Week Ended 7/26/19

Potential buys With the sale of CIO and WY this week, 2CHYP has some cash to work with.  We already have several prospects in the pipeline that we would like to get. Farmland partners common FPI has dipped significantly since we sold it.  The macro environment for...

Week Ended 7/19/19

Earnings season vindication Between earnings reports there is fairly little fundamental news that is company specific.  This causes market price movements to dominate the narrative and it is easy to read into falling prices and think something is wrong.  Earnings...

Week Ended 7/12/19

Froth everywhere Parts of the broader market have been frothy for some time now with a surprising concentration of companies with huge market caps and negative earnings.  Recently, some froth has entered the REIT space. With the Fed’s dovish turn, capital has been...

Week Ended 7/5/19

A return to growth A few of the stocks in 2CHYP have been in a transitionary period where the companies are focused on improving quality rather than growing the bottom line.  These periods are often rough in terms of market pricing as the improvements that are going...