The Residential Real Estate Crash Index Message Board

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Strategies & Market Trends : The Residential Real Estate Crash Index

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To: Perspective who wrote (172860)	12/21/2008 7:33:26 AM
From: ChanceIs	Read Replies (1) of 306849

RE: Regional banks My single best data point on the regional banks comes from Alex Pollock at the AEI. He has stated on several occasions that the debt in the regionals is some 60% real estate based. They may not crash and burn but they will have little upward driving force. Things are very murky indeed. I have to harken back to Roubini. We will get a bump upwards here, and then fizzle off again. We have had all sorts of stimulus pumped into the system which will cause a lot of confusion. Oil is very opaque. Natural gas is a little clearer, especially with the cold coming. The retailers should be an easy read. Sales numbers don't lie. Having the hedge funds buy securitized car and credit card loans won't have too much to do with consumers dropping big bucks at Macy's.

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