In an effort to try and provide viewpoints contrary to our own, we want to highlight this particular article. We have been bearish on the REIT sector from a macro perspective as leverage takes it's toll and massive debt maturities come due. Not to mention, we keep seeing and hearing about 'for lease' signs literally all over the place. This article takes a different view and says now is the time to Buy REITs [DailyWealth]
Baltic Dry Index not a good leading indicator [Research Reloaded]
The Master of Money (Warren Buffett) [by Michael Lewis, on The New Republic]
And also, congrats to the StockTwits guys on their series of funding [AllThingsD]
Friday, May 22, 2009
What We're Reading 5/22/09
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