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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (195480)	4/8/2009 8:16:19 PM
From: jmiller099	Respond to of 306849

I agree, in this instance it is kind of stupid as a good news event would be a black swan event. However, as a general strategy, this is also probably more stupid to say: "Since I hold SRS, I am, naturally, looking for bad news." The reason behind my claim is: For SRS, it is not difficult to find bad news related to the RE industry or the commercial RE industry and it is not always going to trade in line with each of these data points. Always looking for confirming data points after you enter a position is fairly dangerous and one-sided. You need to also weed out the news that opposes your trading direction. In this environment even average news could be lethal, since everything is pointed towards expecting the worst. My initial post was trying to briefly describe all this in a more succinct form. I guess I failed that.