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S&P 500 2026 Outlook: Market Multiple Holds As AI Remains The Growth Driver
Seeking Alpha· 2025-12-05 15:00
I'm a value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and Fortress I ...
RBI’s repo cut to aid consumption, investment and funding cost, bankers say
BusinessLine· 2025-12-05 14:07
The Reserve Bank of India’s (RBI) 25 basis points (bps) repo rate cut will support consumption, investment, and reduce funding costs for corporates, according to senior bankers.State Bank of India (SBI) Chairman CS Setty said the decision to cut rates while keeping the door open for further easing helps cushion the economy against unexpected shocks or external headwinds. “The move reinforces the structural drivers of a ‘higher-for-longer’ growth trajectory across investment, credit and consumption,” he said ...
New Yorkers receive $12K worth of this obscure asset, no strings attached. Supporters, critics clash over ‘basic income’
Yahoo Finance· 2025-12-05 13:03
Kelsey clarified that “we are not encouraging individuals to invest in risky assets,” adding that the onboarding process included warnings about the downsides of investing in other cryptocurrencies.“If this is being funded in crypto there are some strings attached,” Allen told Bloomberg. “Stablecoins are less volatile than Bitcoin, but I would say that giving money in this way is very much designed to make it easier to take that money to bet on Bitcoin, because it's going to be sitting as crypto in a crypto ...
一图读懂用人单位社保缴费基数调整与补差热点问答
蓝色柳林财税室· 2025-12-05 08:33
欢迎扫描下方二维码关注: 月 ]则獄 鬥 ⁄ ʻ 实际应缴金额之间会产生差额,该差 额需予以补缴。 02 哪些用人单位需要补差 ? 上年度有职工月平均工资低于上 年度省平工资60%的用人单位,需按 规定为相关职工办理社保费补差。 03 哪些社保险种需要补差 ? 需补差的险种包括: · 企业职工基本养老保险 · 机关事业单位养老保险 · 失业保险 · 工伤保险 补差计算的开始时间是什么? 补差时间自2025年1月起计算。 新入职职工自其入职当月开始计算。 补差的具体标准是什么 ? A 2025年度社保缴费基数下限为 4588元/月。用人单位应按照职工已 缴社保费与按新标准计算的实际应缴 费用之间的差额进行补缴。 补差是否会产生滞纳金 ? 在2025年12月31日前完成本年 度社保费补差的,暂不征收滞纳金。 如何进行补差操作 ? 个人应补缴的金额由用人单位代 扣代缴,用人单位通过电子税务局、社 保费管理客户端、办税服务厅等渠道 完成需补缴月份的申报缴费。 制作:广安税务 来源 四川税务 欢迎扫描下方二维码关注: 温馨提醒:蓝色柳林财税室为非官方平台,是由编者以学习笔记形式建立的平台,所有笔记写作记录的文章及转发的 ...
Atlanta Braves Holdings, Inc. (BATRK): A Bull Case Theory
Yahoo Finance· 2025-12-04 17:44
Core Thesis - Atlanta Braves Holdings, Inc. (BATRK) presents a unique investment opportunity by combining a Major League Baseball franchise with a successful real estate venture [2][5] - The current share price is $39.54 with a trailing P/E of 20.27 [1] Business Overview - The company's value is significantly supported by the Atlanta Braves, which boasts a loyal fan base and a large geographic reach in professional sports [2] - MLB's expanding media deals and international audience contribute to increasing revenue potential, while the Braves' strong attendance and merchandise sales ensure stable cash flows [2] Real Estate Development - The Battery Atlanta, a mixed-use development of over 3 million square feet, attracts nearly 9 million visitors annually, generating substantial income from rentals, sponsorships, and events [3] - This relationship between the sports franchise and real estate development creates a diversified revenue model that reduces the impact of sports performance fluctuations [3] Financial Performance - The Braves have a history of success with 10 World Series appearances, and The Battery Atlanta has seen high occupancy rates and increased foot traffic [4] - Adjusted OIBDA for The Battery has grown at a 34% CAGR since its inception, indicating strong growth potential independent of the team's performance [4] Valuation Potential - A strategic sale of the franchise could unlock significant value, with market comparisons suggesting a potential stock price in the mid-$60s, indicating a substantial discount to intrinsic value [4]
Trump’s 401(k) changes could dramatically impact your retirement account in 2026. Here's what you need to know
Yahoo Finance· 2025-12-04 12:27
For instance, gold is often viewed as an alternative asset that can offer your portfolio greater stability if stocks are shaky. The precious yellow metal is also on a historic bull run, with the spot price hitting a high of about $4,300 per ounce in October (4).Read more: Warren Buffett used 8 solid, repeatable money rules to turn $9,800 into a $150B fortune. Start using them today to get rich (and stay rich)Some advisors even say that the traditional 60/40 mix of stocks and bonds should be revised to 50/30 ...
