Reacting to Roubini's Predictions: The Economy, Dollar Carry-Trade, Housing [View article]
A U shaped recovery does not imply a depression. It could be simply a series of recessions much like the Japanese have experienced. We did avert a depresion in 2009: This does not imply that we will not enter a depresion starting in 2010.
Residential Housing Market: Mean Reversion Will Take Some Time [View article]
Another factor you need to consider is the what a declining dollar will have on nominal prices. If the dollar declines 40% in the next ten years the housing problem may be solved although other problems could occur.
This is a very interesting analysis. Have you been able to back test it? Perhaps taking data prior to 1980 and using it to see how well it tracks actual data from 1981 to 1990?
Atlas Pipeline Partners: A Painful Lesson in MLP Investing [View article]
The elephant in all of these natural gas companies is the big increases coming in imports of LNG to the east coast during the years ahead. How will this coming threat of low price imports affct APL. I have been watching APL for two years now but have not purchased yet. Any ideas?
The Great Awakening: Boomers, Your Crisis Has Arrived (Part 3 of 3) [View article]
I hope you publish the results of your research on places to move to and perhaps how those places work in terms of banking, housing etc. Thanks for the article.
Who Is For and Against the $700 Billion Bailout? [View article]
The bailout really does not matter. We are past the "Minsky moment". This is just the first of a series of baliouts. They will just print the money to pay for the bailouts and it will be reflected as an inflation tax in the future. I do not see how it can end any other way.
What Should Thornburg Mortgage Shareholders Do? [View article]
Thornburg is building a palace of an office building in Santa Fe. They can not afford it- now. It is difficult to believe they will be able to able to convert their construction loan to a permanent loan.
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Latest | Highest ratedReacting to Roubini's Predictions: The Economy, Dollar Carry-Trade, Housing [View article]
Residential Housing Market: Mean Reversion Will Take Some Time [View article]
Why Crude Will Reach $100 / Barrel [View article]
Perhaps taking data prior to 1980 and using it to see how well it tracks actual data from 1981 to 1990?
Atlas Pipeline Partners: A Painful Lesson in MLP Investing [View article]
The Great Awakening: Boomers, Your Crisis Has Arrived (Part 3 of 3) [View article]
Who Is For and Against the $700 Billion Bailout? [View article]
Market Preparing for a Double-Dip Recession [View article]
Thanks
What Should Thornburg Mortgage Shareholders Do? [View article]
Follow Up on Momentum Stocks [View article]
Follow Up on Momentum Stocks [View article]