21 Comments for this entry

1. jan-martin feddersen says:

   November 17, 2006 at 12:39 AM

   The Conquest of Inflation: The
   World’s Second Oldest Profession

   good stuff with great historic quotes from greenspannad good charts.

   http://www.itulip.com/forums/showthread.php?t=625
2. jan-martin feddersen says:

   November 17, 2006 at 12:45 AM

   Seven States Adopt CSBS Nontraditional Mortgage Guidance

   http://calculatedrisk.blogspot.com/2006/11/seven-states-adopt-csbs-nontraditional.html
3. jan-martin feddersen says:

   November 17, 2006 at 1:54 AM

   petrodollars for london properties

   http://immobilienblasen.blogspot.com/2006/11/petrodollars-for-london-properties.html
4. John M. says:

   November 17, 2006 at 4:51 AM

   twist -

   Don’t miss the piece from new commenter msregina at Your Nov 12th post. This commenter provides a really unique perspective.
5. jan-martin feddersen says:

   November 17, 2006 at 5:12 AM

   Why the Market is Resting on Quicksand

   from comstock . good stuff.

   http://tinyurl.com/y5y95j
6. John M. says:

   November 17, 2006 at 5:39 AM

   Jan-Martin -

   I enjoyed the Comstock piece.[1] Here’s the context for the headline quote I used on the sidebar. Emphasis is mine.

   “Although the bulls say that all of this lackluster growth is a sign of a soft landing, it is also exactly what would be happening now if we were headed for recession. In fact, in the entire post-war period the only soft landing ever engineered by the Fed occurred in 1995, a period that is now being used as the poster-boy for all soft landings. Every other time that the Fed has engaged in a series of rate hikes has been followed either by a recession or a landing so rocky that it caused a significant bear market in stocks. In addition almost all of these periods have been led by an inverted yield curve, a decline in the leading indicators and a sharp drop in building permits—exactly the conditions prevailing today. Although the vast majority of economists are looking for a soft landing the consensus of economists has never forecast a single recession.“

   ———————————–

   [1]: “Why the Market is Resting on Quicksand”, Comstock Partners, November 16, 2006.
7. jan-martin feddersen says:

   November 17, 2006 at 6:14 AM

   yup.

   i agree.

   will be fun to watch whne reality hits them……
8. jan-martin feddersen says:

   November 17, 2006 at 6:45 AM

   off topic but maybe the fed should exclude this in the infaltion calculation…..

   UPS raises rates 4.9% for 2007

   said Friday its rates for 2007 would increase by an average 4.9% for ground shipments, air express and international parcels from the U.S. The Atlanta package delivery giant said the increase for air express and international shipments is based on a 6.9% rise in the base rate, less a 2% reduction in the current fuel surcharge
9. jan-martin feddersen says:

   November 17, 2006 at 8:55 AM

   calculated risk is out with nice graphs on todays housing data

   http://calculatedrisk.blogspot.com/2006/11/housing-starts-and-completions.html
10. NVmike says:

    November 17, 2006 at 12:59 PM

    Might want to put that Freddie Mac “the worst may be behind us!” champagne back in the fridge, folks.

    The Census Bureau has released the October housing data: http://tinyurl.com/yy3jzu.

    WOW. These are HUGE drops.

    (Single family homes, all YOY)
    Nationally, permits
    Down 31.7%
    Regionally, permits
    Northeast: Down 23.3%
    West: Down 41.8%
    Midwest: Down 33.9%
    South: Down 26.9%

    Nationally, new starts
    Down 31.8%
    Regionally, new starts
    Northeast: Down 22.2%
    West: Down 32.9%
    Midwest: Down 33.1%
    South: Down 32.4%
11. twist says:

    November 17, 2006 at 1:14 PM

    NV Mike-

    Thank you for some great data! One of the mantras of the REIC is “All real estate is local”- We can see that is true to the extent that the level of pain differs from place to place.
12. jan-martin feddersen says:

    November 18, 2006 at 4:23 AM

    Derivatives Trading Soars to $370 Trillion / buffets “weapon of mass destruction

    this numbers are just unbelievable…

    http://immobilienblasen.blogspot.com/2006/11/derivatives-trading-soars-to-370.html
13. jan-martin feddersen says:

    November 18, 2006 at 6:58 AM

    5 minute interview on bloomberg

    pyle of scotia capital expects housing to “remains weak”

    http://www.bloomberg.com/avp/avp.asxx?clip=mms://media2.bloomberg.com/cache/vQvPbFMEPBuk.asf
14. jan-martin feddersen says:

    November 20, 2006 at 5:27 AM

    REITS going GAGA …./ Blackstone to Buy Equity Office for 36 billion$ (incl. debt)

    http://immobilienblasen.blogspot.com/2006/11/reits-going-gaga-blackstone-to-buy.html
15. jan-martin feddersen says:

    November 20, 2006 at 5:28 AM

    When Value Mavens Lag
    paying twice / hussman

    http://www.hussmanfunds.com/wmc/wmc061118.htm
16. jan-martin feddersen says:

    November 20, 2006 at 5:29 AM

    Profit Margins, Earnings Growth, and Stock Returns
    Investors consistently overpay for stocks in periods when profit margins are high

    http://www.hussmanfunds.com/rsi/profitmargins.htm

    very good charts
17. jan-martin feddersen says:

    November 20, 2006 at 5:30 AM

    Realtors at The Crossroads

    make sure you see the nar slideshow “road to recovery”!!!!

    http://paper-money.blogspot.com/2006/11/realtors-at-crossroads.html
18. jan-martin feddersen says:

    November 20, 2006 at 6:17 AM

    Former KB Home CEO could get $175 million in severance: L.A Times

    http://www.marketwatch.com/news/story/story.aspx?siteid=mktw&guid={27B2244A-6180-422F-85B9-2146665277E6}
19. jan-martin feddersen says:

    November 20, 2006 at 6:18 AM

    sorry. wrong link.

    here the right one

    http://tinyurl.com/y73ny5
20. jan-martin feddersen says:

    November 20, 2006 at 6:45 AM

    Goldilocks Napping

    http://jeffmatthewsisnotmakingthisup.blogspot.com/2006/11/goldilocks-napping.html
21. John M. says:

    November 20, 2006 at 7:00 AM

    Jan-Martin -

    OK, let’s see if this one stays put for a while. “EXITING UNDER A CLOUD, WITH $175 MILLION: KB Home’s CEO left amid a stock option probe. He can cash in because he wasn’t fired”, by Kathy M. Kristof, Los Angeles Times, November 20, 2006.

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