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$DEA – Easterly Government Properties: One-Year Deep Dive Analysis
This is AI researched and generated with my guidance on what I deem important factors that may materially impact this particular stock.
Portfolio changes update
Profit taking due to recent banking stress
BRAND NEW TRADE
Just wanted to inform you that I am now short PSEC 2028 3.437s.
Let us not pretend anyone knows where the market is headed
Weekly Credit and Equity reviews - May 1st-5th
1
POTENTIAL TRADES + PORTFOLIO THOUGHTS
I want to apologize for delaying the weekly update by a day.
New trade
And taking a loss on another
Bottom fishing for relative value
A recent trade we did in the fixed income world
2
Heard On The Trading Floor
Heard On The Trading Floor
A relative value research tailored for family offices, hedge funds, execution brokers and professional traders. Get access to our 17 year trader veteran and his team of traders for a fraction of what you will pay to hire an inhouse analyst or trader.
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