Evergrande Provides an Excuse for a Deeper Correction in Indices and Big-Caps
Watch for relative strength in secondary stocks that have already undone a substantial correction while indices and big-caps catch up to the downside.
Hong Kong Market Tanks as Evergrande Property Scare Broadens
The broad Chinese property sector, the mainland's largest single industry, is selling off in Hong Kong as investors try to work out which will be the next domino to fall.
Beijing Blocks Blackstone, Backs Ant Consumer-Loans Breakout
The campaign against Big Tech continues in China, where Ant will likely have to carve out its consumer-loans business.
SL Green Realty Is a High Yield Stock for the Economic Reopening Trade
SLG has shown that if investors select the best operators, it can still be a lucrative way to gain exposure to real estate.
I May Take Another Run at Limoneria
This is not based on the pipe dream of water asset/land monetization, but whether shares get cheap enough as an operating company.
World's Most-Indebted Developer Scrambles as Shares Tumble
China Evergrande is hustling to cut its huge borrowings, with repeat scares that its financial woes may infect the entire Chinese property market.
This Opendoor Technologies Setup Has the Potential to Be Explosive
With real estate remaining red hot, OPEN should continue to expand at a rapid clip.
Under the Radar: Reading International and Keweenaw Land Association
Value investors take note of these stocks.
2 High-Quality REIT ETFs Income Investors Should Consider
These ETFs offer exposure to potentially dozens of REITs at a time, and have very low fees.
There Are 2 Employment Trends I'm Watching Closely
I continue to be pessimistic about both growth in residential or commercial real estate value in major cities.