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Strategies & Market Trends : Value Investing
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To: Q. who wrote (8743)10/24/1999 12:02:00 AM
From: Michael Burry  Read Replies (1) of 78634
 
With all due respect, re: SNH, no crap. What you think you're seeing that the market isn't the market really is, and no one else is seeing what you should. That's gobblidygook for there's more to it than "oh, write it off because half of its tenants are in trouble." And it begins by asking what happens to the property owner when the leasee goes bankrupt, and maybe even before that why are the leasees going bankrupt.

I'm thinking that VIX is turning to be a good ultra-short-term indicator. Those new lows are relentless, even on the last two good days.

Mike
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