All posts tagged "asset class"

  • REITS Return
    Investors are Reaching for Yield with REITS

    One of the worst asset classes as far as value is concerned appear to be Real Estate Investment Trusts (REITS).  Since the bottom in 2009 REITS have risen over 200%; doubling the performance of equities.  Over the...

    • Posted July 27, 2011
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  • AAII Puts Current Investor Allocation in Historical Perspective

    The Pragmatic Capitalism blog commented on the fact that smaller investors are shifting out of bonds. A look at the chart shown at their site indicates the shift has been small and probably meaningless statistically. More interestingly,...

    • Posted January 5, 2011
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  • The Debate of a "Bond Bubble" Continues

    Doug Kass puts things in perspective by recently tweeting, “Consider the 2.72% yield on the 10 year bond equates to a “PE Multiple” of 36.5x (inverse of yield) vs. S&P PE of 12x $$” Pragmatic Capitalism provides...

    • Posted August 20, 2010
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  • Robert Shiller on How to Diagnose a Bubble

    According to Robert Shiller the following clues will tell whether there is an investment bubble: - Sharp increases in the price of an asset like real estate or dot-com shares – Great public excitement about said increases...

    • Posted January 28, 2010
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  • Peter Schiff Grills Alan Greenspan

    Peter Schiff is right on the mark in a short article on “Maestro” Alan Greenspan, who was on CNBC a few days ago. Greenspan should have made some “irrational exuberance” comments regarding the housing market instead of...

    • Posted August 5, 2008
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  • Buyout of Symbol Technologies

    The aggressive portfolio recently received an injection of cash from Motorola’s buyout of Symbol Technologies at $15 per share. Likewise, Ace Cash Express was taken over a few months ago. The cash from the buyout of Ace...

    • Posted January 12, 2007
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