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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: el paradisio who wrote (49021)5/2/2000 3:49:00 PM
From: Paul Berliner  Read Replies (1) | Respond to of 99985
 
REITS -Throught the roof. Here's how the MS Reit Index performed in April! Unbelievable:

bridge.com

Consider loading up on EQR, EOP, SPK, BRE, RA, CLI, SPG, MAC, BXP.



To: el paradisio who wrote (49021)5/2/2000 3:58:00 PM
From: SBerglowe  Read Replies (1) | Respond to of 99985
 
Maybe the poots will come back!

Here's some interesting reading from Cafe Metropole:

"It has been my contention that Bank of America has
done everything in its power to make the reported
EPS look better than they really are. And while this
attempt at earnings management can proceed for an
unidentifiably period to time, it is certainly bound
to end at some point ? and, at that point in time,
the company is likely to find itself in a much
weakened state. In fact, I would not be surprised
if Bank of America emerged as a "Too-Big-to-Fail"
candidate in the next recession, particularly if
the current "drain" of the company?s balance
sheet continues apace.



To: el paradisio who wrote (49021)5/2/2000 4:00:00 PM
From: pater tenebrarum  Read Replies (1) | Respond to of 99985
 
well, like i said, a recoupling of bonds with stocks is a strong sign that inflation fears are increasing...

EDIT: thus, the disinflation proxy stocks (tech) are weak, and the inflation proxies par excellence are all strong...