Core Viewpoint - Genco Shipping & Trading Limited has successfully closed a $600 million revolving credit facility, enhancing its financial flexibility to pursue growth opportunities in the drybulk shipping sector [1][3]. Financial Flexibility - The new credit facility increases Genco's borrowing capacity by 50%, from $400 million to $600 million [6]. - The repayment profile is set for 20 years with no commitment reductions until March 31, 2027, allowing Genco to maintain full borrowing capacity for an extended period [6]. - The margin for the credit facility has been reduced to a range of 1.75% to 2.15%, down from the previous range of 1.85% to 2.15% [4][6]. - The commitment fee on undrawn amounts has decreased from 40% of margin to 35% of margin [4][6]. Strategic Positioning - Genco has $100 million of debt outstanding and $500 million of undrawn revolver availability, positioning the company to renew and grow its asset base [4][6]. - The credit facility structure aligns with Genco's capital allocation strategy, which focuses on dividends, deleveraging, and growth [3][6]. - The accordion feature of the facility allows for an additional borrowing capacity potential of $300 million [6]. Market Outlook - The company maintains a positive outlook on the drybulk market, citing solid supply-side fundamentals [3]. - Genco's fleet consists of 42 vessels with an average age of 12.6 years and an aggregate capacity of approximately 4,446,000 deadweight tons (dwt) [7].

Looking at earning season, Tekkenom Services, according to Lseg, uh they make up pretty much all the earnings growth this earning season. Without them, earnings growth would actually be negative. Do you think that Technom Services can live up to it.What are the potential pitfalls here. I mean, look, I think we're actually going to see an accelerated growth when it comes to earning season. The big thing here, it's you're seeing on the consumer side for what's like a Netflix subscription growth, especially in ...

I was just referring to the VIX a short time ago with our guest. Um during this quarter, the VIX spiked up to above 50. Now it's kind of settled down to 171 18.Are there any banks that are going to benefit specifically from some of that volatility earlier in the quarter like we saw last quarter where banks said they saw higher trading volume and they kind of benefited from the idea that investors weren't quite sure what to do. Sure. And thanks again for having me.We've noticed um and looking forward to this ...

Core Viewpoint - The SPDR Russell 1000 Low Volatility Focus ETF (ONEV) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with a focus on low volatility stocks [1][6]. Group 1: Fund Overview - ONEV was launched on December 2, 2015, and is sponsored by State Street Global Advisors, with assets exceeding $593.87 million [1]. - The ETF targets large-cap companies, typically with market capitalizations above $10 billion, which are generally more stable and less volatile than smaller companies [2]. Group 2: Costs and Performance - The annual operating expenses for ONEV are 0.20%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.89% [3]. - As of July 14, 2025, ONEV has increased by approximately 4.61% year-to-date and 10.66% over the past year, with a trading range between $114.16 and $135.42 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 19.10% of the portfolio, followed by Healthcare and Financials [4]. - Cognizant Tech Solutions A (CTSH) represents about 1.50% of total assets, with the top 10 holdings accounting for approximately 10.35% of total assets under management [5]. Group 4: Risk and Alternatives - ONEV aims to match the performance of the Russell 1000 Low Volatility Focused Factor Index, which includes large-cap U.S. equity securities with low volatility characteristics [6]. - The ETF has a beta of 0.87 and a standard deviation of 14.64% over the trailing three-year period, indicating effective diversification of company-specific risk [7]. - Alternatives to ONEV include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have larger asset bases and lower expense ratios [9]. Group 5: Investment Appeal - Passively managed ETFs like ONEV are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [10].

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Market Volatility & Funding Rates - Bitcoin is experiencing a surge [1] - ATM implied volatility is at 40% [1] - Binance funding rates are at resting levels [1] Sentiment - The market sentiment is optimistic, suggesting "we are just getting started" [1]

Specialist Sales APAC Specialist Sales 08 July 2025 J P M O R G A N JPM | CHINA STRATEGY - China's next policy pivot Matthew See +852 2800 8889 matthew.see@jpmorgan.com China strategist Wendy Liu (link) has published an excellent note discussing one of China's more interesting new themes - the pivot to an "anti-involution" policy. If the Sept-24 policy pivot was all about supporting growth, this pivot is about improving growth quality. What policy? Anti involution is the new buzz word to describe China's po ...

Global Research ab 9 July 2025 Global Strategy Navigating Summer Tariff Deadlines: Top 5 Trades & Client Positioning Summary: Investors still see tariffs as the #1 risk with little priced in for escalation. We think receiving July/Sept ECB contract is a decent hedge for FI portfolios. Most investors are sitting on cash, ready to buy the dip in case of renewed tariff-induced volatility. We open a Long EU IG vs. Itrax Main which appears well placed to benefit from potential summer volatility, supported by a c ...

11 July 2025 | 9:40AM CST China Healthcare: Jun 2025 China hospital equipment bidding: Growth on hold as ASP pressure unfolds, less expectation from stimulus in 2H We continue to track the procurement value of the main medical devices in China. Although the June bidding value data maintained a YoY growth rate of 49%, it still came in below our previous expectations due to a 3% MoM decline. We believe the decline was primarily driven by lower unit prices as a result of VBPs - continuing the trend observed in ...

Bitcoin has just broken its all-time high, and it's no wonder. Spot Bitcoin ETFs have served as rocket fuel for BTC's price. Countries are adding it to their national reserves, and more companies than ever are holding BTC on their balance sheets. However, while it seems like Bitcoin is going from strength to strength, many have questioned whether this concentrated accumulation of BTC is good for Bitcoin or whether it poses new threats. It's a threat. A threat. A recent article by one of crypto's sharpest mi ...