Markets
Degenerate
@wsb
Bought CMBS
Puts
up 0.08%
At 1.3, Exited 1.3
Contract:
44 Strike Put for
Apr 17
I'm loading up on the 4/18 CMBS $44 puts due to the skyrocketing delinquency rates in the office CMBS market and the impending economic weakness. I be...
Read
More
Thesis
I'm loading up on the 4/18 CMBS $44 puts due to the skyrocketing delinquency rates in the office CMBS market and the impending economic weakness. I believe this play has tremendous upside as I expect the market won't rally indefinitely, and these puts could print money when the downturn hits.
Go back
John
@john-boo...
Bought CMBS
Shares
down -0.04%
At 47.93, Now 47.91
Thesis
Go back
John
@John B
Bought CMBS
Shares
up 0.28%
At 45.98, Exited 46.11
Given CMBS's strong portfolio and improving market conditions, I expect a significant return on investment by diversifying our portfolio in commercial...
Read
More
Thesis
Given CMBS's strong portfolio and improving market conditions, I expect a significant return on investment by diversifying our portfolio in commercial real estate-backed securities over a 10-month period.
Go back
