Pent up demand

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106 Comments

    • Tue Apr 29th 11:46 AM | Rating: 0 0
      Commented on:
      Are US Inflationary Concerns Inflated?
      All of the BLS inflation numbers are a case of "who you gonna believe, me or your lyin' eyes?"

      The government has motive, means, and opportunity to fudge the numbers at every turn. You be the judge.
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    • Tue Apr 29th 11:44 AM | Rating: 0 0
      Commented on:
      Are US Inflationary Concerns Inflated?
      Dr. Perry can we see those graphs overlaid with the increases in wages?
      View article »
    • Tue Apr 29th 09:04 AM | Rating: 0 0
      Commented on:
      How Housing Finance Actually Works
      Tom's analysis falls apart when home prices decline by 20-30%. What happens to your refinancing when your formerly 80% LTV loan is now a 95% LTV? Two years ago that was no problem mon. Not so much anymore. And I don't care what your FICO score is.

      The loans that have paid off are the people who made it to the exit in time. It will be interesting to see what becomes of the members of the "class of 2006" who didn't/couldn't refinance.
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    • Wed Apr 23rd 09:52 AM | Rating: 0 0
      Commented on:
      Jingle Mail: How Do You Value Home Equity?
      Hmm. Let's see a public company that isn't going out of business generally has positive cashflow. What's the cashflow look like on a house (that you live in)? It's all negative in my experience.

      The value of a way OTM call vs. the present value of 15-20 years of carrying costs? No contest.
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    • Tue Apr 22nd 10:17 AM | Rating: 0 0
      Commented on:
      Financial Ravings Go Mainstream
      Tim P,
      Why do you have the idea that all trends develop so rapidly that CNN is incapable of reporting them?
      One could just as easily argue that if CNN is giving air time to a "bust at FNMA" it is all but inevitable and they are just softening up the public for the eventual bailout.
      View article »
    • Thu Apr 17th 09:06 AM | Rating: 0 0
      Commented on:
      Mortgage Resets: Subprime May Be Ending, Option ARMs Have Just Begun
      All these charts that I've seen graph only the first reset. A lot of the reset pain has been put off by the massive Fed cuts, but if (more like, when) they are forced to raise rates to curb inflation, the loans that have not defaulted by that time will come right back to the forefront.
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    • Thu Apr 10th 12:00 PM | Rating: 0 0
      Commented on:
      Housing Market Tracker - Even Mortgage Brokers Want to Stop Foreclosures
      gordon, your faith in the electorate is commendable if misplaced. 85% of registered voters polled about the housing crisis said they preferred nacho cheese Doritos over cool ranch flavor.
      View article »
    • Thu Apr 10th 10:54 AM | Rating: 0 0
      Commented on:
      No Breaking News Here: Katie Couric Likely to Leave CBS
      Katie's problem is that she started believing her own press image. She's an intellectual featherweight who's supposed to project authority. She'll be great on "Katie Couric Live" though. She can do softball interviews with all the lefty actors (you know, the "smart" ones), and can give a platform to whichever dictator-du-jour that the American left wants to stroke.
      View article »
    • Thu Apr 10th 10:49 AM | Rating: 0 0
      Commented on:
      Housing Market Tracker - Even Mortgage Brokers Want to Stop Foreclosures
      I guess I need to get off my a$$ and buy a foreclosed McMansion since these bailouts (along with every other form of government largesse) will leave my kids so heavily taxed that they'll never afford to live on their own. I need more space.
      View article »
    • Fri Apr 4th 10:01 AM | Rating: 0 0
      Commented on:
      Chance This Is The Bottom? Zero.
      If you want to really have fun, look at the numbers net of government employment.

      The perma-bulls have had many days in the sun. Unfortunately for them the "expansion" of the last 5 years is turning out to have been largely smoke(credit) and mirrors(leverage). Pay no attention to that man behind the curtain Mr. perma-bull.
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    • Fri Apr 4th 08:39 AM | Rating: 0 0
      Commented on:
      An Insider's Look at the Subprime Mortgage Collapse
      Pepe, enlighten me. Where is this place where those without the gold make the rules?
      View article »
    • Wed Apr 2nd 09:41 AM | Rating: 0 0
      Commented on:
      The Myth of Gold as an Inflation Hedge
      Right, no overt expansion of the money supply, just plenty of covert action.
      View article »
    • Tue Mar 25th 11:49 AM | Rating: 0 0
      Commented on:
      Dollar Must Get Weaker Before It Gets Stronger
      Raise your hands: who wants to live in a country where the primary economic activity is building/selling houses to one another. This constitutes a strong economy?
      View article »
    • Thu Mar 20th 08:48 AM | Rating: 0 0
      Commented on:
      A Government Rental Agency to Mop Up the Foreclosures
      brokerbila, you are calling for some private or public entity to walk into a falling market and sell puts? Sorry, but to me that sounds like one definition of insane.

      Your little proposal does sound like a good deal for buyers, but let's look at the guy on the other side of the trade. I see a lot of risk. Perhaps your "insurance premium" won't be as cheap as you think.
      View article »
    • Tue Mar 18th 09:31 AM | Rating: 0 0
      Commented on:
      Housing Market Data - Hints of Bargain Hunter Interest in Foreclosures
      tradersystemguru is right. I have seen some data to the effect that the foreclosures we're seeing right now are mostly HELOC cash-out borrowers. The first big round of rate resets only happened in November, and we haven't even reached reset for the really awful teaser and option ARM loans yet.
      View article »
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