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Time to Reconsider REIT ETFs

I am long REITs and agree with those who state REITs may have reached some kind of bottom while acknowledging the risks raised by some of the comments here. There's no good economic news and it's pure bottom fishing based on 1) belief in cycles and 2) other value investors supporting some kind of bottom.

Black Swans, Real Estate and Financial Stocks

I just finished listening to Taleb's Black Swan. It seems many things we would like to call Black Swans are in fact simply things we'd prefer not to predict or notice. Not to say there aren't genuine surprises, but a lot of "Black Swans" are really the result of lack of perception among people.
Sometimes a culture suspends critical judgements out of wishful thinking and then cries "black swan" when the inevitable happens.