Business

LARRY KUDLOW: Trumponomics is working, as a midterm victory comes into sight

Published

2 hours ago

13 February 2026

LARRY KUDLOW: The Dow 50,000 Prosperity Rocket Ship

Plenty of good economic news this week, with an outsize gain in jobs, especially private sector jobs. And a much lower-than-expected report on consumer prices.

All this with a stock market hovering near 50,000 amidst booming productivity, low energy prices, and a more than trillion dollar deregulation at EPA. And even a Gallup poll showing a 49-36% rebound in economic confidence.

So you sort of have to wonder why the Wall Street Journal runs an editorial that ‘America is Running out of Patience with Republicans’.

If there ever was a real affordability issue, right now the Trump Economy is crushing it.

The latest reading from the strong January jobs report showed production workers getting an increase in pay and working more hours. What some economists, including myself, call the wage income proxy, which is hourly earnings times hours worked, jumped in January to 5.6% at an annual rate over the past three months.

Meanwhile, today’s CPI inflation report showed a 2.4% rise over the past three months, so that gives you a 3.2% real wage take-home pay number.

Let me do it again: 5.6% on wages and hours worked, against only a 2.4% three-month CPI change.

Trumponomics is delivering.

And the workforce is earning their pay hikes with a tremendous productivity run, and businesses remain very profitable with only a 1.1% increase in unit labor costs.

Technology is booming, demand for power is booming. President Trump is taking the shackles off oil, gas, and coal, so-called baseload energy, by getting rid of the Obama-Biden endangerment finding that was never put into law anyway. So average autos can probably come in somewhere around $2,400 cheaper. Scoring another for the middle class.

Factory construction is booming. It was one of the strongest parts in the January jobs report. And some of that can be directly traced to the President’s tariff-driven reciprocal trade policy.

Plus, 100% immediate depreciation write-offs, creating a huge business capital goods boom, where new investment means stronger employment and wages, and eventually consumer spending power.

While it may be true, as President Trump told me this week, that he and his team have to work harder to get the message out, the fact is the numbers are on his side.

And editorialists who dwell on tired old left-wing Biden-esque criticisms, should really just give it up.

Trumponomics is working, and a midterm election victory for Republicans is very much in sight.

Business

Naftali Holtz, Royal Caribbean Cruises CFO, sells $16.7 million in stock

Published

31 seconds ago

14 February 2026

NewsAdmin

Naftali Holtz, Royal Caribbean Cruises CFO, sells $16.7 million in stock

Business

Credicorp Ltd. (BAP) Q4 2025 Earnings Call Transcript

Published

16 minutes ago

14 February 2026

NewsAdmin

OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Operator

Good morning, everyone. I would like to welcome you to the Credicorp Limited Fourth Quarter 2025 Conference Call. A slide presentation will accompany today’s webcast, which is available in the Investors section of Credicorp’s website. Today’s conference call is being recorded.

[Operator Instructions]

Now it is my pleasure to turn the conference over to Credicorp’s IRO, Milagros Cig�e�as. You may begin.

Milagros Cigüeñas
Head of Investor Relations

Thank you, and good morning, everyone. Speaking on today’s call will be Gianfranco Ferrari, our Chief Executive Officer; and Alejandro Perez-Reyes, our Chief Financial Officer. Participating in the Q&A session will also be Francesca Raffo, Chief Innovation Officer; Cesar Rios, Chief Risk Officer; Eduardo Montero, Head of Insurance and Pensions; and [ Jose Navire ], Mibanco, Chief Financial Officer. Before we proceed, I would like to make the following — sorry, and also here in the Q&A session will be Diego Cavero, BCP CEO or Head of Universal Banking.

