Stocks Why did these S-REITs crash >70%? Lessons to learn & why a diversified approach can make sense. July 21, 2021 The REIT sector as a whole has performed very strongly (8.7% annualized returns since 2011)! But there are always exceptions to the rule…
Macro Musings Are rising govt bond yields good or bad for stock markets? March 1, 2021 Rising bond yields can be positive for stocks if two criteria are met. On the recent selloff, we take a “buy the dip” mentality, esp. for tech mega-caps.
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