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Referring to the malaise of commercial real estate, Michael Stevens, senior vice president for regulatory policy at the Conference of State Bank Supervisors, said: “It’s not the next big thing. It is the big thing. We’re dealing with it right now. We wouldn’t be at 120 bank failures if we weren’t seeing it now.” Click through for a video clip discussing the dire situation of CRE. [...] More on this topic (What's this?) The Commercial Real Estate Forecast (Wealth Daily, 8/6/09) Commercial Real Estate Collapse: Only a Matter of Time (Expected Returns, 7/24/09) Billions, Literally, Chasing Distressed Commercial Real Estate (REIT Wrecks, 7/15/09)  By Prieur du Plessis, on November 23rd, 2009 posted in: Investment, Markets, Money  Leave your comment
The transcript of Consuelo Mack’s recent interview with Bruce Berkowitz, founder and lead portfolio manager of the five-star Fairholme Fund, has just been published. This post provides the link to the must-read material. [...] By Prieur du Plessis, on November 22nd, 2009 posted in: Investment, Markets, Money 3 people had their say - chime in!
Stock markets succumbed to a bout of profit-taking last week, sparked by concerns that the rally has overshot the pace of economic recovery. Riskier assets were showing signs of fatigue as the US dollar – the catalyst of many recent moves – stabilized. Read more about this and the implications for financial markets in the weekly “Words from the Wise” review. [...]  By Prieur du Plessis, on November 21st, 2009 posted in: Investment, Markets, Money One comment so far
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. Please also add the links to any other worthwhile articles you would like to share to the comments section. [...] More on this topic (What's this?) The Economy and Bond Market Radar (December 19, 2011) (GreenLightAdvisor Views, 12/18/11) Thinking Long Term (Random Roger's Big Picture, 12/12/11) Stop Press: “Investment Postcards Daily” (Nov 19, 2011) is out! (Wall Street Sector Selector, 11/18/11) By Prieur du Plessis, on November 21st, 2009 posted in: Investment, Markets, Money Leave your comment
This podcast features an excellent interview with Dylan Grice, strategist of Société Générale. Dylan, who has been described as “the Robin to Albert Edward’s Batman”, discusses stock market bubbles, China and geo-politics. [...] More on this topic (What's this?) Why Most of the Investment Advice You’ve Heard is Wrong (Investment U, 1/20/12) Why This Market Truism Just Isn’t True (Investment U, 12/5/11) 6 Large Cap Stocks’ Dividend Safety (Investment Underground » Page n..., 12/23/11) |
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