Recent Alerts
Issue #76 | Fall 2021 Outlook
Sticking to Strategy in a Market Meriting A Bit More Caution The Macro: The S&P 500 is up more than 18% year-to-date and the largest correction so far this year has measured just 4.2% from [...]
Issue #75 | Metals: Deep Sea & Tech
Mining is an expensive business: The annual tab for producing the copper, iron ore, nickel, rare earths and other vital resources needed to run the world is estimated at $1 trillion. It’s also a highly [...]
Issue #74 The REIT Sheet: America’s on the Move, and So are Best in Class REITS
If you haven’t hit the road yet this summer, take my word for it. After a year of pandemic-related lockdowns, Americans are on the move again with a vengeance. And so are the real estate [...]