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Non-Tech : Kirk's Market Thoughts
COHR 139.51+2.9%Nov 21 9:30 AM EST

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Blasher
To: CrashDavis who wrote (1252)5/16/2014 1:09:09 AM
From: Kirk ©1 Recommendation   of 26590
 
Thanks.

Who really understands all that happens with the bond market? I recall Uncle Louis Rukeyser on TV, RIP, made fun of their "smarts" just about every week when he had his show.

Doing the update for my monthly newsletter tonight and the REIT fund is up over 15% YTD!!! So it is benefiting both from flight to yield as well as inflation AND the inability of most to get a loan to buy a place. Here in the Bay Area a gal I mentor just bought a home for total cost before tax savings of less than she was paying to rent.

BTW, the European fund I have is up 4.5%. Funny how the "smart money" said to avoid Europe and now stocks are doing well there.

Amazing how well REITs are doing... maybe when CNBC/Cramer start talking about them it will be time to take profits buy something else they neglect or hate. -grin-
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