Independent thinking for complex markets and current events
An Australian real estate investment trust has limited how much investors can withdraw, citing challenging property conditions. Investors in the unlisted A$2.5 billion ($1.72 billion) Charter Hall Direct PFA Fund received only a quarter of what they requested, per Reuters. — unusual_whales (@unusual_whales) July 14, 2023 h/t Simian_Stacker
Diversity activists are accusing the entertainment industry of “corporate blackface” and running out of “White guilt” after a number of Diversity, Equity and Inclusion (DEI) executives at top entertainment and media companies suddenly stepped down or were forced out of their roles. Between June 20 and July 3, at least five executives overseeing DEI initiatives …
Inside the negative equity timebomb: US homeowners lost $108.4 BILLION in equity this year – leaving more than 200,000 at risk of going ‘underwater’ if property prices fall another 5% Homeowners are sitting on a negative equity timebomb after losing $108.4 billion on their property values this year, experts say. The average borrower saw their …
"Private-equity firms chase double-digit returns within 10 years. To get that, they need credit: The more borrowed, the higher the returns." And who gives these locusts all the cheap credit they want? #QE #ZIRP #REPO @federalreserve pic.twitter.com/r4mg8JeVAF — Rudy Havenstein, Senior Markets Commentator. (@RudyHavenstein) March 5, 2020 h/t Simian_Stacker
Spread between S&P 500's forward earnings yield and 10y U.S. Treasury yield has fallen to lowest since mid-2007 pic.twitter.com/n3yxB1MylX — Liz Ann Sonders (@LizAnnSonders) June 8, 2023 Investors are piling into calls Intraday put/call ratio reached levels not seen since July 2021 pic.twitter.com/ngjgLv8Gds — Bravos Research (@bravosresearch) June 8, 2023 https://twitter.com/NorthmanTrader/status/1666851230503645192 Apple cuts Vision Pro …