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

To: Tommaso who wrote (108406)	3/7/2008 3:57:52 PM
From: Archie Meeties	Read Replies (1) \| Respond to of 306849

What are the general stock markets likely to do? Magic 8 ball says..."Reply hazy, try again" If you've been short the financials through all of this, then congrats.

To: Tommaso who wrote (108406)	3/7/2008 4:33:53 PM
From: XBrit	Respond to of 306849

What are the general stock markets likely to do? Well, my opinion, for what it's worth: Message 24336154 I guess my strongest reason is that we are unwinding an epic bubble of underpriced credit (relative to the real risk). Perhaps unprecedented in the postwar period. The credit bubble is at the root of both the real estate bubble and the excessive leverage in the financial markets. The disorderly unwinding of leverage is well underway in some parts of the financial markets, and it seems likely to me it will continue spreading. Residential RE has much further to fall even in nominal terms. Basically I think Roubini's scenario of self-reinforcing multiple meltdowns is fairly likely to happen.

To: Tommaso who wrote (108406)	3/7/2008 8:45:39 PM
From: saveslivesbyday	Read Replies (3) \| Respond to of 306849

"It really is about time for a major bear market" Remember, it takes longer for these things to play out than most expect.

To: Tommaso who wrote (108406)	3/8/2008 10:57:26 AM
From: The Wharf	Read Replies (1) \| Respond to of 306849

On the whole, I am leaning to maintaining most of my bear market positions because all sorts of financial arrangements seem to be falling apart and collapsing and the Fed has little room to do anything further about it. I think this is the key as the FED is opening itself up the doors to carry trade the lower the rates go. That problems some nations are trying to address but it means world lower value $US. You want physical growth and the growth ends up as movement of currency not business creation by means of currency. Currency that does not work for you only adds to inflation. It is not creating jobs to buy products with. Rough guess on my part but that to me seems to end up as stock market goes down.