I’m sitting here with Igor, dibbling my toes in the moat. Every now and then we gaze nervously at Doom HQ, where Mr. Twist is in charge until Thursday.
Mrs. Twist is in New York this week, doing the sights and casting a Doomish eye on the Mother of All Condo Markets. Certainly her impressions will be interesting. Igor gets irritable if he’s not fed, so drop something tasty into the Leave a Reply Here box for him. He especially likes spam!
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Escape from Normalville
Reaping High Rewards with Less Risk
http://itulip.com/forums/showthread.php?t=602
Low Yields / hussman
http://www.hussmanfunds.com/wmc/wmc061113.htm
institutions, joe sixpack and hedgefunds / cartoon
http://immobilienblasen.blogspot.com/2006/11/institutions-joe-sixpack-and.html
The Hidden Costs Of Financing
this fits alo in the thread about the incentives from the builders (rates)
http://www.autodogmatic.com/index.php/sst/2006/11/11/the_hidden_costs_of_financing
Facts On Housing Boom-Bust Cycles and Recessions
from jas jain. good charts
http://www.safehaven.com/article-6287.htm
news from socalmtgguy
reality check
http://housingbubblecasualty.com/?p=46
no cheap securities to buy…..
http://immobilienblasen.blogspot.com/2006/11/no-cheap-securities-to-buy.html
gold producer de-hedging doubles! / bill cara
http://tinyurl.com/yaf92b
Home Depot Net Income Falls First Time in Three Years
please watch the chart from 2002 since they startet their 13 billion $ buyback…..
http://immobilienblasen.blogspot.com/2006/11/home-depot-net-income-falls-first-time.html
Buying When The Yield Curve Is Inverted: Good Bet or Regret?
http://traderfeed.blogspot.com/2006/11/buying-when-yield-curve-is-inverted.html
Worst to First: Refco, Delphi, Bonds Beat Market
proof that the market is pricing in no risk at all….
http://immobilienblasen.blogspot.com/2006/11/worst-to-first-refco-delphi-bonds-beat.html
Jan-Martin -
GA Auto insurance / loan analysis link at #4 was very good. Borrowers are in amazingly complicated trouble these days.
The de-hedging story linked at #8 went completely over my head. I suspect some Doom readers may be baffled too. Perhaps you could explain to someone who knows nothing about the gold market (that’s me) why this is important.
The Housing Bubble: Made in China and Japan?
http://www.oftwominds.com/blog.html
uk: regulators wants stresstest with property prices down 40%!
http://immobilienblasen.blogspot.com/2006/11/uk-regulators-wants-stresstest-with.html
another private equity pos ipo “hertz”
shows you how pe works
http://immobilienblasen.blogspot.com/2006/11/another-private-equity-pos-ipo-hertz.html
Trade Deficit Has Roots Here, Not in China
http://immobilienblasen.blogspot.com/2006/11/trade-deficit-has-roots-here-not-in.html
uk housing charts
http://immobilienblasen.blogspot.com/2006/11/uk-charts.html
hedge funds sears / shld
http://immobilienblasen.blogspot.com/2006/11/hedge-funds-sears-shld.html
Well, we can all take a deep breath now, Freddie Mac says the worst may be behind us: http://tinyurl.com/y8o6p8.
That was a scary dream, Auntie Em, but it’s over now!