tag:blogger.com,1999:blog-11719208.post2105468593038128158..comments2023-11-05T04:36:14.223-08:00Comments on The Mess That Greenspan Made: The "Greenspan Channel"Timhttp://www.blogger.com/profile/16530974968126497397noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-11719208.post-90159853495488270372007-08-19T00:18:00.000-07:002007-08-19T00:18:00.000-07:00COME ON WAKE UP, LOOKING FORWARD, THE GAME HAS CHA...COME ON WAKE UP, LOOKING FORWARD, THE GAME HAS CHANGED. Tighter lending standards will get tighter, interest rates levels will make little difference. Falling valuations will doom the residential market, expect falling prices for 3 to 5 years. I refer you to UK housing market in 1991 to 1996, median house price fell 25%. BUT debt fueled over valuations in this cycle are MUCH worse. SO SELL stocks and houses NOW !!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-11719208.post-54836981441076328582007-08-14T18:01:00.000-07:002007-08-14T18:01:00.000-07:00nice chart, but the graph would be more accurate i...nice chart, but the graph would be more accurate if you put a LN on it.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-11719208.post-78842152446053667152007-08-14T13:53:00.000-07:002007-08-14T13:53:00.000-07:00Good point - there's about $9.8 trillion in mortga...Good point - there's about $9.8 trillion in mortgage debt to go along with the almost $23 trillion in real estate assets and virtually no corresponding debt for stocks.Timhttps://www.blogger.com/profile/16530974968126497397noreply@blogger.comtag:blogger.com,1999:blog-11719208.post-2889772063726976962007-08-14T12:35:00.000-07:002007-08-14T12:35:00.000-07:00That's not "ownership" that's open interest. The ...That's not "ownership" that's open interest. The stocks are not leveraged to any great extent. The real estate line represents majority leverage positions.Rob Dawghttps://www.blogger.com/profile/10042154106850545479noreply@blogger.comtag:blogger.com,1999:blog-11719208.post-81785988890902386582007-08-14T09:19:00.000-07:002007-08-14T09:19:00.000-07:00Tim, I'd be interested in how the money supply tra...Tim, I'd be interested in how the money supply tracked this pair...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-11719208.post-83526497449527129812007-08-14T08:32:00.000-07:002007-08-14T08:32:00.000-07:00so why can't stocks and real esate keep going up f...so why can't stocks and real esate keep going up forever? we can keep printing money forever, can't we?Anonymousnoreply@blogger.com