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STRC Yield Play: How Fed Rate Cuts Could Drive Billions Into Strategy’s Bitcoin Machine

TLDR: STRC faces a major tailwind as U.S. money market funds lose $233.7 billion annually from a projected 300bps rate drop STRC pays 11.25% annually with $2.25 billion in cash reserves covering over 2.5 years of dividends at 5.6x overcollateralization A 0.5% rotation from money markets into STRC could generate $2–$4 billion, funding the purchase

European hotel investors: 2025 confirms the return of cash flow

The hotel industry is once again contributing to the cash flow of major European investors. Behind the rise in dividends and the increase in recurring earnings in 2025, a strategic shift is taking place: value creation now depends on operational intensity and model architecture. The hierarchy of profiles – property...

Why corporate investors should look to domestic companies for dividends 

The opinions expressed here by Trellis expert contributors are their own, not those of Trellis.​ For roughly 25 years, many professional investors had an investment playbook that favored companies that optimized global supply chains, captured labor cost arbitrage, and scaled relentlessly across borders. These structural advantages accrued disproportionately to mega-cap corporations with the resources to