruals still relevant?

Announcing TERAFAB: the next step towards becoming a galactic civilization twitter.com/i/broadcasts/1…

🚨 BREAKING: The cybersecurity industry is about to get completely disrupted. Someone just open-sourced a fully autonomous AI Red Team. It's called PentAGI. 8,200+ stars on GitHub. Not one AI agent. An entire simulated security firm. Researchers, developers, pentesters, and risk analysts. All AI. All coordinating with each other before launching a single attack. No Cobalt Strike. No $100K/year pentest retainers. No OSCP required. Here's what's inside this thing: → An Orchestrator agent that plans the full attack chain → A Researcher agent that gathers intel from the web, search engines, and vulnerability databases → A Developer agent that writes custom exploit code on the fly → An Executor agent that runs 20+ pro security tools (nmap, metasploit, sqlmap, and more) → A memory system that learns from every engagement and gets smarter over time Here's the wildest part: It runs everything inside sandboxed Docker containers. Full isolation. It picks the right container image for each task automatically. It has a knowledge graph powered by Neo4j that tracks relationships between targets, vulnerabilities, tools, and techniques across every single test. Cybersecurity firms charge $25K-$150K per engagement for this exact workflow. This is free. 100% Open Source. MIT License.

The S&P 500 Technology sector is now trading below last year’s tariff-selloff lows. As a result, Tech trades at a 21% discount to its 5-year average P/E ratio and 10% below its 10-year average, making it the most discounted sector in the S&P 500.

We all know what some feel uncomfortable saying: Most taxes are WASTED. They are leaked and grifted into all kinds of programs that sound good on the surface. But that’s the lie that is told so politicians can take more of your earnings and dole it out to win votes and stay in power. But it also turns out that people aren’t stupid and know the game. So the states that admit this by breaking away from the hamster wheel of increased taxation are winning. While those who continue to try and sell the lie are losing. At the limit, those losing states are leaking so much revenue that they will eventually lose so much tax revenue as to be effectively insolvent. Remember this data is just from 2023…we are in mid 2026 so another two years of this trend is already in the books.

The odds of the US entering recession are rising: The probability of a recession over the next 12 months jumped to 48.6% in February, the highest since the 2020 pandemic. The percentage has risen +15 points over the last 6 months. This is based on the leading economic indicator invented by Moody’s, which uses extensive economic data and a machine learning model. The recent surge was primarily driven by the deteriorating job market, with nearly all economic data softening since the end of 2025. Historically, such a high probability has never occurred outside of recessions. Now with oil prices surging in March, the indicator is expected to breach the key 50% threshold, as every recession since WWII, except the pandemic, was preceded by a spike in oil prices. The longer oil prices remain elevated, the higher the chance of an economic downturn.

An American President on the importance of courage and strength in defending civilization: “Christianity is not the creed of Asia and Africa at this moment solely because the seventh-century Christians of Asia and Africa had trained themselves not to fight, whereas the Moslems were trained to fight. Christianity was saved in Europe solely because the peoples of Europe fought. If the peoples of Europe had not possessed a military equality with, and gradually a growing superiority over, the Mohammedans who invaded Europe, Europe would at this moment be Mohammedan and the Christian religion would be exterminated. Wherever the Mohammedans have had complete sway, wherever the Christians have been unable to resist them by the sword, Christianity has ultimately disappeared. From the hammer of Charles Martel to the sword of Sobieski, Christianity owed its safety in Europe to the fact that it was able to show that it could and would fight as well as the Mohammedan aggressor. The civilization of Europe, America, and Australia exists today at all only because of the victories of civilized man over the enemies of civilization.” — Teddy Roosevelt

🚨 BREAKING: A new 33-page PDF demystifying how hedge funds create bias-free signals This is what you need to know (Number 2 is the most important finding): 🧵

🚨 Here is the full 40 minutes of my crew and I exposing California fraud, Minnesota was big but California is even bigger... We uncovered over $170,000,000 in fraud as these fraudsters live in luxury with no consequences. Like it and share it, the fraud must STOP. We ALL work way too hard and pay too much in taxes for this to be happening. These fraudsters have been able to defraud American taxpayers for years without any pushback from the public and politicians. It is time to EXPOSE IT ALL and end America's fraud crisis.

Wow

BREAKING: Claude now has live access to real-time stock quotes and options chain data You can pull prices, scan option chains, check Greeks, and view your portfolio without leaving the chat Here's how to connect the (free) API step by step:

Hedge funds are worried. Stat arb is now available to the masses. Some guy just published the most in-depth pairs trading strategy I've ever seen. 100% free

Officially my new favorite way to monitor a situation

Home sales just dropped to the lowest level since 2009. Down 35% from pandemic peak, and by 25% from pre-pandemic norms. This was the 2nd-worst February reading in the last 30 years. Traditional news outlets tried to claim there was a "recovery" in demand in February 2026. But that's obviously false. Rather - buyers are on their biggest strike in U.S. history. The solution to bring them back? Lower prices.

