Partnering with investment-grade, creditworthy tenants in our net lease strategy is key to mitigating downside risk. Hear from Global Head of Real Assets Marc Zahr on how these relationships help us provide stability throughout changing market environments.

Weekly Travel Update AMTRAK ROLLS OUT $8B AIRO FLEET Amtrak will debut its $8B Airo trains this summer, starting on the Cascades route, with broader Northeast Corridor integration by 2027. The 83-train Siemens order supports surging ridership, which rose 5.1% in 2025 to a record

🚨 THIS IS NOT GOOD The housing market just reached the least affordable level ever recorded. Worse than during the 2008 crisis. And when housing begins to crack… The pressure spreads through banks, credit, liquidity, and risk assets across the entire financial system. Most

I'm screaming. Iran just made $KRKNF / $PNG.V, a tiny Canadian ventures stock, the most important company on planet earth. Recent reports say IRGC is laying mines in the Strait of Hormuz *likely* using their Azhdar UUV drones. It runs at 25 knots. Patrols for four days.

Crude Oil has to be impossible to trade right now Red = Transportation Secretary Chris Wright says the Navy escorted a ship through the Strait of Hormuz, -8.3% Blue = Social Media post deleted, +5.49% Green = repost below, potential mines in the Strait, +9.57%

TRUMP IS A MAD MAN?!🤯 $SPY Rejects AGAIN from the 100ma and IRAN is setting MINES in the Strait of Hormuz... Trumps threatens and rages once again. $WTI Oil finds life near the end of the day Is this just FEAR or are Bulls getting trapped?👇

“Alex I’ll take things you see at the end of the credit cycle for $1,000!”

$ORCL just said AI cloud demand is still outpacing supply, customer credit quality is improving & with $553B in RPO the story is no longer about demand but about how fast Oracle can bring capacity online. At the same time, Oracle is using AI internally to make its SaaS business

TOM LEE SAYS HIGHER OIL PRICES ARE BULLISH FOR 🇺🇸 STOCKS - U.S. is a net oil exporter - Higher oil = capital flows out of the rest of the world, back into the U.S. - When growth is scarce, people buy growth stocks - The U.S. stock market is a growth index

Nike $NKE stock has closed the day lower for 8 trading days in row

🚨 BREAKING 🇺🇸 IEA TO VOTE ON A 400M BARREL OIL RELEASE TODAY AT 10 AM ET. THIS WILL BE THE BIGGEST OIL RELEASE IN HISTORY, WORTH OVER $40 BILLION. IF APPROVED → MARKET DUMPS HARD IF REJECTED → MARKET GOES PARABOLIC EXPECT HIGH VOLATILITY TODAY!!

The core CPI rose 0.22% in Feb, in line with expectations. That lowered the 12-month rate to 2.46%. Core inflation was 2.3% annualized over the previous six months. Both are the lowest readings in five years. 3% annualized over the last 3 months, the highest since Sept

🚨 $NVDA TO INVEST $2B IN $NBIS The sector is surging on the news $NBIS +15%🟢 $IREN +8%🟢 $CRWV +7%🟢

When your biggest holding $NVDA, joins forces with your fastest-growing holding $NBIS. 💪💪 • Nvidia is investing $2B directly into Nebius • Nebius will scale to 5GW of AI capacity by 2030 using Nvidia hardware! Win-win in my books, $NBIS currently up ~18%!

I CAN’T BELIEVE NOBODY IS TALKING ABOUT THIS… So many are saying the bear market has officially begun. No. The bear market is almost over. And I really think crypto is going to shock everyone this cycle. Why? ISM Expansion Fed expanding balance sheet Manipulators under

Meet Elon Musk The First Future Trillionaire in the US • 1971: Born in Pretoria, South Africa • 1988: Left for Canada with $2,000 in his pocket • 1995: Got into Stanford PhD. Dropped out after 2 days, "too much to build" • 1999: Founded X.com, his first

If your portfolio is still hurting, read this. My 2026 stock watchlist is ready. I’ve mapped out the full chart. Message me if you want it. $RKLB $OSCR $ASTS $IREN $BITF $NBIS $HIMS $ONDS

In the market, emotion is expensive. Preparation is profitable. Here’s part of my 2026 watchlist. DM me if you want the full chart. $NBIS $HIMS $RKLB $BITF $OSCR $IREN $ASTS $ONDS

If SpaceX goes public near $1.75T, the space sector could enter a major hype cycle. Related stocks often rally before the main event. Here are 5 to keep on your watchlist: $PL $RKLB $LUNR $RDW $ASTS The opportunity may come before the IPO.

$NBIS is up +12% this morning after landing a massive $27B AI infrastructure deal with $META. Under the 5-year agreement: $12B compute capacity for $NVDA $15B for $META’s AI cloud Nebius keeps proving why it’s my #1 neocloud AI pick. $180+ this year. Mark my words.