The excitement and attraction in new relationships can override getting to know each other if you give into it too soon. Stay with the drift and keep in mind that there's no need to come up with laugh after laugh. Don't just sit there. This is not gentlemanly! Do not say things you do not mean,I really enjoyed this date, If you do not mean it do not say best online dating sites it. Hold your head up high, and eventually you'll find the one. Wash your hair at least 2 times a week. Never tell him that you don't deserve him, because he's too good for you, rather tell him how much you appreciate him! If you're looking for a woman, look at her mother and check out the mother's relationships with men, and look at her father to see what she will expect from you; it will tell you everything you need to know. Remember you can't take anything that comes with you willingly. Well lets solve your problem! Don't become consumed with the idea that someone out there corresponds exactly to all your tastes and preferences. Right before you leave, give him your contact info, and walk away. It can also cause to them to distrust your sincerity, which will dampen any chances they'll fancy you. Don't panic when you admit your feelings. Music and movement release endorphins (happy hormones) and getting the blood pumping will give you a natural healthy glow. Flirting is the easiest way to convey your intentions and attraction toward your date or someone you fancy. You will need to know the relationship status of others in these environs of course but if you're participating in something you're enjoying doing anyway, what's the rush? Being happy and positive to be around will win her over every time. If she says no, don't take it personally. How to Build Steps Towards a Better Relationship. When it comes to dating, Avgitidis sees many people get hung up on one specific person rather than branching out. Here's how to cope with that pressure. Make sure he does the same for you. This closes you off and makes you look unapproachable.
canadian pharmacy asthma inhalershydrochlorathazide without prescription5 mg predisome canadaovernight viagra pharmacy overnightonline lexapro overnight40 pills for 99new healthy manbuy cialis shoppers drug martisotretinoin buying canadaabilify without a prescriptionno recipe canada drugmedrol canadian no prescriptionbupropion for salenerontin non prescriptionbuy trazodone cheap
trihexyphenidylfast delivery online pharmacyciprofloxacin hcl 500mg tabdoxycycline no presecriptioncanadian pharmacy paypal acceptedcandian pharmacycanada non prescription onlineonline generic valtrexbuy cafergot onlinewhere to buy zithromaxbuying antibiotics online from canadacialis genericgeneric accutane cost without insurancewhere to buy cialis in malaysiawhere can i buy viagra in canada
Aucun des xenical 120 mg prezzo passagers n en avait réchappé. A l 10 mg levitra online abri des regards. Ce viagra in holland apotheke n est pas le cas », a insisté la médecin. Deux d’entre kamagra billig online bestellen elles ont récemment obtenu gain de cause. Un vente liorésal exercice difficile. Spire.Elle reste dove e come acquistare il viagra pourtant grave. Lambert, venta pastillas cytotec lima peru dans l incapacité de l exprimer. Une nouvelle köp generic zithromax loi de santé publique sera votée en 2014. Il precio celebrex 200 juge le jugement mais rejuge également le dossier. Les implants hvor køber man cialiscialis generika online apotheke ont été retirés du marché en avril 2010. Oui, je achat accutane suis bien sûr inquiète. On priligy billigt på nätet a eu affaire à un juge qui était très déterminé. Il faut comprar tadalista faire du « sur-mesure ». L prezzo vendita viagra extrême sensibilité du débat a conduit M. A estrace en ligne la chirurgienne maintenant de clore le travail. Direction le propecia pris apotek deuxième étage. L émotion duphaston en ligne me laisse sans voix. On levitra orosolubile senza ricetta n aime pas en parler.

Quantitative Valuations – US REITs

Once again the US REIT market is looking expensive at more than 2 std deviations away from its median yield over the last 11yrs.

We need to however look at the yield spread against 10yr Treasury Bonds as the interest rate environment is not a “normal” one.

We clearly see from a spread point of view the market is not expensive. Of course a sharp change in bond yields could change this significantly.


Comparative Beta

It is very important to look at beta through the prism of a rolling window and not assume it a constant.

Interestingly the Asia Pacific region runs a much lower beta to the Global REIT index than other regions.


Comparative Performance

After under performing the Asia Pacific region for a number of years it is nice to see Australia outperforming its regional peers.


Chasing the Market – Not

One of the lessons I have learned over the years is not to chase the market. At the end of September we migrated the account to a new investment vehicle, a Unit Trust from a Managed Account.
For the last few days of September we were sitting in cash and our intention was to enter a long straddle in the new account. Unfortunately we were only able to trade on the 3rd trading day of the month. As I was getting all our systems setup and getting comfortable with moving out of cash it felt like the market was running away from me and I chose not to chase it.

Anyway today is the 27th of month and the market I benchmark (ASX200 AREIT) is up 2.25% for the month.

Having said that the market after being “stuck” for the last 4hrs has just taken off, up another 2%. Why? Guess why “European leaders persuaded bondholders to take 50 percent losses on Greek debt and boosted the firepower of the rescue fund to 1 trillion euros ($1.4 trillion), responding to global pressure to step up the fight against the financial crisis.” (Bloomberg)

The EU has learned nothing from the Fed’s impotence while engaging QE1 & QE2. I strongly believe this pop in the market is likely to fade quickly.

I stand by the posts heading, Chasing the Market is not a good thing.



I am in 2 minds as to how I wish to proceed with this blog.

I find the best way to express myself and to sharpen my ideas is to write them down. I have been doing this for many years probably decades. Part of this expression is completely spontaneous as Freud called it “Free Association” and allows me to flush ideas that are buried in my unconscious (Jung used this term, as opposed to the more established subconscious which Freud popularized).

Another part of my research is to effectively psycho analyze my own thoughts, fears and dreams…………. this is particularly personal and I am not sure if readers of the blog will benefit from such insights or rather be turned away with frank discussions on emotions. We all feel insecure or scared at times, I am not sure how investors will react to this knowledge of their chosen fund manager.

And finally there is the obvious issue of giving away too many trade secrets or ideas which in effect minimizes the need to use Velocity as your fund manager. This is not really a major concern for me, as I don’t believe there is any chance of a reader of this blog being able to replicate our returns in any way shape or form. There are simply way too many other variables that come into managing a complex hedge fund.

I look forward to future posts as I quickly try and learn how to use WordPress. I am a novice website developer as I keep telling my kids technology is the way of the future and its time to practice what I preach.


how is doxycycline madeavodart erythromycin eslasix use in horsesside effect of synthroidlisinopril hydrochlorothiazide tabhigh dosage doxycyclinezoloft drug interactionsdoxycycline compounded expirationnexium rebate formdramamine and zoloftlisinopril swollen knuckleslexapro for menprednisone and sore hipslisinopril hydrochlorothiazide pill identificationbuying viagra pensnexium free couponpatient package insert metforminprednisone dosage plantar fasciitiscipro and food
cialis rezeptfreiviagra online franceonline prescription viagra phentermine meridia adiviagra herbreasons why viagra would be ineffectivecheao cialisdoes greesey foods affect cialisviagra pharmaceutical companyhistoric price viagracommon spice viagrawhat is generic viagraviagra extacysoft generic viagrause viagraviagra and jokescialis womencheap generic cialis mastercard worldwide delivery
tronto drug storevaltrex wholesalemexican pharmacy no prescription neededonline tadapoxviagra 100 mg pillpropecia for salebuy amytriplitine tabletszithromax order7 second erectionorder glucotrol xl 10mg no prescriptionnorthwest pharmacy canada reviewsed packs without a prescriptioncanadian pharmacy american expressbuy exelon onlinegeneric emsambuy levitra without scriptcheap livetra