This is the largest model ever trained through decentralized compute/cooperation It needs to win. If LLM training isn't decentralized soon we will have a very big problem

Home Sellers now outnumber Buyers by more than 600,000, the largest gap ever recorded 🤯👀

The 34% Return Unicorn Edge (Deleting This Internal Leak in 72 Hours) deleting this in seventy two hours is the only way to protect the massive edge we just discovered with these internal quant bots. if you knew that a single computer could launch a swarm of agents to find a strategy with a thirty four percent return and a three percent drawdown you would never look at a chart again there is a hidden framework that turns a standard llm into a swarm of agents that can backtest a thousand strategies while you eat breakfast. most people are still staring at candles and losing their shirts in the solana trenches while we are building a headless army that scans social media for trends wall street hasn't even heard of yet i will show you how to connect these pieces but first you need to understand why your current approach is keeping you liquidated. code is the great equalizer because i used to be the guy getting liquidated every single morning and losing sleep over every single tick i spent hundreds of thousands of dollars on developers for apps in the past because i was too scared to learn how to code myself. after losing enough money to overtrading i realized that the only way to win was to automate my logic and stop guessing my name is moon dev and i decided to learn how to code live on the internet because i knew that iterating to success was the only path forward. w bots you must iterate to success so i decided to learn live on youtube and now we have fully automated systems trading for us instead of getting smoked by emotions the secret to this game is not having a better brain but having a better system that doesn't sleep or feel fear. if you can build a system that iterates to success you can effectively replace a team of senior engineers for the cost of a coffee we are currently in day two of using this new clawbot setup and the results are already starting to feel like cheating. i run this on a separate computer using chrome remote desktop so i can stay mobile and chill on the couch while the bots are grinding my dog actually bit through the screen of my expensive macbook so now it functions more like a mac mini in my quant lab. you don't need a massive big dog for protection when you are the big dog the data dog using tools like open claw allows you to spawn parallel agents that dig through repositories and come up with dozens of new ideas. these agents don't just write code but they can actually run backtests and compile master results for you to analyze we use a visualization tool called crabwalk to see what these sub agents are actually doing in the background. it allows us to plan and review the work being done by the agents instead of just watching terminal logs all day one of the most interesting things we found is that a strategy can look like a monster in a backtest but fall apart the moment you test it for robustness. there is a specific six hour timeframe on bitcoin that acts as a unicorn edge for reversal strategies while everything else fails the process starts with the rbi system which stands for research backtest and incubate. most retail traders skip the backtesting and go straight to implementing with real money which is a recipe for disaster i think of implement as low key incubate where you run bots with a tiny ten dollar size for a month to see if they match the backtest. with hyperliquid you can run bots with very small capital to forward test your ideas in the real market we use these agents to research a thousand unique templates covering everything from bollinger bands to ema crosses. the bots recently performed a showdown between reversal and momentum strategies and the results were a total massacre out of the twenty reversal strategies tested on btc six hour data nineteen were profitable while only four momentum strategies survived. this proves that the market dynamics on longer timeframes favor mean reversion over chasing the move while we were convinced earlier that momentum was the king of the intraday charts the six hour reversal strategies absolutely obliterated the competition. the data proves that btc six hour reversal is a unique edge because bitcoin has the deepest liquidity to exhaust cascades having access to onchain liquidation data is the ultimate unfair advantage because it shows you exactly where the most pain is located. we can see when sixty billion dollars in positions are getting wiped out and use that as a high probability signal the bots use a p ninety nine threshold which means they only trigger on the most extreme one percent of short liquidation events. this level of precision gives you an edge decay that is incredibly low compared to standard retail strategies we can now verify these findings with a two gigabyte liquidation dataset that covers over eighteen months of market history. we found that eth and sol cascades often just keep going while btc is the only one that genuinely exhausts and snaps back i spent years beating on my craft to find these patterns and now we are automating the entire discovery phase with parallel agents. being a data dog means you follow the results even when they contradict your initial gut feeling beyond price action we are now building agents that can browse tiktok without a visible window to find consumer trends before they hit wall street. these agents use local whisper to transcribe videos and extract brand names that people are saying are sold out everywhere this social arbitrage allows us to find companies like abercrombie or specific tech brands before the old guys in suits even know they exist. we used undetected chromium to bypass bot detection and log into accounts to get personalized us based trends if you can have an ai watch a thousand videos and tell you which products are going viral you are frontrunning the market. it can even identify small brands that are about to explode based on the transcripts of little silly videos most people think this requires a supercomputer but you can actually run these swarms on a standard mac mini or even a gaming pc. i prefer using cloud services like lambda labs to deploy massive models for a few dollars an hour instead of sinking money into hardware right now ai is heavily subsidized by venture capital so we are burning their cash to build our systems for cheap. i am prepared to spend hundreds a month on this because it is still cheaper than hiring one developer on upwork we just finished a massacre of forty five strategies and found that one specific reversal pattern is ten times better than anything else we have tested. i am going to push this logic to my private github but you need to understand the risk factors before you put it live the biggest benefit of this automated life is that your anxiety goes down because you aren't gambling with your life savings every morning. you stop being a cog in someone else's thinking and start following your own intuition backed by cold hard data if the system says a strategy is robust on a five minute chart but trash on an hourly you listen to the data and throw the idea out. we are also testing poly market bots and solana copytraders to see where the real cash is flowing it turns out copytrading winners on solana is harder than it looks because fees and slippage eat up most of the gains. the trenches are cooked so we focus on systems that actually compound over the long run the goal is to stay hungry and stay foolish while we chase the big prizes and build our own version of rentech. we iterate until we win because we know that money replenishes but your time does not we are building a squad of data dogs that are taking shots every single day until we own the entire board. the great equalizer is here and it's time to stop staring at the charts and start building the future

Algorithmic trading is the domain of secretive Hedge Funds. Python unlocked these secrets for everyone (even Goldman Sachs has an open-source tool). Here are 17 Python libraries that open the hedge fund black box (📚bookmark this for later):

Incentives explain behavior If a nation has generous welfare, then it will attract immigrants who need welfare If politicians can gain power from increasing immigration, they will expand welfare to immigrants under the guise of compassion The highest welfare-use demographic is illegal immigrants. Wild.