Industrial Market Update

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Today’s question comes from Mark who writes:Even when the city says that they encourage development in specific zones, in our case an industrial corridor, but the bureaucrats who are responsible for the approvals can still erect significant roadblocks. When do you decide that the ...  Show more

The 2024 housing market isn’t turning out how most of us thought. At the beginning of the year, real estate investors were hopeful that mortgage rates would fall, affordability would return, and home prices would have a chance to stabilize before going back up. But none of those ...  Show more

There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?

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Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ...

Rapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from here?

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Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and ...

After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks.

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Welcome to Thoughts on the Market. I'm ...