Redwood Trust: Lower Rates May Increase Capital Deployed

Group 1 - Redwood Trust (NYSE: RWT) has an 11% dividend yield that has recently been raised, indicating strength in the company [1] - The increase in dividends is viewed as a positive sign, prompting further investigation into the stock's valuation [1] - The article reflects a value investing approach, focusing on finding bargains in various markets, particularly emerging markets [1] Group 2 - The author expresses admiration for renowned investors and emphasizes a willingness to take calculated risks in investment decisions [1] - There is a focus on maintaining an investment journal to track successes and learn from failures, highlighting the importance of self-reflection in investing [1] - The article suggests a shift towards an Austrian economic perspective in future writings, influenced by notable economists [1]