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Bullboard Post History

by Matteo93


T.NWH.DB.G

RE:GOING SUB 4.50

USD/CAD relative rates is what matters.. unfortunately BoC has cut more than...

4 days ago

T.NWH.DB.G

Gary et al need to relax..

Friendly reminder this stock trades (inversely) with the US10Y first and...

10 days ago

T.NWH.DB.G

Shaping up for another leg down towards 4s..

Bonds down big, another leg down on this badboy. 

October 21, 2024

T.NWH.DB.G

RE:RE:RE:carmeloA

Because there is literally no liquidity to "buy all day at 5-6"...

October 17, 2024

T.NWH.DB.G

RE:RE:Scotia update

I think it's more about 10Y/long end yields rising in a bear steepener...

October 11, 2024

T.NWH.DB.G

RE:RE:Catch-up Rally

The more i look at it the more i realize the biggest mover for this...

September 13, 2024

T.NWH.DB.G

RE:DAWG OF REIT SPACE

At least the debentures are recovering, that's a good sign of overall...

August 29, 2024

T.NWH.DB.G

RE:PRETTY WEIRD SP ACTION

Yeah 5 1/4 area proving to be massive sticking point.. this wil be I think...

August 26, 2024

T.NWH.DB.G

My thesis for outperformance

Is simple, this has both defensive pick (recession proof) elements, as well...

August 2, 2024

T.NWH.DB.G

H series Debentures

Big purchase yesterday, enough to see these 6.25 debs trading at 87, good...

July 25, 2024

T.NWH.DB.G

RE:RE:Relief

The good news is that corporate paper is in good shape.. just look at HYG or...

July 21, 2024

T.NWH.DB.G

RE:explanation

Bc most of the debt is USD denominated so stock will be most weighted toward...

June 20, 2024

T.NWH.DB.G

ER

My guess is, even though price top coincides with ER, inflation outlook is...

May 14, 2024

T.NWH.DB.G

RE:MY VIEW

Certainly buyouts at 100% premium have happened in the past, but it seems far...

April 8, 2024

T.NWH.DB.G

RE:The Fed Obsession

Absolutely part of it is indeed Forex, look at how dominant the USD has...

April 7, 2024

T.NWH.DB.G

Bull flagging on hourly

Pretty clear bull flag on hourly i would say 5 1/4 is not too far off? 

March 20, 2024

T.NWH.DB.G

RE:FAKE OR REAL RALLY

It went up my guess bc bargain hunting in REIT's is happening now.. AI...

March 19, 2024

T.NWH.DB.G

RE:ALL THE BIG DAWGS IN NWH

I think people are trying to rationalize why it's trading what it's...

February 17, 2024

T.NWH.DB.G

RE:Medical Properties Trust, Inc

MPW is a big problem since it shares a 90% correlation for the last couple...

January 21, 2024

T.NWH.DB.G

RE:RE:RE:10 year bond yields

Yeah this is how i see it too, it's too defensive a sector to share beta...

December 29, 2023

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