Yesterday we published a post titled "The Reality Regarding Real Estate" in which we pointed out the long-term underperformance of REITs as a sector. And although we...
These are the types of markets that are a statisticians dream come true. They get to run all sorts of scans and tests to see how long it's been since volatility did this or the rate of change in the S&P500 did that. To be honest, it's all a bunch...
We're buying a few Chinese Internet Stocks. If the world isn't ending after all, this could be an interesting place to look for huge winners. I'm already seeing relative strength there.
This long weekend we had more time to take a step back and think about the things that are currently going on in the market. A big theme that stuck with us was the strength in stocks in the Utilities sector. The question was/is whether this strength...
This week's talk of the town is how Financials, particularly Regional Banks, are rolling over relative to the rest of the market at a faster rate than the Yield Curve is rolling over.
Let me take you back to simpler times back in 2006 when you used to hear things like, "Real Estate only goes up" and "God only made so much land". Heck, you may have even said those things...