24 days ago
A Medicaid divorce lets the at-home spouse keep the house and up to $162,660 while Medicaid covers the nursing home's $9,277 monthly bill.
The strategy requires a real court-ordered divorce, since Medicaid's five-year look-back treats uneven transfers as gifts and penalizes them.
Before filing, families should exhaust spousal refusal, Medicaid-compliant annuities, and exempt-asset conversions, since a divorce strips survivor benefits and medical decision rights.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
A Medicaid divorce, involves a long-married couple legally ending their marriage as part of a long-term care strategy. He enters a nursing home that Medicaid may cover, while she keeps the house and a larger share of their savings to protect her retirement. It's a real but uncommon strategy. State laws may vary, and many attorneys consider it a last resort.
#medicaid #real #since #stocks
The strategy requires a real court-ordered divorce, since Medicaid's five-year look-back treats uneven transfers as gifts and penalizes them.
Before filing, families should exhaust spousal refusal, Medicaid-compliant annuities, and exempt-asset conversions, since a divorce strips survivor benefits and medical decision rights.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
A Medicaid divorce, involves a long-married couple legally ending their marriage as part of a long-term care strategy. He enters a nursing home that Medicaid may cover, while she keeps the house and a larger share of their savings to protect her retirement. It's a real but uncommon strategy. State laws may vary, and many attorneys consider it a last resort.
#medicaid #real #since #stocks
24 days ago
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Deciding how much to withdraw from your retirement accounts means finding a balance between enjoying life and making your money last. Taking too little leaves you with unused savings, while taking too much risks running out of money later. Taxes also affect how much you can actually spend. To help you create a retirement budget, let's break down the example of a 67-year-old with $870,000 in a 401(k), $120,000 in an IRA and $26,400 annually from Social Security. Here's what a withdrawal plan could look based on two rates.
A financial advisor can help you create a withdrawal strategy that balances your lifestyle needs, tax impacts and long-term retirement goals.
A 401(k) and a traditional IRA are both retirement accounts funded with pre-tax dollars. Contributions are deducted from your taxable income, allowing you to grow savings faster because the money enters the account before taxes. In retirement, however, all withdrawals are taxed as ordinary income. This includes both the money you contributed and the investment earnings.
This is different from a Roth IRA, which is funded with after-tax dollars. You do not receive an upfront tax deduction for contributions. The benefit comes later: withdrawals in retirement are tax-free, including both contributions and earnings.
#taking #taxes #later #Help
Deciding how much to withdraw from your retirement accounts means finding a balance between enjoying life and making your money last. Taking too little leaves you with unused savings, while taking too much risks running out of money later. Taxes also affect how much you can actually spend. To help you create a retirement budget, let's break down the example of a 67-year-old with $870,000 in a 401(k), $120,000 in an IRA and $26,400 annually from Social Security. Here's what a withdrawal plan could look based on two rates.
A financial advisor can help you create a withdrawal strategy that balances your lifestyle needs, tax impacts and long-term retirement goals.
A 401(k) and a traditional IRA are both retirement accounts funded with pre-tax dollars. Contributions are deducted from your taxable income, allowing you to grow savings faster because the money enters the account before taxes. In retirement, however, all withdrawals are taxed as ordinary income. This includes both the money you contributed and the investment earnings.
This is different from a Roth IRA, which is funded with after-tax dollars. You do not receive an upfront tax deduction for contributions. The benefit comes later: withdrawals in retirement are tax-free, including both contributions and earnings.
#taking #taxes #later #Help
24 days ago
(Bloomberg) -- Cryptocurrencies fell on Wednesday as a wave of forced selling swept across digital-asset venues, with broader market jitters further weighing on risk appetite.
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#launch #developed #deeply
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Apple to Launch Doorbell, Lock, Thermostat Developed With LG
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#launch #developed #deeply
25 days ago
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During most of the decades you are preparing financially for retirement, you are likely focused on saving as close as you can get to the recommended amount, without worrying too much about the details. As you approach retirement, however, it's a good idea to look more closely at what might be a realistic retirement budget. At age 62, with $890,000 in a 401(k) account, $115,000 in a Roth IRA and accounting for Social Security benefits, you can likely generate enough income to cover typical retiree lifestyle expenses. Your individual needs may vary, of course, but there are likely moves you can make now and in retirement to give you the flexibility you'll need to fund a comfortable and secure retirement.
Consider speaking with a financial advisor for help building an effective retirement strategy.
A typical retirement budget starts with the income side and Social Security benefits represent an important part of that for a large majority of retirees. Social Security is lifelong, guaranteed by the U.S. government and includes annual cost-of-living adjustments to keep up with inflation. The amount of your specific benefit is controlled by your work history and age at claiming. ****** uming your current income is $90,000 annually, here are estimates of your annual Social Security benefit based on your age when you start claiming benefits:
Age
#annual
During most of the decades you are preparing financially for retirement, you are likely focused on saving as close as you can get to the recommended amount, without worrying too much about the details. As you approach retirement, however, it's a good idea to look more closely at what might be a realistic retirement budget. At age 62, with $890,000 in a 401(k) account, $115,000 in a Roth IRA and accounting for Social Security benefits, you can likely generate enough income to cover typical retiree lifestyle expenses. Your individual needs may vary, of course, but there are likely moves you can make now and in retirement to give you the flexibility you'll need to fund a comfortable and secure retirement.
Consider speaking with a financial advisor for help building an effective retirement strategy.
A typical retirement budget starts with the income side and Social Security benefits represent an important part of that for a large majority of retirees. Social Security is lifelong, guaranteed by the U.S. government and includes annual cost-of-living adjustments to keep up with inflation. The amount of your specific benefit is controlled by your work history and age at claiming. ****** uming your current income is $90,000 annually, here are estimates of your annual Social Security benefit based on your age when you start claiming benefits:
Age
#annual
25 days ago
In late September 2026, Huntington Ingalls Industries' Newport News Shipbuilding division secured a US$5.10 billion contract to conduct the refueling and complex overhaul of USS Harry S. Truman (CVN 75), while also advancing carrier programs and expanding unmanned production capacity across its U.S. facilities.
Together with the Navy order for 10 ROMULUS unmanned surface vessels and the Pocasset unmanned systems campus expansion, these developments highlight how HII is tying long-duration carrier work to growing autonomous maritime capabilities within its Mission Technologies division.
We'll now examine how the Truman overhaul award, alongside new ROMULUS unmanned vessel production, could influence Huntington Ingalls Industries' investment narrative.
Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 33 best rare earth metal stocks of the very few that mine this essential strategic resource.
To own Huntington Ingalls Industries, you need to believe that its multi decade carrier, submarine and unmanned systems backlog can be converted into steadier margins and free cash flow despite current back end loaded cash expectations. The Truman refueling and complex overhaul award reinforces that backlog, but does not remove the near term risk that 2026 free cash flow could miss if contract advances or tax benefits arrive later or smaller than management hopes.
#unmanned #truman #romulus
Together with the Navy order for 10 ROMULUS unmanned surface vessels and the Pocasset unmanned systems campus expansion, these developments highlight how HII is tying long-duration carrier work to growing autonomous maritime capabilities within its Mission Technologies division.
We'll now examine how the Truman overhaul award, alongside new ROMULUS unmanned vessel production, could influence Huntington Ingalls Industries' investment narrative.
Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 33 best rare earth metal stocks of the very few that mine this essential strategic resource.
