Today, in the Real Estate Newsletter: Question #9 for 2023: What will happen with house prices in 2023? A brief…
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Recession-Proof Video Game Industry Is Now Starting To Buckle Under Recessionary Pressure
After enjoying years of stratospheric market growth, the would-be recession-proof video gaming industry is now starting to buckle under widespread…
Continue ReadingIs This Stock Setting Up As THE Trade Of 2023?
There were times over the past few years that I wondered if Boeing (BA) would ever recover from its own…
Continue ReadingHVS 4Q22: Rowan Street On Meta Platforms
Hidden Value Stocks issue for the fourth quarter ended December 31, 2022, featuring an update from Rowan Street Capital, pitching…
Continue ReadingTesla’s Production Capacity Outstrips Incoming Orders – Shortseller
Stanphyl Capital’s commentary for the month ended December 31, 2022, discussing their short position in Tesla Inc (NASDAQ:TSLA). Inventory Pile…
Continue ReadingHousing January 2nd Weekly Update: Inventory Decreased 3.4% Week-over-week
Altos reports inventory is down 3.4% week-over-week and down 15.0% from the peak on October 28, 2022. Click on graph…
Continue ReadingTalk Your Book: Lifetime Income
Today’s Talk Your Book is brought to you by PGIM: See here and here for more information on annuities and…
Continue ReadingAt the Edge of Chaos: Why Homebuilders Have a Long-Term Advantage, But Face a Short-Term Bumpy Ride
The working premise for 2023 is that, as long as the Fed continues to raise rates, stocks will struggle. In…
Continue ReadingReis: Office Vacancy Rate Increased in Q4 as “demand plummeted”, Mall Vacancy Rate Unchanged
From Moody’s Analytics Senior Economist Lu Chen and economist Xiaodi Li: Apartment struck a balance, Office demand plummeted, and Retail…
Continue ReadingMy 2023 Stock Market Forecast
First of all, happy new year!!! I hope 2023 turns out to be a healthy and prosperous year for all!…
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