Holiday Time

I haven't written since it's holiday time. So it may be a bit choppy over the next couple of days. But I hope to write longer and entertaining articles just that not only is it demanding, it is just hard to do; as opposed to making seat of your pants comments.

The market has, and I haven't read the paper for a year, been following the pattern that Investors Business Daily would say is bullish. The general market even has the W bottom which would be wildly bullish if, when, the market surpasses the January-February high. It is ironic that we would be going up with a pattern that harkens to the other "W", as in our former president.

I have been getting burned as it relates to commercial real estate, but the fact remains that it does appear as a great hedge to other sectors and beaten down companies in the real estate sector, like mortgage related ones (CIM) and property management (CBG).

As to Apple, people flock to what is easy to understand....so short term pain, long term gain.