
Crude Mood, Good Earnings
Thursday’s episode covers a market that wants to rally on earnings even as oil stays dangerous. We break down the record-setting tone in stocks, Asia’s higher open, mortgage rates, pending home sales, the major FHFA/HUD mortgage credit-score change, Blue Owl’s $2.4 billion real estate deal, capital flows back toward hard assets, policy implications, and today’s hot sales idea. Also a subtle nod to SIMERP and GRO GROUP’s financing platform for up to 100% of qualified data centers, solar farms, oil and gas, and ground-up development.
Until tomorrow, be the best human you can be.
~ Teresa…
The skinny
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