We’re Calling Up a Housing Play From the Bullpen
These factors will determine the duration of the Portfolio’s position the shares.
New Welltower Price Target as Pricing Power Kicks in
We discuss two items we’re watching as we layout where we’d revisit our Two rating.
Why the Debt Will Do Us In
As I look at the markets and the economy, this quote by James Carville keeps ringing in my head….
AI Hype Is Obscuring Some Pretty Dire Warning Signs
Small business bankruptcy filings are spiking, more cracks are forming in the housing market … and eventually something’s gotta give.
This Market Looks Like It Was Built on a House of Cards
As I look out to the housing market in Miami and beyond to the AI trade, I’m feeling a bit of déjà vu.