Owning MREITs will always require nimble management by the investor, and that’s our charge as a portfolio manager.
The spread on risk arbitrage opportunities seemed to shrink over 2011, and tender offer opportunities became scarce.
I will try to reduce the portfolio turnover and trading frequency in this model in 2012 by staying focused on longer-term performance.
Investors are always dealing with a murky future, but I must say that things are far more murky than usual.
It looks like the start of 2012 is going to be as volatile as 2011, with unresolved European issues, expanding U.S debt and presidential elections.
Horace Dediu at Asymco released this terrific graph showing "a brief history of personal computing platforms."
day moving average (MA) green line crosses below the 200 day moving average red line, signaling a bearish market. Also notice that at the end of September, the
