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X @mert | helius.dev
mert | helius.dev· 2025-07-17 21:21
this is 5d chess by trumppeople will invest in cardano, be in generational poverty, and never get to retirewhich means more workers and more productivity*Walter Bloomberg (@DeItaone):*TRUMP SET TO OPEN US RETIREMENT MARKET TO CRYPTO INVESTMENTS:FT ...
X @Forbes
Forbes· 2025-07-17 16:04
Zeal Capital Partners raised $82 million for its third fund and plans to invest in 25 early-stage technology companies. Managing Partner Nasir Qadree joined The Enterprise Zone to discuss the new fund. (Photo: Damien Carter)https://t.co/96lP97km0X https://t.co/fEDkHPI1Yi ...
X @Mayne
Mayne· 2025-07-17 15:02
RT The Haven (@TheHavenCrypto)The place where traders go to get to the next level👇https://t.co/WENdHpOQWv$250 for EVERYTHING. Discord, trade ideas, courses and more!$99 for the courses ONLY.Card & crypto accepted ✅(See videos on the landing page for more details about each offering)📆Weekly streams discussing the market, trades and setups.📈Trade ideas and breakdowns of the market.🧠6 analysts with years of experience sharing their systems.💬Direct access to ask questions and get feedback.🧩A community filled wi ...
X @Forbes
Forbes· 2025-07-17 14:38
In this issue of Forbes Daily:- Why these limited edition Labubus might be good investments- Small business earnings are up 75% since January, a new report shows- Meta CEO Mark Zuckerberg and other billionaire leaders went on trial WednesdayRead more: https://t.co/tneUgwcNo8 https://t.co/5w40s6Cysl ...
Travelers(TRV) - 2025 Q2 - Earnings Call Transcript
2025-07-17 14:30
Financial Data and Key Metrics Changes - The company reported core income of $1,500,000,000 or $6.51 per diluted share, with a core return on equity of 18.8% for the quarter, and 17.1% for the trailing twelve months [5][14] - Underwriting income improved with a combined ratio of 90.3%, a nearly 10-point improvement, driven by lower catastrophe losses and favorable prior year reserve development [6][14] - Adjusted book value per share increased by over 14% compared to the previous year, reaching $144.57 [20] Business Line Data and Key Metrics Changes - Business Insurance segment income rose to $813,000,000, up nearly 25% from the prior year, with net written premiums increasing by 5% to $5,800,000,000 [25][30] - Bond and Specialty Insurance generated segment income of $244,000,000 with a combined ratio of 80.3% [31] - Personal Insurance delivered segment income of $534,000,000, with an underlying combined ratio of 79.3%, reflecting significant improvements in underwriting [35][36] Market Data and Key Metrics Changes - Net written premiums grew to $11,500,000,000 in the quarter, with growth across all three segments [9] - Renewal premium change in Business Insurance was strong at 7.7%, with retention rates at 85% [9][27] - In Personal Insurance, renewal premium change was 19.3%, indicating strong pricing actions [39] Company Strategy and Development Direction - The company is committed to disciplined capital allocation and value creation, as evidenced by the sale of its Canadian business for $2,400,000,000 [11][12] - The focus remains on optimizing capital deployment to generate attractive returns and profitable growth [12][14] - The company plans to relax property restrictions by the end of 2025, aiming to balance its portfolio between auto and property [40][106] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the outlook for continued premium growth and attractive underwriting margins, supported by a strong balance sheet [14][20] - The company noted that the overall market conditions remain orderly, with a positive trajectory for investment income [14][20] - Management acknowledged the challenges posed by tort inflation but indicated that pricing strategies are in place to address these issues [58] Other Important Information - The company returned over $800,000,000 of capital to shareholders during the quarter, including $557,000,000 in share repurchases [8][21] - Operating cash flows for the quarter were strong at $2,300,000,000, marking the twenty-first consecutive quarter with cash flows exceeding $1,000,000,000 [21] Q&A Session Summary Question: Insights on Business Insurance pricing and competition - Management noted that while there are some pressures in the national property market, overall pricing remains strong in other lines, with retention indicating market stability [44][48] Question: Future expectations for Personal Lines and premium production - Management indicated that relaxing property restrictions could positively impact both property and auto opportunities, aiming for a balanced portfolio [49][106] Question: Concerns about property market durability - Management expressed confidence in the overall positive landscape and indicated that property outside of national accounts has historically performed differently [52][53] Question: Impact of tariffs on pricing and margins - Management stated that there has been no significant impact from tariffs on their businesses, but they are monitoring the situation [73] Question: Cyber insurance market dynamics - Management highlighted that the cyber insurance market remains competitive, with pricing not fully reflecting the loss environment [108]
X @Bloomberg
Bloomberg· 2025-07-17 09:30
Investment Strategy - Experts suggest a simple, long-term investment approach in India [1] - Global trade rulebook is being rewritten due to Trump tariffs, impacting investment decisions [1] Market Focus - India is highlighted as a key investment destination [1]
J&J CFO: We're pleased with the engagement with the Trump administration
CNBC Television· 2025-07-16 15:30
Manufacturing Growth & Investment - BioPharma manufacturing has increased by 221% since 2016 [1] - All other manufacturing industries only increased by 38% [2] - BioPharma facilities increased from 1,000 in 2017 to 1,500 [2] - Johnson & Johnson committed to $55 billion of investment in the US [2] Tax Policy Impact - Good tax policy translates into bringing manufacturing jobs back to the US [1] - The 2017 Tax Cuts and Jobs Act (TCJA) provided evidence of this [1] Supply Chain & Production - Johnson & Johnson aims to supply all medicines to US citizens from US facilities by the end of the decade [2] - Building BioPharma manufacturing facilities takes time [2][3] - High-quality and reliable products are essential for patients [3] Government Engagement - The administration is listening and understanding the business [3] - There is an understanding that building these facilities takes time [3]
Trump May Allow Private Equity Investments in Your 401(k)
Bloomberg Television· 2025-07-16 15:15
It's time now for the Wall Street beat. It's the talk of the town. The Trump administration is finalizing an executive order that would allow for one key retirement plans to invest in private equity.This move would be a major win for the industry. Stocks are rallying on the news. Many of these stocks have been under pressure all year.Joining us now with details, Bloomberg's private equity reporter, Alison Mcneilly, who's been following the story, closely reported back in May that this was under consideratio ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-07-16 11:54
Gold outperformed US stocks over the last 25 years.Insane. ...
X @Forbes
Forbes· 2025-07-16 11:30
How This Investor Spots Billion-Dollar Winners In Boring Industries https://t.co/toGr2Qp14w https://t.co/toGr2Qp14w ...