Finance Social Media and Updates
Finance Social Media and Updates
Finance Pulse
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
US corporate CDS trading volumes are hitting record highs. According to Bloomberg, traders are активно hedging against rising default risks in the corporate sector. https://t.co/1BCuqL0egW
Since Berkshire is an insurer, it needs a lot of cash on hand, and so ratio charts tend to be more informative than nominal charts. Berkshire's cash amount as a share of enterprise value has averaged 24% over 20+ years, whereas...
Michael Saylor has purchased 4,871 $BTC. Purchase price: ~$67,718. Strategy now holds 766,970 BTC ($53.3B) on its balance sheet. https://t.co/D0CDA5Lwsm
TNR Gold $TNR.V $TRRXF Welcomes CAN$4.2 Million Strategic Investment by Altius Minerals by @newsfile https://t.co/vU3z2oZC7L
About 30% of Paramount's $81B takeover of Warner Bros. Discovery is financed by the sovereign wealth funds from Saudi Arabia, Qatar and Abu Dhabi—three countries attacked by Iran since the U.S. started its latest Middle East conflict. https://t.co/mOjqkF3fza
Fiscal is now an official Claude Connector. 🥳 Get our structured data content into Claude with one click of a button if you have the API & MCP plan. Fiscal is now officially partnered with most frontier labs to deliver accurate &...
Commodity QIS: An Under-Appreciated Source of Systematic Returns? (S7E29) In this episode I speak with Faheem Osman, Managing Director and Global Head of QIS Structuring at Macquarie Group. Faheem has spent nearly two decades inside major investment banks — first at Citi,...
JPMorgan Chase CEO Jamie Dimon warned that global conflicts, economic uncertainty and rapid AI disruption are testing the U.S., urging a renewed commitment to “freedom, liberty and opportunity.” In his annual letter to shareholders, he cited wars, inflation, trade tensions...
Paramount Skydance Secures $24 Billion From Saudi Arabia, Qatar and Abu Dhabi Funds for Warner Bros. Deal: Report https://t.co/pBowLfuPXc via @variety
China IPOs jump 56% as regulator eases restrictions to drive tech innovation Funds raised on the mainland’s three exchanges in the first quarter topped 25.7 billion yuan, compared with 16.5 billion yuan a year earlier https://t.co/yJkQKKH5LK
The world is in a Geo War. India is not a bystander. Energy costs are surging. The rupee is under pressure. Foreign capital is moving out. Budgets built three months ago are already wrong. In this environment, the CFO cannot stay in...
CrowdStrike $CRWD just announced a $500M increase to its Share Buyback plans, This bring the total authorization under the program to $1.5 billion
Macro: private credit faces redemption surge; Key: redemption caps, AI risk to software loans; Risk: loan impairment and valuation pressure; Trade: overweight Goldman’s GS Credit vs capped peers. —Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
NEWS: Oracle has named Hilary Maxson as CFO, effective April 6. Maxson previously served as Group CFO at Schneider Electric and spent 12 years at AES Corporation
At the start of the year 1M RV was printing 8-9%. It has more than doubled. Vol-control funds are required by mandate to keep cutting equity exposure until that spread closes. Wouldn't be surprised to see this "unwind" a little...
