Fri.Sep 13, 2024

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The Social Security COLA Forecast for 2025 Was Just Updated. There's Good News and Bad News.

The Motley Fool

Social Security recipients get an annual cost-of-living adjustment (COLA) to protect the purchasing power of their benefits from inflation. Even so, many retired workers have struggled to keep up with rising prices. More than two-thirds of Social Security beneficiaries surveyed by The Senior Citizens League said the 3.2% COLA applied to payments this year failed to offset the increase in their household costs.

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Madison Realty raises over $2bn for biggest US-focused RE debt fund of the year so far

AltAssets

Real estate private equity investor Madison Realty Capital has raised just over $2bn for the final close of the biggest US-focused RE debt fund raised this year. The post Madison Realty raises over $2bn for biggest US-focused RE debt fund of the year so far appeared first on AltAssets Private Equity News.

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When Should You Sell Nvidia Stock?

The Motley Fool

Fool.com contributor Parkev Tatevosian discusses the factors to consider when selling Nvidia (NASDAQ: NVDA) stock. *Stock prices used were the afternoon prices of Sept. 9, 2024. The video was published on Sept. 11, 2024. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them.

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RoundShield raises over $1bn for European asset-backed credit amid ‘particularly attractive’ market

AltAssets

RoundShield, a private investment firm focused on European asset-backed private credit deals, has raised more than $1bn (£760m) to close its fifth flagship fund. The post RoundShield raises over $1bn for European asset-backed credit amid ‘particularly attractive’ market appeared first on AltAssets Private Equity News.

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Buffett Buys $345 Million More of His Favorite Stock and Dumps $7 Billion of This Key Holding

The Motley Fool

Apparently, Warren Buffett sees something coming. Since mid-July, his company, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , has been dumping one of its largest holdings, Bank of America (NYSE: BAC) , off-loading more than $7 billion worth of shares in just under two months. Why? Buffett's affinity for Bank of America seems to be waning The megabank is a longtime favorite of Buffett and one of Berkshire's largest holdings; for years, it occupied the No. 2 spot behind only Apple.

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Connecticut pension fund makes $450m PE commitment

Private Equity Wire

The Connecticut Retirement Plans & Trust Funds (CRPTF) has committed up to $450m to bolster its private equity portfolio, according to a report by Pensions & Investments citing an announcement by State Treasurer Erick Russell. The commitments were disclosed at a 11 September meeting of the $56.8bn pension fund’s Investment Advisory Council.

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Deal Roundup: Altas buys into Carlyle, Stone Point’s Sedgwick at $13.2bn valuation

AltAssets

Altas Partners has bought into Carlyle and Stone Point Capital-backed Sedgwick, a provider of claims management, loss adjusting and technology-enabled business solutions, at a $13.2bn valuation. The post Deal Roundup: Altas buys into Carlyle, Stone Point’s Sedgwick at $13.2bn valuation appeared first on AltAssets Private Equity News.

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Here's What Happens if You Deposit More Than $10,000 in Cash Into Your Checking Account

The Motley Fool

Image source: The Motley Fool/Upsplash Imagine a person sells a classic car or piece of property for $20,000. They deposit the money into their checking account while deciding what to do with it. They came by the money legitimately, yet their bank is legally required to report the deposit by filing a Currency Transaction Report (CTR). Thanks to the Bank Secrecy Act of 1970 and the PATRIOT Act of 2001, banks are the first line of defense against financial crimes like money laundering.

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Inflexion raises £975m for Enterprise Fund IV

Private Equity Wire

Inflexion, a European mid-market private equity firm, has held the final close of Inflexion Enterprise Fund VI at its hard cap of £975 million. The fundraising was completed in less than five months and is more than double the £400m raised for the firm’s predecessor fund. Focused on the lower mid-market, the new fund follows the same strategy employed by Inflexion for over 25 years, backing “high growth, entrepreneurial businesses with ambitious management teams and working in partne

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Meet the Newest Stock in the S&P 500. It Soared 430% Since Early Last Year, and It's Still a Buy Right Now, According to 1 Wall Street Analyst

The Motley Fool

The S&P 500 is the best overall benchmark of the U.S. stock market, made up of the 500 largest companies in the country. Given the scope of its member companies, it is considered by many as the most dependable gauge of overall stock market performance. To be included in the S&P 500, companies must meet the following requirements: Be a U.S.-based company Have a market cap of at least $8.2 billion Must be highly liquid A minimum of 50% of its outstanding shares must be available for tradin

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Sound Point Capital celebrates ‘energizing time’ for credit deals with biggest direct lending fund yet

AltAssets

Alternative credit specialist Sound Point Capital Management has raised its biggest direct lending fund to date, with $1.2bn of investable capital. The post Sound Point Capital celebrates ‘energizing time’ for credit deals with biggest direct lending fund yet appeared first on AltAssets Private Equity News.

