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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?


To: elmatador who wrote (6298)9/6/2020 10:40:45 PM
From: John Vosilla  Read Replies (3) | Respond to of 13803
 
Home building especially starter homes on fire. Lumber prices way up in a month. Lots of shadow inventory staying off market for now moratoriums in place till end of year most foreclosures so growing markets suburban markets very tight prices rising but some exceptions like NYC the 4 boroughs not including Staten Island going the other way quite high inventory 2 year... Hard to get exact figures but 25-30M distressed residential units either tenant, landlord or both in trouble need another lifeline or two...The lifeline could be less than $50B a month. Peanuts compared to the $5-6 trillion we seem to have already spent or allowing a 2008 repeat in 2021-22..

They messing with the supply chain everywhere lots of distortions great financing great low monthly payments autos anybody can qualify these days..

Some big banks like Wells Fargo, Barclays and Banco Santander look like in a death spiral. Deutsche Bank looks strong surprised to see that.

What is going on your way, in Brazil, in Europe from all this?