Seeking Alpha

Emerald » Comments » BCS

  • Thoughts on REITS, Financials and the U.S. Dollar [View article]
    So many writers telling us that inflation is on the horizon, although Roger mentions that this is many years out. We are in a defaltionary environment wher the consumer is tapped out and not spending. Banks can't lend to overleveraged consumers and businesses don't need the money. Government spending is not going to bankrupt anyoneas the money is sitting in Treasuries purchased ny the banks. Look at the double digit return the governement received from the banks that have repaid TARP funds. paper profits on other bank inverstments are huge. I don't like the idea of bailing out banks but it will be profitable for the taxpayer.

    Most REIT's, especially apartment REIT's have hit bottom and have partially recovered. Many have raised equity and rolled over debt maturities. Yes, there is more bad news to come for some real estate companies in 2010, but others can now be bought at a significant dscount to future value. I would buy more REIT's after a pullback.

    Anyone shorting the dollar right now is about to get a hard squeeze. Sometime in 2011, we will start to see a monetization of government debt and inflation. For all those waiting or hoping for the demise of the dollar as the world's reserve currency good luck. And wher will people put their money? The Euro, the Yen, the Canadian dollar, the Australian dollar? After you. Investing in asian companies is a good long term strategy as is in U.S. based companies with a strong asian presence. Fear mongering is not a good investment strategy Note: Long EQR, UUP.
    Aug 24 12:13 pm |Rating: +1 0 |Link to Comment
  • More Financial Pitfalls Ahead - S&P  [View article]
    A day late and a dollar short! S&P ratings have been a joke for a long time. This is meaningless. Just a confirmation of news that was obvious back in February of 2008. Tell me its bad after the stocks are down 50% and the government bailed them out? Really.
    Dec 20 10:53 am |Rating: +5 0 |Link to Comment
  • Blue Ridge Capital and Paulson & Co. Reveal Short Positions [View article]
    Be very careful about copying these positions. Llloyds is already down significantly and Paulson may have moved on.
    Sep 25 10:38 am |Rating: 0 0 |Link to Comment
More on BCS by Emerald
Comments by Ticker
AA, AANCF.PK, AAPL, AB, ABB, ABP, ABT, ABX, ACAS, ACI, ACWI, ADE, ADP, AET, AFAM, AFL, AG, AGA, AGG, AGIBY.PK, AGN, AIG, AIM, AIV, AKP, ALGT, ALSK, ALU, AMB, AMED, AMG, AMR, AMX, ANR, AOI, APEI, ARCC, ASF, ATN, ATVI, ATW, AVB, AXP, AXPW.OB, AYN, AZN, BA, BAC, BAX, BBBY,
Emerald's
Comments Stats
317 comments
Rating: 202 (345 - 143 )