tag:blogger.com,1999:blog-4863014635257598503.post5413972518081716468..comments2024-02-27T22:18:53.706-05:00Comments on Zero Hedge: Equity Investment Perspectives In The REIT SpaceTyler Durdenhttp://www.blogger.com/profile/00165439451205639523noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-4863014635257598503.post-34631623624398371852009-04-15T09:29:00.000-04:002009-04-15T09:29:00.000-04:00clicky click --
above comment was intended for An...clicky click --<br /><br />above comment was intended for Anonymouse @ 11:14 who seems intent on outing ZH as being Goldie-lox in a bear suit.<br /><br />'twas simply a kind reminder that people with glass blogs should not throw stones lest they wish to have some broken panes themselves.<br /><br />thus, for now, clues will remain too obtuse for google.<br /><br />but here's another: <br />tick tock goes mr. market<br /><br />if the Kaiser's Broad accusations are correct, then so be it. Tyler can find me on the steppes of Mongolia with a satellite T1 connection and we can have a death match amongst the yurts. he can even blog about here right after...if he wins.<br /><br />but until proven otherwise, i say ZH=GS accusations are more filled with jealousy than accuracy.<br /><br />wherever the Kaiser holds his belt.creasotenoreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-65981085856534163772009-04-15T00:22:00.000-04:002009-04-15T00:22:00.000-04:00I wouldn't short this market for all the gold in I...I wouldn't short this market for all the gold in India.<br /><br />If you have noticed the stopping power that greets any downturn you will agree.<br /><br />I'd stay on the sidelines, because when Goldie-lox takes the training wheels off this mid-800 range we're going to 950-1000. There is too much risk locally and globally that can effect this market.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-57625455673045660642009-04-15T00:02:00.000-04:002009-04-15T00:02:00.000-04:00Anonymous @ 11:37PM:
BCA is a Canada based indepe...Anonymous @ 11:37PM:<br /><br />BCA is a Canada based independent research firm whose reports are widely respected since they do not have an IB bias. They may be right or they might be wrong; however they do not have any major skin in the game and call it the way they see it. Clients pay them for not for being on one side or the another, but reporting what they see. <br /><br />As a general rule of thumb, on average CRE cash-flows are going to be between 20-30% less than the peak. 10-15% less occupancy with another 10-20% lower rents. If your position in the capital structure can not take the hit, then exit while there is a chance.aviat72https://www.blogger.com/profile/16729507895807002085noreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-55889661378590545962009-04-14T23:39:00.000-04:002009-04-14T23:39:00.000-04:00clicky-click<A HREF="http://www.google.com/search?hl=en&safe=off&q=Kaiser+D+etoys+need+more+hints%21" REL="nofollow">clicky-click</A>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-56528012837942129192009-04-14T23:37:00.000-04:002009-04-14T23:37:00.000-04:00uhh, who is BCA Research? I'm in real estate and ...uhh, who is BCA Research? I'm in real estate and have never heard of them. doesn't seem like it's really their thing based on those charts....looks more like your typical weak analyst trying to cover a sector they know nothing about. there is really no data in what you quoted, and their "conclusions" are vague at best.<br /><br />some REIT's are definitely on the way out, just like some companies in every sector are on the way out. but real estate is different from other asset classes (something REIT analysts usually don't understand) - the assets are actually unique and you need to understand that before making any investment judgements. <br /><br />(by the way, there are most definitely potential bondholders who believe in upside. there were investors looking to buy GGP bonds because they saw value there.)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-90460897850326455942009-04-14T23:25:00.000-04:002009-04-14T23:25:00.000-04:00"What's your stock trading at now? $115 or somethi..."What's your stock trading at now? $115 or something!?? LoL!! Nice. They don't call you Goldenslacks for nothin."<br /><br />Kaiser D must have taken a look at his site traffic graphs again tonight.<br /><br />looking like the eToys chart, pal?mr. creasotenoreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-78359998863805819302009-04-14T23:14:00.000-04:002009-04-14T23:14:00.000-04:00"to the point where a broken record sounds outrigh..."to the point where a broken record sounds outright creative"<br /><br />Maybe, just maybe your next story will be on HF liquidity and how everyone should be very scared of the big bad liquidity monster cause he's looking to stop you little day traders out cold! Margin calls for 'errbody.<br /><br />I can't believe you guys got that stock issue pushed out the door today @ $123. LoL<br /><br />What's your stock trading at now? $115 or something!?? LoL!! Nice. They don't call you Goldenslacks for nothin.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-44552110238731140022009-04-14T23:13:00.000-04:002009-04-14T23:13:00.000-04:00TD,
I could write a dissertation on why REITs are...TD,<br /><br />I could write a dissertation on why REITs are screwed. The consumer levels are not sustainable for most retail. This will drive the market down, way down. <br /><br />Guaranteed.<br /><br />Speaking of which, as a fellow SRSer before ever reading your blog, I'd love to get your thoughts on the recent action. I'm in at $63, $48 and $35 as well. Interesting times brother. How IYR is not a teenager floors me.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-48341098781149019152009-04-14T23:11:00.000-04:002009-04-14T23:11:00.000-04:00Pursuant to the discussion regarding the "Merrill ...Pursuant to the discussion regarding the "Merrill let loose posting", I think the key bit comes right near the end:<br /><br />"once the real money (quants) becomes a participant in the next market move leg, watch out below. As ML pointed out, the quants have missed the upmove, but one can bet they will not do so with the move lower (not if but when it occurs). The only conclusion - once the flip occurs, and the quants jump on board for the reversion, the carnage will be unprecedented."<br /><br />It makes sense to me that, having missed the mega-rally, the HFs have an interest in increased volatility so that in relatively short order they can catch up in terms of relative performance vs. the broader market. Not that they have total control over what's going to happen, or trigger a sell-off, but it sure seems like a bearish bias in the forthcoming volatility is the most likely outcome.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4863014635257598503.post-80951504915579629332009-04-14T23:09:00.000-04:002009-04-14T23:09:00.000-04:00Like a deer in the head lights.Like a deer in the head lights.Anonymousnoreply@blogger.com