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Strategies & Market Trends : The Residential Real Estate Crash Index
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To: Skeeter Bug who wrote (303658)1/20/2011 11:40:38 PM
From: John VosillaRead Replies (1) of 306849
 
'i've missed nothing.'

Yes you have. Life will pass you by. Nobody cares if you or I are the smartest guys in the room and see so many things the sheep have been clueless about the entire time. My KISS method says focus on interest rates. A quick sharp rise will break the back of any recovery, take much demand away from housing and crush the banks and stock market once again For now this steep yield curve is making a killing for the banks to offset their huge losses at the expense of all the savers. Keep foreclosing over the next couple of years keeping supply and demand in balance and continue to use some creative accounting kicking the can down the road and we will be in a similar position like 1995-96 by 2013-2014. Large public companies throughout the world are reporting record profits and the NASDAQ 100 is at the lowest forward PE since 1982. At no time has the earnings yield relative to the 10 yr treasury yield been this favorable Sounds like a dynamic for hiring to pick up too, absorb much of the excess commercial space which might be the biggest exposure to banks still not accounted for and a continued upward thrust in the stock market IF rates remain real low.
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