by Ross Bowler | Jul 20, 2022 | Market Commentary
Rotation I have often thought that markets function under similar operating principles to those of a Galileo thermometer. Individual floats (stocks) rise or fall relative to their specific density and the density of the surrounding liquid (markets) as temperature...
by Simon Bowler | Jul 19, 2022 | The State of REITs
The REIT sector has fallen in 5 of the first 6 months of 2022, including a -9.44% total return in June. Large-cap (-7.01%) and micro-cap (-9.27%) REITs outperformed, while mid-caps (-9.66%) and small caps (-10.61%) suffered the heaviest losses in June. Only 10.0% of...
by Dane Bowler | Jul 14, 2022 | REIT Total Return Portfolio
We view investing as a constant measure of worth against opportunity cost. The opportunity cost consists of the next best opportunity and is always in flux. In times like today when the entire market has sold off, opportunity cost is high because so many...
