Last week, we hosted our Q4 Webcast - "When Does the Housing Recovery Start?" (slides | recording) - looking ahead to 2011 price and some other big questions on people's minds:
- Have we hit bottom, or is there really more downside on the horizon?
- What are the implications of Robo-signing, QE2, Dodd-Frank, and the foreclosure pipeline?
- The supply problem - both of them. (Yes, there are two of them...)
- What are the opportunities for distressed mortgages, whole loans, and RMBS?
As always, comments and scathing criticisms are welcome.
Where do you think the market is going in 2011, and when will we see the recovery?
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.