I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of BXSL, ARCC, ...

Market Reaction to Jobs Report - The Dow Jones Industrial Average tumbled by more than 600 points (1.5%) due to a hotter-than-expected December jobs report, with rising U.S. Treasury yields and inflation concerns taking center stage [1] - Wells Fargo shares dropped 2.6%, Jefferies Financial fell 11.4%, and Blackstone declined by roughly 5% as financials struggled [1] Federal Reserve Rate Expectations - Traders see virtually no chance of a rate cut in January, with 75% expecting rates to remain unchanged in March and 40% anticipating only one rate cut in 2025 [2] - The Fed has reduced its forecast for 2025 rate cuts from four to two, reflecting market pessimism [5] Impact on Financial Institutions - Higher interest rates increase deposit costs and renew credit concerns, particularly for commercial real estate loans, affecting firms like Blackstone [6] - Elevated rates and volatility could hinder investment banking activity, despite hopes for a rebound in deal-making and IPOs [3][6] Economic Indicators and Outlook - December nonfarm payrolls added 256,000 jobs, exceeding the Dow Jones consensus by 100,000, with hourly wages growing 0.3% month-over-month and 3.9% year-over-year [5] - The steepening yield curve, indicating economic expansion, could benefit bank margins despite rising Treasury rates [7] Sector-Specific Insights - Jefferies reported a 200% year-over-year earnings increase, driven by a rebound in deal-making, though higher rates may slow activity [3] - The financial sector may benefit from looser regulation and less stringent capital requirements under the incoming administration [7] Inflation and Fed Policy - The strong jobs report reinforces the Fed's hawkish stance, with inflation data next week unlikely to prompt rate cuts soon [6] - Investors remain focused on sticky inflation and its implications for monetary policy [5]

CaNickel Announces Expiry of Option Agreement for Sale of the Bucko Lake Mine to Cobalt One and Blackstone MineralsJanuary 06, 2025 8:00 AM EST | Source: CaNickel Mining LimitedVancouver, British Columbia--(Newsfile Corp. - January 6, 2025) - CaNickel Mining Limited (TSXV: CML) ("CaNickel" or the "Company") announces that the Option Agreement it signed with Cobalt One Energy Corporation ("Cobalt One") and Blackstone Minerals Limited ("Blackstone Minerals") on December 4, 2023, pursuant to whic ...

Mortgage REITs Focus - The article shifts focus to mortgage REITs, which are often overshadowed by equity REITs in typical real estate publications [2] - Mortgage REITs represent the other side of the REIT industry and deserve attention [2]

Blackstone Inc. (BX) has provided an intra-quarter realization update related to the fourth quarter of 2024. The alternative asset manager expects profits from deal exits to be solid in the quarter.Per the firm’s preliminary estimate, revenues from realization activities were in excess of $775 million between Oct. 1 and Dec. 23, 2024. The figure consists of 95% of realized performance revenues and 5% of realized principal investment income.The estimated figure is based on closed investment realizations. It ...

REIT Market Overview - REIT (VNQ) share prices have significantly declined over the past few years, despite the growth in their cash flows, leading to valuations that are the lowest since the great financial crisis [3] Analyst Background - Jussi Askola, President of Leonberg Capital, is a value-oriented investment expert with extensive experience in REIT investing, including authoring award-winning academic papers and passing all three CFA exams [4] - He leads the investing group High Yield Landlord, which provides real-time REIT portfolio updates, buy/sell alerts, and direct access to a team of analysts [5] Investment Group Features - High Yield Landlord offers three portfolios (core, retirement, international), buy/sell alerts, and a chat room for direct interaction with Jussi Askola and his team [5] - The group provides a 2-week free trial with no charges, allowing potential members to explore the service without financial commitment [1][3]

I am a writer with diverse interests from creative writing to physics to tennis and music. Another interest is markets/investing. I live on the Israeli Golan Heights.I believe in research as a critical component of any investing decision. I find company dynamics and adjustments to market conditions a very interesting interplay. I enjoy writing about companies and managing my portfolio - and learning about the markets.Analyst’s Disclosure: I/we have a beneficial long position in the shares of BXSL either thr ...

In this article, we discuss the latest quarterly results from the Business Development Company Blackstone Secured Lending (NYSE: BXSL ). The company has been a steady performer, as highlighted in our previous review . Its valuation has continued toCheck out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond markets.Read our Investor Guides: to C ...

Blackstone Inc. (NYSE:BX) Goldman Sachs 2024 U.S. Financial Services Conference December 11, 2024 12:20 PM ET Company Participants Jon Gray - President and COO Conference Call Participants Alexander Blostein - Goldman Sachs Alexander Blostein Okay. Well, good afternoon, everybody. Thank you for joining us. It is my pleasure to introduce Jon Gray, President and COO of Blackstone. With over $1 trillion in assets under management, Blackstone is the largest and the most diversified alternative asset manager in ...

Blackstone Inc. (NYSE:BX) Goldman Sachs 2024 U.S. Financial Services Conference December 11, 2024 12:20 PM ET Company Participants Jon Gray - President and COO Conference Call Participants Alexander Blostein - Goldman Sachs Alexander Blostein Okay. Well, good afternoon, everybody. Thank you for joining us. It is my pleasure to introduce Jon Gray, President and COO of Blackstone. With over $1 trillion in assets under management, Blackstone is the largest and the most diversified alternative asset manager in ...