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First PPD Gets SEC'd, Then it Gets FTC'd. It Seems to be a Bad Year for Ponzi Schemes

Well, I fancy myself the personification of the free thinking maverick, the ultimate non-conformist as it applies to investment and analysis. I am definitively outside the box - not your typical or stereotypical Wall Street investor. I work out of my ...

From REGGIE MIDDLETON, Safehaven,  20 Nov 2009

Back to the Homebuilders vs. the Banks

Well, I fancy myself the personification of the free thinking maverick, the ultimate non-conformist as it applies to investment and analysis. I am definitively outside the box - not your typical or stereotypical Wall Street investor. I work out of my ...

From REGGIE MIDDLETON, Safehaven,  17 Nov 2009

Bad CRE, Rotten Home Loans, and the End of US Banking Prominence?

It's bound to happen if regulators don't stop playing hide the sausage and don't start forcing banks to take their medicine. First, a quick recap of the nonsense currently taking place. This post is designed to convince banks that they are considerably ...

From REGGIE MIDDLETON, Safehaven,  13 Nov 2009

Related Topics: FDIC,  Merrill Lynch,  Federal Reserve Bank of New York,  Proof (musician),  Massachusetts Institute of Technology

I Am Still Developing My REIT Thesis

Well, I fancy myself the personification of the free thinking maverick, the ultimate non-conformist as it applies to investment and analysis. I am definitively outside the box - not your typical or stereotypical Wall Street investor. I work out of my ...

From REGGIE MIDDLETON, Safehaven,  12 Nov 2009

You've Been Bamboozled, Hoodwinked and Lied To! Here's the Proof. What Are You Going to Do About It?

Yes, you've been bamboozled! Hoodwinked! You're being taken for suckers that not only can't count, but whose memories have been washed away by threats of swine flu and reality TV shows. Do not fret, though. What I have is PROOF of the great Banking ...

From REGGIE MIDDLETON, Safehaven,  9 Nov 2009

Related Topics: Barack Obama,  Federal Reserve Bank of San Francisco,  American Idol,  CNBC,  FDIC

The Secondary Bailout Market for Banks, REITs

An industry gets into trouble due to chasing fads, loading up on debt and overpaying for property. Many participants in said industry flirt with insolvency due to difficulty meeting debt service and asset values that have dropped below liabilities. ...

From REGGIE MIDDLETON, ETF Investor,  6 Nov 2009

Related Topics: Merrill Lynch,  Bank of America,  ProLogis

Here's a Big Company Bailout by the Taxpayer That Even the Taxpayer's Missed!

Riddle me this. An industry gets into trouble due to chasing fads, loading up on debt and overpaying for property. Many participants in said industry flirt with insolvency due to difficulty meeting debt service and asset values that have dropped below ...

From REGGIE MIDDLETON, Safehaven,  6 Nov 2009

Related Topics: Merrill Lynch,  ProLogis,  Bank of America,  NYSE

Commerical Real Estate and REITs - It's About That Time, Again...

Last Saturday I posted some thoughts on investing, NY real estate, and my macro outlook - Boo!!! Will Halloween Scare the Market into Respecting the Fundamentals?, and I will continue that rant today since it leads into my most recent endeavors - ...

From REGGIE MIDDLETON, Safehaven,  5 Nov 2009

Related Topics: CNBC

Boo!!! Will Halloween Scare the Market into Respecting the Fundamentals?

I'll admit it to everyone, I am absolutely disgusted with my investment performance over the past two quarters. I came into the second quarter up nearly 500% for the two years running thanks to top notch research across myriad sectors (see ...

From REGGIE MIDDLETON, Safehaven,  3 Nov 2009

Related Topics: Dodge,  LIRR,  Federal Reserve,  Douglas Durst

Hotel Hell: Reggie Middletons Review of CRE and Starwood's Q3-09

Quick note: We are finishing up our scan of REITs that will have definitive refinance and/or cash flow issues in the next quarter or two, and have narrowed them down to four, with one finalist attempting to win the prize. I have the team running a ...

From REGGIE MIDDLETON, Safehaven,  29 Oct 2009

Related Topics: Time Magazine

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