Infrastructure
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X @Forbes
Forbes· 2025-12-13 03:30
In industry, women manage the infrastructure governments rely on but cannot run themselves. SpaceX’s Gwynne Shotwell (No. 20) keeps the systems behind defense and global connectivity functioning. #PowerWomen https://t.co/sTf06505ydIllustration: Oriana Fenwick for Forbes https://t.co/8fWdOydL3a ...
My 2026 Market Call: The Fed Shift I Don't Think Most Investors Are Ready For
Seeking Alpha· 2025-12-05 12:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .It’s time for another deep dive into what I consider one of the most important topics at the moment, a topic that combines a number of heavyweight themes we have spent a lot of timeLeo Nelissen is an analyst focusing on major economic developments related to supply chains, infra ...
How I Plan To Ride The Next Decade Of Hidden Market Winners
Seeking Alpha· 2025-12-04 12:30
Group 1 - The article discusses the lack of recent focus on Charlie Munger, indicating a shift in investment strategies towards other areas [1] - Leo Nelissen is highlighted as an analyst specializing in economic developments related to supply chains, infrastructure, and commodities, aiming to provide insightful analysis and actionable investment ideas [1] Group 2 - The article includes a disclosure regarding beneficial long positions in shares of TPL, LB, and CME, emphasizing the author's independent opinions and lack of compensation from mentioned companies [2] - It is noted that past performance does not guarantee future results, and no specific investment recommendations are provided [3]
X @aixbt
aixbt· 2025-12-04 11:22
blackrock buidl hit $500m on bnb chain in 2 weeks after taking months to reach that on ethereum. institutions don't care about your chain tribalism, they care about infrastructure that works. buidl now on 6 chains collecting fees everywhere. bnb catching institutional flows ethereum assumed were guaranteed. the chain loyalty premium is dead ...
Resilience reimagined: Adapting for the future | Diane Mas | TEDxAmherst College
TEDx Talks· 2025-12-03 16:37
July 14th, 2025. That morning, like every day, I checked the weather and it didn't look good. There was severe weather forecast up and down the east coast.Heavy rainfall, flash flooding possible. I texted my son in New York City, "Heavy rainfall today. Maybe that'll help with the heat." It was a Monday and I knew he'd be getting ready for work and not paying any attention to the weather. There was already a heat advisory in the city, but he had air conditioning in his apartment and at the courthouse where h ...
Nedbank Group Limited (OTCPK:NDBK.Y) Update / Briefing Transcript
2025-12-03 14:32
Nedbank Group Limited Update Summary Company Overview - **Company**: Nedbank Group Limited (OTCPK:NDBK.Y) - **Date of Briefing**: December 03, 2025 Key Industry Insights - **Industry**: Banking and Financial Services - **Market Conditions**: The macroeconomic environment is improving, with lower interest rates and inflation contributing to better disposable income and growth in secured lending portfolios [5][6][14] Core Financial Performance - **Non-Interest Revenue (NIR)**: Expected to grow below mid-single digits for the full year, primarily due to delays in deal flow and the impact of a one-off commercial settlement with Transnet [1][15][80] - **Expenses**: Growth in expenses was mid- to upper-single digits, with expectations to remain above mid-single digits for 2025, excluding one-off settlements [1][2] - **Return on Equity (ROE)**: Projected to be around 15% or slightly higher for the full period [2] Strategic Developments - **Share Buybacks**: Approximately 10.5 million shares repurchased for ZAR 2.4 billion at an average price of just below ZAR 230 per share [3][21] - **Acquisition of ICORCA**: Completed on December 1, 2025, aimed at enhancing presence in the SME and mass market segments [3][26] - **Organizational Restructure**: Completed in July 2025, aimed at improving the profile and performance of the Commercial Banking business [3][10] Business Segment Performance - **Personal and Business Banking (PPB)**: Strong growth in value-added services and client gains, with a focus on cross-selling following the organizational restructure [1][70] - **Corporate and Investment Banking (CIB)**: Delays in deal closures, particularly in renewable energy and infrastructure sectors, pushing expected growth into 2026 [6][62] - **Retail Loan Growth**: Notable improvement in secured lending, with a halt in market share losses in personal loans, although card lending remains weak [5][30] Risk Management and Capital Adequacy - **CET1 Capital Adequacy Ratio**: Remains above the target range of 11%-12%, indicating strong capital position [2] - **Credit Quality**: Improvement across most portfolios, with a clean corporate book and reduced watch list clients compared to previous years [17][18] Future Outlook - **Growth Projections**: Anticipated mid- to upper-single digit growth in loans and advances for 2026, driven by infrastructure spending and improved macroeconomic conditions [78] - **Market Positioning**: Focus on leveraging the ICORCA acquisition to penetrate the mass market and enhance cross-selling opportunities [26][59] Additional Considerations - **Benchmark Reform**: Transitioning from JIBAR to ZARONIA is well-managed, with no expected risks to the business [46] - **Competitive Landscape**: Noted aggressive pricing in the renewable energy sector affecting deal closures, highlighting the importance of strong client relationships [66] This summary encapsulates the key points from the Nedbank Group Limited update, focusing on financial performance, strategic initiatives, and market outlook.
My 3 Big Market Predictions For 2026: The Shift I'm Positioning For Now
Seeking Alpha· 2025-12-03 12:30
Group 1 - The article emphasizes the importance of in-depth research on various income alternatives, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - It highlights the positive feedback from users, with 438 testimonials, most of which are rated 5 stars, indicating a strong user satisfaction [1] Group 2 - Leo Nelissen is identified as an analyst focusing on significant economic developments related to supply chains, infrastructure, and commodities, contributing to actionable investment ideas [2] - The analysis particularly emphasizes dividend growth opportunities, suggesting a focus on income-generating investments [2]
X @Nick Szabo
Nick Szabo· 2025-12-03 02:03
RT Rancho (@ShabbaRanch)NAWAPA (North American Water & Power Alliance) was a US Army Corps of Engineers proposed continental water transfer plan. It aimed to divert AK river water South thru Canada to US and N Mexico, requiring 369 projects. Seriously considered until 1970s.WE USED TO DREAM BIG https://t.co/lZTS4jJzcN ...
Verification as Infrastructure: Why SMX's $111.5 Million Equity Purchase Agreement Creates a New Category of Global Utility
Accessnewswire· 2025-12-01 18:15
Core Insights - Infrastructure is a critical component of global progress, encompassing highways, ports, energy grids, data networks, and water systems [1] Group 1 - Infrastructure is typically easy to identify, with various sectors contributing to its definition [1]
Sen. Cassidy Wants to Give More 'Power to the Patient'
Bloomberg Television· 2025-12-01 15:33
LISA: SHOPPER SPENT BILLIONS ON BLACK FRIDAY AND COULD BREAK CYBER MONDAY RECORDS. LOUISIANA SENATOR BILL CASSIDY JOINS US FOR MORE. CAN YOU SQUARE THIS IDEA OF INCREDIBLE SPENDING AND THE ONGOING AMERICAN CONSUMER CONTINUING TO UPHOLD THE UNDERLYING ECONOMY IN THIS REAL FEELING THAT COST OF LIVING IS BECOMING UNSUSTAINABLE.SEN. CASSIDY: THEY'RE OBVIOUSLY SEGMENTS WITHIN OUR SOCIETY THERE IS A GROUP OF PEOPLE MANAGING TO DO WELL. THERE IS ANOTHER GROUP OF PEOPLE HURTING.THEY MAY HAVE THE MONEY TO BRIGHT -- ...