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Is Commercial Real Estate the Next to Decline?

The way money flows in and out of these ETFs is nuts. I initiated a position in SRS (an inverse ETF) today and it rose right along with the market! Turns out the market price gained 4.5% on the day while the NAV price was negative 9%!! That tells me a lot of folks are thinking the same thing re: further losses in real estate and the trade's likely to get crowded real quick. It's also going to be extremely volatile. All about the stop loss on this one.
Jan 02 21:43 pm |Rating: 0 0 |Link to Comment |View article
Is Commercial Real Estate the Next to Decline?

Considering going long IGR for the discount and dividend while hedging with SRS. Any thoughts?
Jan 01 11:24 am |Rating: 0 0 |Link to Comment |View article
As Good as Gold?

Not to mention the fact that TIPS come with the risk of default by the US government. It's time to think the unthinkable.

On Dec 23 09:09 AM 20smoney wrote:

> TIPS are calculated by the government's flawed inflation model, therefore
> they can keep their inflation figures lower than real inflation.
> TIPS will not provide you with a real hedge if and when the dollar
> collapses. Only gold can do that.
Dec 25 18:58 pm |Rating: 0 0 |Link to Comment |View article
Fannie, Freddie Headed for Conservatorship

palsboss, I've read that a significant number of calls were purchased on the XLF (insiders?) in anticipation of monday morning, so someone in the know must believe the bailout will be received as a positive. It's all about perception and make-believe at this point.
Sep 06 11:21 am |Rating: 0 0 |Link to Comment |View article
Inequality and the Credit Crisis

Two thoughts: The wage-price spiral may simply be a matter of time if my workplace is any indication. My co-workers are foaming at the wallets for raises. You'd think with the slack in the labor market this wouldn't be an issue for my boss, but in more specialized fields it just might be.

Second, revolution may not come in the form of torches and pitchforks but in mass default on debt obligations. Watch for this trend to develop as low to mid income earners start to wake up to inflation and usury.
Sep 01 12:37 pm |Rating: 0 0 |Link to Comment |View article
What's Next for the U.S. Dollar?

Forex trader here, with a different point of view. There's another camp (myself included) that believes central banks are going into neutral mode as they wait and hope and pray for inflation to moderate. Attention will be directed away from interest rate differentials to the US's staggering twin deficits. Other economies may also be slowing, but STRUCTURALLY, the dollar is on very thin ice.
Aug 11 17:34 pm |Rating: 0 0 |Link to Comment |View article
A Closer Look at the Dollar Rally

We ought to consider the possibility that we're witnessing intervention on the dollar. There wouldn't necessarily be an open acknowledgement of this by the treasury; I've always assumed it would be done on the sly to ensure the illusion of a major shift in psychology in the hopes that the dollar bullishness would be contagious. Needless to say, next week is going to be critical to the dollar's future.
Aug 09 18:40 pm |Rating: 0 0 |Link to Comment |View article
3 Investment Ideas for the Rest of 2008 and 2009

You go ahead and take that dollar bullish play, Russ, and I'll be right there to take the other side. So tell me, are you feeling lucky?
Aug 02 12:11 pm |Rating: 0 0 |Link to Comment |View article
Historic Financial Collapse Underway?

Sensetti, you need to turn off Fox News and listen to the first hand accounts of US military personnel from Iraq Veterans Against the War -

ivaw.org/wintersoldier

Like the economy, even our "mighty military" has a breaking point.
Jul 18 18:11 pm |Rating: 0 0 |Link to Comment |View article
You Need Junior Miners in Your Portfolio. Period.

Can anyone recommend an ETF or CEF with exposure to junior miners??
Jul 02 12:54 pm |Rating: 0 0 |Link to Comment |View article
Defining Alternative Asset Classes

RYFOX is an interesting mutual fund to consider. It combines commodity futures (long and short), currencies, hedging/real return and real estate all in one fund. The mix is adjusted depending on market conditions.
Jun 21 12:03 pm |Rating: 0 0 |Link to Comment |View article
Smells Good: The Case for Natural Gas

As a flaming liberal addicted to conservative talk radio, I find it interesting when clowns like Glenn Beck and Rush Limbaugh rant about drilling in America as the solution for all our energy problems while simultaneously raving about socialism. Aren't they suggesting nationalization of the oil companies? They must be if they assume the drillers wouldn't sell their oil to the highest bidder (China comes to mind). I mean, that's the way capitalism works, right? We can't have it both ways people.
Jun 15 10:33 am |Rating: 0 0 |Link to Comment |View article
What's Keeping the Dollar Down?

I wish more people understood what was really going on with the dollar (as you've excellently explained). There are serious structural problems with the buck that go far beyond our trade balance and other money flow indicators. Ultimately, it's all about debt.

Would you lend money to a chronically broke friend?

Don't be fooled by the dollar's recent rally. It's ridiculous to think that talking the dollar up, as Bernanke and Paulson have attempted to do, will make a lasting difference. Until we make sweeping changes to government and economy, the currency will remain under pressure.
Jun 15 09:51 am |Rating: 0 0 |Link to Comment |View article
Frontier Markets ETF: Curb Your Enthusiasm

My advice is to wait for the new Powershares MENA ETF which invests in the Middle East and North Africa. With all those petro dollars sloshing around, it's destined to outperform.
Jun 14 09:55 am |Rating: 0 0 |Link to Comment |View article

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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

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Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
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