1. Q1 Letter – R.O.C.K. in the USA
Matt Topley
2. Office Property Market 27-Year History
3. Residential Property as a Percentage of GDP is Still Low
JP Morgan Asset Management
4. Hedge Funds Long Momentum
Zerohedge
Hedge-fund portfolios carry a record tilt to momentum, according to Goldman Sachs.
Source: Goldman Sachs
https://www.zerohedge.com/markets/stocks-face-rug-pull-extreme-momentum-move
5. Small Caps Need Lower Rates
6. Gold and Copper Breakouts….Overall Commodity ETF Update
50day about to cross above 200day in COMT chart.
7. Stock Spin-Off ETF CSD Break Out to New Highs
8. More Than $100B of Big Pharma Drugs Face Patent Expiration
Barrons By Josh Nathan-Kazis
https://www.barrons.com/articles/big-pharma-stocks-investors-mistakes-90e3c575?mod=past_editions
9. How Does Disney Make Money?
Chartr.com
https://www.apartmentlist.com/research/national-rent-data
10. Hottest Job Markets
WSJ By Angel Au-Yeung and Tom Corrigan
