Hedged In: For the gold bugs: Did you know that ICF is up y/y more than GLD, IAU, SGOL? And that's despite the looming commercial real estate meltdown.
Sat, Dec 12, 2009
Hedged In: When shorting ETFs, choose those with the highest expense ratio, as it works in your favor on the short side. Eg. ICFIYR vs. VNQRWR.
Mon, Oct 05, 2009
Hedged In: An etf pairs trade for a declining dollar + weak US commercial real estate: Long any of FFRDRWRWXGRI, Short any of RWRVNQICFIYR.
Sun, Oct 04, 2009
Hedged In: REITs are up 30% in the last 3 months, but fundamentals are still horrible. Possible shorts: DDRSLGCBLMAC, or ETFs RWRVNQICFIYR.