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7of9

7of9
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  • What's Wrong With The REITs? [View article]
    Sell off is due to competition from rising 10 yr rate and over/full valuation of REITs. Due to the huge rise in REITs leading up to the correction, lower returns are expected going forward with REITs.

    I see better value with mREITs (REM) now.
    Jun 28 05:15 PM | Likes Like |Link to Comment
  • It's still too early to reduce asset purchases, says San Francisco Fed chief Williams. More evidence is needed of the recovery's momentum and that the drop in inflation is a temporary one. His personal forecast is for unemployment to still be over 7% at year's end and for inflation to remain well under 2% into 2015. [View news story]
    I concur with Williams.
    Jun 28 05:00 PM | 1 Like Like |Link to Comment
  • How To Play The Precious Metals Squeeze [View article]
    Do not buy gold. I don't see value in asset that pays no dividend and has no earnings. Deploy you cash elsewhere.
    Jun 28 01:50 AM | Likes Like |Link to Comment
  • U.S. Gets Caught In The Global Crunch [View article]
    Time to buy EEM while it is down 16%.
    Jun 28 01:45 AM | Likes Like |Link to Comment
  • We've Got A Volatile (Bond) Situation: 3 Investing Ideas [View article]
    BASIX is one expensive fund with low return. FLOT is dead money for 2 years yielding nothing. I wish Russ can recommend funds outside of ishare/Blackrock family.
    Jun 28 01:42 AM | Likes Like |Link to Comment
  • PCE Price Index Update: Core PCE Remains At Historic Low [View article]
    How come core PCE never falls below 1%? Number looks manipulated.
    Jun 27 05:59 PM | Likes Like |Link to Comment
  • Individiual Bonds Vs. Bond Funds In A Rising Rate Environment [View article]
    Thanks for the link. That was a great article by M*.
    Jun 27 02:20 AM | Likes Like |Link to Comment
  • When Indexing Fails: Junk Bonds [View article]
    Very good article.
    Jun 27 02:18 AM | Likes Like |Link to Comment
  • Individiual Bonds Vs. Bond Funds In A Rising Rate Environment [View article]
    LoL. I'd rather listen to someone managing $300 billion fund than a random commenter on SA.
    Jun 26 11:47 PM | 1 Like Like |Link to Comment
  • Individiual Bonds Vs. Bond Funds In A Rising Rate Environment [View article]
    Panic selling is like a great buffet for good fund managers. They can rotate into better holdings and do tax harvesting. Good managers are worth their weight in gold.
    Jun 26 11:45 PM | 3 Likes Like |Link to Comment
  • 2 Ways To Play The U.S. Energy Boom [View article]
    Duh!
    Jun 26 04:13 PM | Likes Like |Link to Comment
  • 2 Ways To Play The U.S. Energy Boom [View article]
    US oil boom requires high oil price. Watch out for Saudis increasing the supply to drive down the crude price to bankrupt US oil drillers.
    Jun 25 11:54 PM | Likes Like |Link to Comment
  • April S&P Case-Shiller Home Price Index: +1.7% M/M vs. +1.2% expected, +1.1% prior. On a Y/Y basis, prices rose 12.1%, the fastest pace since 2006. The unadjusted monthly gains in the 10 and 20-city composites (+2.6% and +2.5%) were the largest in the history of the survey. Not worried about the bump in mortgage rates, S&P's David Blitzer expects the gains to continue. Among individual cities, San Francisco home prices were up 23.9% Y/Y. Nothing to see here, move along. [View news story]
    This is a lagging indicator from 3.5% mortgage rates.
    Jun 25 07:17 PM | Likes Like |Link to Comment
  • "We're in a highly levered economy where households can't afford to pay much more interest," writes Bill Gross, noting monthly payments on a 30-year mortgage have jumped 20-25% since January and mortgage applications have plummeted 39% in 2 months. He's not buying Bernanke's tough talk given the reality of our economy and the chairman's "helicopter" reputation. "Investors selling Treasurys (TLT, TBT) in anticipation the Fed will ease out of the market might be disappointed." [View news story]
    Houses are not being bought by people whose income is rising or those who got a higher paying job. They are being bought by investors due to low mortgage rates for a positive carry (rent - payment). I don't know who will sustaing the housing market when the investors flee. College grads are moving in with their parents rather than forming new households.
    Jun 25 07:14 PM | 1 Like Like |Link to Comment
  • Closed-End Fund Discounts Widen: So What Are You Buying? [View article]
    My investing time frame is not last 5 weeks. It is more like 5+ years! I cannot trade in and out of cash. I have a job and a family thus no real time to trade on market fluctuations. No one has the crystal ball to time the interest rate moves let alone the Fed's next announcement or action.

    Generally, best time to buy is when others are selling in fear. Now looks to be time to buy if you have the courage.
    Jun 25 05:45 PM | 1 Like Like |Link to Comment
COMMENTS STATS
273 Comments
189 Likes