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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: The Duke of URLĀ© who wrote (15321)6/15/2004 10:43:36 PM
From: Jim Willie CB  Respond to of 110194
 
housing price earnings ratio is 20% above peak 1987 level

as calculated by value of entire housing nationally
divided by
national disposable income
nice calculation of aggregate PE ratio

"Housing, It is Different This Time" [NOT !!!]
ntrs.com

for nice set of graphs, check out Kasriel's work
also, graph versus rental income
also, graph versus replacement value
also, graph versus leverage

/ jim