Open Thread


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  1. “BHO, it [rent:price ratio] depends upon what the risk free rate is.

    Your arbitrary rules of thumb are just that, arbitrary.”

    Nope. It depends on historical mean reversion (mortgage rates, income, rents, etc.).

    These rules of thumb are not mine – they are the market’s. And they are not arbitrary – they are cyclical.

    ***Bid half off peak comps***

  2. “Men are discussing sports!! Go fix us a sammich or something woman!! ;)”

    okay, then I’ll shove the sammich down your throats, so you can’t say Chargers and Giants anymore 😉

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