SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ild who wrote (4363)1/4/2004 5:11:10 PM
From: russwinter  Read Replies (3) of 110194
 
Of course I consider BCA conclusions and reference to "old dead bears" quotes from 1956 and 1978 to be bogus, and warranting of a poor score on the debate squad. My rebuttal to them, is to direct you to the following charts (19, 20, 24, 25) at the Hoisington presentation. Then compare current circumstances with the bogus dates (or any date you choose) BCA uses:
Message 19632973

And while you're at it, check out the interesting chart 22 on "residential rental vacancy rates". Should dispel all (but the most fuzzy, head in the sand thinkers) from the notion we are in a housing shortage, especially one necessitating record high SF housing starts. Check out the housing starts chart 21 too, in case you were wondering if: 1. there's still any pent up demand left (besides speculation and nutty behavior), or 2. what true housing cycles have looked like in the past half century (before Easy Al decided to try and abolish the cycle that is). The next housing down cycle will truly be one of the main daggers that kills this vampire.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext