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Posted by John Galt on July 30, 2008, 4:50 am
Any thoughts are appreciated:
1) Real Estate is trashed, REITS appear to be down 20+% across the board,
yet the REIT **INDICES* are only down 1 or 2%
2) Utilities are generally a safe haven when the market is nuts. Yet,
utility mutual funds are all down between 15-20%
3) GNMA funds are down only about 1-2% on average.
4) Dividend funds really haven't substantially outperformed the market
5) Everyone is screaming "inflation" but TIPS are up like 1% on the year.
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Posted by dumbstruck on July 30, 2008, 1:29 pm
6) foreign emerging mkts stalled or snuffed?
7) foreign developed?
9) commodities?
10) biotech the great survivor/hope?
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Posted by The BuffettHater on July 30, 2008, 1:42 pm
I picked up a boatload of SRS the 2X inverse realty/reit ETF.
I feel that commercial realty is the next to be hit, it has largely
avoided
any negative play in this credit collapse. IMHO its cheap, within
$10
of its all time lows.
The money boys seem determined to run the market to 12K and beyond,
shorting financials or indexes is silly. A 'feelgood' script has
been
the new playbook and any downward moves in the Dow will likely be
met with laws against shorting.
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Posted by dumbstruck on July 31, 2008, 3:56 pm
> 10) biotech the great survivor/hope?
Y'all continue fiddling while your portfolio burns. Meanwhile my XBI
is up another 5+% today simply because the market was open. Up umpteen
percent over the last month, for the same reason biotech was the only
survivor of a previous recession. Nearly impervious to oil based
slowdowns or political meddling in health payments - when they do come
up with a product, you just got to have it. Well, maybe not, but I
didn't want to miss a transient chance to gloat... tee-hee.
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Posted by dumbstruck on July 30, 2008, 3:21 pm
> 4) Dividend funds really haven't substantially outperformed the market
overweight in out of favor sectors like financials? looming tax
preference axing?
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