SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: THE ANT who wrote (100792)5/27/2013 11:20:57 AM
From: bart13  Respond to of 217576
 
Even with all the price increases during the last year plus, Case Shiller is still in lower lows & lower highs mode, especially when just CPI adjusted.



Same chart but adding in my CPPI ( nowandfutures.com ) adjustments. Looks a lot like the 1990s, so far.




To: THE ANT who wrote (100792)5/30/2013 1:30:44 PM
From: John Vosilla  Read Replies (1) | Respond to of 217576
 
Housing values all over the place. Some areas are beyond dirt cheap just looking at PITI to equivalent rents and household incomes could go up slowly for a generation to catch up if the WS hedge funds don't bubble them up quickly like 2003-04. Others like the prime areas in the gateway NE and west coast cities approaching the 2006-07 highs have already inflated and reached Bernanke's reflation goals for this cycle. Things should eventually normalize correcting all the current imbalances..

Interesting take you have on cheap currencies versus the dollar punishing the non reserve currencies and technology as a lid on inflation. But a stable and fast aging population would put additional pressure on inflation via lower productivity and a dwindling labor pool with possible wage pressures mounting going forward?