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


To: Proud_Infidel who wrote (34751)7/1/2005 3:23:59 PM
From: Wyätt GwyönRead Replies (1) | Respond to of 306849
 
let's see, you said "after 2000", and that is exactly when value outperformed. were you aware of this time period called 2001 which came between "after 2000" and "the dark days of 2002". even if you add in "the dark days of 2002", value has had the greatest outperformance in the history of US market. that is apparent to people who realize there is more to the market than crap tech stocks.



To: Proud_Infidel who wrote (34751)7/2/2005 5:04:25 PM
From: TommasoRead Replies (2) | Respond to of 306849
 
My own dim view is that "the dark days of 2002" are going to look like a spring morning when the real decline in equities sets in. I guess that by making money so easy to get, the Federal Reserve has allowed the earnings of many companies to actually bring down those formerly stratospheric P/E ratios, but stocks are still on the whole overvalued by about 50%.

It is hard to imagine what will happen when ten million "home owners" find themselves upside-down on their domiciliar investments. The repo game will be more complex than sending out a wrecker at 3 a.m.



To: Proud_Infidel who wrote (34751)7/2/2005 5:05:02 PM
From: TommasoRespond to of 306849
 
edit: duplicate