The Market Is Expensive, but Not Irrational
That hefty price tag attached to many of the market's favorite stocks might be warranted.
Buy Good Companies. Don’t Overpay. Do Nothing.
Financial freedom requires patience.
It’s Time to Say the S-Word
There's one specific property type that should perform best in this declining rate environment.
The Wide Moat Show Live Now!
The Federal Reserve will cut its key rate this month – that’s a near-certainty at this point.
The Silver Tsunami Is Here
A rate cut would be good for REITs... including those in health care.
How to Beat the ‘Rich Man’s Game’
Quality REITs could finally be ready to perform... or outperform.
About the Jobs Report…
A weak jobs report makes a September rate cut all but certain—setting the stage for a major rebound in REITs.
An Unexpected Winner of America’s Overloaded Grid
Artificial intelligence is having a big impact on a sleepy industry that could see its profits climb.
My Lecture at Georgetown
It is important to properly value REITs... Here's why.
The Deal-Making Revival Comes for Telecom
If you're looking for exposure in the telecom space, I might suggest a few routes.