To own Huntington Ingalls Industries, you need to believe that its multi decade carrier, submarine and unmanned systems backlog can be converted into steadier margins and free cash flow despite current back end loaded cash expectations. The Truman refueling and complex overhaul award reinforces that backlog, but does not remove the near term risk that 2026 free cash flow could miss if contract advances or tax benefits arrive later or smaller than management hopes.
#unmanned #truman #romulus
29 days ago
Think a high salary is a ticket out of living paycheck to paycheck? Think again.
Roughly 4 in 10 workers earning above $300,000 say they're doing just that, according to Goldman Sachs **** et Management's 2026 retirement report.
"One of the more remarkable findings is whether or not financial security improves linearly with income," Chris Ceder, a senior retirement strategist at Goldman Sachs **** et Management, told Yahoo Finance.
You'd think financial security would improve as someone makes more money, with income tracking in a straight path with each extra dollar of earnings.
"It does for a while, but it's a U-shape pattern," Ceder said.
#think #asset #Retirement #security
Roughly 4 in 10 workers earning above $300,000 say they're doing just that, according to Goldman Sachs **** et Management's 2026 retirement report.
"One of the more remarkable findings is whether or not financial security improves linearly with income," Chris Ceder, a senior retirement strategist at Goldman Sachs **** et Management, told Yahoo Finance.
You'd think financial security would improve as someone makes more money, with income tracking in a straight path with each extra dollar of earnings.
"It does for a while, but it's a U-shape pattern," Ceder said.
#think #asset #Retirement #security
1 month ago
The 'half-a-loaf' plan gifts roughly half of excess ***** ets to children, then uses a Medicaid-compliant annuity to bridge the penalty period.
Keeping retained cash in a bank account prevents the penalty clock from starting, since ***** ets above $2,000 disqualify the applicant outright.
One flawed annuity term or miscalculated divisor can unravel the entire plan, making elder law attorney guidance essential before any money moves.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
Picture a common scenario in a state where this type of crisis planning is welcome: Dad moves into a nursing home with roughly $200,000 sitting above the $2,000 countable-asset limit that most states use for single Nursing Home Medicaid applicants. His family gifts about $100,000 to the children, then uses the other half to buy a short-term Medicaid-compliant annuity that pays the nursing home while the gift penalty runs. When the penalty ends, Medicaid picks up the bill. The children keep the gift.
#annuity #roughly
Keeping retained cash in a bank account prevents the penalty clock from starting, since ***** ets above $2,000 disqualify the applicant outright.
One flawed annuity term or miscalculated divisor can unravel the entire plan, making elder law attorney guidance essential before any money moves.
Two retirees, same $1 million, same 4% rule, buy one finished with $1.4 million, the other hit $0 in 12 years. Our free reader guide explains the flaw that separated them, and the income-first method built to avoid it.
Picture a common scenario in a state where this type of crisis planning is welcome: Dad moves into a nursing home with roughly $200,000 sitting above the $2,000 countable-asset limit that most states use for single Nursing Home Medicaid applicants. His family gifts about $100,000 to the children, then uses the other half to buy a short-term Medicaid-compliant annuity that pays the nursing home while the gift penalty runs. When the penalty ends, Medicaid picks up the bill. The children keep the gift.
#annuity #roughly
1 month ago
In the end, Kevin Warsh's Federal Reserve acquitted itself well. For all the uncertainty he had sparked at the previous meeting of the Federal Open Market Committee, when he refused to provide any indication of what he was prepared to do to tame stubborn inflation, the chair on Wednesday presided over a unanimous decision to raise interest rates for the first time in three years.
"Today's action starts to show that we're serious about this," he said at the press conference after the meeting, with "this" meaning inflation in excess of the Fed's 2% target for over five years. Welcome though it was, his embrace of economic orthodoxy nonetheless did little to dispel the Keystone Cops quality of governance in Donald Trump's US.
Warsh's resolve – raising rates just a few weeks before elections that will determine whether Republicans retain control of Congress – appeared even more resolute in the face of a veiled threat from White House economic adviser Kevin Hassett, who pointed out to his chums on Fox that "if you want an independent Fed, then one thing the Fed does is it stays out of the way of elections".
The central bankers' parsimonious comments in the press conference following the meeting made a sharp contrast with the more unhinged commentary from other members of the administration, including the president himself, who earlier this month celebrated the resilience of the labor market with a mind-boggling threat to "STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT" unless the Fed cut interest rates.
Trump has yet to turn on Warsh in the way he did on his predecessor, Jerome "numbskull" Powell. But the signs are ominous. After the rate hike, Trump went ballistic – spewing more of the random, incoherent thoughts that have become his trademark. "Interest Rates in the United States should be 1%, or less, because we are the Best Credit in the World," he wrote on social media, despite recalcitrant inflation and a budget deficit that is likely to exceed $2tn this year. He again demanded the powers that be to "LOWER THE INTEREST RATES FOR THE UNITED STATES OF AMERICA, AND FAST!"
#rates #federal #states
"Today's action starts to show that we're serious about this," he said at the press conference after the meeting, with "this" meaning inflation in excess of the Fed's 2% target for over five years. Welcome though it was, his embrace of economic orthodoxy nonetheless did little to dispel the Keystone Cops quality of governance in Donald Trump's US.
Warsh's resolve – raising rates just a few weeks before elections that will determine whether Republicans retain control of Congress – appeared even more resolute in the face of a veiled threat from White House economic adviser Kevin Hassett, who pointed out to his chums on Fox that "if you want an independent Fed, then one thing the Fed does is it stays out of the way of elections".
The central bankers' parsimonious comments in the press conference following the meeting made a sharp contrast with the more unhinged commentary from other members of the administration, including the president himself, who earlier this month celebrated the resilience of the labor market with a mind-boggling threat to "STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT" unless the Fed cut interest rates.
Trump has yet to turn on Warsh in the way he did on his predecessor, Jerome "numbskull" Powell. But the signs are ominous. After the rate hike, Trump went ballistic – spewing more of the random, incoherent thoughts that have become his trademark. "Interest Rates in the United States should be 1%, or less, because we are the Best Credit in the World," he wrote on social media, despite recalcitrant inflation and a budget deficit that is likely to exceed $2tn this year. He again demanded the powers that be to "LOWER THE INTEREST RATES FOR THE UNITED STATES OF AMERICA, AND FAST!"
#rates #federal #states
1 month ago
Interested in Ally Financial Inc.? Here are five stocks we like better.
Ally Financial reaffirmed its full-year net interest margin guidance of 3.6% to 3.7%, supported by balance-sheet growth in higher-yielding retail auto and Corporate Finance loans. However, about $20 million in third-quarter lease losses tied to recalled Stellantis vehicles is expected to keep sequential margin growth roughly flat.
Stellantis-related lease pressure is expected to persist through 2026 but ease in 2027 as Ally's lease portfolio becomes more diversified and protected leases begin to mature. Ally also reaffirmed its 2026 retail auto net charge-off guidance of 1.8% to 2%.
Ally reported growth across its core businesses, including a 7% year-over-year increase in deposit customers and roughly 25% loan growth in Corporate Finance since launching Focus Forward. The company maintained guidance for 3% to 5% average earning-asset growth and approximately 1% operating-expense growth while continuing capital returns.
