Skip to content
Archive of entries posted on 26th June 2012

The opportunities are broad — especially if you do it yourself.

Europe remains a mess. All markets are interwoven. Ten years ago, they weren’t. Hence diversification across market categories worked. It doesn’t now. Now you got to pick very carefully. Or stay in cash and bonds. My high dividend paying mortgage REITs are holding up. So is Con Edison, which also has no business in Europe.You […]