LOOOL, BXMT is actually a wonderful PUT for 2019, BX premiums are already too high tho Blackstone Mortgage Reit has over 12 billion in CMBS, with 85 million in cash on hand... Last loan was 1.1 billion to Spain Commercial Developer, what can possibly go wrong with assets depreciating this much before project even finished ?
These are the same "pros" who saw the s$p going to 3000 at the end of 2018!!!!! Majority of Wall Street pros see a stock market comeback led by tech in 2019: CNBC survey A majority of Wall Street pros see equities rising in 2019, according to CNBC's exclusive "Halftime Report Stock Survey." Respondents believe that stocks look cheap at current valuations and investors should take advantage of the recent pullback and buy the dip. Tech, health care and energy are top sector picks. There were 29 respondents to the survey, including strategists, investors and traders that appear on "Fast Money Halftime Report." https://www.cnbc.com/2019/01/07/maj...ish-for-2019-cnbc-halftime-report-survey.html
30.6 Billion of MBS set to roll off later this month... February Rolling Off looks even more fabulous Bears are going to the top!
If you bought amazon below $1500 sell sell sell Sell your gains . Buy back when the S&P DROPS 10+% Rinse and repeat
%% I thought SPY was going to pause @$250, on the way down; blew thru that.LOL. It did pause a bit there on the way up. I'm bullish on QQQ even though its below 50+200dma; first quarter seasonals for tech......
I got my laugh for today!!!! Hahahahahahahhahahahahahaaaaa... Top investor who beat the market for years says the bull could last another decade Hedge fund manager Jeffrey Vinik believes the current bull market could last another 10 years thanks to economic growth and low inflation. The longtime money manager said earlier Thursday that he is reviving Vinik Asset Management, the hedge fund he closed in 2013. While he declined to comment on individual investments, Vinik added that "technology is in the middle of a 20-year run" and that construction materials look interesting. https://www.cnbc.com/2019/01/10/hed...ys-bull-market-could-go-another-10-years.html
[{Christmas eve}QUOTE="Spooz Top 2, post: 4780208, member: 490074"]October 1st 1987 was my Wife`s first day at the NYSE... back when woman were not allowed to walk the Floor ... She approached her boss on Oct 19th or 20th ... She recalled asking him in her Naivete " This place is very depressing... Not sure I want to do this anymore"![/QUOTE] %% She has good timing, caught most , meat of middle move /+ .LOL [I've noticed that female pattern, but seldom broadcast it-super sensitive, super sensitive sights, super sensitive sounds.....,..!!]And if only we had FDR again, gov meddling in everything, super debts, like 1929, 1930, 1931, 1932, 1933. Huge up trends+ huge downtrends. Oil got so cheap they started selling oil by the quart to keep from starving. Like the WSJ full page Hallmark Co full page ad notes ;countdown to Christmas, count down to Saint Valentines day.