Pension Pulse

NOVEMBER 20, 2023

UCDP recorded 55 conflicts with over 200,000 deaths in 2022, compared to 37 conflicts and fewer than 50,000 deaths in 2009. Even in jurisdictions where hedging is more feasible, hedging currency requires access to liquidity to post as collateral. Investors need be prepared for and accept this added risk.

Pension Funds 59

Pension Funds Investing Leveraging Assets 59

Blackstone

NOVEMBER 16, 2023

From March 2009 when the S&P 500 traded at 13x earnings to August 2020 when it peaked at 23x, a passive investor in the market earned 16% per annum. 8 Breaking down the total returns by source from December 2009 to December 2020 shows that 44% of the index’s average total return was from multiple expansion.

Leveraging 52

Leveraging Banks Debt Leveraged Buyouts 52

The Big Picture

OCTOBER 21, 2024

Brian Higgins has put together a amazing track record handling distressed and stressed debts, as well as other forms of credit real estate collateralized obligations. 2022 was the worst year for hedge funds since 2009, the s and p 500 down 20% bonds down 14%. In 2017, you launched a collateralized loan obligation business.

Hedge Funds 59

Hedge Funds Banks Finance Financing 59

The Motley Fool

JANUARY 16, 2024

One part is that spending operating cash, diverting operating cash from the purpose of your business and putting it into a collateral activity like litigation isn't the most value maximizing strategy for companies to engage in. Now, why is that of interest to companies in particular? There are really two parts to that answer.

Law Firms 147

Law Firms Legal Collateral Finance 147

The Big Picture

AUGUST 15, 2023

And he said, “Well, it has to be this and that “and it has to be collateralized with a letter of credit.” So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. ” And I was like, “What?” RITHOLTZ: Right.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Motley Fool

FEBRUARY 27, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $340,411 !* Through these strategic transactions, we have optimized our collateral utilization, further strengthening our capital structure while supporting our growth trajectory.

Leveraging 130

Leveraging Collateral Debt Liabilities 130

The Big Picture

SEPTEMBER 26, 2023

Not, not terribly busy in 2007 to be honest, but in 2008, 2009, 10, it was by far the busiest time in my career in investing. 00:06:15 And I was fortunate to find a seat in that group and invested, you know, very steadily in, in 2007. So C L O formation was at an all time high in 2021 after the CVID 19 pandemic actually had already occurred.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

SEPTEMBER 5, 2023

MILLER: The collateral won’t be adequate in our view. And then he left in 2009. Leading indicators would be contract activity and listing inventory, sort of transaction-based rather than price-based. Or could, would, or wouldn’t be. ” MILLER: Yeah. LAUGHTER) That’s called repurposing. RITHOLTZ: Right?

Taxes 52

Taxes Banks Resale Accounting 52

The Motley Fool

JANUARY 26, 2025

Some (although not all) of these loans are secured by assets pledged as collateral. The DoubleLine Income Solutions Fund's holdings also include asset-backed securities, bank loans, and collateralized loan obligations. Instead of bonds, this CEF primarily invests in other corporate debt instruments -- mainly corporate loans.

Collateral 244

Collateral Funds Exchange-Traded Funds Debt 244

The Motley Fool

MARCH 9, 2025

When rapid rate changes lower the value of an mREIT's collateral, they can be forced to sell assets at fire sale prices to boost liquidity and satisfy lenders. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $292,207 !*

Investing 239

Investing Collateral Liabilities Shareholders 239

The Motley Fool

JANUARY 18, 2025

Not only can investors in the Ethereum network earn yields on their tokens, but the tokens are also frequently used as collateral in digital asset transactions. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $346,349 !* It's this trend where Wood sees a correlation with U.S.

Stakes 246

Stakes Collateral Assets Debt 246

The Motley Fool

JANUARY 12, 2025

It also holds an exclusive "captive" broker-dealer deal with Bethesda Securities -- a member of the Fixed Income Clearing Corporation (FICC) and the Financial Industry Regulatory Authority (FINRA) -- that grants it access to lower wholesale funding rates and lower collateral requirements than other mREITs that work with independent broker-dealers.

Investing 243

Investing Collateral Assets Taxes 243

The Motley Fool

FEBRUARY 24, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $348,579 !* So should you buy AGNC's stock today? AGNC trades at $10.47 as of this writing, which represents a reasonable 24% premium to its tangible net book value of $8.41 at the end of 2024.

Investing 211

Investing Collateral Taxes Banks 211

The Motley Fool

JANUARY 29, 2025

Monday's tech sector meltdown, triggered by DeepSeek's AI breakthrough, caused collateral damage to share prices in the quantum computing space. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $334,473 !*

Collateral 182

Collateral Debt Capital Companies 182

The Motley Fool

FEBRUARY 4, 2025

By using collateral to secure these notes, the REIT was able to lock in a lower interest rate. While it has to pay a higher rate (and use a portion of its hospital properties as collateral), it now has a lot more breathing room. It's also worth pointing out that Medical Properties Trust is issuing secured debt. and Germany.

