Time To Look At REITs

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🚨 🚨 This REIT recently hit a 52-week high and has rallied 15% so far this year. It yields 4%

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Traders Increase CHF Shorts

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🇨🇭 🇨🇭 IMM: Traders Increase CHF Short Positions 20,500 vs 17,870

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Traders Reduce GBP Long Positions

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🇬🇧 🇬🇧 IMM: Traders Reduce GBP Long Positions
53,200 vs 70,451

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Traders Increase AUD Shorts

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🇦🇺 🇦🇺 IMM: AUD short positions increase to 107,538 vs 90,840

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JPY Short Positions Increase

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🇯🇵 🇯🇵 IMM: JPY short positions increase to 116,012 vs 102,322

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Traders Lessen Euro Long Positions

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🇪🇺 🇪🇺 IMM: Euro Longs Drop: EUR net spec long 48,342 contracts as of Tuesday vs 74,407 prev wk

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Abbvie: Buy On Dips

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🚨 🚨 FDA Approves Abbvie’s Mirvetuximab Soravtansine-Gynx For Ovarian Or Primary Peritoneal Cancer

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Meg 7 Too High? Think Again

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🇬🇧 🇬🇧 Barclays: “Mega-cap tech firms accounted for a record high 23% of [S&P 500] earnings in Q4. In other words, while Big Tech is 30% of the index, it is also a very large part of earnings. Moreover, EPS for the six largest technology firms (by market cap) was up a stunning 60% y/y. And margins have continued to expand, and are now nearly 25%”

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MELI: The Bull Has Awakened

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🌎 🌎 Mercadolibre is the Amazon of South America and has a has a net cash position of nearly $4 billion, and generated $2.4 billion in profit from operations on a currency neutral basis last year, up 134%

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Anthropic Is Lining Up New Investors

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🚨 🚨Sovereign wealth funds and other investors are jostling to buy into an Anthropic stake worth more than $1 billion

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