Archive | Melvin Real Income Report

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End of the World (Again), Smart Money and Dinner Bells

Hoisting my imaginary Jolly Roger

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Weekly Update - How Our REITs Fared in Friday's Crash

And what's coming next

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Expectations for Autumn

And telling the truth

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Video Update - The Fed, Jobs Report, and What Else to Expect for the Rest of July

The calm before the storm

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Weekly Update - Here's How Well Our REITs Are Doing Heading Into Earnings

Spoilers: very well

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The Only Market Indicator That Works

And what it tells us about this summer's market rally

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Weekly Update - How to Invest as Volatility Rises

+7.5% in a month in our newest Portfolio

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Portfolio Update - Hyper-Accumulation Monthly Rebalance 7/2025

90% annualized returns so far

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Video Update - Tariffs, the Big Beautiful Bill, and 17+% Gains on Several Stocks

Hyperaccumulation is off to a great start

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Mid-Year Update on the Big Five REITs Everyone Should Own

The kind of real estate portfolio I want to own for the long haul

Video Update - Our Small-Caps Are Surging Out the Gate

And why July 4th is my second favorite holiday

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Discussing Financial Stocks With One of the Best Investors in the Sector

Dereck Pilecki of Gator Capital

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