1. Is the world going to decouple from the US?
2. Housing is not near bottoming. Its going to take much longer than anyone thinks to figure out housing and yes, it is regional. Peak inventory has not even taken place yet. The fed made a huge mistake last may when they stopped raising interest rates. It led to a blow off top in housing.
3. How does China fit into the picture?
4. The entire global financial system has gone bonkers. No one wants to acknowledge the extreme excess that has gone from housing straight to MA and PE.
5. When this period of gross credit excess ends will it lead to a World War?
6. The fed and the rest of CB's are a total joke. At some point the world is going to have to come up with a better monetary system than the one we have now.
7. Why is the volume on the US so awful? The nasdaq might as well be turned off.
8. How much is the street going to spin earnings? And why is there a leverage buyout for everything. Wall Street keeps thinking that the homebuilders are undervalued and could be LBO'd. This is where common sense has left the building.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment