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

To: Think4Yourself who wrote (198016)	4/24/2009 2:29:47 PM
From: Perspective	Read Replies (1) \| Respond to of 306849

I'm actually just waking up to the fact that - perhaps - Q1 had a lot of business activity that was pent-up demand from Q408. I mean, business literally stopped for a lot of companies for a while there. You can look at T-bill yields as a reminder of when TSHTF: Basically, the crisis really hit full speed right at the beginning of October, and ran through the end of December. Things thawed in January. So perhaps a bunch of activity got shifted into Q1. But now with Q2, we have millions more unemployed, credit is tighter for the clownsumer, and no more pent-up demand. I have no idea how to quantify it, but it would explain all the better-than-expected data points. I guess it would start to become evident about mid-May that Q2 was going to be a problem. That's not too far off. I'd feel better if stocks started reflecting this concept. `BC