The positive is reducing exposure from a heavily regulated state versus CPT’s broader Sunbelt investment focus – Alexander Goldfarb, Piper Sandler Camden Property Trust (CPT) – an $11 billion Apartment REIT – is the latest REIT to decide to exit…
Chipotle (CMG) reported another disappointing quarter after the close Tuesday with -2.5% comps. For the first time ever, full year comps were negative at -1.7%. Further, they guided 2026 comps to flat. This suggests to me that with more than…
In “Mastering The Big Stack” I discussed why most players rarely acquire big stacks and therefore don’t win tournaments and the challenges of playing the big stack: balancing aggression with self preservation. But I mainly focused on self preservation and…
There is something interesting happening beneath the surface in the market right now. While the S&P is on the verge of making new all time highs above 7,000, the stocks that are really working are defensive in nature. The S&P…
Disney (DIS) has been struggling for years but I think this morning’s post-earnings selloff represents a nice entry. The stock has been consolidating for a long time and I thought the quarter was pretty good. Let’s talk about the quarter…
And the Lord said unto Cain, Where is Abel thy brother? And he said I know not: Am I my brother’s keeper? – Genesis 4:9 As an observer of human nature, it’s clear that human beings are extremely driven creatures….
Let me start this blog by saying that I am a big Pat Lyons fan. Over the years I have encountered a lot of people who say he’s not that good of a poker player or he inherited all his…
On Monday, Bridgewater Founder Ray Dalio wrote a well read article on Twitter and LinkedIn titled “Money, Civil and International War, Minneapolis, and Beyond – In Perspective”. In that article, Dalio argued that we are in the process of moving…
The precious metals – especially silver – have gotten overly extended to the upside while the dollar seems due for a countertrend rally. SLV closed 144% above its 200 day moving average on Wednesday as massive amounts of funds flow…
Most poker players have no chance of winning a big tournament because they play too tight. Let’s say the starting stack in a particular tournament is 30,000 and the blinds start at 100/200/200. The weak tight player reasons as follows:…
Buy Right And Sit Tight
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