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September 6, 2024
I’ve gotten a lot of questions about how Nvidia’s stock price could have dropped after reporting earnings that beat estimates. Over the short-term, stock prices move based on market psychology and emotions, and few stocks generate the emotional response Nvidia. The company has reported some of the most dramatic earnings beats that I’ve ever see...
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Due to the rapid ascension of interest rates over the past two years, commercial real estate has seen a considerable decline in prices.  Different sectors of the commercial real estate market such as Office, are clearly more troubled.  However, areas such as multifamily, industrial, and retail are performing much better at an underlying business level. ...
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