Jefferies

Defense stocks are not working because there is no budget until Dec 10, says Jefferies

6 calls: the $1.1T base budget that decides which primes get hit, why she likes Raytheon at a high multiple, and the cheapest of the 60 names she covers

3 hrs ago • The Scuttlebutt

REITs beat the market for 7 straight years after dot-com burst — Jefferies analyst

11 calls: Why senior housing is the fastest-growing part of the sector, what a 5% 10-year does to property values, and the hyperscaler lease that resets…

3 hrs ago • The Scuttlebutt

Thomas Simons: the wireless jump in core CPI was T-Mobile killing old plans

4 insights: Why he is a holdout on this week's hike, which parts of last week's inflation report were not what they looked like, and the speech he says…

Sep 15 • The Scuttlebutt

Brent Thill: Oracle's backlog is up 46% and everyone still hates the stock

3 calls: the numbers he says the market ignored, the $400 share price his earnings math implies, and why he still ranks three other names ahead of it

Sep 12 • The Scuttlebutt

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