Alex Pettee, CFA
Homebuilders: Shortages Everywhere
Homebuilders - which emerged as unexpected leaders early in the pandemic - dipped into "bear market territory" in early October as supply...
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Alex Pettee, CFA
- Jan 8, 2021
- 1 min
Cheap REITs Stay Cheap
Earlier this year, we published a report titled "Cheap REITs Stay Cheap" that analyzed the "factors" that exhibited persistent...
Alex Pettee, CFA
- Jan 4, 2021
- 1 min
Income In The Yield Desert
One of the lasting lessons from a tumultuous 2020 was to "expect the unexpected." Several property sectors exhibited unexpected...
Alex Pettee, CFA
- Dec 29, 2020
- 1 min
Homebuilders: This Time Was Different
To the surprise of countless pundits and experts, the U.S. housing industry has assumed a very different role during this economic...
Alex Pettee, CFA
- Sep 25, 2020
- 12 min
Homebuilders: A V-Shaped Vendetta
An antihero of the prior financial crisis, Homebuilders have seemingly been on a vendetta over the last six months, asserting themselves...
Alex Pettee, CFA
- Sep 10, 2020
- 1 min
High-Yield ETFs And CEFs: No Free Lunch
"Give me yield or give me death." In a world of perpetually low interest rates, investors have piled into yield-oriented equity sectors...