Regulatory tailwinds
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X @TylerD ๐งโโ๏ธ
TylerD ๐งโโ๏ธยท 2025-12-17 01:30
Bitwise is calling for new Bitcoin ATHs in 2026Pointing to institutional inflows & regulatory tailwinds outweighing historical 4-year-cycle bearish factorsThey also called for new highs on ETH & SOL (pending the CLARITY ACT passing) & that crypto stocks would outperform tech https://t.co/u7nL4hx4F8 ...
Solana ETFs: Innovation Continues Through Sell-Off
Etftrendsยท 2025-11-20 12:05
Core Insights - Bitcoin experienced a significant year, but losses towards the end overshadowed the earlier months of innovation and regulatory support [1] - As of November 18, macroeconomic uncertainty has impacted the market [1] Summary by Categories Market Performance - Bitcoin had a massive year with notable gains, but recent losses have raised concerns [1] - The end-of-year losses have overshadowed the impressive performance in the preceding months [1] Innovation and Regulation - The earlier months of the year were characterized by innovation and favorable regulatory developments [1] - Regulatory tailwinds contributed positively to the market dynamics during the year [1] Macroeconomic Factors - As of mid-November, macroeconomic uncertainty is affecting investor sentiment and market stability [1]
Dominion Energy: Strong Buy On Data Center Demand And Regulatory Tailwinds
Seeking Alphaยท 2025-06-17 09:57
Group 1 - Dominion Energy, Inc. is initiated with a Strong Buy rating and a price target of $89, providing regulated electric and natural gas service to over 6 million customers in the Mid-Atlantic and Southeast regions [1] - Moretus Research focuses on identifying companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, applying a structured and repeatable framework [1] - The research emphasizes rigorous fundamental analysis combined with a judgment-driven process, avoiding noise and overly complex forecasting [1] Group 2 - Valuation methods used by Moretus Research are based on pragmatic, sector-relevant multiples tailored to each company's business model and capital structure [1] - The research coverage tends to favor underappreciated companies undergoing structural change or temporary dislocation, where dispassionate analysis can lead to asymmetric returns [1] - Moretus Research aims to raise the standard for independent investment research by providing professional-grade insights and actionable valuation [1]
Mercury General: Rebuilding Its Capital Quickly After LA Wildfires
Seeking Alphaยท 2025-05-15 02:11
Group 1 - The core business of Mercury General (NYSE: MCY) continues to generate underwriting profits, supported by regulatory tailwinds leading to double-digit rate increases [1] - The company has successfully rebuilt its operations, indicating a strong recovery and growth potential [1] Group 2 - Henriot Capital operates on a quant-driven investment model, emphasizing simplicity and common sense in its approach to building a hedge fund [1] - The investment strategy prioritizes data-driven decisions, minimizing human bias in stock selection [1]