SJC

UltraShort Real Estate ETF: The Only Safe Haven for Commercial REITs

Well I believe there are oversupply issues, that the market has not confronted yet. Look at the graphs, who is building? At what prices will they sell? www.costar.com/News/Ar...


And well earnings games can be hard to interpret, depreciation has to be considered at some point. Perhaps a comprimise between GAAP and FFO's ( around 14-15), for these reits needs to be reached.


www.costar.com/News/Ar...

ProShares Ultra and UltraShort Sector ETFs: Does 2 = 2?

Nice article. Interesting take on ETF and the short side insurance uses. Its hard to draw specific conclusions though since the opposite funds have huge differences in market cap and the qualities of swaps they may hold. Very rarely are you going to have the exact perfect swap between a long a short position on these ETF's. In regard to insurance popularity, you saw this during the Bear Stearns collapse, volume interest in ultra short financial SKF, was became the most actively traded instrument for a brief period of time.