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Here's Why I Wouldn't Touch Medical Properties Trust With a 10‑Foot Pole
Yahoo Finance· 2026-02-19 11:20
Medical Properties Trust (NYSE: MPT) is a real estate investment trust (REIT) that owns healthcare properties providing necessary services. Hospitals account for 60% of its revenue. That's the good news and why many investors will likely find the stock's 6.6% yield highly compelling. There's just one problem: The yield is that high for a reason. The yield is way out of line The S&P 500 index (SNPINDEX: ^GSPC) has a yield of about 1.2%. The average REIT has a yield of 3.8%. So, when you see a REIT backed ...
Fed Minutes Signal Renewed Worries About Inflation
Youtube· 2026-02-18 19:44
Group 1 - Several participants indicated support for a two-sided description of future interest rate decisions, suggesting the possibility of upward adjustments due to inflation concerns [1] - Officials expect inflation to decrease this year, but the pace and timing remain uncertain, with factors such as tariffs and housing prices influencing this outlook [2] - Some companies are automating operations to offset price increases, but progress towards the 2% inflation objective may be slower and more uneven than expected [3][10] Group 2 - Labor market conditions show signs of stabilization, with diminished downside risks, although concerns remain about labor supply [5][18] - Consumer spending is resilient, driven largely by higher-income consumers, while lower-income spending remains soft [6] - There are concerns about high asset valuations and low credit spreads, with vulnerabilities noted in the private credit sector and hedge funds [6][7] Group 3 - The focus of the January meeting shifted from jobs to inflation, with several participants noting the potential for inflation to stabilize at a higher than desired level [9][11] - The discussion included the impact of tariffs on prices, with concerns that tariff-related price increases may not fade as quickly as anticipated [10] - The economic burden of tariffs is primarily borne by U.S. companies and consumers, with various studies indicating that 90% or more of the costs are passed on to them [14][15]
X @The Economist
The Economist· 2026-02-16 17:50
China isn’t using its considerable leverage over them—yet https://t.co/gdF53ZYCsl ...
X @Decrypt
Decrypt· 2026-02-16 04:24
Bitcoin Leverage Heats Up as Traders Bet on Price Reboundhttps://t.co/T7yfJ3zjsw ...
X @CryptoJack
CryptoJack· 2026-02-14 12:10
A whale has opened a $93,258,000 #ETH long position with 20x leverage.Liquidation Price: $1,331 https://t.co/CSAE48a9BB ...
TELUS Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-13 10:12
Core Insights - TELUS reported a record free cash flow of CAD 2.2 billion for 2025, with guidance for 2026 indicating continued growth in service revenue and adjusted EBITDA of 2-4% [4][7][9] - The company emphasized customer loyalty, achieving a postpaid mobile phone churn rate of 0.97%, marking the 12th consecutive year below 1% [1][5] - Leadership transition is underway, with CEO Darren Entwistle announcing his retirement effective June 30, 2026, and former CIBC CEO Victor Dodig set to take over [2][5] Financial Performance - TELUS generated record free cash flow of CAD 2.2 billion in 2025, an 11% increase from 2024, and expects free cash flow to grow to approximately CAD 2.45 billion in 2026 [4][9] - Adjusted EBITDA for TELUS increased by 3.1% in 2025, with a forecast for similar growth in 2026 [7][8] - The company reported a decline in ARPU of 1.6% in Q4, but noted it was the strongest sequential improvement among peers [7] Customer Growth - TELUS added 1.1 million combined mobile and fixed net customers in 2025, including a record 716,000 connected device additions [5][6] - In Q4, the company achieved 377,000 total telecom customer net additions, with wireless net additions of 337,000 [6] Health and Digital Initiatives - TELUS Health reported double-digit revenue and adjusted EBITDA growth, with CAD 431 million in annualized synergies from the LifeWorks acquisition [10][11] - The company aims to grow AI-enabling capabilities revenue from CAD 800 million in 2025 to approximately CAD 2 billion by 2028 [12] Capital Allocation and Leverage - TELUS is reducing its dividend reinvestment plan discount to 1.75% from 2%, with plans for further reductions through 2026 and 2027 [14] - The company ended 2025 with a net debt to EBITDA ratio of 3.4x, with expectations to reach about 3.3x by the end of 2026 [15] Competitive Landscape - TELUS executives noted increased promotional activity in the wireless market, with a strategy to maintain premium brand economics while focusing on churn and cash flow [16]
X @Santiment
Santiment· 2026-02-13 03:13
RT Santiment (@santimentfeed)🤯 BREAKING: According to aggregated funding rate data across crypto exchanges, this latest wave of short positioning is the most extreme seen since August 2024, a period that marked a major bottom for Bitcoin. At that time, funding rates also fell deep into negative territory as traders aggressively bet on further downside. Instead, the market reversed. The liquidations of overcrowded short positions helped ignite a powerful recovery, with Bitcoin climbing roughly +83% over the ...
X @Santiment
Santiment· 2026-02-13 00:22
RT Santiment (@santimentfeed)🤯 BREAKING: According to aggregated funding rate data across crypto exchanges, this latest wave of short positioning is the most extreme seen since August 2024, a period that marked a major bottom for Bitcoin. At that time, funding rates also fell deep into negative territory as traders aggressively bet on further downside. Instead, the market reversed. The liquidations of overcrowded short positions helped ignite a powerful recovery, with Bitcoin climbing roughly +83% over the ...
X @Santiment
Santiment· 2026-02-12 21:44
RT Santiment (@santimentfeed)🤯 BREAKING: According to aggregated funding rate data across crypto exchanges, this latest wave of short positioning is the most extreme seen since August 2024, a period that marked a major bottom for Bitcoin. At that time, funding rates also fell deep into negative territory as traders aggressively bet on further downside. Instead, the market reversed. The liquidations of overcrowded short positions helped ignite a powerful recovery, with Bitcoin climbing roughly +83% over the ...
X @Santiment
Santiment· 2026-02-12 18:08
🤯 BREAKING: According to aggregated funding rate data across crypto exchanges, this latest wave of short positioning is the most extreme seen since August 2024, a period that marked a major bottom for Bitcoin. At that time, funding rates also fell deep into negative territory as traders aggressively bet on further downside. Instead, the market reversed. The liquidations of overcrowded short positions helped ignite a powerful recovery, with Bitcoin climbing roughly +83% over the following four months.When cr ...