MY 2008 PROLOGIS TRADE
I started Stripnomics to chronicle my short trade of ProLogis (PLD) a real estate investment trust. During the summer of 2008, I conducted extensive fundamental research of PLD and determined that it was overleveraged and overpriced. With the help of Mr. Volatility, I began shorting ProLogis on September 2008. Here is a picture of the trade:
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September 15, 2008:
Who will end up like Lehman? - (A multiple choice quiz)
September 16, 2008:
Multiple Choice Answer B = ProLogis (PLD)
Lehman’s Commercial Real Estate Exposure
September 18, 2008:
How to Sell Your Home in a Down Market
I Got Mentioned By The Dirt Lawyer!!!!
September 20, 2008:
I Think the Party is Just Getting Started!
September 21, 2008:
September 22, 2008:
Technical Analysis of ProLogis
Stripnomics: How I Predicted Recession
September 23, 2008:
More on the Lehman-ProLogis Connection
September 24, 2008:
Forbes Accounting & Governance Risk
September 25, 2008:
Zacks: Strong Sell on ProLogis
September 28, 2008:
September 30, 2008:
Playing the Balance Transfer Game
October 1, 2008:
October 2, 2008:
October 5, 2008:
October 6, 2008:
Goldman cuts PLD from Neutral to SELL
October 8, 2008:
October 9, 2009:
October 15, 2008:
October 22, 2008:
ProLogis closes $735M credit facility
October 24, 2008:
REIT Dividend Requirements and ProLogis
November 4, 2008:
November 5, 2008:
Turn Out the Lights… The Party’s Over!
November 10, 2008:
November 11, 2008:
November 12, 2008:
November 12, 2008:
What an “EXPERT” Says About My ProLogis Analysis
November 14, 2008:
November 20, 2008:
November 22, 2008:
December 4, 2008:
An Update on ProLogis’ Debt Rating
January 12, 2009:
If You’re Gonna Be a Bear… Be a GRIZZLY!
February 10, 2009:
February 27, 2009:
March 12, 2009: