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Strategies & Market Trends : SiliconInvestor All Stars Forum
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To: John Vosilla who wrote (889)6/20/2007 9:39:20 PM
From: SouthFloridaGuyRead Replies (1) of 1718
 
Things were not awful in 2002 for the economy as a whole. It was awful if you were associated with dot.com.

I'm sure it's awful if you are associated with housing today.

There are key differences between 2000-2002 and today. That key difference is interest rates and valuations. Neither of which are as constrictive on a global or domestic basis.

Corporations are healthy as well. Unlike homeowners who are leveraged, corporates are not - though there is leverage in those who invest in corporate credit. It remains to be seen how the subprime fiasco reverberates in that space, but my guess is that it is a buying opportunity should corporate credit spreads blow out above the historical average.

With that said, the housing market is f*cked for the next 12 months.
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