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Palantir Stock Will Join the S&P 500 in September. History Says It Could Soar Afterward.

The Motley Fool

The S&P 500 (SNPINDEX: ^GSPC) index measures the performance of 500 U.S. companies that cover about 80% of domestic equities by market value. The index is generally considered the best barometer for the entire U.S. stock market. Palantir Technologies (NYSE: PLTR) will join the S&P 500 on Monday, Sept. 23, as part of the index's quarterly rebalancing.

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Women-led companies-focused Rethink Impact “defies odds” with $250m-plus for biggest fund yet

AltAssets

Rethink Impact, a venture capital firm dedicated to backing women tech founders, has raised more than $250m for its third and largest fund. The post Women-led companies-focused Rethink Impact “defies odds” with $250m-plus for biggest fund yet appeared first on AltAssets Private Equity News.

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Should You Buy Nvidia 3 Months After Its Stock Split? Here's What History Says.

The Motley Fool

Nvidia (NASDAQ: NVDA) stock has roared higher over the past five years, even soaring past $1,000 early in 2024. This occurred as the company built its dominance in the artificial intelligence (AI) chip market, generating triple-digit revenue and profit growth, quarter after quarter. A stock price around or past the $1,000 mark isn't always accessible for every investor.

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Atlas makes $1bn investment in insurance claims specialist Sedgwick at $13.2bn valuation

Private Equity Wire

North American private equity firm Atlas Partners is to make a $1bn investment in Sedgwick, a global provider of insurance claims management, loss adjusting and technology-enabled business solutions, in a deal that values the business at $13.2bn. Sedgwick’s existing backers, including funds managed by global investment firm Carlyle (NASDAQ: CG) and by Stone Point Capital LLC, will remain as investors and continue to make significant new investments in the business, with Carlyle maintaining

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Is It Too Late to Buy Shopify Stock?

The Motley Fool

Investing in Shopify (NYSE: SHOP) stock could bring unexpected challenges at its current stage. Although the stock price peaked more than three years ago, it trades at a discount of more than 60% from that 2021 high, implying it is not too late to buy. Conversely, the bull market in 2021 took stocks to levels not justified by the underlying businesses, an indication that the all-time high is not a suitable benchmark.

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RoundShield closes Fund V with over $1bn in commitments

Private Equity Wire

RoundShield, a private investment firm focused on European asset-backed private credit opportunities and capital solutions, has closed the RS Fund V with over $1bn in capital commitments – $150m above its fundraising target. The fund attracted commitments from existing investors in RoundShield’s earlier vintage funds, as well as from ten new investors, including a diversified mix of public and private pension funds, endowments and foundations, insurance companies and large family offices globall

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Retirees in These 9 States Risk Losing Some of Their Social Security Checks

The Motley Fool

Social Security is an important piece of nearly every American's retirement budget. Around half of households with someone age 65 or older receive at least 50% of their income from Social Security and about one-quarter receive at least 90% of their income from the program. With the importance of Social Security benefits for so many retirees, it's important to keep every penny of them if possible.

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Air Conditioning: An Economic Wonder

A Wealth of Common Sense

Mario Draghi, the former Jerome Powell of the European Union, was tasked with writing a detailed report on the economic competitiveness (or lack thereof) in Europe. His findings are striking. Here are some facts and figures that stood out: Across different metrics, a wide gap in GDP has opened up between the EU and the US, driven mainly by a more pronounced slowdown in productivity growth in Europe.

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3 Ways You Could Lose Some of Your Social Security Benefits That May Surprise Most Retirees

The Motley Fool

Social Security is one of the most import sources of income for seniors. Sixty percent of retirees say their monthly retirement benefits are a major source of income, according to the most recent edition of an annual Gallup poll. Another 28% said Social Security played at least a minor role in their budget. As such, it's important to make sure you keep as much of those monthly checks as possible.

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Renovus acquires records management specialist QualX

Private Equity Wire

Renovus Capital Partners has acquired QualX Corporation, a provider of records and information management, digital transformation, and business process improvement services to agencies across the US Federal government. Financial terms of the deal have not been disclosed. According to a press statement, the deal will enable QualX to “further invest in innovative solutions for its Federal agency clients including the Departments of Defense, State, Treasury, Health & Human Services, Labor

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Why Norwegian Cruise Line Holdings Investors Were Winning This Week

The Motley Fool

Anyone up for a smooth cruise through the stock market? Norwegian Cruise Line (NYSE: NCLH) shares were doing well across the past few trading sessions; according to data compiled by S&P Global Market Intelligence they had risen by more than 12% in value week to date as of early Friday morning. A price target bump by an analyst reflected the generally positive sentiment on both the cruise industry generally, and Norwegian individually.

