Hysteria's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/123994/comments http://seekingalpha.com/article/77769-time-to-buy-gold?source=feed#comment-170071 170071 Mon, 19 May 2008 12:42:15 -0400 http://seekingalpha.com/article/67618-so-much-for-that-mortgage-reit-bull-market?source=feed#comment-123842 123842
Thank you for contributing to the UTTER PANIC, as you so say, by your very actions. Indeed, it is exactly this attitude, ¨get me out no matter what!¨ that will cause this crash to be so severe. Thanks for adding to my short positions!]]> Fri, 07 Mar 2008 23:17:17 -0500
Thank you for contributing to the UTTER PANIC, as you so say, by your very actions. Indeed, it is exactly this attitude, ¨get me out no matter what!¨ that will cause this crash to be so severe. Thanks for adding to my short positions!]]> http://seekingalpha.com/article/64875-a-bet-against-the-banks?source=feed#comment-116926 116926
globalmacro - the pain felt thus far in financials has come as a result of an average 10% drop in nationwide home prices. Granted, not all markets have fallen or need to fall. However, the overall market value of real estate in California, Nevada, Florida, the entire US Northeast, etc, is massive. These markets have more like 50-60% to fall to reach historic price/rent ratios.

Think about it, if all this pain has come from only a 10% drop in nationwide average real estate, imagine when we get to the 30-40% average drop needed to bring us back to historic norms. If you dont believe this is true, just google the Case Shiller National Home Price index. Although a particular house in Kansas may not need to drop this much, the AVERAGE, which includes this house, does.

I just dont see the pain ending until we reach these levels, so Ill also be holding my SKF position for the next 6-24 months, and slowly shifting profits into gold as Helicopter Ben steadily tries to inflate our way out of this mess.]]> Mon, 18 Feb 2008 12:59:12 -0500
globalmacro - the pain felt thus far in financials has come as a result of an average 10% drop in nationwide home prices. Granted, not all markets have fallen or need to fall. However, the overall market value of real estate in California, Nevada, Florida, the entire US Northeast, etc, is massive. These markets have more like 50-60% to fall to reach historic price/rent ratios.

Think about it, if all this pain has come from only a 10% drop in nationwide average real estate, imagine when we get to the 30-40% average drop needed to bring us back to historic norms. If you dont believe this is true, just google the Case Shiller National Home Price index. Although a particular house in Kansas may not need to drop this much, the AVERAGE, which includes this house, does.

I just dont see the pain ending until we reach these levels, so Ill also be holding my SKF position for the next 6-24 months, and slowly shifting profits into gold as Helicopter Ben steadily tries to inflate our way out of this mess.]]> http://seekingalpha.com/article/63101-buying-the-oversold-financial-sector?source=feed#comment-114789 114789 Tue, 05 Feb 2008 19:41:38 -0500 http://seekingalpha.com/article/58478-my-ten-predictions-for-2008?source=feed#comment-113379 113379
macromarkets.com/image...

Keep in mind, ALL THE PAIN WE'VE SEEN SO FAR is from this 7% drop in home values. To reach historic norms (level 100 on this graph) they have a lot further to drop.

New topic: If the markets verge on recession from a 7% drop in home values, what will happen in the coming 40-50% correction needed to return to historic valuations!

Bear? More like a gang of super-bears who've just tasted blood after a long hibernation.]]> Tue, 29 Jan 2008 04:55:16 -0500
macromarkets.com/image...

Keep in mind, ALL THE PAIN WE'VE SEEN SO FAR is from this 7% drop in home values. To reach historic norms (level 100 on this graph) they have a lot further to drop.

New topic: If the markets verge on recession from a 7% drop in home values, what will happen in the coming 40-50% correction needed to return to historic valuations!

Bear? More like a gang of super-bears who've just tasted blood after a long hibernation.]]> http://seekingalpha.com/article/61968-media-coverage-of-the-mortgage-crisis?source=feed#comment-113373 113373 Tue, 29 Jan 2008 04:17:26 -0500 http://seekingalpha.com/article/61419-have-bank-stocks-hit-bottom?source=feed#comment-113138 113138 Mon, 28 Jan 2008 00:07:27 -0500 http://seekingalpha.com/article/60605-housing-prices-expected-to-bottom-in-2010-21-off-06-highs?source=feed#comment-111253 111253
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Exactly the kind of rubbish sentiment that started the housing bubble in the long run. Remember, in the long run houses retain their value in real terms, they do not appreciate. For this crash to be over prices must fall back to their historic norms, which even with high inflation will be much more than 21%.]]> Thu, 17 Jan 2008 23:07:25 -0500
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Exactly the kind of rubbish sentiment that started the housing bubble in the long run. Remember, in the long run houses retain their value in real terms, they do not appreciate. For this crash to be over prices must fall back to their historic norms, which even with high inflation will be much more than 21%.]]> http://seekingalpha.com/article/59065-gold-is-just-a-brick-active-value-investing-book-excerpt?source=feed#comment-108373 108373 home.earthlink.net/~intelligentbear/com-...

The DOW/GOLD ratio should be trending to 3:1 over the next few years. DOW 9,000 / GOLD $3,000/oz is my prediction.]]> Fri, 04 Jan 2008 23:58:03 -0500 home.earthlink.net/~intelligentbear/com-...

The DOW/GOLD ratio should be trending to 3:1 over the next few years. DOW 9,000 / GOLD $3,000/oz is my prediction.]]> http://seekingalpha.com/article/57455-kudlow-cramer-deliver-signs-of-a-market-downturn?source=feed#comment-105647 105647 Mon, 17 Dec 2007 01:26:46 -0500