Of overvalued large cap growth.
The Great Rotation is on. pic.twitter.com/OGwsi3RbRG
— Kevin C. Smith, CFA (@crescatkevin) February 22, 2021
Covid-19 has been devastating to struggling shopping malls: "Mall asset values have fallen approximately 45% from the 2016 peak, while mall appraisal values have dropped just 15%, likely because of a scarcity of transactions."
—@GreenStreet_CRE t.co/BqFu0ubVAM pic.twitter.com/2N6NxijThm
— Steve Matthews (@SteveMatthews12) February 22, 2021
— Antonio Pérez-Algás (@apanalis) February 23, 2021
INSIDERS ABANDONING SHIP 🚢 pic.twitter.com/3mEOguLjWk
— Win Smart, CFA (@WinfieldSmart) February 22, 2021
Bond Vol (VXTLT) vs NASDAQ. Bond vol trying to bring it all down pic.twitter.com/xaRldAAaN2
— Gianluca De Stefano (@Theimmigrant84) February 23, 2021