Investing

April Jobs Report Surprise Masks a Deeper Problem — and AI Is Accelerating It

Payrolls beat estimates at 115,000, but the household survey shows 226,000 fewer employed workers. Full-time jobs plunged 424,000, part-time surged 123,000, and AI-driven tech layoffs are climbing. Here’s what it means for Fed policy, Treasury yields, and portfolio positioning.

April Jobs Report Surprise Masks a Deeper Problem — and AI Is Accelerating It Read More »

Three undervalued REITs offering 4-5% yields as rate pause creates buying opportunities

The Morningstar US Real Estate Index has gained just 4.91% year-to-date through early May 2026, dramatically trailing the broader market’s 16.97% return. This underperformance has pushed several quality REITs to significant discounts to fair value.

Three undervalued REITs offering 4-5% yields as rate pause creates buying opportunities Read More »

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