Collateral 130

Collateral Debt Prospects Finance 130

The Motley Fool

MARCH 25, 2025

Because the company finances some of its purchases with debt, there is a price of Bitcoin beneath which the company's assets will be insufficient collateral from the perspective of those who loaned money to it. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $314,847 !*

Investing 130

Investing Collateral Debt Finance 130

The Motley Fool

MARCH 1, 2025

The cost of capital notably includes the interest costs of leverage that uses the portfolio as collateral. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $311,551 !* That, in turn, could force AGNC Investment to sell assets into a market downturn.

Investing 130

Investing Initial Public Offering Collateral Investment Horizon 130

The Motley Fool

FEBRUARY 5, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $307,661 !* All of our Bitcoin serving as collateral securing our 2028 senior secured notes was released. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late.

Leveraging 147

Leveraging Debt Assets Shareholders 147

The Motley Fool

MARCH 20, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $304,759 !* A holiday assortment had an impactful visual presence with impressive and intention grabbing gift-giving collateral. Apple: if you invested $1,000 when we doubled down in 2008, youd have $40,808 !*

Leveraging 237

Leveraging Taxes Portfolios Finance 237

The Motley Fool

DECEMBER 13, 2024

Treasury bills, largely due to its staking mechanism in which investors can post Ethereum as collateral to validate transactions and earn rewards. Wood thinks that Ethereum's ability to produce yield and be used as collateral in the digital asset sector will set the token apart. Wood isn't the only expert bullish on Ethereum.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Collateral Financial Institutions 246

The Motley Fool

MARCH 5, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $300,764 !* They give the marketing material, collateral benefits and some marketing campaigns to reach out to our customers, webinars, some of the CXO summits we're doing. And we have these, you know, account-based teams.

Leveraging 182

Leveraging Taxes Education Finance 182

The Motley Fool

MARCH 14, 2025

So, cryptocurrencies aren't technically impacted by tariffs, but the collateral damage is going to hit the industry. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $299,728 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $39,754 !*

Collateral 157

Collateral Assets Investors Returns 157

The Motley Fool

FEBRUARY 12, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $344,352 !* Liquidity consisted of $753 million in unrestricted cash, with the remaining in MSR line capacity, which is fully collateralized and immediately available. We ended the fourth quarter with liquidity of $3.4

Leveraging 130

Leveraging Assets Portfolios Banks 130

The Motley Fool

JANUARY 27, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $369,816 !* We also closed a $525 million private ABS transaction that included significantly lower WACC collateral relative to our balance sheet at an execution of 102.3%.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Taxes Financial Services Assets 130

The Motley Fool

DECEMBER 13, 2024

Staking requires network participants to essentially post some of their tokens as collateral and lock them up to get a chance to validate transactions and earn rewards. Treasury bills, primarily due to its ability to generate yield and its frequent use as collateral in crypto transactions.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Collateral Financial Institutions Exchange-Traded Funds 130

The Big Picture

NOVEMBER 25, 2024

And so graduating right into 2009, right out of the financial crisis, I said, I don’t think I’m gonna get a job. It just seemed to be, oh, there someone got liquidated and had to sell immediately, sell down a large levered position, and oh, there’s someone who couldn’t meet a collateral call.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Motley Fool

MAY 29, 2024

Most of the work actually sits in quarterly and six monthly and annual reviews of existing loans and making sure the book is priced, as well as collateralized and covenanted, the right way. And what I'm hearing is that people don't want to be caught the same way in 2009, '10, '11, and '12.

Banks 130

Banks Financial Institutions Mergers and Acquisitions Accounting 130

The Big Picture

FEBRUARY 20, 2024

00:09:48 [Speaker Changed] And, and then in January, 2009, we we’re deep into the financial crisis. So that was a big job in the spring of, of 2009. But, you know, it was very touch, touch, touch and go there in the first part of 2009. You need to come up with more collateral. Again, fantastic timing.

Banks 59

Banks Stock Market Stock Market Legal 59

The Motley Fool

MARCH 27, 2025

Shiba Inu this week confirmed rumors about the upcoming launch of Shib Finance, a platform that would offer lending, borrowing, and savings in a more comprehensive way than traditional crypto collateral-based lending, and which could improve the utility of Shiba Inu.

Securities and Exchange Commission (SEC) 236

Securities and Exchange Commission (SEC) Exchange-Traded Funds Collateral Taxes 236

The Motley Fool

FEBRUARY 13, 2025

For example, real estate firm Newmarket allows borrowers to use Bitcoin as collateral for parts of loans. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $344,352 !* Fold offers a debit card that lets consumers earn Bitcoin rewards from everyday spending.

Collateral 130

Collateral Assets Financial Services Debt 130

The Motley Fool

FEBRUARY 20, 2025

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $361,026 !* We signed nine new agreements with collateral counterparties in the public sector, expanding our total addressable market for payroll loans to 70% of the segment. Now, moving to secured lending in Brazil.

Banks 130

Banks Collateral Finance Financing 130