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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (41283)10/14/2008 3:12:09 AM
From: Haim R. Branisteanu1 Recommendation  Read Replies (1) | Respond to of 217689
 
maybe, s&p is not a great comparison after being artificially held high, after all it is a matter of choice we differ on gold and I think your claim is not proven even more so if compared to coal or crude oil over the last decade

in any case one decade on this subject is a bit short - best would be over a span of a generation

maintaining the buying power of an asset over a generation should qualify as "real money" residential RE in many locations qualifies but in many others does not



To: TobagoJack who wrote (41283)10/14/2008 2:10:53 PM
From: energyplay  Read Replies (2) | Respond to of 217689
 
We need to look carefully at energy trusts. Those that can self fund their expansion, or issued debt for drilling last year or even two months ago are going to be okay.

Any energy trust or E&P that was planning for a loan or debt issue has a problem - they may need to cut back, inlcuding dividends and distribution, to self fund capital projects. Also, it is likley the banks will require even more hedging of production, which right now would just lock in low prices.

It is just like musical chairs - the music stopped, and some people were without a chair...