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


To: Perspective who wrote (237202)1/29/2010 12:54:16 PM
From: James HuttonRead Replies (2) | Respond to of 306849
 
Nice charts - both posts - hard to go after REITs on the dark side when we've been hearing about the CRE bubble for so long and the stocks have just ignored it.

The steels (and coals and titaniums) have been ridiculous - there's so much excess capacity and so little demand - but the ferts might be worth a look on the long side if (or when) the dollar strengthens more. Copper finally got slapped around in the past few days, but it's trend still looks up.