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CAOS: Hedging Against A Crash
Seeking Alpha· 2025-07-13 06:25
Core Insights - The article highlights the investment strategies of Fred Piard, who focuses on quality dividend stocks and tech innovation companies [1] - Fred Piard has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] Investment Strategies - The investment group Quantitative Risk & Value shares a portfolio that includes quality dividend stocks and companies leading in technological innovation [1] - Fred Piard also provides market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds [1]
HPI: Stretched CEF Blending Corporate Bonds With Preferred Equity
Seeking Alpha· 2025-07-13 03:24
Group 1 - The article introduces the John Hancock Preferred Income Fund (NYSE: HPI), which has not been previously covered by the company [1] - The company has a background in investment banking, focusing on providing transparency and analytics in capital markets instruments and trades [2] - The company aims to deliver high annualized returns with a low volatility profile, specifically targeting closed-end funds (CEFs), exchange-traded funds (ETFs), and special situations [2]
2 CEFs Delivering Monthly Payouts To Investors While Attractively Valued
Seeking Alpha· 2025-07-11 16:11
To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below!At the CEF/ETF Income Laboratory , we manage closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service.He contributes to the investing group CEF/ETF Income Laboratory along with leader Stanford Chemist, and Juan de la Hoz and Dividend Seeker. They help memb ...
What Recent CEF Distribution Cuts Mean, And Why I'm Not Concerned
Seeking Alpha· 2025-07-09 07:58
To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below!At the CEF/ETF Income Laboratory , we manage closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service.As interest rates start to make their way down, I thought it would be useful to give members a quick refresher on how different types of fixed income securi ...
Cohen & Steers Portfolio Of CEFs For Income
Seeking Alpha· 2025-07-07 08:44
Group 1 - The analysis focuses on closed-end funds (CEFs) offered by Cohen & Steers, highlighting positive investor experiences with these funds [1] - David A. Johnson, the founder of Endurance Capital Management, has over 30 years of investment experience and holds multiple advanced degrees in finance and business [1] Group 2 - The article does not provide specific financial data or performance metrics related to the CEFs mentioned [2][3]
CEF Weekly Review: Little Point To Stable Managed Distribution Plans
Seeking Alpha· 2025-07-06 13:32
Group 1 - The article provides a review of closed-end fund (CEF) market activity, focusing on both individual fund news and broader market trends [1] - It emphasizes the importance of yield and risk management in investment portfolios, particularly in the context of CEFs [1] - The article encourages the use of interactive tools for navigating various investment markets, including BDC, CEF, OEF, preferred, and baby bond markets [2] Group 2 - The company offers investor guides specifically for CEFs, preferreds, and PIMCO CEFs, indicating a focus on educating investors [2] - A promotional offer for a two-week free trial is mentioned, suggesting an effort to attract new investors to their services [2]
Big Yields, Big Companies, Big Investment Opportunities
The Motley Fool· 2025-07-04 00:05
Core Viewpoint - Real estate investment trusts (REITs) are highlighted as attractive options for dividend investors, with three specific REITs—Prologis, Realty Income, and Simon Property Group—recommended for their high yields and growth potential [1]. Group 1: Prologis - Prologis has a dividend yield of 3.8%, which is above the S&P 500's 1.3% yield and slightly below the average REIT yield of around 4% [2]. - The company is the largest industrial REIT, with a global portfolio of warehouses in key distribution hubs, and has seen a 10% year-over-year growth in adjusted funds from operations in Q1 2025 [4]. - Prologis has a history of over 10% annualized dividend increases over the past decade, making it an attractive option despite current tariff-related concerns [5]. Group 2: Realty Income - Realty Income offers a 5.6% yield, significantly higher than both the market and average REIT yields, indicating a favorable buying opportunity [6]. - The REIT primarily owns single-tenant properties in the U.S. and Europe, with tenants covering most property-level costs, and has diversified into debt investments and institutional services [7][8]. - Realty Income has increased its dividend annually for three decades, providing a reliable income stream with slow and steady growth [9]. Group 3: Simon Property Group - Simon Property Group has a dividend yield of 5.2% and focuses on high-performing retail properties, including enclosed malls and factory outlet centers [10]. - The company has a history of dividend cuts during economic downturns but has consistently returned to a growth trajectory post-recession, reflecting consumer behavior [11]. - The focus on high-quality properties positions Simon favorably as lower-quality malls decline, making it a potentially rewarding investment for those willing to accept some cyclicality [12]. Group 4: Summary of Investment Opportunities - Each of the three REITs presents unique investment merits: Prologis for its strong dividend growth, Realty Income for its reliable income, and Simon for its high-quality retail assets [13].
The ultimate movie draft for the tech we’d love to take off the screen. #vergecast
The Verge· 2025-07-02 14:05
We're going to do a bit of a draft today. The five of us, we're going to pick five things each and it's going to be chaos and we're going to try to figure out what fictional tech do we want in our real lives. I'm going with the TARDIS from Doctor Who.Very good. Very good. My first pick is Capsules from Dragon Ball Z.I'm just going to take Jarvis from Iron Man. Oh, lost two already. Okay, just strategically, I think I need to grab the clueless closet.Surprised it took this long. I want kit. Okay, explain thr ...
The AI Revolution in Oil & Gas: A New Era of Smart Energy
ZACKS· 2025-06-30 13:36
Key Takeaways The oil and gas industry is in the middle of a massive digital overhaul. Artificial intelligence (AI) is rapidly changing everything, from finding new resources and drilling wells to managing production and day-to-day operations. Facing rising costs, unpredictable markets, and pressure to cut emissions, energy companies are increasingly turning to AI to boost efficiency, increase output, and enhance safety. What began as a cautious approach to AI has quickly become a full-on sprint towards dig ...
Record Notional Value of Shares Traded on the Nasdaq Closing Cross During the 2025 Russell US Indexes Reconstitution
Globenewswire· 2025-06-27 20:56
Core Insights - Nasdaq achieved a record trading volume of 2,506,428,416 shares, amounting to $102.455 billion, during the Russell Reconstitution, marking the largest liquidity event in its history [2][3] - The Nasdaq Closing Cross has significantly improved its efficiency, reducing latency by over 85% while managing a trade volume growth of over 550% and a notional volume growth of over 1500% since its inception [6] Nasdaq's Role and Technology - The Nasdaq Closing Cross plays a vital role in capital markets infrastructure, facilitating transparent price formation and processing trades during high-volume events [3] - Nasdaq has invested in market modernization and capacity enhancement to maintain liquidity and resilience in response to increasing trading volumes [6][7] Russell US Indexes - The Russell US Indexes, which are subsets of the Russell 3000E™ Index, represent approximately 98% of the US equity market and are crucial for investors tracking market performance [4] - Approximately $10.6 trillion in assets are benchmarked to or invested in products based on the Russell US Indexes, highlighting their significance in the investment community [4] Market Impact - The Russell Reconstitution day is a highly anticipated trading event, prompting asset managers to adjust their portfolios according to the newly reconstituted indexes [5] - The successful completion of this year's rebalancing reflects the investment community's trust in the transparent and rules-based process of the Russell US Indexes [3][5] Future Developments - Nasdaq recently launched Eqlipse, a fourth-generation marketplace technology platform, to enhance trading infrastructure and support global capital markets [7][8] - The company aims to deepen strategic technology partnerships with over 135 clients worldwide, reinforcing its commitment to improving liquidity and market integrity [8]