Alex Pettee, CFAOct 15, 20212 minHomebuildersHomebuilders: Shortages EverywhereHomebuilders - which emerged as unexpected leaders early in the pandemic - dipped into "bear market territory" in early October as supply...
Alex Pettee, CFAJan 8, 20211 minREIT Sector ReportsCheap REITs Stay CheapEarlier this year, we published a report titled "Cheap REITs Stay Cheap" that analyzed the "factors" that exhibited persistent...
Alex Pettee, CFAJan 4, 20211 minETFsIncome In The Yield DesertOne of the lasting lessons from a tumultuous 2020 was to "expect the unexpected." Several property sectors exhibited unexpected...
Alex Pettee, CFADec 29, 20201 minHomebuildersHomebuilders: This Time Was DifferentTo the surprise of countless pundits and experts, the U.S. housing industry has assumed a very different role during this economic...
Alex Pettee, CFASep 25, 202012 minETFsHomebuilders: A V-Shaped VendettaAn antihero of the prior financial crisis, Homebuilders have seemingly been on a vendetta over the last six months, asserting themselves...
Alex Pettee, CFASep 10, 20201 minETFsHigh-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...