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: elmatador who wrote (115614)1/16/2016 1:53:05 PM
From: Elroy Jetson  Respond to of 219944
 
The post-9/11 real estate bubble in America required the rapid creation of almost unimaginable levels of new debt over a five year period.

The ensuing asset bust was large enough to wipe-out the banking system in America, the largest in the world.

Even though the Fed has rapidly added liquidity since 2008, it has still been less than the debt which was liquidated in foreclosures, bankruptcies and insolvencies — resulting in a decline in total debt in America.




To: elmatador who wrote (115614)1/16/2016 3:47:01 PM
From: TobagoJack  Respond to of 219944
 
i guess if indeed 4% realised would be good-enough, especially in an otherwise flat to negative 'growth' world

i reckon 6-8% due to concurrent imperatives to build infrastructure, rebalance urban/rural, and bias services/production

in all cases net positive

as to asset bust, am unsure the shanghai stock exchange is the best measure of asset level, and doubt the essentially no-aware bond arena has any meaning. real estate is much more relevant as an indicator, and that in first tier cities are okay