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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (18815)12/16/2004 11:48:37 PM
From: ild  Read Replies (2) of 116555
 
<<<Heinz:
mortgages now also comprise over 60% of the assets on bank balance sheets>>>

Here's a chart from 4/15/2004 issue of Contrary Investor:

idorfman.com

Lastly, the final chart is conceptually borrowed from Paul Kasriel at Northern Trust. Paul estimates that total bank exposure to mortgage debt is near 60% of total assets when bank investments as well as loans are included in the picture. Again, we cannot overstate the meaning of inflated real estate values to the US economy and financial system.
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