Rocknbob

A Contrarian Play on Financials to Consider Just in Case

In addition , I think close scrutiny should be paid to SRS also, since this too has been greatly oversold. The CMBS defaults are rising at a fivefold pace according to a recent article in FT, and SRS's present value at ~ 25 seems like a good entry point. The upside potential may be huge... stay tuned.

Five Factors Driving the Coming 'Transparency Squeeze'

to Jason Rines : thanks for the link!

Leveraged ETFs: Beware the Performance Conundrum

In the short term , though , these vehicles do track and provide the exposure the investor wants. Long term , whether long or inverse ETF, the holder should be very cautious. These are not long term financial instruments.

Short in May and Go Away

SRS , SKF and FAZ will all come back fiercely over the the next few months, as data / earnings come out.

Last Week the Markets Partied, This Week Sobriety

Thank you for confirming with fact that very little has changed. The relaxing of mark-market rules is some of the most confounding legislation ever proposed , IMHO.

Do Charge-off Rates Impact the UltraShort Real Estate ETF?

Thanks for a timely article...

Play Falling Commercial Real Estate with SRS

Mr. Lau, thank you for the treatment on this topic. Commercial real Estate is bound to continue to be under severe pressure with Mall tenants disappearing left and rightdue to economic pullback of the consumer...

Why Is China Stockpiling Oil?

It wont ...not with 700T$ in derivatives outstanding...


On Mar 10 02:38 PM pockyclips 2020 wrote:

> Conversely, if oil prices have been falling (until very recently)
> while China has been tapping off the tank, what's going to happen
> if the world economy doesn't show drastic improvement by the summer?

Reports of Profits While Banks Fail

Thank you Mr. Browne for a very analytical post. Plausible numbers...albeit gloomy ones...I say invest in SKF and SRS for good entry and exit points...

Two Financial ETFs to Watch This Week

I believe it would also be good to watch SRS this week.

Death of the Big Bank Model

We certainly do not need 8000 or so number of banks in the US. Consolidate, go bankcrupt, whatever...just dont become a parasite on the American taxpayer ad infinitum....

S&P Lowers Insurers Ratings, What About Banks' $400B CMBS Losses?

Mr. Kelly,
Correct me if Im wrong , your first graph shows almost constant CMBS ownership/distribution from Q107 thru Q308. If thats true, then you're assuming the net # of CMBS issued increased during the time.

your statement "The chart illustrates that commercial banks have not only been the largest holders of commercial mortgages, but they have been increasing their exposure even during the economic crisis." indicates this.

Maybe you could indicate whether the absolute amount of CMBS issued increased.

Housing Bubble: The Sequel

Two year rise in real estate values ?? Are you kidding? this "bubble" will last for a week , if that. I say stay in SRS, ride it out, and you'll benefit in the coming weeks/months...

Profit from the Housing Mess with ETFs

Nice article...... I a m long SRS and have a small profit take point of 89. I appreciate the study of the stochastics , which, combined with the commercial RE environment BEGINNING to deteriorate, could mean a roar from these levels to 100... My only hope in an economy such as this...

More on the Dangers of Leveraged ETFs

the referenced ETFs, DUG, UNG and USO are not leveraged, i believe , since they are meant to track variatiions in Oill and Nat Gas on a 1 :1 basis.How can they be? Are the references in the title erroneous? Am I wrong?