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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (2715)12/16/2005 1:24:53 AM
From: Taikun  Respond to of 217764
 
TJ,

As I was considering when to reload some futures, maybe tonight or tomorrow, I was thinking about real estate and hedgies.

US housing stock value, $100trl?
pages.prodigy.net

Growing at 10% p.a.

First, the top 5% or 5trl invested 10% in hedgies, leveraged 10x, 5trl.

Then the growth of housing stock at 10% or $10trl pushes maybe another 1% leveraged to 1trl.

6trl? Most of it would have been invested the past 5 years.

Now squandered, we will see:

*hedgie redemptions
*decelerating housing growth

Hitting hedgies.

Another case for liquidity crunch?

Plus ZIRP ending?

I still like my gold though.

When to reload?

D



To: TobagoJack who wrote (2715)12/16/2005 3:08:40 AM
From: Taikun  Read Replies (2) | Respond to of 217764
 
TJ,

Added April Gold @ $506.7

Nibble, nibble.

D