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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Valuepro who wrote (31555)	5/19/2005 12:05:42 PM
From: John Vosilla	Respond to of 306849

Real estate overvalued coastal markets discounting high inflation, low interest rates and a falling dollar yet rents and incomes are flat unlike the 70's where everything was rising including rates. To compound the problems surely someone out there is not discounting the risks of our twin deficits on long term bond rates yet. Something has to give.

To: Valuepro who wrote (31555)	5/19/2005 12:58:07 PM
From: mishedlo	Read Replies (1) \| Respond to of 306849

I don't think that can last under the pressure of a commodities boom. What commodities boom? There was a boom in oil and metals. Grains and other stuff are near historic lows and coffee etc is just going up and down. Now your assumption is that the commodities boom will contine. Will it? Perhaps oil continues but if Housing heads into a slump demand for copper and metals etc will drop and if China slows significantly as well there might be some real surprises in store for commodity bulls. Mish