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“Brownstone prices have bottomed, BHO, face it.”
You’re blowing your load, DIBS. Gotta get to YOY = 0. Suck it (no homo).
“I hope its only a temp thing”
That’s a hope you can live up to, HOBOKEN. We all know the reGOVery couldn’t last and now debt (therefore the money supply) is deflating like it did in the 30’s. Google ‘Money As Debt’.
“I don’t think you can put a price on owning your dream home”
The banks/appraisers can. That’s what matters. How many of us are paying cash?
“BHO can put a price on anything…10 X Annual rent Roll…that’s it, no room for anything else.”
Sustainable home price fundamental, DIBS. I’m just a messenger.
“I believe it. He said that since he’s only in DC to help, and therefore has no vested interest in a career in politics, he can be an indepedent voice. Yeah, that’s great that you don’t have an agenda, but this doesn’t change the fact that you don’t know shit!
Posted by: jessibaby at December 29, 2009 9:55 AM”
IShares MSCI JPN Index fund. Long a massive number of 2012 calls as of yesterday. (DIBS – stop fantasizing about my balls, I am not on your team)
No need to play individual companies because this is a big picture idea. Could also take a long position in the Nikkei futures. Long run, JPN is no good due to it’s declining and aging population. The trick is to stay flexible and ride the waves.
JOF, EWJ, NMR for accounts that can only hold ADRs
we buy locally and we’ve owned Toshiba (does have an ADR as well), Toyoda Gosei, Elpida, Don Quixote, Hitachi Construction Machinery, Komatsu & Kubota (last two have ADRs)
We are still long a lot of China stocks listed in Hong Kong…555, 1186, 1766,494 and some here as well…CEU, VISN, MR
ugh that is wrong on so many levels. He’s in DC to help, what a line. Just like the guys who tells you how sensitive they are over and over, where’s the purel.
“I saw a chart recently that shows the number of years that President’s top advisers and cabinet officials have spent in the business world and Obama’s numbers are the lowest in many decades.”
I believe it. He said that since he’s only in DC to help, and therefore has no vested interest in a career in politics, he can be an indepedent voice. Yeah, that’s great that you don’t have an agenda, but this doesn’t change the fact that you don’t know shit!
“Brownstone prices have bottomed, BHO, face it.”
You’re blowing your load, DIBS. Gotta get to YOY = 0. Suck it (no homo).
“I hope its only a temp thing”
That’s a hope you can live up to, HOBOKEN. We all know the reGOVery couldn’t last and now debt (therefore the money supply) is deflating like it did in the 30’s. Google ‘Money As Debt’.
“I don’t think you can put a price on owning your dream home”
The banks/appraisers can. That’s what matters. How many of us are paying cash?
“BHO can put a price on anything…10 X Annual rent Roll…that’s it, no room for anything else.”
Sustainable home price fundamental, DIBS. I’m just a messenger.
http://www.gmaloneco.com/oct5nyt.htm
And yes, Japan has nowhere to go but up.
***Bid half off peak comps***
“I believe it. He said that since he’s only in DC to help, and therefore has no vested interest in a career in politics, he can be an indepedent voice. Yeah, that’s great that you don’t have an agenda, but this doesn’t change the fact that you don’t know shit!
Posted by: jessibaby at December 29, 2009 9:55 AM”
Did he have an mba?
IShares MSCI JPN Index fund. Long a massive number of 2012 calls as of yesterday. (DIBS – stop fantasizing about my balls, I am not on your team)
No need to play individual companies because this is a big picture idea. Could also take a long position in the Nikkei futures. Long run, JPN is no good due to it’s declining and aging population. The trick is to stay flexible and ride the waves.
stevie, Manhattan rents were probably 50-300% above comparable Brooklyn properties…yes, 300% in some cases.
We’ve mostly been short the Yen..YCS
JOF, EWJ, NMR for accounts that can only hold ADRs
we buy locally and we’ve owned Toshiba (does have an ADR as well), Toyoda Gosei, Elpida, Don Quixote, Hitachi Construction Machinery, Komatsu & Kubota (last two have ADRs)
We are still long a lot of China stocks listed in Hong Kong…555, 1186, 1766,494 and some here as well…CEU, VISN, MR
11217, s*ck on this!
NYC real estate – “its a lot worse than you think†Net effective rents in Midtown
Manhattan have fallen by 42 percent since the second quarter of 2008. NY Post.
http://www.nypost.com/p/news/business/it_lot_worse_than_you_think_oV6NQLlxeRCQkjYNZagBVN
jessi,
ugh that is wrong on so many levels. He’s in DC to help, what a line. Just like the guys who tells you how sensitive they are over and over, where’s the purel.
DIBS YOU ARE 100 PERCENT CORRECT ON THE JAPANESE MARKET… I have been looking at that as well.. What are you looking at?
“I saw a chart recently that shows the number of years that President’s top advisers and cabinet officials have spent in the business world and Obama’s numbers are the lowest in many decades.”
I believe it. He said that since he’s only in DC to help, and therefore has no vested interest in a career in politics, he can be an indepedent voice. Yeah, that’s great that you don’t have an agenda, but this doesn’t change the fact that you don’t know shit!