Silverdale Capital Pte Ltd’s Post

Citywire - Peel Hunt: Seven big trust bargains for when the storm abates Extract: Pershing Square Holdings, Ltd ("PSH") "Shares in the £11bn FTSE 100 listed US fund have narrowed their discount to 27% from a one-year average of 33%. That’s way too wide for the Peel Hunt analysts when they consider the 210% shareholder return fund manager Bill Ackman has achieved with the focused 10-stock portfolio over five years. Having in recent years introduced a dividend and bought back $1.1bn of shares in an unsuccessful attempt to banish the discount, Ackman announced in February a plan to launch a new New York listed fund, Pershing Square USA. The manager has bullishly forecast this could raise $10bn which Ackman would use to lower the fees paid by PSH shareholders, thus boosting their returns and ‘adding to the value in the current discount’, the Peel Hunt analysts said." Capital at risk. Professional investors only. For more information on Pershing Square Holdings (PSH), please contact Cadarn Capital at info@cadarncapital.com. Anthony Leatham Markuz Jaffe Gavin Lumsden https://lnkd.in/eJpjKBQE

#privatecredit and the #energytransition continue to be the subject of positive sentiment in the face of an otherwise reserved economic outlook for 2024. If you’re in these areas or are looking to move into them and are looking for where your next career opportunity might be, please get in touch to set up a conversation. James@futura-sp.com

Dear Clients & Friends, Cumberland Advisors’ Friday, November 10, 2023 Week in Review is now available. It is an end-of-week update on market conditions, equities & bonds and features this week Matt C. McAleer, President & Director of Private Wealth, and Shaun Burgess, Portfolio Manager and Fixed Income Analyst. Matt McAleer & Equities - Extreme levels in ratio spread for performance between large and small caps  - Small cap rallies tend to happen late in the year historically - Some Cumberland strategies benefited from this week’s bid in tech Shaun Burgess & Fixed Income - CPI, PPI, retail sales and jobs numbers all reporting next week - Bonds continued to rally into Thursday and then backed off a bit - Inflation will decide what direction the market is going in https://lnkd.in/e2T-ekYT #markets #investing #fixedincome

#privatecredit and the #energytransition continue to be the subject of positive sentiment in the face of an otherwise reserved economic outlook for 2024. If you’re in these areas or are looking to move into them and are looking for where your next career opportunity might be, please get in touch to set up a conversation. James@futura-sp.com

A remark many have made to Globe Street over the last year or two is the volume of dry powder sitting on the sidelines, the possessors of the capital waiting for the right moment to leap in and take advantage of the market. Looking for distressed properties. Maybe feeling safe to lend to others. The discussions are rarely specific. No one knows how tall the stacks of long green stand, like luxuriant forests of foliage that never browns and dries. At least not until now. They said $419 billion is globally available, with $250 billion of that settled in the U.S. All the capital put together is more than double the amount raised in the wake of the Great Recession. To read more about CRE Capital predictions for 2024, click here: https://buff.ly/41NqERe. #thekinggroup #marcusmillichap #california #longbeach #realestateinvesting #CRE #multifamily #realestateinvestor #financefriday #commercialrealestate #CREcapital #capital #globest #capitalmarkets

At Hunt Valley Wealth, we believe that owning equity in businesses and patiently letting their value compound is the best way to build long-term wealth. We value stocks based on the cash they generate over their lifetime, guiding our disciplined buy and sell decisions. Volatility is not a risk but an opportunity. Our approach emphasizes strategic asset allocation and regular rebalancing to align with your goals and risk tolerance. 👉 Learn more at https://lnkd.in/e2rVeyJM #InvestmentManagement #SophisticatedStrategies #WealthManagement #LongTermGrowth #HuntValleyWealth #InvestmentPhilosophy

🚨 Goldman Sachs Predicts a 2008-Style Crash in Certain US Cities! 🚨 Are you curious if your city is on the list? 🌆 I just shared my take on this bold prediction. Watch to find out if your hometown is at risk and what it could mean for the real estate market. 🔍 Watch now and see if your city is on the brink! #RealEstate #GoldmanSachs #MarketCrash #2008Crisis #HousingMarket #USCities #Investment #WatchNow

Is Real Estate a Safer Bet Right Now Compared to Stocks? ⤵ Investing can be a rollercoaster, especially when markets get jittery. Right now, with the VIX index hitting a year high, many investors are wondering where to put their money. Should you stick with stocks or consider real estate? Let’s dive into why real estate might be the safer bet right now. Read blog here: https://lnkd.in/gRMxc_wU #Stocks #Realestate #Investing

WealthVest: The Weekly Bull & Bear S8E37 is now available. In this episode of WealthVest: The Weekly Bull & Bear, Tim and I interviewed Marc Zabicki, CIO and Director of Research at LPL Financial. We discussed 2024 predictions, earnings growth, valuations, near shoring, the Fed and political risk. Here is the show link: https://lnkd.in/eUbRuTqM Marc Zabicki, CFA Tim Pierotti Wade Dokken Lincoln Collins Charlie Yoachum Alex Samoila Brooks Boucher M.J. Schiff, CLTC® Grant W. Collins, CFA Emma Bonthius Alex Strandell Andrew Keizer Morgan Scott Chad D. Jackson Bolstad #inflation #cpi #earnings #valuations #nearshoring #federalreserve #politicalrisk