Before we proceed, I would like to make the following safe harbor statement. Today’s call will contain forward-looking statements, which are based on management’s current expectations and beliefs and are subject to a number of risks and

Business

TotalEnergies SE (TTES:CA) Q4 2025 Earnings Call Transcript

Published

22 minutes ago

14 February 2026

NewsAdmin

TotalEnergies SE (TTES:CA) Q4 2025 Earnings Call February 11, 2026 9:00 AM EST

Company Participants

Nicolas Terraz – President of Exploration & Production
Jean-Pierre Sbraire – Chief Financial Officer
Patrick de La Chevardière
Arnaud Le Foll
Stephane Michel – President of Gas, Renewables & Power
Patrick Pouyanné – Chairman & CEO
Namita Shah – President of One Tech

Conference Call Participants

Biraj Borkhataria – RBC Capital Markets, Research Division
Matthew Lofting – JPMorgan Chase & Co, Research Division
Irene Himona – Bernstein Institutional Services LLC, Research Division
Michele Della Vigna – Goldman Sachs Group, Inc., Research Division
Christopher Kuplent – BofA Securities, Research Division
Lydia Rainforth – Barclays Bank PLC, Research Division
Alejandro Vigil – Banco Santander, S.A., Research Division
Kim Fustier – HSBC Global Investment Research
Henry Tarr – Joh. Berenberg, Gossler & Co. KG, Research Division
Lucas Herrmann – BNP Paribas, Research Division
Anish Kapadia – Palissy Advisors Limited
Jean-Luc Romain – CIC Market Solutions (ESN), Research Division
Maurizio Carulli – Quilter Cheviot Limited

Presentation

Unknown Executive

So welcome, everybody, for this presentation of 2025 year results and the objective for 2026. We are from London. It is sunny like its sun for the shares of TotalEnergies until we speak. So we’ll see after that after this call. And I’m happy to be here today with the Executive Committee members. You know all of them, but not Catherine.

Catherine if you could stand up, which was — she’s our new member in charge of people and social engagement and all global services, that’s Catherine. And there is another person which is next to us that you need to know, which is Arnaud Le Foll. Arnaud is our Deputy CFO. You will have a chance to listen to him today.

We’ll make a presentation in two big parts and to focus in the middle, so to change. So Jean-Pierre will introduce the — first, we’ll have, of course, safety moment. It will be

Business

Public Storage (PSA) Q4 2025 Earnings Call Transcript

Published

29 minutes ago

14 February 2026

NewsAdmin

Company Participants

Brandon Reagan
Joseph Russell – CEO, President & Trustee
H. Boyle – Senior VP, Chief Investment Officer & CFO
Joe Fisher

Conference Call Participants

Nicholas Joseph – Citigroup Inc., Research Division
Eric Wolfe – Citigroup Inc., Research Division
Spenser Allaway – Green Street Advisors, LLC, Research Division
Juan Sanabria – BMO Capital Markets Equity Research
Samir Khanal – BofA Securities, Research Division
Ronald Kamdem – Morgan Stanley, Research Division
Viktor Fediv – Scotiabank Global Banking and Markets, Research Division
Michael Goldsmith – UBS Investment Bank, Research Division
Todd Thomas – KeyBanc Capital Markets Inc., Research Division
Brad Heffern – RBC Capital Markets, Research Division
Ravi Vaidya – Mizuho Securities USA LLC, Research Division
Michael Griffin – Evercore ISI Institutional Equities, Research Division
Hong Zhang – JPMorgan Chase & Co, Research Division
Brendan Lynch – Barclays Bank PLC, Research Division
Eric Luebchow – Wells Fargo Securities, LLC, Research Division
Omotayo Okusanya – Deutsche Bank AG, Research Division

Presentation

Operator

Greetings, and welcome to the Public Storage Fourth Quarter 2025 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Mr. Brandon Reagan, Director of Investor Relations. Thank you. You may begin.

Brandon Reagan

Hello, everyone, and thank you for joining us for our fourth quarter 2025 earnings call. I’m here with the Public Storage leadership team, Joe Russell, Tom Boyle and Joe Fisher. Before we begin, we want to remind you that certain matters discussed during this call may constitute forward-looking statements within the meaning of the federal securities laws. These forward-looking statements are subject to certain economic risks and uncertainties. All forward-looking statements speak only as of today, February 13, 2026. And we assume no obligation to update, revise or supplement statements that become untrue because of subsequent events.

Business

’Swift Home’ trademark abandoned after Taylor Swift opposition

Published

35 minutes ago

14 February 2026

NewsAdmin

’Swift Home’ trademark abandoned after Taylor Swift opposition

Business

Separate talks on Iran and Ukraine-Russia set for Tuesday in Geneva, source says

Published

43 minutes ago

14 February 2026

NewsAdmin

Separate talks on Iran and Ukraine-Russia set for Tuesday in Geneva, source says

Business

Westwood Holdings Group, Inc. (WHG) Q4 2025 Earnings Call Transcript

Published

49 minutes ago

14 February 2026

NewsAdmin

Operator

Thank you for standing by, welcome to the Westwood Holdings Group, Inc. Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, today’s program is being recorded. And now I’d like to introduce your host for today’s program, Jill Meyer Corporate Security, Secretary and Director of Fiduciary Services. Please go ahead.

