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AlphaBlog

Oil Fell. The Risk Premium Didn’t Disappear.

Crude dropped more than 5%, but the market is still pricing a geopolitical tollbooth in the background. The real story is not the day’s move in oil; it’s the sanctions-and-shipping machinery that keeps Middle East risk embedded across energy, freight, insurance, and funding.

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Market News

REITs Rip As Mega-Deals Hit

REITs Rip As Mega-Deals Hit

U.S. equity markets advanced for an eighth straight week - their longest winning streak since late 2023 - as resilient earnings and Hormuz reopening hopes offset renewed rate volatility. The S&P 500 gained 0.9%, while small-caps and mid-caps outperformed as market breadth improved. REITs rallied 3.0%, with 19 of 20 property sectors finishing higher. Treasury yields were mixed as investors weighed energy-driven inflation risks against hopes that reopened crude flows could ease the oil shock. Rate-hike expectations continued to build.

May 25, 2026 05:00 AM seekingalpha.com
Long Cast Advisers Q1 2026 Letter

Long Cast Advisers Q1 2026 Letter

For the 1Q26 quarter, cumulative net returns were flat, roughly in line with indexes that represent small and micro-cap markets: the Russell 2000, iShares US MicroCap ETF, and iShares SmallCap EAFE ETF. During the first quarter, Long Cast Advisers added to National Research Corporation and Cross Country Healthcare while exiting positions in Richardson Electronics, Enovix Corporation, and CRAWA. Matrix Service Company reported a profitable quarter and revenue guidance of ~$250M implies fiscal year EBITDA could reach ~$15M, trading at 7x EV / trailing EBITDA.

May 24, 2026 07:50 PM seekingalpha.com

Stock News