Market Sector Review: Extreme Market Bifurcation

Published on February 17, 2026

Since the beginning of the year, we have discussed the “reflation trade” and its impact on specific market sectors. This past weekend’s newsletter also showed some of these more extreme returns in various market sectors since the beginning of the yea

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Household Debt Rises to $18.78 Trillion in Q4 2025

February 17, 2026
Household debt increased by $191 billion (1.03%) in Q4 2025, reaching $18.78 trillion. The overall rise was driven by increases across all categories, with the largest coming from mortgage balances.

Josh Kushner’s Thrive Capital Raises $10 Billion in New Funding

February 17, 2026
Thrive Capital, the venture capital firm founded by Josh Kushner, has raised more than $10 billion — its largest fund ever, giving the firm an expanded war chest to invest in areas ranging from artificial intelligence applications and infrastructure to space, robotics and life sciences.