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Cory’s Chart Corner
Many will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
The Kobeissi Letter @KobeissiLetterBREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
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Daily Archives: November 17, 2022
Empty office space weighs on rents, investors and lenders
Private equity firms and funds have doubled down on the realty space during the low-rate boondoggle of the last decade. As usual, this led to a massive surge in supply and leverage as most forgot (or never realized?) that real … Continue reading
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