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

To: The Reaper who wrote (163876)11/12/2008 2:03:41 PM
From: PerspectiveRead Replies (1) | Respond to of 306849
 
I still get the impression that an entire swath of the NDX100 is in denial here. I read somewhere recently that while the SPX PE has fallen down to around 10, NDX100 PE is still up around 16-18.

They haven't gotten the message yet: INTEREST RATES HAVE GONE UP. A WHOLE BUNCH. GET USED TO IT.

People keep talking about record spreads on corporate bonds - how it represents value. There are TWO ways for the discrepancy resolve: corporate yields can decline -OR- treasury yields can rise. Could it be that the latter is the more likely resolution?

`BC



To: The Reaper who wrote (163876)11/12/2008 2:29:38 PM
From: patron_anejo_por_favorRead Replies (1) | Respond to of 306849
 
Anybody buying the "dip" in GNW? I saw they got pole-axed on the Moody's debt downgrade.....but their financials don't look as perilous as the market action implies? From 4 to under a buck in 3 days? That's pricing imminent BK, and I don't quite see that.

Anybody? Anybody? Buehler?


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