Some things on Wall Street change rapidly. Others never do. While the loud, raucous trading floors of old are gone, there is still a vocal minority you can always find. The “it’s different this time” crowd never truly changes. There are always those willing to sell you a story that has no basis in long-term…
Tag: REITs
Survive Then Thrive: Navigating a Post-Fed REIT Market

The teacup has been pushed off the table. The Federal Reserve has increased interest rates by 50 basis points, ended their purchases of treasury securities, and reiterated their commitment to “significantly reduce” their balance sheet. Since the rate hike on May 4th, the Nasdaq has returned -11.8%, the S&P 500 has returned -8.7%, and REITs…
Patience and Fragility: March 2022 Newsletter

With tanks rolling across Europe in late February and the Federal Reserve set to raise interest rates for the first time since 2018, many investors assumed a reckoning was on the way for US equities. Instead, on February 24th, the S&P 500 opened down almost -2%, closed up almost +2%, and went on to rally…
Time to Dare and Endure: February 2022 Newsletter

A kinetic war in Europe, inflation at 40-year highs, and a stock market that is down 11.1% from its all-time highs as of this writing. Does anything in your portfolio feel easy or comfortable? Are you smiling as you buy the dip or HODL your crypto currency? There are times for ease and comfort in…
A Cinderella Story: December 2021 Newsletter

What was 2021 like for your portfolio? Was it a year filled with calm nuanced data consumption and analysis? Or was it a year filled with panic and freakout? Did you bomb it down the fairway or shank it into the water? 2021 was replete with reasons to panic and sell stocks, buy bonds, or…