Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Vosilla who wrote (64075)	6/19/2006 11:09:59 AM
From: UncleBigs	Respond to of 110194

You should go leveraged long the stock market and focus on real estate, restaurants and the airlines.

To: John Vosilla who wrote (64075)	6/19/2006 11:23:54 AM
From: gregor_us	Read Replies (1) \| Respond to of 110194

The Blackstone Group Has in the Past Year Been Snapping up all manor of resort and hotel properties, which, for someone like me who has never owned a retail stock, a REIT, or anything that is consumer-leveraged is just baffling. But I consider the Blackstone Group to be a collection of investment geniuses. Their record is intimidating. These are the same guys who put together disparate coal properties, being shed by RagCie (sp.) of Germany back in late 2002/2003. Coal properties in 2002? They looked nuts, at that time. Sort of like Jeff Gendel of Tontine Partners back in 2003 saying there was gonna by a manufacturing revival all throughout the Ohio Valley. Huh? Manufacturing revival in 2003? So although I cannot get my around snapping up hotel and resort properties right now, I have to consider that Blackstone is making a call on business and pleasure travel. Two activities that are of course mega-dependent on a strong economy. For those with open minds on the future direction here, Blackstone is worth paying attention to. Best, LP

To: John Vosilla who wrote (64075)	6/19/2006 11:32:38 AM
From: shades	Read Replies (1) \| Respond to of 110194

Yet restaurants are full, people travel, spend, hotels I went to baywalk in st. pete last night - big open air mall with the big theater in the area, it was easy to find a close parking space - usually it is very hard. Many open seats in the theater - not many people for the 8.25 per ticket - bad sign I thought. Even the cheap crack ho hotels are 60 bucks+ - average classy hotel 120+ - I really don't see how so many keep affording it. No more outcalls for me - or incalls either - gas too much - hehe. I see many restaurants have closed or changed ownership on this coast of florida. Like from classy chain restaurant to local mexican diarrhea fest. You are right though, the ones that have remained open are getting more crowded - I feel prices are going up and food quality going down. I think as Saville said - a volcker solution won't work this time - high rates will not save the dollar - Bernanke was given a pile of smelly stuff and no matter what he does its purchasing power is gonna go in the direction of our favorite bruce springsteen song.