Downgrading Outlook on $SPX; Upgrading Real Estate and Staples. Many Significant Risk-Off Signals
Downgrading our long-term $SPX outlook to neutral (bullish since early-November 2023) due to deteriorating market dynamics; Upgrading Real Estate...
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Earning excess returns in commodities
Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated. Our starting point is almost...
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Homeplus REIT IPO - The Largest Ever REIT IPO in Korea
The Homeplus REIT ("Korea Retail Homeplus #1 REIT"), which is expected to be completed by end of March, will be the biggest ever REIT IPO in...
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