Rates getting lower is probably boosting this sector.
But still, after reaching 2007 valuations, i would suggest caution.
A bit more is probably in the cards.. if the index stays flat for few weeks around 90.. i suggest to get out and potentially short... although there may be better candidates if this is a rates story...
I do not have enough fundamental...
Over the last month the markets have been apprehensive over the possible termination of QE. The fear is now priced into most intrest sensitive securities, the question remains will we see further downward movement. Bill Gross's total return fund lost over 2% last month, the largest one month drop since 2008, and vanguards REIT has dropped nearly 13% since may. ...