OneMain's Yield Comes With a Catch
#year #stellantis
Ally Financial reaffirmed its full-year net interest margin guidance of 3.6% to 3.7%, supported by balance-sheet growth in higher-yielding retail auto and Corporate Finance loans. However, about $20 million in third-quarter lease losses tied to recalled Stellantis vehicles is expected to keep sequential margin growth roughly flat.
Stellantis-related lease pressure is expected to persist through 2026 but ease in 2027 as Ally's lease portfolio becomes more diversified and protected leases begin to mature. Ally also reaffirmed its 2026 retail auto net charge-off guidance of 1.8% to 2%.
Ally reported growth across its core businesses, including a 7% year-over-year increase in deposit customers and roughly 25% loan growth in Corporate Finance since launching Focus Forward. The company maintained guidance for 3% to 5% average earning-asset growth and approximately 1% operating-expense growth while continuing capital returns.
OneMain's Yield Comes With a Catch
#year #stellantis
1 month ago
Des Moines, Iowa-based Principal Financial Group, Inc. (PFG) provides retirement, ******* et management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company has a market cap of $25 billion and operates through Retirement and Income Solutions, Principal ******* et Management, and Benefits and Protection segments.
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." PFG fits squarely into that category, with a market cap above this threshold that reflects its substantial size and influence in the ******* et management industry.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#asset #management #market #moines
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." PFG fits squarely into that category, with a market cap above this threshold that reflects its substantial size and influence in the ******* et management industry.
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#asset #management #market #moines
1 month ago
Interested in Upexi, Inc.? Here are five stocks we like better.
Upexi strengthened its balance sheet and cut costs by extinguishing about $20 million of debt, refinancing at a lower 7.5% interest rate and reducing its workforce to 10 employees from 59.
The company held approximately 2.34 million Solana tokens worth $165.3 million at June 30, with 95% staked; the treasury generated $17.4 million in digital-asset revenue but incurred $195.1 million in unrealized and $11.7 million in realized losses.
Fiscal-year net loss widened sharply to $246.1 million from $13.7 million, while stockholders' equity fell to negative $53.8 million, largely due to digital-asset losses, higher interest costs and stock-based compensation.
Upexi (NASDAQ:UPXI) said it strengthened its balance sheet, reduced operating expenses and continued to build its Solana treasury during fiscal 2026, though declines in digital-asset values drove a substantially wider full-year net loss.
#digital #Solana #strengthened #costs
Upexi strengthened its balance sheet and cut costs by extinguishing about $20 million of debt, refinancing at a lower 7.5% interest rate and reducing its workforce to 10 employees from 59.
The company held approximately 2.34 million Solana tokens worth $165.3 million at June 30, with 95% staked; the treasury generated $17.4 million in digital-asset revenue but incurred $195.1 million in unrealized and $11.7 million in realized losses.
Fiscal-year net loss widened sharply to $246.1 million from $13.7 million, while stockholders' equity fell to negative $53.8 million, largely due to digital-asset losses, higher interest costs and stock-based compensation.
Upexi (NASDAQ:UPXI) said it strengthened its balance sheet, reduced operating expenses and continued to build its Solana treasury during fiscal 2026, though declines in digital-asset values drove a substantially wider full-year net loss.
#digital #Solana #strengthened #costs
1 month ago
CoinShares PLC (NASDAQ:CSHR) reported approximately $27.6 million in net inflows for the first half of 2026, yet U.S. GAAP revenue fell 35.7% to $51.4 million from $80 million. The September 14 results show that attracting **** ets and restoring earnings are different challenges.
Asset Management revenue declined to $40 million from $59.6 million. CoinShares PLC (NASDAQ:CSHR) attributed that decline primarily to lower average **** ets under management (AUM) following weaker digital-asset prices. Product mix and a targeted fee reduction add another hurdle: the revenue generated by each dollar of **** ets.
Positive flows during a difficult market provide evidence of demand. The physically backed product platform generated approximately $155.9 million in net inflows during the half. That suggests CoinShares PLC (NASDAQ:CSHR) can attract capital even when market performance reduces the value of existing holdings.
CoinShares PLC (NASDAQ:CSHR) reported that AUM recovered to approximately $6.93 billion by August 31 from $5.52 billion at June 30. Whether that recovery restores fee revenue depends on average **** ets and product mix.
A broader product mix also has strategic value. Lower-fee products may reach customers who would otherwise invest elsewhere. For CoinShares PLC (NASDAQ:CSHR), accepting a lower fee can make economic sense if it secures durable **** ets at an attractive cost.
#revenue
Asset Management revenue declined to $40 million from $59.6 million. CoinShares PLC (NASDAQ:CSHR) attributed that decline primarily to lower average **** ets under management (AUM) following weaker digital-asset prices. Product mix and a targeted fee reduction add another hurdle: the revenue generated by each dollar of **** ets.
Positive flows during a difficult market provide evidence of demand. The physically backed product platform generated approximately $155.9 million in net inflows during the half. That suggests CoinShares PLC (NASDAQ:CSHR) can attract capital even when market performance reduces the value of existing holdings.
CoinShares PLC (NASDAQ:CSHR) reported that AUM recovered to approximately $6.93 billion by August 31 from $5.52 billion at June 30. Whether that recovery restores fee revenue depends on average **** ets and product mix.
A broader product mix also has strategic value. Lower-fee products may reach customers who would otherwise invest elsewhere. For CoinShares PLC (NASDAQ:CSHR), accepting a lower fee can make economic sense if it secures durable **** ets at an attractive cost.
#revenue
1 month ago
Interested in The Goldman Sachs Group, Inc.? Here are five stocks we like better.
Goldman Sachs expects its revenue base to reach roughly $70 billion this year, up from the mid-$30 billion range when its strategic plan began in 2018–19, supported by greater diversification and operating leverage.
Asset & Wealth Management is exceeding its targeted high-single-digit growth rate, overseeing about $4 trillion in ******* ets and targeting 30% margins and high-teen returns. Acquisitions and partnerships are expanding its alternatives, ETF, retirement and real estate capabilities.
Goldman expects alternatives fundraising above $125 billion this year and sees major financing opportunities from AI infrastructure investment, while near-term results may face higher expenses, softer FICC activity and a muted investments line.
Digging for Value: Alpha Metallurgical Resources Insider Buys Big
#year #here
Goldman Sachs expects its revenue base to reach roughly $70 billion this year, up from the mid-$30 billion range when its strategic plan began in 2018–19, supported by greater diversification and operating leverage.
Asset & Wealth Management is exceeding its targeted high-single-digit growth rate, overseeing about $4 trillion in ******* ets and targeting 30% margins and high-teen returns. Acquisitions and partnerships are expanding its alternatives, ETF, retirement and real estate capabilities.
Goldman expects alternatives fundraising above $125 billion this year and sees major financing opportunities from AI infrastructure investment, while near-term results may face higher expenses, softer FICC activity and a muted investments line.
Digging for Value: Alpha Metallurgical Resources Insider Buys Big
#year #here
1 month ago
Investors continue to ask for more timely information, even as the volume available to them expands. A 2026 CFA Institute survey of 2,500 **** ysts and portfolio managers found that 62% opposed replacing quarterly reporting with semiannual reporting. Nearly 85% expressed concern about comparability if companies and investment managers could determine their own reporting frequency and format. Access remains important, while interpretation requires a separate discipline.
