REITs Explained: How Real Estate Investment Trusts Work
What is a REIT, the 90% dividend rule, equity vs mortgage REITs, why FFO matters more than net income, and why rising rates hit REITs first.
Month: May 2026
Fed Floats ‘Payment Accounts’ to Let Fintechs Onto Its Rails
Fed proposes a new ‘payment account’ for fintechs: direct payment rails, no intraday credit, no IORB, hard balance caps. 60-day comment period.
NVIDIA Hits $81.6B, Guides $91B – Stock Slips on the News
NVIDIA posted record $81.6B Q1 revenue, +85% YoY, and guided Q2 to $91B – yet shares slipped 1.3% after hours.
What Is Free Cash Flow — and Why Investors Trust It
Free cash flow shows the cash a company really keeps after capex. Here’s the formula, real Big Tech examples, and why FCF beats earnings.
Fed Minutes: ‘Many’ Wanted Easing Bias Out as PCE Hit 3.5%
April FOMC minutes show a hawkish tilt: Miran dissented for a cut, while many wanted the easing-bias language gone as March PCE hit 3.5%.
Chips Roar Back: Intel +6%, AMD +8%, ARM +16% Ahead of Nvidia
Chips snap back: Intel +6.4%, AMD +8.3%, ARM +15.6%, lifted by BofA’s $125B server-CPU call with Nvidia earnings on deck.
What Is EBITDA — And What It Doesn’t Tell You
EBITDA strips out interest, tax, and non-cash charges. Here’s how to calculate it, why Wall Street uses it, and where it misleads.
2-Year Treasury Tests 4.10% as Markets Erase 2026 Fed Cuts
The US 2-year Treasury yield is near a 52-week high at 4.07% as traders price out Fed rate cuts for the rest of 2026.
ServiceNow Pops 5% as BofA Restarts After $7.8B Armis Buy
ServiceNow stock jumped roughly 5% Monday after Bank of America restarted coverage at Buy, weeks after the $7.8B cash purchase of Armis and a $4B bond sale.
How Treasury Auctions Work: Bid-to-Cover and Tails
How the U.S. Treasury actually raises money: single-price auctions, competitive vs noncompetitive bids, primary dealers, and what tails reveal.