Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : US Inflation and What To Do About It -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (1036)	7/11/2019 10:21:33 AM
From: John Vosilla	Read Replies (1) \| Respond to of 1504

They will definitely find themselves buying up corporate bonds, as that is likely to be the epicenter of the next blow up. Huge increase past 10 years. fred.stlouisfed.org But debt to equity (high stock market value) and debt coverage ratio (very low interest rates) make it manageable for now? Amazing only mortgage debt has not risen dramatically past decade.. Only hope for growth going forward?

To: RetiredNow who wrote (1036)	7/11/2019 10:41:19 AM
From: John Vosilla	Read Replies (1) \| Respond to of 1504

Are you positioned well for the next downturn? Different position than most here as I haven't owned stocks since 2012. Been selling most of my RE the past 18 months putting it in floating rate bond funds. I need to keep busy also have people that need me in the game so now doing quick foreclosure fix and flip going forward till I see inventory build up much more than now.. Noticing single family inventory homes on the market well over 12 months at higher end much of country for McMansions over 3k sf living area.. Much due to overbuilding. In FL the difference between starter home and middle market below the median price points compared to McMansions is huge. Been selling my remodeled starter homes in markets with only 2-3 months inventory move quickly. But also sold two that were above the median price points took a very long time. NYC our largest market has over a year inventory as do high end communities without any overbuilding like Santa Barbara and Beverly Hills in CA.. Also noticing many markets in affordable industrial midwest from Pittsburgh to Grand Rapids have tons of inventory as well kind of shocked me the most.