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1 Little-Known Vanguard Index Fund to Buy Before It Soars 50%, According to a Wall Street Analyst

The Motley Fool

Small-cap stock should benefit greatly from interest rate cuts Small-cap companies are generally more sensitive to interest rates than large-cap companies because they typically get less favorable terms on fixed-rate loans, and they tend to carry more floating-rate debt, meaning their interest payments depend on prevailing interest rates.

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Meet the High-Yield Vanguard ETF That's Already Up Nearly 10% in 2025

The Motley Fool

Many oil and gas companies used the period of outsize earnings from 2021 and 2022 to pay down debt and improve their balance sheets. A plug-and-play investment vehicle for passive investors The Vanguard Energy ETF is a simple, low-cost way to invest in U.S. Demand for U.S. energy stocks.

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RedBird IMI Secures $750m Deal to Back Barclay Family’s Telegraph Bid

Private Equity Insights

“International Media Investments will be a passive investor only.” The RedBird IMI loan is aimed at paying the Barclay family debt owed to Lloyds. Still, RedBird IMI’s statement will likely heighten concern among Conservative lawmakers, who are pushing the UK government to scrutinize the UAE’s involvement.

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1 Small Cloud Stock Gearing Up for a New Round of Innovation -- Time to Buy?

The Motley Fool

billion in debt, at the end of 2023. Servicing that debt could be a limiting factor for DigitalOcean in the years ahead. I'm more than content to wait and see as a passive investor in this promising company. That could lay the foundation for the next leg of growth. One area of concern, though, is the balance sheet.

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Private Credit, Meet “Higher for Longer”

Blackstone

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. forward base rates, which implies that nearly 20% of the private credit market does not have sufficient cash flow to cover their debt. Leverage Ratio.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

00:15:26 [Speaker Changed] So the passive component of that, which we’ll feed into a discussion we’ll have later on, had just become so large that it relied on liquidity that was not necessarily gonna be there. What lase pointed out in his paper was that passive had to transact during periods in which there was index rebalancing.

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Transcript: Richard Bernstein

The Big Picture

BERNSTEIN: You know, if you go back to Jack Bogle and the whole idea, and always in my career, I have tremendous respect for Jack, both as a businessman and as an investor. And Jack’s whole thing was you want to be a passive investor. Okay, we could argue whether that’s right or wrong. Is that true?

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