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Strategies & Market Trends : The Residential Real Estate Crash Index
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To: SouthFloridaGuy who wrote (100455)1/16/2008 1:21:40 PM
From: Sea OtterRead Replies (1) of 306849
 
Interesting post. Mish is always interesting, even when he's wrong ;}

What he's overlooking in that analysis, IMHO, is the strong export growth courtesy of our "strong-dollar" policy. This will keep a fire lit under tech for some time, just as it will do for agriculture.

Anecdotally, in the private firms that I have a window on, I am indeed seeing numbers soften. But not strongly so. Should this change dramatically then I would be the first out of tech. I don't see it yet however. Time will tell ..
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