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No decoupling? Say it ain't so :cool:

So how do we take advantage of this? Obviously you're saying the market is wrong? I've been short EQR from 23.70 to 30.25. I'm down 21k on it. Should I double up because there's "tons of available sqft" and "commercial real estate is going to hell"? :p

That "strategy" would have decimated your networth by up to 50% if you followed the sage advice of the gold bugs in 1979, 1988, 1992 and 2008. Of course, this time is "completely different" and the USD is just going to implode in a straight line :cool:

I can assure you the Fed could care less what you want. Market is up today, deal with it. Fed won't help you.

There is speculation that the surviving bigger REITs will buy out the weaker players. Takeover speculation topped with a nice lil' short squeeze. I can't wait for the equity offerings over the next week. I am sure GS, MS et. al. are busy preparing dozens of offering documents. Of course...

The start of a "The US is ahead in the recovery cycle"? Who knows. Thus far, every bit of positive news out of the US drove the dollar further down. As capital was looking for "growth" outside of the US, in risky assets. The riskier the better. Not so today.

The momentum crowd back all over the REITs. Many of the most leveraged names are seeing parabolic moves. Insane.

Such a simple concept, yet so few seem to be able to grasp it and entangle themselves in conspiracy theories :cool:

Remember how bonds sold off after Goldman's Hatzius magic "GDP forecast" Look at bonds now :D

Bubbling higher yet again. Don't they say you have to be careful otherwise caramel burns and goes up in flames?

That's not what the article said.

The Chinese should watch "Look who's talking"

Not much "carry" there.

Redeker pounding the table :cool: http://www.bloomberg.com/avp/avp.htm?N=av&T=BNP%27s%20Redeker%20Is%20%60Bearish%27%20on%20Pound%20as%20BOE%20Extends%20Plan&clipSRC=mms://media2.bloomberg.com/cache/vKbaJiSaPvLk.asf

Gilts loving it GBP? Not so much

Yesterday's?

Over the longer term, imbalances (if allowed to) revert back to a more stable mean. If history is any guide, Americans will spend less and use the money to pay off debt and put some money in the bank. According to Gallup consumer spending has basically been grinding sideways since Jan/Feb of...

It is a known secret that this army of subsidized workers will hit the unemployment "market" right after the elections in September. There is a consensus between most big corporations to not let too many people go as to not bolster extreme political forces on the left and right wing. Come...

So that means we can short the financials with reckless abandon and average into losing positions that go 500% against us? Just because in "reality" they should be trading 90% lower?

Goldman has a couple of these reports waiting in Blankfein's drawer. He hits the "publish" button whenever needed :cool: