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Constellation Software: 7.6% Yielding, Inflation Resistant Bonds
Seeking Alpha· 2025-07-15 18:41
Group 1 - The Conservative Income Portfolio targets value stocks with high margins of safety and reduces volatility using well-priced options [1] - The Enhanced Equity Income Solutions Portfolio aims to generate yields of 7-9% while minimizing volatility [1] - Trapping Value offers Covered Calls and focuses on capital preservation through lower volatility income investing [2][3] Group 2 - The team at Trapping Value has over 40 years of combined experience in generating options income while emphasizing capital preservation [3] - The investing group includes two income-generating portfolios and a bond ladder [3]
We lost 4 years, but the U.S. is back in the stablecoin game, says Coinbase's Faryar Shirzad
CNBC Television· 2025-07-15 18:01
Market Trends & Investment Opportunities - Circle's shares have increased by 540% since its IPO last month [1] - Argus initiates Coinbase with a buy rating after its shares more than doubled in the past three months [2] - The potential of updating the financial system with new technological rails for value transfer is enormous for Coinbase and the economy [3] Regulatory Landscape & Impact - The US government's previous stance was an all-out war against innovation in digital assets, but the current period is more normalized [4][5] - The Genius Act specifically addresses stable coins and could be a significant boon for the US government [6] - Stable coin legislation, requiring one-to-one backing with safe assets, could drive trillions of dollars in demand for treasury bills over the next decade [7] - The Genius Act is on the verge of triggering a payment revolution, with the House expected to pass it and the President likely to sign it into law soon [8][9] Stablecoin & Treasury Market Dynamics - For every tokenized dollar issued, $1 will be held in reserves, typically in US treasuries [9] - Stable coin issuers are currently the 16th largest holders of US treasuries globally [9] - Stable coin issuers could potentially become the largest holders of US treasuries, surpassing China and Japan [9] - This development is critical given the high debt levels in the US economy [10]
X @Unipcs (aka 'Bonk Guy') 🎒
Unipcs (aka 'Bonk Guy') 🎒· 2025-07-15 16:52
Beaucoup de gens me demandent pourquoi je suis aussi incroyablement haussier sur le #USELESS coin.C’est simple :Les fondamentaux ne mentent pas.Je trade les memecoins depuis plusieurs cycles maintenant.J’ai vu de mes propres yeux l’ascension de $DOGE, passant de rien du tout à une capitalisation de 90 milliards de dollars pendant le mouvement des meme stocks en 2021.J’ai vu $SHIB passer de simple copie de Doge à un jeton à 43 milliards de dollars qui a brièvement surpassé Doge.J’ai vu l’ascension fulgurante ...
X @Bloomberg
Bloomberg· 2025-07-15 16:44
Angola delayed a plan to sell eurobonds this year, citing market volatility that’s undermined investor confidence https://t.co/xEKECavmBI ...
SHOP's Merchants Drive GMV Higher: Is Growth Thesis Strengthening?
ZACKS· 2025-07-15 16:41
Key Takeaways SHOP's Q1 2025 GMV rose 22.8% year over year to $74.75B, marking its seventh straight quarter of 20% growth. Growth was driven by an increase in merchants, higher same-store sales, and strong traction in Europe. Shop Pay GMV jumped 57% to $22B while Shop App native GMV rose 94% year over year in Q1 2025.Shopify (SHOP) is benefiting from strong growth in its merchant base, which is driving its Gross Merchandise Volume (GMV) higher. This growth in GMV reinforces its position as a leading e-com ...
X @Bloomberg
Bloomberg· 2025-07-15 16:40
JPMorgan and Citigroup results show that deals and fundraising can still get done amid volatility and uncertainty, @PaulJDavies says (via @opinion) https://t.co/dIKQfd8ISU ...
LVHD: Lags In Bull Markets And Shows Inconsistent Drawdown Protection
Seeking Alpha· 2025-07-15 15:54
Low volatility and high dividends are all long-term investors' dream. At least in theory, it promises higher expected returns, as well as lower risks. But even for more short-term-oriented investors, this defensive strategy can make sense.Philipp is a seasoned value investor with nearly 20 years of experience in the field. He takes a global approach to investment opportunities, seeking out undervalued companies that offer a significant margin of safety, leading to attractive dividend yields and returns. Whi ...
ExxonMobil Gains a Marginal 1.6% in a Year: Hold or Fold the Stock?
ZACKS· 2025-07-15 15:41
Key Takeaways XOM expects Q2 earnings to fall due to weaker oil and gas prices hitting its upstream business. Lower WTI prices could slash upstream earnings by up to $1.2B; gas prices may cut another $700M. XOM's low 12.2% debt-to-capitalization gives it resilience amid soft commodity pricing.Exxon Mobil Corporation (XOM) has gained 1.6% over the past year, outpacing the 0.7% decline of the composite stocks belonging to the industry. This signifies that there is not much momentum in the stock price, but b ...
X @Michael Saylor
Michael Saylor· 2025-07-15 14:48
RT Chris Millas (@ChrisMMillas)Strategy is engineering a financial revolution.Here’s how it’s building a Bitcoin-backed empire that is uniquely positioning it to dominate the fixed income market for decades to come.YouTube: https://t.co/JyChWWFcih https://t.co/q5Hzaasgmm ...
X @Bloomberg
Bloomberg· 2025-07-15 14:48
While investors seem to have grown inured to the vacillations tied to the Trump administration’s policies, forecasting where the S&P 500 will be in six or 12 months has become hazardous https://t.co/ZjDMtLzHTa ...