Ask the Tough QuestionDear Louis, A "REIT Renaissance," data centers in space, and why a Fed critic may be the next chair of America's central bank – all that and more was on offer this week. And be sure to check out Friday's essay from our own Stephen Hester. There, Stephen reminds investors of an important (and occasionally painful) lesson: Ask the tough question.
Is the REIT Renaissance Already Here? With the share price of many real estate stocks rising, it appears REITs are having a moment. And Brad asks, could this be the year of a "REIT Renaissance"? If so, it's worth having a look at who the likely leaders will be. On Monday, Brad shows which companies to look at that could return double digits in 2026.
The Silver Lining in Real Estate's Underperformance Brad has said before to avoid "sucker yields" at all costs. That doesn't mean that every high-yielding stock is a sucker yield. Some of the best high-yield opportunities have temporarily fallen out of favor. On Tuesday, Brad looks at some high-yielding REITs that can still let you sleep well at night. What the Fed's Warsh Era May Mean... President Trump nominated Kevin Warsh as the Federal Reserve chair – a move that surprised more than a few market watchers. Warsh has spent years questioning the Fed's assumptions about inflation, jobs, and easy money. Here's what the Warsh Era could look like. The Wide Moat Show: 5 High-Yield Stocks to Buy Now (Up to 13.85% Yield!) This week, Brad and Nick look at some high-yielding stocks that should be on your radar. And when we they high-yielding, they mean it. In some cases, the dividend yield is well in the double digits. But, as always, sustainability is most important for long-term wealth creation.
Elon Musk Boldly Goes Elon Musk sees hurdles for building new AI computing capacity here on Earth. So, he's looking to space. And it may not be as crazy as it sounds. But Brad urges that just because Musk has big plans for space doesn't mean he's giving up on traditional data centers...
The Market's New AI Mantra: Show Me the Money The market just reminded investors of something important, especially when excitement starts to outrun reality: Ask tough questions. And the question around AI isn't whether it will change the world. It should be, who is actually making money from this... And who could potentially be put out of business? This Depression-Era Math Is Working for Us Today Frederick Macaulay was interested in how interest rates affected bond prices... and whether rates could be an indicator of future disasters. And he realized that the market had it all wrong. His study revolutionized how economists judged risk. Regards, The Wide Moat Research Team | 
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