tag:blogger.com,1999:blog-6616959642391988608.post8867931255673084337..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Claims keep falling, but risk aversion is still the problemScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-6616959642391988608.post-66355603624696682872015-06-06T08:28:04.419-07:002015-06-06T08:28:04.419-07:00I suspect the main problem with REITs is worries a...I suspect the main problem with REITs is worries about rising rates. REITs have suffered as real yields have risen, and higher real yields reflect the market's belief that the economy is stronger than expected and the Fed is more likely to raise rates. REIT investors worry that higher rates will harm the economy and harm real estate in general. I think these concerns are over-rated, since Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-11678817495637088282015-06-05T23:57:42.045-07:002015-06-05T23:57:42.045-07:00Lately REITs have been receding at a stead pace do...Lately REITs have been receding at a stead pace down nearly 13.5% ytd. Is this due to the uncertainty interest rates or are there other underlying factors?Anonymoushttps://www.blogger.com/profile/08668672497416082279noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-67139919489654265112015-05-22T05:38:55.927-07:002015-05-22T05:38:55.927-07:00um, that would be $100K difference, not $50K. sorr...um, that would be $100K difference, not $50K. sorry about that!stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-82448305631082194632015-05-22T05:07:20.642-07:002015-05-22T05:07:20.642-07:00as $15/hour min wage becomes more popular, investm...as $15/hour min wage becomes more popular, investment will DROP as business people access many opportunities as unworthy. if you own a business in seattle with 10 people making $10/hour and have to pay them $15/hour, that's $50K. of course the proponents say "just raise prices!". the BUYERS of these goods may have another say on that matter. without question, workers will be stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-35878810113371082382015-05-21T19:04:59.697-07:002015-05-21T19:04:59.697-07:00Capital goods orders are only domestic investment....Capital goods orders are only domestic investment. But I think business investment is weak in many parts of the world, as evidenced by very low sovereign yields and relatively slow growth. Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-63552246324359796652015-05-21T18:58:14.999-07:002015-05-21T18:58:14.999-07:00Scott, does the "business investment" wh...Scott, does the "business investment" which you commented upon include US corporate foreign investments - or is it only their US investments?<br /><br />I thought perhaps US corporations might be seeing greater financial opportunities overseas and investing there rather than in the USA.Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-31890880076216088992015-05-21T16:36:44.015-07:002015-05-21T16:36:44.015-07:00I propose FICA tax cuts offset by QE.
I propose FICA tax cuts offset by QE. <br />Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com