Rocknbob

S&P Lowers Insurers Ratings, What About Banks' $400B CMBS Losses?

Mr. Kelly,
Correct me if Im wrong , your first graph shows almost constant CMBS ownership/distribution from Q107 thru Q308. If thats true, then you're assuming the net # of CMBS issued increased during the time.

your statement "The chart illustrates that commercial banks have not only been the largest holders of commercial mortgages, but they have been increasing their exposure even during the economic crisis." indicates this.

Maybe you could indicate whether the absolute amount of CMBS issued increased.

Housing Bubble: The Sequel

Two year rise in real estate values ?? Are you kidding? this "bubble" will last for a week , if that. I say stay in SRS, ride it out, and you'll benefit in the coming weeks/months...

Profit from the Housing Mess with ETFs

Nice article...... I a m long SRS and have a small profit take point of 89. I appreciate the study of the stochastics , which, combined with the commercial RE environment BEGINNING to deteriorate, could mean a roar from these levels to 100... My only hope in an economy such as this...