The demand also concerns the quality of disclosure. PwC's 2025 Global Investor Survey, covering 1,074 investment professionals across 26 countries and territories, found that only 37% believed companies disclosed enough about artificial intelligence strategies and policies. Respondents wanted greater transparency around innovation strategies, AI investment, and expected returns. These findings suggest that investors can face abundant commentary while still lacking the evidence needed to **** s a thesis.
Commercial incentives add another layer. A 2025 CFA Institute report examined continuation funds, in which a manager can oversee both the vehicle selling an **** et and the vehicle buying it. The report recognized the structure's liquidity role and identified conflicts requiring fair processes and governance. The example illustrates why informed **** ysis and aligned incentives are separate considerations.
That distinction applies beyond any single investment structure. Managers often possess valuable operational knowledge because they work directly with **** ets, tenants and financing markets. They may also be raising capital for the strategies they discuss. Their commercial interest becomes additional context for investors weighing forecasts, market narratives and recommendations alongside independently produced evidence. That context can help an investment committee separate a source's knowledge of the market from the confidence it should place in the source's preferred outcome during capital allocation.
Geoffrey Dohrmann, chairman, CEO and editor-in-chief of Institutional Real Estate, Inc., has watched those narratives develop across several market cycles. IREI is a media and market intelligence company covering institutional real estate and infrastructure through publications, research, data, events and consulting. Dohrmann explains its editorial role as independently recording where real-asset capital is moving and examining the explanations offered for those decisions.
#real #institute
The demand also concerns the quality of disclosure. PwC's 2025 Global Investor Survey, covering 1,074 investment professionals across 26 countries and territories, found that only 37% believed companies disclosed enough about artificial intelligence strategies and policies. Respondents wanted greater transparency around innovation strategies, AI investment, and expected returns. These findings suggest that investors can face abundant commentary while still lacking the evidence needed to **** s a thesis.
Commercial incentives add another layer. A 2025 CFA Institute report examined continuation funds, in which a manager can oversee both the vehicle selling an **** et and the vehicle buying it. The report recognized the structure's liquidity role and identified conflicts requiring fair processes and governance. The example illustrates why informed **** ysis and aligned incentives are separate considerations.
That distinction applies beyond any single investment structure. Managers often possess valuable operational knowledge because they work directly with **** ets, tenants and financing markets. They may also be raising capital for the strategies they discuss. Their commercial interest becomes additional context for investors weighing forecasts, market narratives and recommendations alongside independently produced evidence. That context can help an investment committee separate a source's knowledge of the market from the confidence it should place in the source's preferred outcome during capital allocation.
Geoffrey Dohrmann, chairman, CEO and editor-in-chief of Institutional Real Estate, Inc., has watched those narratives develop across several market cycles. IREI is a media and market intelligence company covering institutional real estate and infrastructure through publications, research, data, events and consulting. Dohrmann explains its editorial role as independently recording where real-asset capital is moving and examining the explanations offered for those decisions.
#real #institute
1 month ago
Autonomous vehicle company May Mobility is merging with a special purpose acquisition company (SPAC) and will become a publicly traded company. It's a deal that could raise more than $300 million for May Mobility at a valuation of $1.4 billion, the company said Wednesday.
Once the merger is complete, May Mobility said it will be the first public company in the U.S. that is focused entirely on autonomous ride-hailing vehicles. This is meant to differentiate it from a number of other public companies working on autonomy, including Tesla, Rivian, Alphabet (with Waymo), and trucking-focused Aurora and Kodiak.
The move sets up May Mobility to be a test of the stock market's appetite for pure-play robotaxi ventures.
It will also be a test of May Mobility's approach to autonomy, which it pitches as "asset-light" and "partnership-first." Instead of owning and operating the robotaxis, May Mobility's business revolves around selling its autonomous vehicles to its fleet partners over time while maintaining control of any remote supervision and software updates. In exchange, May Mobility receives either fixed fees or per-trip licensing fees.
Founded in 2017, May Mobility currently operates autonomous Toyota Siennas in three locations in the U.S. It has a partnership with Lyft in Atlanta, and offers rides in two cities — Eden Prairie and Grand Rapids — in Minnesota.
#company #autonomous #focused
Once the merger is complete, May Mobility said it will be the first public company in the U.S. that is focused entirely on autonomous ride-hailing vehicles. This is meant to differentiate it from a number of other public companies working on autonomy, including Tesla, Rivian, Alphabet (with Waymo), and trucking-focused Aurora and Kodiak.
The move sets up May Mobility to be a test of the stock market's appetite for pure-play robotaxi ventures.
It will also be a test of May Mobility's approach to autonomy, which it pitches as "asset-light" and "partnership-first." Instead of owning and operating the robotaxis, May Mobility's business revolves around selling its autonomous vehicles to its fleet partners over time while maintaining control of any remote supervision and software updates. In exchange, May Mobility receives either fixed fees or per-trip licensing fees.
Founded in 2017, May Mobility currently operates autonomous Toyota Siennas in three locations in the U.S. It has a partnership with Lyft in Atlanta, and offers rides in two cities — Eden Prairie and Grand Rapids — in Minnesota.
#company #autonomous #focused
1 month ago
VICTORIA, SEYCHELLES, September 16th, 2026, Chainwire
Bitget has published its August 2026 Proof of Reserves report, marking the 45th consecutive monthly disclosure since the program began in December 2022, with a total reserve ratio of 122% for the month. Separately, Bitget's August 2026 Protection Fund valuation report recorded an average monthly value of $382 million, backed by 5,500 BTC held as a separate protection reserve.
Bitget publishes both monthly Proof of Reserves and monthly Protection Fund valuation reports — two separate disclosures providing visibility into different parts of the platform's **** et-protection framework. The August PoR reserve ratio of 122% means Bitget's reported reserves for tracked **** ets exceeded the corresponding user balances included in the snapshot. A full per-asset breakdown is available on Bitget's Proof of Reserves page.
A reserve ratio above 100% reflects the position captured in a particular reporting snapshot and should not be interpreted as a financial audit or a guarantee of future solvency.
The Protection Fund's August valuation ranged from approximately $345.3 million on Aug 1, 2026 to $441.5 million on Aug 27, 2026, with an average monthly valuation of $382 million. Its dollar value fluctuates with Bitcoin's market price because the fund is backed by 5,500 BTC. Bitget established the fund in 2022 with an initial $300 million commitment, and its valuation remained above that level throughout August.
#proof
Bitget has published its August 2026 Proof of Reserves report, marking the 45th consecutive monthly disclosure since the program began in December 2022, with a total reserve ratio of 122% for the month. Separately, Bitget's August 2026 Protection Fund valuation report recorded an average monthly value of $382 million, backed by 5,500 BTC held as a separate protection reserve.
Bitget publishes both monthly Proof of Reserves and monthly Protection Fund valuation reports — two separate disclosures providing visibility into different parts of the platform's **** et-protection framework. The August PoR reserve ratio of 122% means Bitget's reported reserves for tracked **** ets exceeded the corresponding user balances included in the snapshot. A full per-asset breakdown is available on Bitget's Proof of Reserves page.
A reserve ratio above 100% reflects the position captured in a particular reporting snapshot and should not be interpreted as a financial audit or a guarantee of future solvency.
The Protection Fund's August valuation ranged from approximately $345.3 million on Aug 1, 2026 to $441.5 million on Aug 27, 2026, with an average monthly valuation of $382 million. Its dollar value fluctuates with Bitcoin's market price because the fund is backed by 5,500 BTC. Bitget established the fund in 2022 with an initial $300 million commitment, and its valuation remained above that level throughout August.
