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Ray Dalio warns America is ‘very much’ like early 1970s — and that this major US asset could fail as a store of wealth
Yahoo Finance· 2025-10-10 11:33
Dalio warned that if investors begin to believe the Fed will artificially hold rates too low, it could trigger “an unhealthy decline in the value of money.”Read more: US car insurance costs have surged 50% from 2020 to 2024 — this simple 2-minute check could put hundreds back in your pocketThat comment couldn’t have come at a more sensitive time for the Federal Reserve. President Donald Trump has openly pressured the Fed to slash interest rates, repeatedly attacked chair Jerome Powell and is attempting to f ...
Gold Screams ‘Debasement Trade.' Bonds Say Otherwise.
WSJ· 2025-10-09 09:30
Core Viewpoint - The bond market's long-run inflation expectations remain largely unchanged despite investor concerns about potential debasement [1] Group 1 - Investors are expressing concerns about debasement, yet the bond market does not reflect significant changes in long-term inflation expectations [1]
Saratoga Investment Q2: Mixed Results, Good Business Model (NYSE:SAR)
Seeking Alpha· 2025-10-08 16:27
David A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end funds and alternative investment funds such as hedge funds and private credit. With over 30 years’ experience in investing, David holds a Master of Science (MS) Degree in Finance, with a concentration in Investment Analysis, from Boston University, a Certificate in Financial Planning, and ...
When Stocks Sink, Who Swims? Comparing Performance Across Asset Classes During S&P 500 Selloffs
Seeking Alpha· 2025-10-08 13:40
William_Potter/iStock via Getty Images By James Picerno How valuable is diversification across asset classes for minimizing the blowback from the sharp declines in the US stock market? It depends. It depends on the particular time period of the market ...
Hepsor prepares a bond programme
Globenewswire· 2025-10-08 04:00
Core Viewpoint - Hepsor is preparing a bond programme in collaboration with LHV Pank to diversify its financing structure and secure capital for its diverse project portfolio across Estonia, Latvia, and Canada [1][2]. Group 1: Bond Programme Details - The bond programme aims to provide flexible access to capital, allowing the company to respond quickly to favorable market conditions for investment opportunities [2]. - The raised capital will be allocated to ongoing and new residential and commercial development projects, with a total of 30 projects in various stages: 15 in Estonia, 10 in Latvia, and 5 in Canada [2]. - The bond programme is designed for retail investors, linking the raised capital to the overall development plan rather than specific projects, thus diversifying risk [3]. Group 2: Listing and Investor Engagement - Hepsor plans to list the bonds on the Baltic Bond List of the Nasdaq Tallinn Stock Exchange, with shares already listed on the main list since 2021 [4]. - The company will hold investor meetings in Estonia on November 13 and in Latvia on November 14, where the CEO will discuss the development portfolio and the bond programme [5]. Group 3: Regulatory and Company Background - The public offering of the bonds is contingent upon the approval of the prospectus by the Financial Supervision Authority, with further notices to be issued regarding the offering details [6]. - Founded in 2011, Hepsor has evolved from a builder of apartment buildings to a modern developer of residential and commercial real estate, focusing on innovation and environmentally conscious practices [7].
Ray Dalio on Gold Prices, Fed Interest Rates, Trump's Trade Policy
Youtube· 2025-10-07 15:43
Thank you so much for being here. I want to start with these five forces that you see right now that are affecting markets that are important to understand in order to understand where we work, where we are. Could you just talk a little bit about what those forces are.Sure. Through history and now there are five big forces that are interrelated and generally transpire in cycles, as I described. And we know they exist because everything that we are going to talk about will fall into one of those categories.T ...
At $1.2 Trillion, More High-Grade Debt Now Tied to AI Than Banks
Yahoo Finance· 2025-10-07 14:05
(Bloomberg) — The amount of debt tied to artificial intelligence has ballooned to $1.2 trillion, making it the largest segment in the investment-grade market, according to JPMorgan Chase & Co. (JPM). AI companies now make up 14% of the high-grade market from 11.5% in 2020, surpassing US banks, the largest sector on the JPMorgan US Liquid Index (JULI) index at 11.7%, JPMorgan analysts including Nathaniel Rosenbaum and Erica Spear wrote in a note Monday. Most Read from Bloomberg The analysts identified 75 ...
4 Retirement Planning Tips Robert Kiyosaki Swears By
Yahoo Finance· 2025-10-06 12:03
Core Insights - The article emphasizes the importance of strategic financial planning for retirement to address concerns about unexpected costs and inflation [1][4] Investment Strategies - Avoiding cash hoarding is advised, as it may hinder sustainable retirement income [3] - Investing in inflation-resistant assets such as gold, silver, and oil is recommended to preserve wealth [4] - Diversification of investments is crucial, including traditional assets like mutual funds, stocks, and bonds, as well as alternative investments [5][6] Income Generation - Kiyosaki suggests focusing on income-generating assets rather than relying solely on insurance or low-return savings for retirement expenses [7][8]
I have $143,000 cash that I’d like to invest for my retirement — what should I do with it?
Yahoo Finance· 2025-10-05 16:13
Group 1 - The importance of financial security in retirement is emphasized, highlighting the need to avoid letting cash sit idle due to inflation and missed opportunities [1][2] - A cautious investment approach is necessary for retirees, but being overly conservative may hinder growth, especially with a limited amount of $143,000 [2][4] - The current U.S. political landscape and rising international tensions contribute to increased market volatility, making investment decisions more complex [4][5] Group 2 - A balanced investment strategy is recommended, suggesting a mix of higher-return equities and safer assets like bonds, with a guideline of subtracting age from 110 to determine equity allocation [5] - Investing in gold is presented as a viable option for wealth preservation, particularly during economic and geopolitical instability, with gold prices reaching record levels [6][7]
5 Surprising Ways Inflation Affects the Ultra-Wealthy
Yahoo Finance· 2025-10-05 13:12
Core Insights - Inflation is an unavoidable economic force that affects purchasing power, with an average annual rate of 2% being manageable, but higher rates lead to financial strain [1] Group 1: Impact on Wealth Holders - Inflation reduces the value of investments, particularly for those holding fixed claims like bonds, which lose purchasing power as inflation rises [3][5] - Older wealthy families, who typically hold significant amounts of bonds and cash, are adversely affected by high inflation, while younger middle-class families benefit as inflation reduces their fixed-rate mortgage debt [4] - The ultra-wealthy, who generally do not carry much household debt, see their cash and bond purchasing power eroded due to inflation, as these assets buy less over time [6] Group 2: Portfolio Performance - High inflation negatively impacts investment portfolios, especially for the top 1% who own a substantial portion of U.S. corporate equities and mutual funds, leading to diminished returns on bonds and stocks [5] - Rising inflation often results in increased interest rates, which can threaten stock valuations and profits, leading to weaker after-inflation returns for both asset classes [5]