Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : SiliconInvestor All Stars Forum -- Ignore unavailable to you. Want to Upgrade?

To: SouthFloridaGuy who wrote (441)	3/4/2007 2:46:57 PM
From: John Vosilla	Read Replies (2) \| Respond to of 1718

So much hinges on interest rates for the longer term trend. Which is why I disagree with the deflationary camp the most. A 4.5% 10 yr yield yield give you a risk free multiple of 22 for other asset classes to compete with while 7% reduces the multiple to near 14..We need much higher rates to see who was really swimming naked once the pool is empty. This noise of late is just setting us up for the next leg which IMHO is down.. Real estate has a ways to go in general. NYC is perhaps the biggest lagging indicator of all. Commercial real estate hs no become just as big a bubble with cap rates of 3-5% now common..