VIX really low relative to Real Estate. Aggressive long VOL! Extreme weakness is real estate. Should drag the benchmarks; great place to open up pairs if you want to be delta neutral.Longby abluep4
VNQI binary move, and no one is talking about it. where is VIX?Major gaps in quite a few indices, with VIX @ record lows.Longby abluep3
Still Some Bearishness To Be Seen - VNQIBoth because of the impact of rates and the simple technical retracement, international real estate is going to suffer -this is true in Europe, Canada and also in Asia. Developped Asia and the global economy is still caught in the current and past trade issues; although seemingly unrelated to property, the tension and market sentiment are adding to the fundamentals. Prices are tracing down and will hit the next support level . by Alix-Pimodan115
Bearish on VNQIBought some VNQI right before the recent up move, but, ultimately still bearish on real estate companies in the US and internationally. In the case of VNQI, I believe the move to revert to the mean is not over and will represent further opportunities to buy. This is a great fund, nicely diversified and with an amazing 5.2 annual yield. For the long-term investor, though.by Alix-Pimodan2