AFF Member Stock Discussion

Disney World is near Orlando so no it is not adjacent to the coast. Our little granddaughter thinks of Disney as Mickey’s House. I used to go to Orlando as we had a supplier there.
Interest rates in the US are rising.
 
Looks like all condos in Florida are affected since the building collapse not just those within a certain distance of the ocean
- they must have adequate repair reserves and cannot kick the can down the road like they used to

I note QF is taking their A380 from the transpacific routes and putting them onto the SYD-SIN routes.
Perhaps travel into US has declined.
I remember when we visited Mickeys House years ago, there were a lot of Condos in the Kissimmee area for Shortstay rental

US Bond selling apace pushing yield beyond 5%.


Screen Shot 2026-09-02 at 9.08.32 pm.png


10 year US bond Yields up and up from massive sell offs.

Screen Shot 2026-09-02 at 9.17.03 pm.png
 

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