SI
SI
discoversearch

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 : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: John Vosilla who wrote (90324)1/10/2008 1:41:31 PM
From: Pogeu Mahone  Read Replies (1) | Respond to of 110194
 
Keep in mind calulated risk`s chart of all mortgage resets..
I think 2010 could be the bottom or not, however in RE it will be an L bottom. And besides those bottom prices will be retail, only buy wholesale, i know you do.-nfg-

===================
'no choice just like 1991. hard to believe this is happening a second time within 20 years.'

It is more like a decade when you look at the timeline of final disposition of RTC property in 1993-95 and this bubble really taking off in 2003-04. I thought this could never happen so soon after the last one and felt the real appreciation cycle was going to kick in by 2010. Funny thing is it probably will happen starting in 2010 anyway and that one will be the real sustainable reflationary cycle not the phoney mania credit juiced mania of 2003-06..