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What’s Not Priced In EP4: Extreme Greed, Aussie Mortgage Cliff, Neglected REITs
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What’s Not Priced In EP4: Extreme Greed, Aussie Mortgage Cliff, Neglected REITs
Fear & Greed Index hits extreme greed level despite narrow tech rally: correction looming? May Aussie unemployment down but 'woeful' labour productivity suggests businesses will shed workers to preserve margins. Markets are underpricing impact of Aussie mortgage cliff. And the neglected -- and contrarian -- potential of property trusts.
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Greg Canavan, Editorial Director - Fat Tail Investment Research
Kiryll Prakapenka, Analyst - Fat Tail Investment Research
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