#proof
1 month ago
Boston, Massachusetts-based State Street Corporation (STT) provides a range of financial products and services to institutional investors. Valued at a market cap of $50.9 billion, it offers custody, accounting, and fund administration services for traditional and alternative ****** ets, as well as multi-asset-class investments, recordkeeping, client reporting, and more.
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." STT fits squarely in that category, with a market cap above this threshold that reflects its size and influence in the ****** et management industry.
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#market #street
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." STT fits squarely in that category, with a market cap above this threshold that reflects its size and influence in the ****** et management industry.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
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#market #street
1 month ago
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
Columbia Threadneedle Investments and alternative ******* et manager Hamilton Lane announced a strategic collaboration to deliver new investment products for the wealth channel. An interval fund combining public and private equity exposure, currently awaiting SEC approval, will likely be the first product launched through the two firms' partnership.
Columbia Threadneedle brings its public markets expertise, multi-asset investment capabilities and strategic distribution relationships to the collaboration. Hamilton Lane specializes in alternatives, with an established private markets platform, investment sourcing capabilities and data ******* ytics expertise.
Columbia Threadneedle filed a preliminary registration statement with the SEC for the Columbia Hamilton Lane Growth Innovation Fund, a public-private growth equity interval fund. If the fund is approved by the SEC, it will be offered to the wealth channel through financial advisors.
According to the filing, the fund will focus on capital appreciation, allocating at least 80% of its net ******* ets to investments in growth innovation companies. The fund will be roughly evenly split in exposure to publicly traded securities and private ******* ets. At least 40% of the fund's ******* ets will be invested in underlying funds managed by Hamilton Lane.
#lane
Columbia Threadneedle Investments and alternative ******* et manager Hamilton Lane announced a strategic collaboration to deliver new investment products for the wealth channel. An interval fund combining public and private equity exposure, currently awaiting SEC approval, will likely be the first product launched through the two firms' partnership.
Columbia Threadneedle brings its public markets expertise, multi-asset investment capabilities and strategic distribution relationships to the collaboration. Hamilton Lane specializes in alternatives, with an established private markets platform, investment sourcing capabilities and data ******* ytics expertise.
Columbia Threadneedle filed a preliminary registration statement with the SEC for the Columbia Hamilton Lane Growth Innovation Fund, a public-private growth equity interval fund. If the fund is approved by the SEC, it will be offered to the wealth channel through financial advisors.
According to the filing, the fund will focus on capital appreciation, allocating at least 80% of its net ******* ets to investments in growth innovation companies. The fund will be roughly evenly split in exposure to publicly traded securities and private ******* ets. At least 40% of the fund's ******* ets will be invested in underlying funds managed by Hamilton Lane.
#lane
1 month ago
The House Ways and Means Committee will consider legislation Wednesday that would exempt some crypto transaction fees from capital-gains calculations and apply new federal tax rules to stablecoins, staking, mining and digital ***** et trading.
Committee Chairman Jason Smith, R-Mo., introduced the 114-page Digital ***** et Tax Certainty Act, or H.R. 10357. The committee has scheduled its markup for 10 a.m. Eastern on Sept. 16.
During a markup, committee members debate a bill, propose amendments, and decide whether to advance it to the full House.
The legislation would create a "de minimis" exemption for qualifying network or transaction fees of $10 or less. De minimis refers to an amount considered too small to require standard tax treatment.
Paying a blockchain fee with crypto can create a taxable event because the IRS treats digital ***** ets as property. The exemption would allow taxpayers to disregard gains or losses on eligible fees.
#committee #digital #asset
Committee Chairman Jason Smith, R-Mo., introduced the 114-page Digital ***** et Tax Certainty Act, or H.R. 10357. The committee has scheduled its markup for 10 a.m. Eastern on Sept. 16.
During a markup, committee members debate a bill, propose amendments, and decide whether to advance it to the full House.
The legislation would create a "de minimis" exemption for qualifying network or transaction fees of $10 or less. De minimis refers to an amount considered too small to require standard tax treatment.
Paying a blockchain fee with crypto can create a taxable event because the IRS treats digital ***** ets as property. The exemption would allow taxpayers to disregard gains or losses on eligible fees.
#committee #digital #asset
1 month ago
Auxier ******* et Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints and strong demand, while enterprise software remained under pressure as investors reassessed AI disruption risks and compressed valuations. In the quarter, Auxier Focus Fund's Investor Class gained 8.82% and 10.70% for the six months ended June 30, 2026. Despite strong earnings growth across the broader market, Auxier highlighted concerns around rising margin debt, increased leverage, and elevated capital flows into high-growth technology areas that could amplify future volatility. The firm continues to focus on identifying enduring businesses with strong competitive advantages, resilient cash flows, and sustainable long-term growth potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Auxier ******* et Management highlighted The Kroger Co. (NYSE:KR). The Kroger Co. (NYSE:KR) is a leading supermarket chain that operates combination food and drug stores, multi-department stores, marketplace stores, and price impact warehouses. On September 14, 2026, The Kroger Co. (NYSE:KR) closed at $60.91 per share. Over the past month, The Kroger Co. (NYSE:KR) returned 10.12%, but its shares are down 7.06% over the past year. The Kroger Co. (NYSE:KR) has a market capitalization of $37.32 billion, and its stock has traded within a 52-week range of $54.15 to $76.58.
Auxier ******* et Management stated the following regarding The Kroger Co. (NYSE:KR) in its Q2 2026 investor letter:
"Consumer staples underperformed during the quarter. Elevated inflation, high interest rates and rising gas prices contributed to lower consumer spending, impacting companies like The Kroger Co. (NYSE:KR) and PepsiCo. Although Kroger's stock has been weak, its new CEO Greg Foran brings exceptional leadership that promises positive change. While he was President of Walmart US from 2014-2019, the company achieved 20 consecutive quarters of same-store sales growth and scaled its online grocery pickup. Since joining Kroger he has aggressively reduced prices and boosted the growth in private label and organic offerings. The stock trades at a mere 12 times earnings which is a significant discount to both Costco and Walmart."
#Growth #asset
In its second-quarter 2026 investor letter, Auxier ******* et Management highlighted The Kroger Co. (NYSE:KR). The Kroger Co. (NYSE:KR) is a leading supermarket chain that operates combination food and drug stores, multi-department stores, marketplace stores, and price impact warehouses. On September 14, 2026, The Kroger Co. (NYSE:KR) closed at $60.91 per share. Over the past month, The Kroger Co. (NYSE:KR) returned 10.12%, but its shares are down 7.06% over the past year. The Kroger Co. (NYSE:KR) has a market capitalization of $37.32 billion, and its stock has traded within a 52-week range of $54.15 to $76.58.
Auxier ******* et Management stated the following regarding The Kroger Co. (NYSE:KR) in its Q2 2026 investor letter:
"Consumer staples underperformed during the quarter. Elevated inflation, high interest rates and rising gas prices contributed to lower consumer spending, impacting companies like The Kroger Co. (NYSE:KR) and PepsiCo. Although Kroger's stock has been weak, its new CEO Greg Foran brings exceptional leadership that promises positive change. While he was President of Walmart US from 2014-2019, the company achieved 20 consecutive quarters of same-store sales growth and scaled its online grocery pickup. Since joining Kroger he has aggressively reduced prices and boosted the growth in private label and organic offerings. The stock trades at a mere 12 times earnings which is a significant discount to both Costco and Walmart."
