$GPN

As we go into the final turn of the year, expect some modest profit-taking in the Magnificent Seven. I expect some good opportunities if mortgage rates drop enough for people trapped in their homes to make a move. The purchase this week by National Storage’s Co-Chairman adds some credence to this. The stock has already rallied significantly, but storage should grow if we pick up the American tradition of musical chairs and home swapping. As EV demand wanes and the threat of hydrocarbons being replaced by renewables seems more like fantasy than policy, oil prices fall to levels not seen … Read more