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This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an 'enter at your own risk' area as discussion can get very heated. If you can't stand the heat... you know what they say... More on Today's Markets: Moderation Guidelines: We remove comments under the following categories: Personal attacks on another user account Anti-Vaxxer or covid related misinformation Stereotyping, prejudiced or racist language about individuals or the topic under discussion. Inciting violence messages, encouraging hate groups and political violence. Regardless of which side of the political divide you find yourself, please be courteous and don't direct abuse at other users. For any issue with regards to comments please email us at : moderation@seekingalpha.com. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
kyoshino/E+ via Getty Images 8:30 AM Durable Goods Orders Durable goods orders are new orders placed with domestic manufacturers for factory hard goods. Forecasters see a drop in aircraft orders leading to a 0.2 percent decline in total durable goods orders with an uptick of 0.7% in orders ex-transportation. Non-defense capital goods orders are also seen up by 0.3 percent, with AI-related capex le...
kyoshino/E+ via Getty Images 8:30 AM Durable Goods Orders Durable goods orders are new orders placed with domestic manufacturers for factory hard goods. Forecasters see a drop in aircraft orders leading to a 0.2 percent decline in total durable goods orders with an uptick of 0.7% in orders ex-transportation. Non-defense capital goods orders are also seen up by 0.3 percent, with AI-related capex leading the way. 12:35 PM Austan Goolsbee Speaks Chicago Federal Reserve Bank President Austan Goolsbee participates in a moderated conversation and Q&A on the U.S. economy and monetary policy before the Detroit Economic Club. 1:00 PM 3-Yr Note Auction Treasury notes are sold at regularly scheduled public auctions. The competitive bids at these auctions determine the interest rate paid on each Treasury note issue. 3:00 PM Consumer Credit The dollar value of consumer installment credit outstanding. Changes in consumer credit indicate the state of consumer finances and portend future spending patterns. The consensus sees credit up by a moderate $12 billion for February after rising $8.1 billion in January. 5:50 PM Philip Jefferson Speaks Federal Reserve Vice Chair Philip Jefferson speaks on the economic outlook and the labor market before the University of Detroit Mercy College of Business Administration Charlton Center for Responsible Investing Speaker Series. More on U.S. Markets Weekly Market Pulse: Same As It Ever Was? Treasury Yields Snapshot: April 2, 2026 CDT Insider Sentiment March 2026: The Probability Race And Barbell Strategies The inflation process has shifted even as headline CPI declined – Federal Reserve Trump threatens to hit Iran ‘extremely hard’ even as war nears end; oil surges, futures dip
Bloomberg's Joumanna Bercetche and Stephen Stapczynski analyze the chances of a possible truce as Trump's deadline for a major escalation in Iran approaches. (Source: Bloomberg)
Bloomberg's Joumanna Bercetche and Stephen Stapczynski analyze the chances of a possible truce as Trump's deadline for a major escalation in Iran approaches. (Source: Bloomberg)
Singapore's Foreign Affairs Minister Vivian Balakrishnan warned the economic fallout from the war in Iran could worsen and markets are yet to factor in the worst-case scenario. (Source: Bloomberg)
Singapore's Foreign Affairs Minister Vivian Balakrishnan warned the economic fallout from the war in Iran could worsen and markets are yet to factor in the worst-case scenario. (Source: Bloomberg)
DNY59/iStock via Getty Images This year, net lease has made a surprising resurgence as an attractive asset class. Following five years in the doldrums, long leased assets have once again reached the spotlight with some shimmer. The trouble of rising interest rates caused a tumultuous period for net lease REITs. The credit real estate hybrid asset class quickly became one of the most volatile durin...
DNY59/iStock via Getty Images This year, net lease has made a surprising resurgence as an attractive asset class. Following five years in the doldrums, long leased assets have once again reached the spotlight with some shimmer. The trouble of rising interest rates caused a tumultuous period for net lease REITs. The credit real estate hybrid asset class quickly became one of the most volatile during the rising interest rate period as earnings began to come under pressure. A key theme of the last five years that has emerged has been the battle of the haves and the have-nots. In this case, the battle is over who has access to capital and can better manage their balance sheet. The industry has seen a lot of changes take place during this time. One of the largest headlines has been the acquisition of Fundamental by Starwood Property Trust ( STWD ). Also, amongst the changes has been a separation. For traditional net lease REITs, this period ended up being one of the most difficult, as each business was challenged individually. This article will focus on Gladstone Commercial Corporation ( GOOD ) and follow up on my prior coverage . We will explore a simple but key reason that GOOD has underperformed peers. Review of Prior Coverage At the beginning of 2024, I published an article covering GOOD. The thesis behind the article was covering the company’s troubled portfolio and their shifts towards becoming an industrial net lease REIT. The article included an overview of the company and balance sheet, including their portfolio transformation. Since then, the company has continued to push deeper into becoming an industrial net lease REIT. We increased portfolio industrial concentration as a percentage of annualized straight line rent to 69% as of December 31, 2025, as compared to 63% as of December 31, 2024. More of their office assets have seen disposition, and industrial continues to grow through new acquisitions. However, pointing away from GOOD, the conclusion of the articl...
After staring at the Moon for almost eight hours Monday, the commander of NASA's Artemis II mission finally ran out of ways to describe what he was seeing. "No matter how long we look at this, our brains are not processing this image in front of us. It is absolutely spectacular, surreal," said Reid Wiseman, the 50-year-old Navy test pilot leading the four-person crew circumnavigating the Moon. "Th...
After staring at the Moon for almost eight hours Monday, the commander of NASA's Artemis II mission finally ran out of ways to describe what he was seeing. "No matter how long we look at this, our brains are not processing this image in front of us. It is absolutely spectacular, surreal," said Reid Wiseman, the 50-year-old Navy test pilot leading the four-person crew circumnavigating the Moon. "There are no adjectives. I’m going need to invent some new ones to describe what we’re looking at outside this window." Live images from the Orion spacecraft showed the Moon growing larger during final approach Monday. Video from GoPro cameras outside the capsule streamed down in low-resolution format, due to limitations on bandwidth coming back from deep space, but the Artemis II astronauts were expected to downlink sharper telephoto snapshots overnight Monday into Tuesday morning. Read full article Comments