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


To: John Vosilla who wrote (46925)1/11/2006 9:41:13 AM
From: shadesRespond to of 306849
 
I'm squarely in that camp now but are you?

Well Mish did provide me a cartoon to the INFLATION MONSTER - I don't know how much clearer bernanke and the euro boys can make it. We got to grow our way out of it all with inflation - cleaning up toxic loans is not a job well suited to these janitors eh? They have to encourage MORE debt. Amy J pointed out a few months back we have to keep the sheeple spending what - about 600 billion a year to keep it all afloat - after housing what is left to inflate? Where is the next party? Cramer says titanium and space - I like star trek - sure why not - hehe. I liked the liftport space elevator guy - he was pretty excited about carbon nanotubes.

Cramer believes that titanium is the best natural resource “out there”, including gold, because it’s the lifeblood of the aerospace cycle which is now “en fuego” (on fire). He predicts that we are entering a major titanium bull market and that ATI is the best titanium play in the world. Want lighter, faster planes? – You need titanium

I feel for the deflation guys on some of these boards. Very smart and very convincing at times.

investorsinsight.com

Mauldin shows me some graphs - what do you think of the one showing median rent versus median price? You think they can't diverge for much longer eh? Why?

I'm sure they make up for their lack of investment prowess in newsletter and middleman fees.

Hehe - shhh - they got kids to feed Vosilla - Xmas presents were expensive to get wrapped this year.