#Growth #asset
1 month ago
Auxier ****** et Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints and strong demand, while enterprise software remained under pressure as investors reassessed AI disruption risks and compressed valuations. In the quarter, Auxier Focus Fund's Investor Class gained 8.82% and 10.70% for the six months ended June 30, 2026. Despite strong earnings growth across the broader market, Auxier highlighted concerns around rising margin debt, increased leverage, and elevated capital flows into high-growth technology areas that could amplify future volatility. The firm continues to focus on identifying enduring businesses with strong competitive advantages, resilient cash flows, and sustainable long-term growth potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Auxier ****** et Management highlighted Caterpillar Inc. (NYSE:CAT). Caterpillar Inc. (NYSE:CAT) is a leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. On September 14, 2026, Caterpillar Inc. (NYSE:CAT) closed at $784.00 per share. Over the past month, Caterpillar Inc. (NYSE:CAT) declined 7.12%, but its shares are up 77.23% over the past year. Caterpillar Inc. (NYSE:CAT) has a market capitalization of $360.39 billion, and its stock has traded within a 52-week range of $423.32 to $1,073.46.
Auxier ****** et Management stated the following regarding Caterpillar Inc. (NYSE:CAT) in its Q2 2026 investor letter:
"Industrials were the strongest performing sector during the quarter. Tech-facing industrial players benefited from a shift in investor focus toward AI buildout rather than the development of AI models. Caterpillar Inc. (NYSE:CAT) and Gates also benefited indirectly from the expansion of AI infrastructure, particularly through increased demand for energy generation and cooling capacity in data centers."
Photo from Hycroft Mining website
#quarter #asset #management #focus
In its second-quarter 2026 investor letter, Auxier ****** et Management highlighted Caterpillar Inc. (NYSE:CAT). Caterpillar Inc. (NYSE:CAT) is a leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. On September 14, 2026, Caterpillar Inc. (NYSE:CAT) closed at $784.00 per share. Over the past month, Caterpillar Inc. (NYSE:CAT) declined 7.12%, but its shares are up 77.23% over the past year. Caterpillar Inc. (NYSE:CAT) has a market capitalization of $360.39 billion, and its stock has traded within a 52-week range of $423.32 to $1,073.46.
Auxier ****** et Management stated the following regarding Caterpillar Inc. (NYSE:CAT) in its Q2 2026 investor letter:
"Industrials were the strongest performing sector during the quarter. Tech-facing industrial players benefited from a shift in investor focus toward AI buildout rather than the development of AI models. Caterpillar Inc. (NYSE:CAT) and Gates also benefited indirectly from the expansion of AI infrastructure, particularly through increased demand for energy generation and cooling capacity in data centers."
Photo from Hycroft Mining website
#quarter #asset #management #focus
1 month ago
Broyhill ***** et Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index's 15.1% and the MSCI ACWI Value Index's 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The letter highlights that a significant portion of the shortfall occurred in April due to market dynamics and geopolitical events, with tech, particularly semiconductors, driving recent gains. Broyhill notes its lack of direct semiconductor exposure but acknowledges potential interest in the sector if opportunities arise, maintaining its investment philosophy focused on capital protection in fragile market conditions. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Broyhill ***** et Management highlighted Valvoline Inc. (NYSE:VVV) as a leading performance contributor. Valvoline Inc. (NYSE:VVV) is a US-based automotive preventive maintenance company that offers oil changes, battery, bulb, and wiper replacements; tire rotations; and other maintenance services. On September 14, 2026, Valvoline Inc. (NYSE:VVV) closed at $30.37 per share. Over the past month, Valvoline Inc. (NYSE:VVV) declined 9.69%, and its shares lost 25.33% over the past 52 weeks. Valvoline Inc. (NYSE:VVV) has a market capitalization of $3.87 billion.
Broyhill ***** et Management stated the following regarding Valvoline Inc. (NYSE:VVV) in its Q2 2026 investor letter:
"Valvoline Inc. (NYSE:VVV) gained 18%, having also led the first quarter. Comparable sales grew 8.2% against consensus near 5.4%, adjusted EBITDA grew 28%, and guidance was raised across comparable sales, EBITDA, and earnings. The company added 31 stores and now operates 2,409 stores, with ticket sales driving roughly two-thirds of the gain."
Valvoline Inc. (NYSE:VVV) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 44 hedge fund portfolios held Valvoline Inc. (NYSE:VVV) at the end of the second quarter, compared to 39 in the previous quarter. While we acknowledge the potential of Valvoline Inc. (NYSE:VVV) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#valvoline #asset
In its second-quarter 2026 investor letter, Broyhill ***** et Management highlighted Valvoline Inc. (NYSE:VVV) as a leading performance contributor. Valvoline Inc. (NYSE:VVV) is a US-based automotive preventive maintenance company that offers oil changes, battery, bulb, and wiper replacements; tire rotations; and other maintenance services. On September 14, 2026, Valvoline Inc. (NYSE:VVV) closed at $30.37 per share. Over the past month, Valvoline Inc. (NYSE:VVV) declined 9.69%, and its shares lost 25.33% over the past 52 weeks. Valvoline Inc. (NYSE:VVV) has a market capitalization of $3.87 billion.
Broyhill ***** et Management stated the following regarding Valvoline Inc. (NYSE:VVV) in its Q2 2026 investor letter:
"Valvoline Inc. (NYSE:VVV) gained 18%, having also led the first quarter. Comparable sales grew 8.2% against consensus near 5.4%, adjusted EBITDA grew 28%, and guidance was raised across comparable sales, EBITDA, and earnings. The company added 31 stores and now operates 2,409 stores, with ticket sales driving roughly two-thirds of the gain."
Valvoline Inc. (NYSE:VVV) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 44 hedge fund portfolios held Valvoline Inc. (NYSE:VVV) at the end of the second quarter, compared to 39 in the previous quarter. While we acknowledge the potential of Valvoline Inc. (NYSE:VVV) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#valvoline #asset
1 month ago
Broyhill ***** et Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index's 15.1% and the MSCI ACWI Value Index's 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The letter highlights that a significant portion of the shortfall occurred in April due to market dynamics and geopolitical events, with tech, particularly semiconductors, driving recent gains. Broyhill notes its lack of direct semiconductor exposure but acknowledges potential interest in the sector if opportunities arise, maintaining its investment philosophy focused on capital protection in fragile market conditions. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Broyhill ***** et Management highlighted The Middleby Corporation (NASDAQ:MIDD). The Middleby Corporation (NASDAQ:MIDD), a leading player in the foodservice industry, contributed positively to performance during the quarter. On September 14, 2026, The Middleby Corporation (NASDAQ:MIDD) closed at $109.72 per share. Over the past month, The Middleby Corporation (NASDAQ:MIDD) declined 3.75%, but its shares are up 1.27% over the past year. The Middleby Corporation (NASDAQ:MIDD) has a market capitalization of $78.51 billion, and its stock has traded within a 52-week range of $89.14 to $148.55.
Broyhill ***** et Management stated the following regarding The Middleby Corporation (NASDAQ:MIDD) in its Q2 2026 investor letter:
"The Middleby Corporation (NASDAQ:MIDD) gained 31%. Commercial Foodservice grew organic revenue 8% as chains returned to growth and management raised full-year guidance by roughly 4%. More important was the structural progress: the Food Processing separation was confirmed at the May investor day (which our investment team attended) and completed on July 6th, creating Midera. Following the majority sale of the residential business earlier this year, what remains is a cleaner business with leverage approaching 2.5x."
