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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (60726)	3/5/2005 9:52:55 PM
From: energyplay	Read Replies (1) \| Respond to of 74559

Hi Jay - Do you think you might do better shorting - 1) Overpriced tech which is might be in down trends - AAPL, YHOO, RIMM, ORCL, SEBL, EBAY, QCOM ? 2) The pure play mortgage REITs, like NLY Annaly, or mortgage originators, like COuntrywide ? These companies have only financial assests bought short term money. SHort term rates up, financial assests down, guess what ? Homebuilders have real assests (land, houses, etc.) bought with a mix of equity, long term loans, and some short term. Short term rates is a minor effect. Inflation will put real asset value up fast. ****** What's the opportunity cost here ? Compare to Canroys, small oil companies, metal miners....