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The 10 Most Recent Messages By yodaorange

Take me back to where I was.
  • Date: 6/26/16 9:04 PM
  • Number: 499210
  • Recommendations: 4
Jaagu said: "I am curious about your reference to George Soros getting it wrong. Please explain what you think he got wrong?

Verbatim from the New York Times:

Even some of the smartest guys in the room got this one

  • Date: 6/26/16 8:00 PM
  • Number: 499202
  • Recommendations: 2
Qaz said: "You had me right up to the cucumbers."

Qaz, not a problem, you can skip the cucumber sandwich. Plenty of other things to choose from. Here is the high tea menu from the Ritz in London. It is a short walk from
  • Date: 6/26/16 6:21 PM
  • Number: 499192
  • Recommendations: 26
This is mostly a cut and paste from a post I did on the REIT board. I think it is also pertinent to METAR.

In general, I do not believe anyone knows what the long term US investing impact of Brexit will be. You can make coherent arguments
  • Date: 6/25/16 11:35 PM
  • Number: 80316
  • Recommendations: 23
Here are the results for the one day change in price on 6/24/16 sorted by NAREIT sector and subsector. These are the median returns for each subsector. The data shows a very wide range. Timber and lodging/resorts both lost ~ 4%. At the other
  • Date: 6/24/16 5:26 PM
  • Number: 80308
  • Recommendations: 12
CM said: "I don't run a portfolio of buy and forget."

CM, therein lies part of the difference in our approaches. It is not a case of one being right and the other being wrong. I manage a large number of accounts. Many of them
  • Date: 6/24/16 5:09 PM
  • Number: 80307
  • Recommendations: 2
Bruce, thanks for the kind words. I am always pleased when I can add a little knowledge or experience to others.


  • Date: 6/24/16 2:12 AM
  • Number: 80302
  • Recommendations: 6
CM said: "The 2008 financial meltdown is a once-in-a century kind of financial meltdown, meaning it has certain characteristics that are far different from raising rate environments."

CM, even if we assume that 2008 is a once in a
  • Date: 6/23/16 10:29 PM
  • Number: 80299
  • Recommendations: 11
CM said: "I would suggest MFO, this is a 30 yr bond issued by MFA."

CM, this is a bond offered by MREIT MFA Mortgage Investments. I do not follow them at all, but in general MREIT is a four letter word around here. The only two
  • Date: 6/23/16 6:21 PM
  • Number: 80297
  • Recommendations: 8
MonsterFluff said: "However I do wonder about the series Q PLDGP."

MF, several years ago I had a series of posts about the three long call dated REIT preferreds. They are:

Coupon First Yield to

  • Date: 6/23/16 3:37 PM
  • Number: 80292
  • Recommendations: 10
Excerpt from Reuters article:

With Amazon and other e-commerce sites continuing to take market share from malls and other physical retailers, U.S. mutual fund managers are upping their bets on an overlooked part of the online shopping
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Take me back to where I was.
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