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John Paulson believes a V-shaped economic recovery will boost U.S. home prices 3%-5% this year...

John Paulson believes a V-shaped economic recovery will boost U.S. home prices 3%-5% this year and another 8%-12% next year, but Richard Suttmeier says prices may still tumble another 25% and Whitney Tilson is betting against the homebuilders.
Comments (7)
  • nightfly
    , contributor
    Comments (1017) | Send Message
     
    Paulson's view will only occur if we go back to the lending practices of 2000-2006 and allow family pets; the unemployed; minimum wage earners borrow 100% with no money down.

     

    Then housing will appreciate. What the chance of that?

     

    Unfortunately, I believe that Suttmeier is more likely accurate but I sure hope another 25% move isn't in cards - but easily could be in bubble markets like Cali, Vegas, Florida, etc.
    10 May 2010, 05:33 PM Reply Like
  • MrMostro
    , contributor
    Comments (629) | Send Message
     
    Looks like it's a regression back to the mean for Paulson.
    But a 3 billion payday glosses over stuff like this.
    Hey maybe ACA can get back at him by taking the other side. As long as Goldman doesn't tell them about it of course.
    10 May 2010, 05:39 PM Reply Like
  • mike mohr
    , contributor
    Comments (452) | Send Message
     
    What a SOB.
    10 May 2010, 05:52 PM Reply Like
  • FencePost Capital
    , contributor
    Comments (6) | Send Message
     
    Maybe Goldman should develop a product so that John can buy from Whitney and Richard, but don't tell them who is on the other side of the transaction. Then in a few years they can go before Levin and he will use some profanity and get all fired up about something he doesn't understand.
    10 May 2010, 06:31 PM Reply Like
  • 1980XLS
    , contributor
    Comments (3333) | Send Message
     
    Doesn't take a rocket scientist to figure that out.

     

    The value of everything will go up when valued in Fiat currencies.

     

    Hyperinflation comming, mabe not tomorrow but it's comming.
    10 May 2010, 07:09 PM Reply Like
  • MrMostro
    , contributor
    Comments (629) | Send Message
     
    there is not abundant tangible asset that every country could reserve
    the point is that it's all fiat. a currency is a function of the sovereign ability to to create goods and services. but you can get caught up in the printing press currencies argument. it's just a pointless exercise.
    the real issue is the inability of the market to price a currency or debt accordingly because of undue influences.
    10 May 2010, 07:55 PM Reply Like
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