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The Trade That Made Us Go “Hmm…” And Countdown to Netflix Earnings 4/17/23

44 min•17 april 2023

Commercial real estate has taken a beating in the wake of the banking crisis, but one of our traders says it might be a case of “so bad it’s good.” We lay out the case for a few Office REITs that may be worth a look. And it’s been a year since Netflix reported its first subscriber loss since 2011. How’s it fared since then?

 

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