Interview About Utility and REIT IdeasSubmitted by Silverlight Asset Management, LLC on March 28th, 2019
Utilities and REITs are two sectors our firm is overweight in 2019. I recently granted an interview with Bottom Line Inc. to share a few of my ideas in these areas, which you can read by clicking here.
Six months ago, there was a record short position in U.S. treasury bonds. We took the other side of that trade, effectively, based on our belief interest rates would go lower and provide a tailwind to high-dividend stocks.
Below is a chart showing the 10-year treasury yield over the last year. The shorts are still getting squeezed! Good time to refinance your mortgage, if you haven't already.
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