Video Update - The Latest On Our Premium REITs

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Hey guys, Tim Melvin here with your Real Income Report Update. Let's dive into what's happening in the markets and our portfolio.

Market Overview

The S&P has been seeing lots of noise and wild predictions, but here's the simple truth: if you'd just followed basic trend following, you'd have been in this market continuously since spring 2023, with just one day out in October 2023. No fancy systems needed, no doomsday predictions required. Just staying long stocks would have worked fine.

Remember, trend, value, and momentum - these are the three areas where individual investors can recapture their edge from Wall Street, the media, and the newsletter industry. When you trade like everyone else and take the same shots, you give that edge away.

Current Market Conditions

Looking at the S&P 500 right now, we're seeing it trade at a 37x multiple, which is essentially a massive bet on NVIDIA and technology/AI. Despite all the daily noise we're hearing, the momentum continues to push upward. In the real estate sector, we're maintaining an uptrend even though we're seeing some whipsaws along the way. It's worth noting that REITs continue to be heavily influenced by the 10-year yield, which is something we need to keep watching.

Economic Update

The latest economic data gives us quite a bit to digest. The jobs report just came in, and while it was slightly below what analysts were expecting, it's still showing solid numbers. We're sitting at a 4% unemployment rate, which is pretty darn good. We've got CPI coming up this week, and that could be a big deal, though the recent PCE inflation numbers were pretty benign.

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