Monday, November 18, 2024
Last week a real estate investment trust (REIT) – which was not financially stressed – voluntarily “turned in the keys” for one of its properties, defaulting on a $725 million loan. The ramifications of this decision depend on a lot of factors. Let’s talk about what it means for you. On June 5, Park Hotels […]
2023 has been complete opposites for most of the stock market. The Dow is around breakeven… S&P 500 up less than 10%… Small caps in between them… But the Nasdaq soaring nearly 27%. Crushing all their returns. The market hasn’t risen together. But I noticed last week we started seeing a broadening out of the […]
There’s a dirty game Wall Street plays. It’s been going on for ages so this isn’t something new. But it’s something many investors may not know about. As you’ve seen, many companies recently are handily beating earnings estimates even while consumer sentiment is hitting lows. What’s going on here? Well, in my Thursday video, I’ll […]
We’re seeing a massive bifurcation in the market. What do I mean? Stocks aren’t all going up right now. In fact, only a select few big names are dragging the market higher. Meanwhile, many other sectors are underperforming at a pretty consistent rate the past 4-5 months. In today’s free Thursday video, I’ll show you […]
We’ve seen Apple’s stock rise nearly 40% YTD. It’s close to an upper range that it’s hit 5 times in the past two years. Is it going to break out? Is it going to stall out? Today, in my two minute weekly video, I’ll share my thoughts on where Apple could go next. If you […]
For almost a year, the stock market has been brutal for those investors who have tried to time the next upturn or downturn. Since the bear market first bottomed last June (and then again in October), the stock market rallies have run enough to get investors excited before dashing their hopes by turning down again. […]
Sitting down with Phil Timyan to talk about banks and bank stock is a rare treat. Phil Timyan has been on both sides of the table as a banker and investor. He has filed 13D on several banks and waged activist campaigns to improve bank operations and even the outright sale of under-performing banks. Phil […]
Crocs (CROX) posted earnings last week and the stock dropped about 15% after the fact. The company posted better than expected revenues for Q1 but Q2 guidance was disappointing. However, an options trader may be thinking that the selloff was overdone. This trader appears to have purchased a very bullish ratio call spread in CROX […]
I’ve seen two hour waits at some of the best spots near me. Full restaurants don’t sound bearish, yet, you likely also keep seeing bearish news (like the recent First Republic Bank collapse). What’s going on? I looked at the recent earnings report for Dominos… the pizza company. Pizza orders gives you a great glimpse […]
Last week’s earnings reports from a few different REITs indicated that commercial office space and commercial lending have not fallen into the crisis the financial media has warned of. The fear in the markets is that low office space occupancy will lead to declining property values and commercial mortgage defaults. Also, since commercial mortgages are […]
