Core Insights - The Hecht Commodity Report is recognized as one of the most comprehensive commodities reports available, covering market movements of over 20 different commodities [1][2] - The report provides various market calls including bullish, bearish, and neutral, along with directional trading recommendations and actionable ideas for traders [1][2] Group 1 - The report is authored by Andrew Hecht, a veteran with 35 years of experience on Wall Street, specializing in commodities and precious metals [2] - The Hecht Commodity Report employs a portfolio approach to deliver insights and recommendations for traders [1][2] Group 2 - The report includes a variety of trading strategies and insights aimed at helping traders navigate the commodities market effectively [1][2]

DID YOU GET LIQUIDATED?Liquidation is one of the fastest ways to wipe out a trading account. High leverage, or poor risk management, can force positions closed in seconds.Our research team wrote a guide on how liquidations work, why they happen, and how traders can manage their risk. Check it out: ...

Bitcoin Extends Selloff as Macro Pressures and Leverage Unwindhttps://t.co/sli1gYHy84 ...

Join us for a live walkthrough with @aaonchain, @aslan_web3, feat@0xcxrus from @abyssdotxyz and @0xrajendra from @AlphaFiSUI as they demo real margin products built on Deepbook.We’ll cover:• What Deepbook Margin unlocks• How leverage works• Deepbook PointsFeb 5, 9am PT, live on X. ...

Financial Data and Key Metrics Changes - For the full year 2025, the company reported FFO per share of $2.00, which is about 3% above initial expectations [3] - Same-store cash NOI increased by 0.5% compared to 2024 [18] - Fourth quarter FFO per share was $0.47, a decrease of approximately $0.02 compared to Q3 2025 [18] Business Line Data and Key Metrics Changes - Office segment same-store NOI increased by 2.3% for the year, driven by higher base rent and improved expense recoveries [19] - Retail segment same-store NOI increased by 1.2% for the year, reflecting strong growth in the first half of 2025 [19] - Multifamily segment declined by 3.2% for the year due to flat to modestly lower rents and elevated concessions [20] - Mixed-use segment declined by 6.7% in 2025, impacted by softer hotel demand in Waikiki [20] Market Data and Key Metrics Changes - The office portfolio ended the quarter 83% leased, with same-store office portfolio at 86% leased, up about 150 basis points from Q3 [6] - Retail segment ended the year at 98% leased, with positive cash and GAAP leasing spreads [10] - Multifamily ended the year 95.5% leased, with approximately 1% net effective rent growth year over year [11] Company Strategy and Development Direction - The company aims to drive office leasing by converting prospect activity into signed leases and commenced revenue [16] - Retail momentum will be maintained by keeping centers full and managing expirations [16] - The company plans to manage through the multifamily supply cycle with disciplined revenue management and cost control [16] - The focus will be on prudent hotel operations while responding to market demand [16] Management's Comments on Operating Environment and Future Outlook - Management believes that coastal infill locations and high-quality real estate position the company to capture demand as it materializes [5] - The company views 2026 as an opportunity to build upon the progress made in 2025, with a focus on operational execution and long-term value creation [15][16] - Management expressed frustration with the current share price, indicating that it does not reflect the intrinsic value of the company's assets [14] Other Important Information - The company declared a quarterly dividend of $0.34 per share for the first quarter, with expectations to maintain the dividend at current levels [15] - Liquidity at the end of the fourth quarter was approximately $529 million, with a leverage ratio of 6.9x on a trailing twelve-month basis [22][23] Q&A Session Summary Question: Regarding elevated TIs for office renewals - Management acknowledged that higher capital burdens for office leasing are expected to moderate over time as occupancy improves [35][36] Question: Timeline to achieve target leverage of 5.5x - Management indicated that leasing up La Jolla Commons 3 and One Beach will help achieve the target leverage [40] Question: Steps to reinvigorate stock price - Management is open to strategic asset sales if they reflect long-term value but will not sell at a discount [42][43] Question: Guidance assumptions for office segment lease rates - Management reported that 68,000 sq ft has been signed year-to-date, with a significant pipeline of leasing activity [49] Question: Credit reserves in guidance - Management clarified that credit reserves are a conservative measure and not indicative of specific tenant concerns [84]

Stay safe fam this is not the last dip.THE HUNTER (@TrueGemHunter):Crazy market manipulation happeningCT warned about it for weeks, now they are cranking it up harder & fasterBTC swinging 5%+ up/down in a single hourAlts doing 10%+ wild rides hourly Long or short, you get wreckedOnly THEY winSTOP leveragingJust hold or stay out ...

Crazy market manipulation happeningCT warned about it for weeks, now they are cranking it up harder & fasterBTC swinging 5%+ up/down in a single hourAlts doing 10%+ wild rides hourly Long or short, you get wreckedOnly THEY winSTOP leveragingJust hold or stay out ...

RT Mercury (@TraderMercury)if Bitcoin gets to $75k, watch for a dull reactionthis is an asset that often times likes to bleed straight through ‘obvious’ support levels that even my grandmother would have drawn on her chartdegens are likely gonna use leverage around that region in hopes of catching a sharp rallyin which case, the cascade of perp positions piling in to long might take us straight to $60k instead ...

So I think we're headed for a crisis that will be an order of magnitude greater than08. >> You called out the08 financial crisis while everybody was still partying. I want to know what you saw then and are we seeing the same thing now.>> A lot of the problem that the mainstream was overlooking in the years leading up to the '08 financial crisis. They've been overlooking very similar problems ever since that crisis that we're in a bigger bubble in general now than we were then as far as the excess leverage a ...

Week in Bitcoin: BTC Crashed, Leverage Died, and Wall Street Kept Building AnywayBTC plunges to $81,058, down 35% from $126K peak! 270,000 traders liquidated in 24 hours! U.S. hash rate crashes 40% during winter storm! Strategy adds 2,932 BTC while ETFs bleed $1.72B! South Dakota proposes 10% public fund Bitcoin allocation!Let's unpack this week's brutal price action and quiet institutional momentum. 🧵1/7 ...