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

To: Tommaso who wrote (160181)	10/26/2008 9:54:00 AM
From: Think4Yourself	Read Replies (1) \| Respond to of 306849

I am not arguing that those industries aren't cheap. I am arguing that the selling has nothing to do with fundamentals and, because of that, they are likely to get even cheaper in the coming weeks as the fund redemptions and unwinding of over leveraged balance sheets continues. The stocks are being sold because the owners have to sell them, not because the owners think they are overpriced for the coming economic conditions. My big concern with buying here is that the leverage usage isn't going back to the ridiculous levels it was at even recently. We aren't going to see stock prices return to levels of even last summer any time soon, and maybe not in our lifetimes. The stock market game is in the process of changing. Anyone still playing by the old rules is in trouble.

To: Tommaso who wrote (160181)	10/26/2008 11:40:34 AM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 306849

That was an excellent article. I'm not so sure about uranium, but the rest of it makes sense.

To: Tommaso who wrote (160181)	10/26/2008 1:21:51 PM
From: zebra4o1	Read Replies (1) \| Respond to of 306849

That article is like a virus - it is everywhere today. Really appeals to people. As a counter point, how about more gloom and doom from Ambrose Evans-Pritchard. telegraph.co.uk Guy is predicting an emerging market currency crisis. And Nassim Taleb is saying, "maybe the crisis hasn't even started yet" Personally, I am beginning to capitulate. I no longer want to pick up any incredible bargains. I just want to keep my cash.