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 Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: westpacific who wrote (22998)12/7/2004 12:41:28 PM
From: John Vosilla  Respond to of 110194
 
<As for me, I am hedged heavy outside the dollar (but not all of it, one has to bet always on America, one has to believe in the people of America) - however holding US REAL ESTATE here in any form is the biggest mistake you can make!>

Not even in the inexpensive midwest? Some rental property at only 4-5 times annual rent. People have to live somewhere. No doubt the bubble markets will take a dive of perhaps 40-50%. The new high end condos hoping to be flipped by speculators in places like Miami and San Diego are going down 70-80% and are going to be the poster child of the excesses of this bubble.

So what are the leading indicators to tell if your scenario is the likely outcome?



To: westpacific who wrote (22998)12/7/2004 1:48:53 PM
From: loantech  Respond to of 110194
 
<Longer term, maybe 70, but so what if at some point we see interest rates of 12 to 21% on dollar cash.>

I am waiting. <g>



To: westpacific who wrote (22998)12/7/2004 2:29:00 PM
From: orkrious  Read Replies (2) | Respond to of 110194
 
SHORT SQUEEZE ANYONE!!!!!!

a short squeeze implies a large group of people who are required to buy it back. the number of shorts are dwarfed by the number of longs who want out