The Middleby Corporation (NASDAQ:MIDD) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge fund portfolios held The Middleby Corporation (NASDAQ:MIDD) at the end of the second quarter which was 35 in the previous quarter. While we acknowledge the potential of The Middleby Corporation (NASDAQ:MIDD) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#NASDAQ #midd #asset
In its second-quarter 2026 investor letter, Broyhill ***** et Management highlighted The Middleby Corporation (NASDAQ:MIDD). The Middleby Corporation (NASDAQ:MIDD), a leading player in the foodservice industry, contributed positively to performance during the quarter. On September 14, 2026, The Middleby Corporation (NASDAQ:MIDD) closed at $109.72 per share. Over the past month, The Middleby Corporation (NASDAQ:MIDD) declined 3.75%, but its shares are up 1.27% over the past year. The Middleby Corporation (NASDAQ:MIDD) has a market capitalization of $78.51 billion, and its stock has traded within a 52-week range of $89.14 to $148.55.
Broyhill ***** et Management stated the following regarding The Middleby Corporation (NASDAQ:MIDD) in its Q2 2026 investor letter:
"The Middleby Corporation (NASDAQ:MIDD) gained 31%. Commercial Foodservice grew organic revenue 8% as chains returned to growth and management raised full-year guidance by roughly 4%. More important was the structural progress: the Food Processing separation was confirmed at the May investor day (which our investment team attended) and completed on July 6th, creating Midera. Following the majority sale of the residential business earlier this year, what remains is a cleaner business with leverage approaching 2.5x."
The Middleby Corporation (NASDAQ:MIDD) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge fund portfolios held The Middleby Corporation (NASDAQ:MIDD) at the end of the second quarter which was 35 in the previous quarter. While we acknowledge the potential of The Middleby Corporation (NASDAQ:MIDD) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#NASDAQ #midd #asset
1 month ago
This story was originally published on CRE Daily. Join 70,000+ commercial real estate professionals getting daily news, market insights, and industry ******* ysis delivered straight to their inbox with the free CRE Daily newsletter.
A $420 million CMBS loan backed by the 893,000-square-foot office tower at 51 West 52nd Street will exit special servicing after Harbor Group closed a negotiated extension.
Morningstar reported occupancy fell from 99% to 86% and cash flow dropped 37% below underwritten levels, though a source close to the deal says the building is now fully leased.
Harbor Group bought the Midtown tower from ViacomCBS for $760 million in 2021, the largest investment sale that year, and has since invested $150 million in upgrades.
A $420 million CMBS loan backed by 51 West 52nd Street, a 38-story, 893,000-square-foot Midtown office tower, will exit special servicing after sponsor Harbor Group International closed a negotiated loan extension, according to Commercial Observer. The loan, which backs the single-asset, single-borrower DBGS 2021-W52 deal, was transferred to special servicing ahead of its October 2026 maturity even though it still carried a 12-month extension option, per an alert from Morningstar Credit ******* ytics.
#group #extension
A $420 million CMBS loan backed by the 893,000-square-foot office tower at 51 West 52nd Street will exit special servicing after Harbor Group closed a negotiated extension.
Morningstar reported occupancy fell from 99% to 86% and cash flow dropped 37% below underwritten levels, though a source close to the deal says the building is now fully leased.
Harbor Group bought the Midtown tower from ViacomCBS for $760 million in 2021, the largest investment sale that year, and has since invested $150 million in upgrades.
A $420 million CMBS loan backed by 51 West 52nd Street, a 38-story, 893,000-square-foot Midtown office tower, will exit special servicing after sponsor Harbor Group International closed a negotiated loan extension, according to Commercial Observer. The loan, which backs the single-asset, single-borrower DBGS 2021-W52 deal, was transferred to special servicing ahead of its October 2026 maturity even though it still carried a 12-month extension option, per an alert from Morningstar Credit ******* ytics.
#group #extension
2 months ago
VICTORIA, SEYCHELLES, September 16th, 2026, Chainwire
Bitget has published its August 2026 Proof of Reserves report, marking the 45th consecutive monthly disclosure since the program began in December 2022, with a total reserve ratio of 122% for the month. Separately, Bitget's August 2026 Protection Fund valuation report recorded an average monthly value of $382 million, backed by 5,500 BTC held as a separate protection reserve.
Bitget publishes both monthly Proof of Reserves and monthly Protection Fund valuation reports — two separate disclosures providing visibility into different parts of the platform's ***** et-protection framework. The August PoR reserve ratio of 122% means Bitget's reported reserves for tracked ***** ets exceeded the corresponding user balances included in the snapshot. A full per-asset breakdown is available on Bitget's Proof of Reserves page.
A reserve ratio above 100% reflects the position captured in a particular reporting snapshot and should not be interpreted as a financial audit or a guarantee of future solvency.
The Protection Fund's August valuation ranged from approximately $345.3 million on Aug 1, 2026 to $441.5 million on Aug 27, 2026, with an average monthly valuation of $382 million. Its dollar value fluctuates with Bitcoin's market price because the fund is backed by 5,500 BTC. Bitget established the fund in 2022 with an initial $300 million commitment, and its valuation remained above that level throughout August.
#valuation
Bitget has published its August 2026 Proof of Reserves report, marking the 45th consecutive monthly disclosure since the program began in December 2022, with a total reserve ratio of 122% for the month. Separately, Bitget's August 2026 Protection Fund valuation report recorded an average monthly value of $382 million, backed by 5,500 BTC held as a separate protection reserve.
Bitget publishes both monthly Proof of Reserves and monthly Protection Fund valuation reports — two separate disclosures providing visibility into different parts of the platform's ***** et-protection framework. The August PoR reserve ratio of 122% means Bitget's reported reserves for tracked ***** ets exceeded the corresponding user balances included in the snapshot. A full per-asset breakdown is available on Bitget's Proof of Reserves page.
A reserve ratio above 100% reflects the position captured in a particular reporting snapshot and should not be interpreted as a financial audit or a guarantee of future solvency.
The Protection Fund's August valuation ranged from approximately $345.3 million on Aug 1, 2026 to $441.5 million on Aug 27, 2026, with an average monthly valuation of $382 million. Its dollar value fluctuates with Bitcoin's market price because the fund is backed by 5,500 BTC. Bitget established the fund in 2022 with an initial $300 million commitment, and its valuation remained above that level throughout August.
#valuation
2 months ago
In the recent past, Nvidia's (NVDA) CEO Jensen Huang has been focused on how Wall Street prices and finances AI infrastructure. As a part of this effort, Nvidia entered into an agreement with six of the world's largest **** et managers for a $500 million AI-financing plan.
Huang pitched for an AI factory platform as an investible **** et "because it's productive, it's revenue generating, it is fungible, it's used by just about every cloud service provider, it runs every AI model." With AI infrastructure buildout requiring significant investments, this pitch is intended to support cloud providers and AI companies to raise funds. In turn, Nvidia stands to benefit from the global AI ecosystem growth.
Dear **** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.
#huang #model #infrastructure #asset
Huang pitched for an AI factory platform as an investible **** et "because it's productive, it's revenue generating, it is fungible, it's used by just about every cloud service provider, it runs every AI model." With AI infrastructure buildout requiring significant investments, this pitch is intended to support cloud providers and AI companies to raise funds. In turn, Nvidia stands to benefit from the global AI ecosystem growth.
