Alpha Ideas turns Fourteen
I started Alpha Ideas fourteen years back on the auspicious day of Gudi Padwa.
Today, on Gudi Padwa, Alpha Ideas turns Fourteen.
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Inflation Adjusted House Prices 2.0% Below 2022 Peak; Price-to-rent index is 9.3% below 2022 peak
by Calculated Risk on 7/30/2025 11:13:00 AM Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 2.0% Below 2022 Peak Excerpt: It has been 19 years since the housing bubble peak, ancient history for many readers! In the May Case-Shiller house price index released yesterday, the seasonally adjusted National Index (SA), was…
This Industrial REIT Could Be Canada’s Hidden Growth Star
Investors looking for an industrial real estate investment trust (REIT) might believe they want some hidden growth star or high-yielder. However, instead, investors should try to spot the quiet operators with the right mix of property quality, growth runway, and financial discipline. The best industrial REITs don’t need flashy announcements or sky-high yields, but instead…
Linkfest : 29 July, 2025
Wishing readers on the auspicious occasion of Nag Panchami Some stuff I am reading today morning: 75+ IPOs have received SEBI approval ( Rediff ) Speculative frenzy in US stock markets ( Sherwood ) Europe balks at unbalanced Trade deal ( CNBC ) World faces steel glut ( DH ) Why Indian IT services cos…
Fortescue [ASX:FMG] Shares Slump After Large Institutional Exit – Fat Tail Daily
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