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Investmentresearchdynamics.com news digest

  • 20 days

    Builders Firstsource (BLDR) Is A Great Short

    The analysis and recommendation below is from the March 31st issue of my short sellers newsletter. I present economic, market and individual company analysis from a truth-seeking perfective – no gaslighting allowed. Follow this link to learn more: Short...

  • 29 days

    Is China Weaponizing Gold and Silver?

    Over the last few weeks, the resiliency of the gold and silver prices to repeated attempts by the price management squad to pull the rug out and send them plunging has been remarkable – if not unprecedented in the 23 years I’ve been studying, researching...

  • 1 month

    Arbor Realty Trust (ABR) Is Going To Zero

    The following short-sell analsys is from a recent issue of my short seller’s newsletter. To learn more about this follow this link: Short Seller’s Journal information
    ABR loans money to speculators and operators who acquire CRE buildings – primarily multi-family and office buildings – either as “value” plays or rehab plays. It also underwrites GSE single-family and FHA multi-family mortgages but this is a tiny percentage...

  • 1 month

    The Collapse Of CRE Debt Is Accelerating

    The commentary below is the opening commentary in the latest issue of my short seller’s newsletter. You can learn more about here – also profile Arbor Realty (ABR), which underwrites loans for the worst type of CRE garbage:  Short Seller’s Journal information...

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