Portfolio Update
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LVS Update
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Real Estate Conference – Big Themes
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Health Insurance Data and $HCA
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It’s a Hawkish Skip and a Warning That Congress Will Ignore
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Revisiting the Insurance Companies Again
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HCA Healthcare ($HCA) Again
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Portfolio Update – New Position
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April CPI is 4.9%
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Fed Raises by 25bp and Then Pauses (Probably)
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