Global Finance

MAY 2, 2025

.” Joaquin Sastre Ibanez, Boerse Stuttgart Digital Two major pension funds in the US have already made significant investments in spot bitcoin ETFs: The State of Michigan Department of the Treasury and the State of Wisconsin Investment Board. The latter has committed more than $300 million to IBIT, BlackRocks spot bitcoin ETF.

Banking 84

Banking Treasury Finance Start-ups 84

Brian DeChesare

JANUARY 4, 2023

Treasuries: 19% [Up 19%]. And my performance stats are as follows: 2019: +36%. Treasuries in March 2020, when rates fell to 0%, and didn’t buy in again until the end of 2022. Treasuries (maturities of 1-3 years). Here it is as of January 3 rd , with differences vs. the start of 2022 in brackets: Equities: 31% [Down 7%].

Marketability 98

Marketability Start-ups Dividends Treasury 98

Musings on Markets

MAY 20, 2022

In general, higher and more volatile inflation has negative effects on all financial assets, from stocks to corporate bonds to treasury bonds, and neutral to positive effects on gold, collectibles and real assets. I then examine how equities have performed in the less than five months of 2022, where inflation has returned to the front pages.

Price to Book 103

Price to Book Dividends Beta Equity 103

Musings on Markets

MAY 6, 2022

There are three possible explanations for the divergence: Short term versus Long term : The consumer survey extracts an expectation of inflation in the near term, whereas the treasury markets are providing a longer term perspective, since I am using ten-year rates to derive the market-implied inflation.

Risk Premium 103

Risk Premium Treasury Start-ups Equity 103

Musings on Markets

JANUARY 21, 2023

The first is the dividends you receive, while you hold stocks, a cash flow stream that provides a measure of stability to investors who seek it. trillion on their market capitalization at the end of 2019. Actual Returns Your returns on equities come in one of two forms. During the course of 2022, US equities collectively lost $11.6

Equity 96

Equity Risk Premium Start-ups Dividends 96

Reynolds Holding

SEPTEMBER 29, 2024

The Treasury Department and the IRS have released long-awaited proposed regulations (the “Proposed Regulations”) on the 15% corporate minimum tax on the book income of certain large corporations (the “CAMT”), more than two years after the CAMT was created as part of the Inflation Reduction Act. [1]

Treasury 45

Treasury Dividends Start-ups Fair Market Value 45

Brian DeChesare

JANUARY 3, 2024

Treasuries. Within equities , I started the year with many value-oriented, international, and high-dividend stocks. Cash now earns 4 – 5%, but that’s barely above the dividend yield on many stock indices. With better decisions, I could have been up 15 – 20% for the year and slightly above my levels from 2 years ago.

Marketability 59

Marketability Start-ups Equity Dividends 59