Jill Meyer
Director of Fiduciary Services & Corporate Secretary

Thank you, and welcome to our Fourth Quarter 2025 earnings conference call. The following discussion will include forward-looking statements that are subject to known and unknown risks, uncertainties and other factors, which may cause actual results to be materially different from those contemplated by the forward-looking statements. .

Additional information concerning the factors that could cause such a difference is included in our press release issued earlier today as well as in our Form 10-K for the year ended December 31, 2025, will be filed with the Securities and Exchange Commission.

We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. You are cautioned not to place undue reliance on forward-looking statements.

In addition, in accordance with SEC rules concerning non-GAAP financial measures, the reconciliation of our economic earnings and economic earnings per share to those comparable GAAP measures is included at the end of our press release issued earlier today. On the call today, we have Brian Casey, our Chief Executive Officer; and Terry Forbes, our Chief Financial Officer. I will now turn the call over to Brian Casey.

Business

Canadian Apartment Properties Real Estate Investment Trust (CAR.UN:CA) Q4 2025 Earnings Call Transcript

Published

56 minutes ago

14 February 2026

NewsAdmin

Canadian Apartment Properties Real Estate Investment Trust (CAR.UN:CA) Q4 2025 Earnings Call February 13, 2026 9:00 AM EST

Company Participants

Nicole Dolan – Director of Investor Relations
Mark Kenney – CEO, President & Trustee
Stephen Co – Chief Financial Officer

Conference Call Participants

Khing Shan – RBC Capital Markets, Research Division
Michael Markidis – BMO Capital Markets Equity Research
Jonathan Kelcher – TD Cowen, Research Division
Kyle Stanley – Desjardins Securities Inc., Research Division
Bradley Sturges – Raymond James Ltd., Research Division
Sairam Srinivas – ATB Cormark Capital Markets Inc., Research Division
Mario Saric – Scotiabank Global Banking and Markets, Research Division
Matt Kornack – National Bank Financial, Inc., Research Division
Dean Wilkinson – CIBC Capital Markets, Research Division

Presentation

Operator

Hello, everyone, and thank you for joining the Canadian Apartment Property REIT’s Fourth Quarter 2025 Results Conference Call. My name is Claire, and I will be coordinating your call today. [Operator Instructions].

I will now hand over to your host, Nicole Dolan, Investor Relations, to begin. Please go ahead.

Nicole Dolan
Director of Investor Relations

Thank you, operator, and good morning, everyone. Before we begin, let me remind everyone that during our conference call this morning, we may include forward-looking statements about expected future events and the financial and operating results of CAPREIT, which are subject to certain risks and uncertainties. We direct your attention to Slide 2 and our other regulatory filings for important information about these statements.

I will now turn the call over to Mark Kenney, President and CEO.

Mark Kenney
CEO, President & Trustee

Thanks, Nicole, and good morning, everyone. Joining me this morning is Stephen Co, our Chief Financial Officer.

Let’s start on Slide 4 with some key highlights from 2025. This past year, we continued to actively reposition our portfolio, and we met our disposition target by selling more than $400 million of noncore assets

Business

AIER’s Everyday Price Index Edges Up 0.33 Percent As Inflation Shifts To Services

Published

1 hour ago

14 February 2026

NewsAdmin

AIER’s Everyday Price Index Edges Up 0.33 Percent As Inflation Shifts To Services

AIER educates Americans on the value of personal freedom, free enterprise, property rights, limited government and sound money. Our ongoing scientific research demonstrates the importance of these principles in advancing peace, prosperity and human progress. www.aier.orgFounded in 1933, AIER is a donor-based non-profit economic research organization. We represent no fund, concentration of wealth, or other special interests, and no advertising is accepted in our publications. Financial support is provided by tax-deductible contributions, and by the earnings of our wholly owned investment advisory organization, American Investment Services, Inc. (https://www.americaninvestment.com/)