On April 17, I wrote about the massive train wreck coming in commercial real estate. As it turns out, my estimates of the coming devastation - which seemed outlandish to some at the time - have actually turned out to be too conservative. The problem is far worse than anything that’s been reported so far, particularly when it comes to our icon of consumerism: the shopping mall.

With retail losses continuing to accelerate and vacancy rates skyrocketing, malls are going to be one of the biggest losers from the consumer spending slowdown…

Here’s why our shopping malls, and by extension the commercial real estate market, aren’t going to be moving anywhere but down over the next few months - and what you can do about it in the meantime.

Don’t Be Fooled By Housing Starts Recent Uptick…

Much has been made of the recent uptick in housing starts in May, but don’t be

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The Commercial Real Estate Fallout: Profiting From the Death of the Shopping Mall

by David Fessler, Advisory Panelist

On April 17, I wrote about the massive train wreck coming in commercial real estate.

As it turns out, my estimates of the coming devastation - which seemed outlandish to some at the time - have actually turned out to be too conservative.

The problem is far worse than anything that’s been reported so far, particularly when it comes to our icon of consumerism: the shopping mall.

With retail losses continuing to accelerate and vacancy rates skyrocketing, malls are going to be one of the biggest losers from the consumer spending slowdown…

Here’s why our shopping malls, and by extension the commercial real estate market, aren’t going to be moving anywhere but down over the next few months - and what you can do about it in the meantime.

Don’t Be Fooled By Housing

...

Notes from the Investment Underground Friday, March 20, 2008 Portland, Oregon, USA

Foreigners gang up on the dollar… Ben’s bitter irony… A chartist’s view on the buck… Why the Fed’s “quantitative easing” is a game changer… Investing in the “poor man’s gold”… And more!..

[Your Notes editor will be spending the day in battling Argentine bureaucracy. (It’s a long story. But basically I am trying to get residency down here.) So, today I’ll be leaving you in the capable hands of Crisis Strategy Alert senior analyst Charles Delvalle.]

*** Is this the end of the buck?

Next week a UN panel will recommend that the world drop the US dollar as the reserve currency and instead use a shared basket of currencies.

This from Reuters:

Currency specialist Avinash Persaud, a member of the panel of experts, told a Reuters ...