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Venture capital fundraising is struggling – but PE is shrugging off macroeconomic jitters

AltAssets

A muted exit market, volatility within the tech sector and geopolitical uncertainty are weighing heavily on venture capital fundraising, with annual capital raised and closure rates continuing their decline from 2021's high, new data from PitchBook shows. The post Venture capital fundraising is struggling – but PE is shrugging off macroeconomic jitters appeared first on AltAssets Private Equity News.

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These 3 Dividend ETFs Are a Retiree's Best Friend

The Motley Fool

Paralysis analysis. It's a real problem for retirees when choosing dividend stocks to buy. More than 5,000 stocks that trade on U.S. exchanges pay dividends. There is another solution, though: Invest in exchange-traded funds (ETFs) that offer solid dividend yields. These three dividend ETFs are a retiree's best friend. 1. iShares Select Dividend ETF BlackRock offers several great dividend ETFs.

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Murdoch vs Murdoch: the legal battle dividing media’s first family

Financial Times M&A

The tycoon’s attempt to wrest control of his empire away from three of his children is set to be resolved in a Nevada court

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Nvidia: Buy, Sell, or Hold?

The Motley Fool

Nvidia (NASDAQ: NVDA) announced fiscal 2025 second-quarter results (for the three months ended July 28) on Aug. 28, and the stock has shed 18% of its value since then, despite delivering better-than-expected results along with guidance that exceeded consensus expectations. Investors are probably worried about the fact that Nvidia forecast year-over-year revenue growth of 80% in the current quarter to $32.5 billion.

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MiB: David Rubenstein, The Carlyle Group

The Big Picture

 This week, we speak with David Rubenstein , Co-Founder and Co-Chairman of The Carlyle Group , which manages over $426 billion is private equity, credit and venture funds. Prior to forming the firm in 1987, David practiced law and served as Deputy Assistant to the President for Domestic Policy, as well as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments.

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Should You Buy Palantir Stock Before Sept. 23?

The Motley Fool

In today's video, I will be talking about the recent updates regarding Palantir (NYSE: PLTR) , and explain why being included in the S&P 500 is a huge deal. Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Sept. 11, 2024. The video was published on Sept. 12, 2024.

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DSV buys Deutsche Bahn logistics business in €14.3bn deal

Financial Times M&A

Danish group will become the world’s largest logistics management company with its acquisition of Schenker

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3 Magnificent Dividend Stocks That I'm "Never" Selling

The Motley Fool

You can never say never when it comes to investing. But when I look at my portfolio, I see Procter & Gamble (NYSE: PG) , Hormel Foods (NYSE: HRL) , and Hershey (NYSE: HSY) and I think of them as "never-sell" stocks. That's true even though two of them are currently facing notable adversity (which might make them attractive buys for anyone who doesn't own them).

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Abu Dhabi’s Mubadala takes stake in Revolut

Financial Times M&A

Sovereign fund invests through share sale that nets London-based fintech founder Nik Storonsky at least $200mn

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Got $5,000? 3 Dirt Cheap Stocks to Buy Right Now

The Motley Fool

Investing $5,000 in the stock market can be a significant amount of money if you keep it invested for the very long haul. Suppose you find a good growth stock that rises by an average of 15% over a period of 30 years. In that case, your $5,000 investment would grow to be worth more than $330,000. By no means is every investment going to deliver those types of returns.

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The Much Anticipated Fed Rate Cut Is Upon Us

Pension Pulse

Pia Sing, Hakyung Kim and others from CNBC report S&P 500 and Nasdaq rally Friday to cap best week in 2024: Stocks rose on Friday, with the S&P 500 and the Nasdaq Composite posting their strongest week of 2024 ahead of the upcoming Federal Reserve meeting. The S&P 500 climbed 0.54% and closed at 5,626.02, less than 1% from its July all-time high.

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Is the Invesco S&P 500 Equal Weight ETF a Millionaire Maker?

The Motley Fool

If you're a fan of exchange-traded funds, then you're also likely a fan of index investing. Most ETFs are built to reflect the performance of an index like the S&P 500 , after all. Indeed, the world's most-owned exchange-traded fund is the SPDR S&P 500 ETF Trust meant to mirror the world's best-known market barometer. What if, however, you're indexing wrong?