re: Dow Jones At 6763 .. Obama Time Is Gaining Momentum

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You and I and many others are combing the beach, looking for an object of value or possibly some clams to eat.

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FWIW I fricking love clams, especially with some pomme frittes and a nice broth.

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Is your name Kevin Fizzle Putin? maybe we should just declare that the S&P 500 is now set to 1000.

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In Communist Russia,...you know the joke.

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seriously let me know your reit's. I would love to short some of them. I think there is nice money there to be made.

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The ones I am really thinking hard about are: There are two that I think have a lot of potential, BXP as one, but more importantly, SLY. I haven't had a chance to really get into enough details, but the short of it (ha!) is that they both have a ton of NYC C/RE and several properties that were bought within the last year. So if you want to go and look, by all means do so, but I haven't had a chance to dig enough just yet. There a several more (as well as insurers with CRE exposure) but those are the two I'm concentrating on the most.

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Also, I would suggest exiting your options earlier than later. If you can make 20-30% profit in weeks, its wise to act. If in doubt, sell half.

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I absolutely will, I want to shift the funds to these longer horizon CRE plays ASAP. Of the ones I've been tracking (only a week, definitely skews results), 4 are down ~15%, two others 22 and 35% respectively.