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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (14405)	10/31/2004 6:10:00 PM
From: patron_anejo_por_favor	Respond to of 116555

<<Comments anybody?>> It all looks good to me, I think all the equities you cited (NEW, ACF, XLF, mortgage insurers) will be significantly lower 1 year from now. I've been wrong a long time on that prediction, however....<G>

To: ild who wrote (14405)	10/31/2004 6:55:03 PM
From: mishedlo	Respond to of 116555

Good Luck! The theory is perfect, hoping your timing is perfect too. Mish

To: ild who wrote (14405)	10/31/2004 9:40:03 PM
From: yard_man	Read Replies (1) \| Respond to of 116555

ild, what do you think the impact will be on REITs? I guess you saw the latest Contrary Investor -- do you think rates have to move up substantially for REITs to get killed. He showed some curious trends regarding vacancy ... I am interested in the stock IMH -- apparently they do multifamily -- mortgage warehousing -- large exposure to California and Florida?? Why is the yield so darn high compared to its brethren?