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 Residential Real Estate Crash Index
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: RetiredNow who wrote (260406)7/13/2010 12:03:12 PM
From: tejekRead Replies (2) of 306849
 
Not really. Those are fumes. None of the hard core metrics are recovering. Most are actually deteriorating. We'll know what will happen based on what we see in 2H'10.

I disagree. Don't listen to the media; look at the numbers. The only thing that is not happening is job creation...but overtime and the hiring of temps are both increasing. In the stronger markets, housing is improving snd showing some price appreciation. In most weaker markets, housing has stabilized. Rail shipments are up; so is transocean shipping even as the Baltic continues to flounder because of ship overcapacity. Lending is increasing albeit slowly. The LIBOR rate is solid....conducive to lending. The ISMs are over 50 which suggests expansion. The economic indicators are heading up. Three companies reported last nite in three different sectors......all were positive, beat expectations and increased forward guidance. Corps are sitting on a ton of cash.

Global macro: Europe is not as bad as once thought, China is engineering a soft landing and the rest of the BRIC are booming.

We're experiencing a U bottom, not a V bottom. I think we are very close to finishing the bottom portion of the U and the next leg will be up. Its always darkest before the dawn. You heard it here first. ;-)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News