每日债市速递 | 日本30年期国债收益率创新高
Wind万得· 2025-12-04 00:14
Open Market Operations - The central bank conducted a 7-day reverse repurchase operation on December 3, with a fixed rate and a total amount of 79.3 billion yuan, at an interest rate of 1.40%. The total bid amount matched the amount awarded, resulting in a net withdrawal of 134 billion yuan for the day, as 213.3 billion yuan in reverse repos matured [1]. Funding Conditions - The central bank's continued net withdrawal in the open market does not hinder the stable and accommodative trend in the interbank funding market at the beginning of the month. The weighted average interest rate of DR001 slightly increased but remained below 1.3%. Overnight quotes in the anonymous click (X-repo) system stayed around 1.28%, with significant supply. Non-bank institutions borrowed overnight funds using credit bonds as collateral, with quotes around 1.44% [3]. Interbank Certificates of Deposit - The latest transaction for one-year interbank certificates of deposit among major national and joint-stock banks was around 1.65%, showing a slight increase compared to the previous day [8]. Government Bond Futures - The closing prices for government bond futures showed a decline in the 30-year main contract by 0.26%, while the 10-year, 5-year, and 2-year main contracts increased by 0.06%, 0.07%, and 0.03% respectively [13]. Key Economic Policies - The State-owned Assets Supervision and Administration Commission held a meeting emphasizing the optimization of the state-owned economy's layout and structural adjustments, focusing on technology and industry innovation, and high-quality development [14]. - Zhejiang province released a draft policy for public consultation aimed at promoting high-quality economic development, which includes securing funding support through long-term special bonds and policy financial tools [14]. - The Ministry of Commerce reported that from January to November, the trade-in of consumer goods generated over 250 billion yuan in sales, benefiting more than 360 million people [14]. Global Economic Insights - The U.S. Treasury Secretary indicated that the U.S. is expected to see "real wage growth" and "low-inflation growth," predicting a return to 4% economic growth by 2026 [16]. - South Korea's President noted stable prices, with rapid economic growth expected to exert upward pressure on prices, as the country's GDP grew by 1.3% in Q3, marking the highest increase in nearly 15 quarters [16]. Bond Market Developments - Japan's 30-year government bond yield rose by 5 basis points to 3.425%, reaching a record high [17]. - New City Holdings plans to issue new medium-term notes to repay 2 billion yuan due on December 12 [17]. - Xinda Real Estate canceled the issuance of 1.82 billion yuan in new medium-term notes originally intended to repay an equivalent amount due on December 7 [17].
Alexandria Real Estate Equities cuts dividend by 45% to $0.72/share (NYSE:ARE)
Seeking Alpha· 2025-12-03 13:25
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X @Bloomberg
Bloomberg· 2025-12-03 07:38
Real Estate Debt Crisis - China's property debt crisis is intensifying scrutiny of major real estate firms [1]
X @Bloomberg
Bloomberg· 2025-12-03 02:48
Shanghai authorities are censoring social media posts that express a pessimistic outlook on the housing market, underscoring the lengths regulators in the financial hub are taking to stem the deepening property crisis https://t.co/YzMzwj0S8c ...