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Strategies & Market Trends
Bear!
An SI Board Since April 1998
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Emcee:  Michael Burry Type:  Unmoderated
Introduction Compact
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61 Skepticism is always welcome. Thats the way to avoid mistakes. Will REITS falJames Clarke-5/4/1998
60 So. John do you remember the 1970's movie "Fun with Dick and Jane.&quWorswick-5/4/1998
59 Worswick, I share your concerns about REITs as a relative safe haven. It justTerrapin-5/4/1998
58 >As I recall from programs, the economy had already been in a recession fordpl-5/4/1998
57 Dear Lucretius Taurus: Don't you think that using the foreign cash inflowsWorswick-5/4/1998
56 Jim thanks so much for your good input on the REIT'S. I have read every woWorswick-5/4/1998
55 Dear Lucretius Taurus: If you haven't done so you might follow a parallel Worswick-5/4/1998
54 Jim: RWT seems to have much better institutional support than TMA. Better yet,Bonnie Bear-5/4/1998
53 Bonnie will join you in TMA Monday.. Jim James F. Hopkins-5/3/1998
52 <<< Show me one phase in history where a bear market happened in this Les H-5/3/1998
51 They're expecting recovery in semiconductor demand the next three years. TLes H-5/3/1998
50 <<<Show me one phase in history where a bear market happened in this Lucretius-5/3/1998
49 why do you think they should start coming back? lots of hardware companies arouBonnie Bear-5/3/1998
48 Many of the hardware stocks should start coming back by the second half of the Les H-5/3/1998
47 Here are some preliminary results for 1993-end of 1997(monthly numbers) %changAlex Greenland-5/3/1998
46 < As long as the quality stocks continue to drop> I find most of the qumegazoo-5/3/1998
45 I recommended Eastgroup (EGP) and Colonial (CLP) in my last post. Let me be clJames Clarke-5/3/1998
44 I keep thinkin that China is going to drop the peg to the dollar one of these dBonnie Bear-5/3/1998
43 RE: hemlines Not too happy about it myself. However, the spring fashion showsLucretius-5/3/1998
42 Talk about missing the forest for the trees: TheStreet.com recently made the kMichael Burry-5/2/1998
41 Yes, James, I knew that - I was hoping my comment would draw you out. Thanks foMichael Burry-5/2/1998
40 If anyone can add to this list, please do: Bearish Sell signals: 1. adv/decliLucretius-5/2/1998
39 Thred: I don't know of the head of a central bank ending his life anytime iWorswick-5/2/1998
38 I'm a REIT analyst in my professional life too - don't know if you knewJames Clarke-5/1/1998
37 Hi Bonnie, >>isn't book value a good enough bottom for you in this mJoan Osland Graffius-5/1/1998
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