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re: 10 yr yield going to 5%
Posted on 9/23/23 at 9:05 pm to Art Blakey
Posted on 9/23/23 at 9:05 pm to Art Blakey
Equities are so overvalued right now.
Mid to small regional bank stocks that have CRE portfolios are about to get crushed.
I have scoured the landscape and found a couple decent looking insurance companies to invest in at this time….that is it.
I think the music has stopped and you have people starting to question their equity holdings, bank deposits….and looking for real alternatives.
Mid to small regional bank stocks that have CRE portfolios are about to get crushed.
I have scoured the landscape and found a couple decent looking insurance companies to invest in at this time….that is it.
I think the music has stopped and you have people starting to question their equity holdings, bank deposits….and looking for real alternatives.
This post was edited on 9/23/23 at 9:06 pm
2
Posted on 9/23/23 at 10:23 pm to KillTheGophers
quote:
have scoured the landscape and found a couple decent looking insurance companies to invest in at this time….that is it.
Out of curiosity, who?
Posted on 9/24/23 at 11:55 am to KillTheGophers
quote:
Mid to small regional bank stocks that have CRE portfolios are about to get crushed.
This has me more worried than anything else. There is god knows how much vancant CRE space out there and companies are canceling leases upon expiration. These buildings also can’t be refinanced at todays rates. There has to be billions in CRE coming to an inflection point.
This…rising rates in mid-long term treasuries, growing deficit and existing debt that needs to be rolled over, consumer credit spiking…and the Fed is boxed in because cutting rates will just drive inflation further.
There’s a bunch of bad shite coming coming down the road.
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