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Bullboard Post History

by garyreins


T.AX.PR.E

VNQ, S & P and DOW

Down pretty close to 3% each.....very disappointed REITS did not outperform...

August 5, 2024

T.AX.PR.E

VNQ TUMBLES 3%

Bank of america AND DOW DOING BETTER.  Guess some things never change...

August 5, 2024

T.AX.PR.E

3 MONTHS OF S & P GAINS FROM MAY-JULY

ERASED IN A COUPLE OF TRADING SESSIONS.  COULDNT THE FED SEE THE...

August 5, 2024

T.AX.PR.E

WOW TOM FROM HR WAS RIGHT ALL ALONG

Last summer he said on CC that the team expected yields to tumble hard in...

August 5, 2024

T.AX.PR.E

I DONT THINK THERE COULD BE ANY DEBATE NOW

POWELL AND HIS FRIENDS NEED TO GO.   A 25BP cut in July would have...

August 5, 2024

T.AX.PR.E

VNQ was flat around 11am

But getting skunked hard again almost 3% losses

August 5, 2024

T.AX.PR.E

JUNE LOWS

Freaking unbelievable that maybe 50% of reits will revisit or get close to...

August 5, 2024

T.AX.PR.E

A lot of cad reits

Already bended two weeks ago and waterfallimg down.  Some strong ones...

August 5, 2024

T.AX.PR.E

BUY REITS TOMORROW

Cad reits are still cheaper than ever... going to get juicy yields with rates...

August 5, 2024

T.AX.PR.E

I CAN'T LOOK.

This is covid carnage at its finest.  tj is a legend! Race to cut before...

August 5, 2024

T.AX.PR.E

REBOUND FLOPPING

No rebound coming.  It's over.  Hard landing is now inevitable...

August 5, 2024

T.AX.PR.E

FEDS WAY BEHIND

Going to need 4 meetings of 50bp cuts into next year.  3.5%

August 5, 2024

T.AX.PR.E

SELL OFF LOOKED PHONEY

Because with DOW down 1000 points 10 year yield was down 10 cents.  Was...

August 5, 2024

T.AX.PR.E

THIS IS CARNAGE MAN

How could an amateur like TJ see it but not these 20 year fed veterans?

August 5, 2024

T.AX.PR.E

Bond yields

Aren't dropping enough to correlate to the carnage on wall street. ...

August 5, 2024

T.AX.PR.E

REIT WEAKNESS GOING INTO LOWER RATE ENVIRONMENT

The recipe for M & A is finally at our doorstep, as private equtiy just...

August 5, 2024

T.D.UN

GAME OVER?

The last thing we needed was a global sell off to crater these office reits...

August 5, 2024

T.AX.PR.E

darn frustrating

Lots of reits may get back close to June lows on this sell off, yet again...

August 5, 2024

T.AX.PR.E

COINCIDENCE?

So how does one bad unemployment number coincide witih japan stocks crashing...

August 5, 2024

T.AX.PR.E

FED

I dont see them doing any emergency cut as it will likely just steepen the...

August 5, 2024

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