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Keithcho

Keithcho
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  • Emerging Markets Aren't a Bubble [View article]
    A bubble is when the current price of an asset is far in excess of what the cash generation potential of said asset is. The apartment bought at a price that costs $6000 a month to operate but the rental value is $1000 would be evidence of a bubble, irrespective of the level of leverage in the transaction.
    Dec 4 03:16 PM | 5 Likes Like |Link to Comment
  • Reversion to the Mean for Equities [View article]
    A question: Is the comparison of NYSE capitalization from 20s, 40s and 70s valid given that alternative exchanges such as NASDAQ have emerged as viable alternatives to the NYSE?
    Jan 13 07:57 AM | 6 Likes Like |Link to Comment
  • Property Worsens: Beginning, Middle or End? [View article]
    The chart is very interesting. We will see whether it is telling: The housing market has never (since 1970), had a major sell off that did not bottom during a recession. There are two choices, here - either it is different this time, or it isn't. I'll bet on the last 37 years of history, you?
    Oct 19 03:21 AM | 1 Like Like |Link to Comment
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