Dear **** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.
#huang #model #infrastructure #asset
2 months ago
VYMI mirrors VYM's rules-based dividend methodology across 1,500 non-US stocks and has outperformed its domestic twin by 11 percentage points over the past year.
VYMI's $22 billion in **** ets is dwarfed by VYM's $83 billion, revealing how overlooked international dividend investing remains despite paying higher yields.
IDV concentrates its international yield hunt into roughly 100 holdings at a 0.50% fee, making it the higher-income, higher-risk alternative to VYMI's diversified approach.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
Ask a typical income investor for a Vanguard dividend ETF, and you'll hear Vanguard High Dividend Yield ETF (NYSEARCA:VYM) before the question is finished. Ask about its overseas sibling, and you'll usually get a blank stare. Vanguard International High Dividend Yield ETF (NASDAQ:VYMI) runs the same playbook outside the United States, pays a fatter distribution, and has quietly outperformed its famous American cousin over the past year. Even the established international name in the category, iShares International Select Dividend ETF (CBOE:IDV), doesn't get much airtime alongside the domestic heavyweights.
#international #vanguard
VYMI's $22 billion in **** ets is dwarfed by VYM's $83 billion, revealing how overlooked international dividend investing remains despite paying higher yields.
IDV concentrates its international yield hunt into roughly 100 holdings at a 0.50% fee, making it the higher-income, higher-risk alternative to VYMI's diversified approach.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
Ask a typical income investor for a Vanguard dividend ETF, and you'll hear Vanguard High Dividend Yield ETF (NYSEARCA:VYM) before the question is finished. Ask about its overseas sibling, and you'll usually get a blank stare. Vanguard International High Dividend Yield ETF (NASDAQ:VYMI) runs the same playbook outside the United States, pays a fatter distribution, and has quietly outperformed its famous American cousin over the past year. Even the established international name in the category, iShares International Select Dividend ETF (CBOE:IDV), doesn't get much airtime alongside the domestic heavyweights.
#international #vanguard
2 months ago
Unlike Medicare Advantage, Medigap offers no recurring annual shopping window, so health conditions can permanently lock policyholders into higher premiums.
The one-time federal Medigap Open Enrollment Period lasts just six months starting at age 65; after that, most states allow medical underwriting.
Never cancel an existing Medigap policy before a replacement is confirmed in writing, since a declined application leaves the original coverage intact.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A 72-year-old in Ohio opens a December rate notice and finds that her Medigap Plan G premium is rising again in January, the fourth increase in four years. Her broker finds a competitor charging $40 less each month.
#finds #period
The one-time federal Medigap Open Enrollment Period lasts just six months starting at age 65; after that, most states allow medical underwriting.
Never cancel an existing Medigap policy before a replacement is confirmed in writing, since a declined application leaves the original coverage intact.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A 72-year-old in Ohio opens a December rate notice and finds that her Medigap Plan G premium is rising again in January, the fourth increase in four years. Her broker finds a competitor charging $40 less each month.
#finds #period
2 months ago
Every ETF.com fund page follows the same simple pattern: etf.com/[TICKER]. Want the Invesco QQQ Trust? Go to etf.com/QQQ. Want the Vanguard S&P 500 ETF? etf.com/VOO. Each page pulls together the fund's real-time market data, fundamentals, holdings, cost, and **** ysis into one place — so you don't have to hunt across a dozen websites to research a fund. Using QQQ as our example, here's what you'll find.
At the top of every fund page is the live quote — the fund's current price, daily change, and an intraday chart showing how it's moved through the trading day. Alongside it you get the essential trading data: previous close, opening price, volume, the day's range, the 52-week range, and real-time bid/ask prices and sizes. This is the information you need to actually place a trade intelligently — especially the bid/ask spread, which tells you how cheaply you can get in and out.
The Summary Data section gives you the fund's vital statistics in seconds: the issuer (who runs the fund), the inception date (how long it's existed), the expense ratio (what it costs you annually), the AUM (assets under management — a proxy for size and liquidity), the index tracked, the segment, and the fund's legal structure. For QQQ, this is where you'd instantly see it's an Invesco fund tracking the Nasdaq-100. These are the first things any investor should check before buying.
One of the most useful features is the Competing ETFs list. Rather than making you research alternatives on your own, the fund page shows you similar funds side by side — with their AUM and expense ratios — so you can immediately see whether a cheaper or larger competitor exists. On the QQQ page, for example, this is where you'd spot alternatives like QQQM. It turns a single-fund lookup into instant comparison shopping.
Right on the page, the built-in Compare ETFs tool lets you pit the fund against any other ticker — QQQ vs. VOO, QQQ vs. QQQM, whatever you choose — and see the differences in cost, holdings, and performance line by line. It's the fastest way to answer the question every ETF investor eventually asks: "Which of these two should I actually buy?"
#page #invesco #qqqm #real
At the top of every fund page is the live quote — the fund's current price, daily change, and an intraday chart showing how it's moved through the trading day. Alongside it you get the essential trading data: previous close, opening price, volume, the day's range, the 52-week range, and real-time bid/ask prices and sizes. This is the information you need to actually place a trade intelligently — especially the bid/ask spread, which tells you how cheaply you can get in and out.
The Summary Data section gives you the fund's vital statistics in seconds: the issuer (who runs the fund), the inception date (how long it's existed), the expense ratio (what it costs you annually), the AUM (assets under management — a proxy for size and liquidity), the index tracked, the segment, and the fund's legal structure. For QQQ, this is where you'd instantly see it's an Invesco fund tracking the Nasdaq-100. These are the first things any investor should check before buying.
One of the most useful features is the Competing ETFs list. Rather than making you research alternatives on your own, the fund page shows you similar funds side by side — with their AUM and expense ratios — so you can immediately see whether a cheaper or larger competitor exists. On the QQQ page, for example, this is where you'd spot alternatives like QQQM. It turns a single-fund lookup into instant comparison shopping.
Right on the page, the built-in Compare ETFs tool lets you pit the fund against any other ticker — QQQ vs. VOO, QQQ vs. QQQM, whatever you choose — and see the differences in cost, holdings, and performance line by line. It's the fastest way to answer the question every ETF investor eventually asks: "Which of these two should I actually buy?"
#page #invesco #qqqm #real
2 months ago
Railroad retirement coverage follows the employer, not the work, so independent locomotive manufacturers' workers earn zero creditable railroad service regardless of their job.
Paycheck deductions reveal which system applies. Railroad employees pay Tier I and Tier II taxes, while Social Security-covered workers see only standard withholding.
Workers should confirm RRB employer coverage, check payroll records for Tier II deductions, and review their Social Security earnings record before building any retirement plan.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
In February, Union Pacific signed a $1.2 billion deal with Wabtec to modernize locomotives, a reminder that the companies building the machines and the railroads running them can sit on opposite sides of a surprisingly important retirement line.
#railroad
Paycheck deductions reveal which system applies. Railroad employees pay Tier I and Tier II taxes, while Social Security-covered workers see only standard withholding.
Workers should confirm RRB employer coverage, check payroll records for Tier II deductions, and review their Social Security earnings record before building any retirement plan.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
In February, Union Pacific signed a $1.2 billion deal with Wabtec to modernize locomotives, a reminder that the companies building the machines and the railroads running them can sit on opposite sides of a surprisingly important retirement line.
#railroad
