LIVE NOW -- Robinhood vs. Coinbase:Who Wins the Future of Finance?Business models, growth strategies, tokenized asset plays.How do companies approach crypto, equities, and infrastructure?Will Robinhood’s slick UX and expanding product suite win the next generation?Or will Coinbase’s onchain infra and stablecoin moat prove unbeatable?@EffortCapital from @BlockworksAdv and @TheOneandOmsy from @Dragonfly_xyz join the show to debate Coinbase vs Robinhood, two companies racing to become the dominant financial su ...

LIVE NOW -- Robinhood vs. Coinbase: Who Wins the Future of Finance?- Business models- Growth strategies- Tokenized asset plays- Crypto, Equities, and InfrastructureWill Robinhood’s slick UX and expanding product suite win the next generation? Or will Coinbase’s onchain infra and stablecoin moat prove unbeatable?@EffortCapital from @BlockworksAdv and @TheOneandOmsy from @Dragonfly_xyz join the show to debate Coinbase vs Robinhood, two companies racing to become the dominant financial super app.[TIMESTAMPS]0: ...

Exclusive: Ripple has applied for a national banking license, joining the rush of cryptocurrency companies seeking to cross the divide into mainstream finance https://t.co/0l41C7hYoK ...

Nomura fired one of its elite bond traders after accusing him of spoofing, leaving him working alone in a smoky cafe in Tokyo.So he decided to use what he calls “toilet graffiti” to tell the world his side of the story https://t.co/ez2NSlYG6C📷: Takaaki Iwabu/Bloomberg https://t.co/vK1CKROAWq ...

精品金融公司均富融资（GRAN，Grande Group Ltd.）美国IPO首日开盘报5.90美元，此前给出的IPO发行 价为每份ADS 5美元。 | | 交易中 07-0 | | --- | --- | | 成交星:61.45万股 | 换手:2.5 | | 成交额:367.37万 | 振幅:19 | | 市盈率(TTM): 58.34 | 市净率: | | 十四六/书), 04 40 | 十四六十 | | 习价:5.98 最新:5.90 +0.90 +18.02% | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 6.47 | | | | | | | 29.40% | | 成交明细 | | | 6.10 | | | | | | | 22.05% | 12:02 | 6.00 | ട | | | | | | | | | | 12:02 | 5.98 | 15 | | 5.73 | | | | | | | 14.70% 12:02 | | 5.98 | 1 | | | | | ...

Investment Rating - The report maintains a neutral asset allocation stance while focusing on diversification across regions and styles [3]. Core Insights - Increased expectations of a more dovish Federal Reserve and de-escalation of geopolitical tensions have created a favorable "Goldilocks" environment for markets, supporting growth pricing across various assets [1][2]. - The report highlights a broad geographical bullish growth repricing, with equities outperforming bonds and cyclicals outperforming defensives [1]. - Consensus EPS revisions have turned less negative recently, with positive revisions noted for the US market, indicating improved expectations for equity fundamentals [2]. Summary by Sections Market Conditions - The report indicates that markets are pricing in a more dovish Fed, with expectations for a rate cut brought forward to September and a reduced terminal rate forecast of 3-3.25% [1][7]. - The labor market data expected this Thursday is deemed critical for sustaining positive momentum, with economists forecasting 85k for non-farm payrolls, below the consensus of +113k [1]. Earnings Outlook - The upcoming Q2 earnings season is highlighted as a key focus, with a relatively low bar for EPS growth set at 4%, down from 12% in Q1, and insights expected on corporate adjustments to increased tariff rates [2]. Asset Allocation - The report suggests that reverse dispersion trades may be attractive as a macro hedge against potential growth deterioration over the summer [2]. - Recommendations include option hedges and specific strategies such as USD HY puts/CDS payers to hedge against stagflationary shocks [6]. Performance Metrics - The report provides forecasts for various asset classes, indicating expected total returns and downside risks for equities and bonds over different time horizons [18]. - The S&P 500 is projected to have a total return of -4.1% over 3 months, with a potential upside of 6.6% over 12 months [18]. Risk Appetite - The report notes a rebound in the Risk Appetite Indicator to 0.3, reflecting increased risk appetite among investors [1][26]. - Implied equity correlations have been falling, indicating expectations of more dispersion in the earnings season and a fading macro risk environment [2][15].

Stablecoin Giant Circle Wants to Be Its Own Bank, Applies for National Trust License► https://t.co/CYPQ3lgIc8 https://t.co/CYPQ3lgIc8 ...

Heard on the Street: The acquisition of Discover gives Capital One the ability to earn more money from debit-card payments than peers https://t.co/PIDsPwpjkt ...

Company Overview - Hercules Capital, Inc. (NYSE: HTGC) is a distinctive player in the business development company (BDC) sector, focusing on investments in four key sectors: technology, software-as-a-service businesses, life sciences, and sustainable/renewable technologies [1]. Investment Philosophy - The company emphasizes dividend investing as a pathway to financial freedom, aiming to provide steady income through its investment strategies [1]. Analyst Background - The analyst has extensive experience in mergers and acquisitions (M&A) and business valuation, having evaluated numerous businesses and participated in both sell-side and buy-side transactions [1]. Sector Focus - The company's investment focus spans various sectors, including technology, real estate, software, finance, and consumer staples, which are also reflected in the analyst's personal investment portfolio [1].

Summary of Logan Ridge Finance Corporation's Extraordinary General Meeting Company Overview - **Company**: Logan Ridge Finance Corporation (LRFC) - **Event**: 2025 Extraordinary General Meeting - **Date**: June 20, 2025 - **Time**: 10:30 AM ET Key Points Discussed Meeting Structure and Attendance - The meeting was conducted virtually to enhance inclusivity and reach a larger number of stockholders [1][2] - A quorum was established with approximately 62.59% of the outstanding common stock represented, totaling 1,662,635 shares [9][10] Main Agenda Item - The primary business of the meeting was to consider and vote on a proposal for the merger of Logan Ridge Finance Corporation with Portman Ridge Merger Sub Inc., with Logan Ridge surviving the merger [11] Voting Process - The polls opened at 10:36 AM and closed at 10:37 AM on the same day [12] - Preliminary voting results indicated that the merger proposal passed, with detailed results to be filed in a current report on Form 8-K with the SEC [13] Management and Governance - Key management present included Ted Goldthorpe (CEO), Brandon Satoran (CFO), and Patrick Schaeffer (CIO) [3][4] - The meeting was recorded, and attendees were reminded not to use audio recording devices [5][2] Conclusion of Meeting - No additional business was brought before the meeting, leading to a motion to adjourn, which was seconded and approved [14][15][17] - The meeting concluded with expressions of gratitude towards stockholders for their loyalty and confidence in the company [17] Additional Important Information - Forward-looking statements were made during the meeting, with a caution that they are subject to risks and uncertainties [3] - Stockholders were informed about the availability of proxy materials and voting procedures through the web portal [8][6] This summary encapsulates the essential details and outcomes of the Logan Ridge Finance Corporation's Extraordinary General Meeting, highlighting the merger proposal and the overall governance structure.