/biz/ - Business & Finance

Quiet day today on SMG threads. Not sure why so much panic over junk banks folding its just a step in a cycle and the runup to CRE capitulation by late 2025 when leases are up and the new environment changes new leases, many REITs wont make it so well to 2027 I assume. I think now is the time to take hard decisions into growth dividends in lesser "fun" sectors. I-bonds dropping rates tells me more money is going to come back into equities but tech already is running out of steam for now. Apple will report less iphones selling and it will damper tech's mini bullrun. For me I will be going into hanes brands. Really love their clothing and debt levels dont scare me, their ability to pay off debts is good and sitting pretty before they go back to dividends again is going to be great.