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


To: damainman who wrote (67656)11/30/2006 11:03:21 AM
From: ChanceIsRead Replies (3) | Respond to of 306849
 
>>>I guess they will start that rate cut anticipation stuff again.<<<

I am sure that the spread between the short and 10 year treasuries is greater today then at any time in the last nine months. The yield curve looks very inverted:

stockcharts.com

The ten year (as measured by the IEF) is almost back to the level of last January.

Yesterday all the talk was of inflation still being the greater risk. But we had the wage compensation adjusted downwards.

I think that the Fed is creating all the excuses possible to sit on the fence.

Did I mention that the dollar continues to crumble???

Why is the 10 year rising when the dollar is tanking.

I can't figure it.

I can't fathom why the homies are rising. The turnaround has to be 18 months off. The market doesn't look that far in advance. Beware analyst upgrades and remember how many of them went to jail over Enron, WorldCom, etc.

I guess with the lower long bond, mortgage rates come down and housing becomes mor affordable. But when the recession hits, one can't pay the mortgage with the salary he no longer has.

I have been waiting for the right moment to sell some puts against my homie shorts. Looks like I waited too long.