Tål att upprepas

Detta ensamt gör inte att börser stiger, men i all pessmism ska vi komma ihåg detta!!! För er som läser den här bloggen regelbundet så är det knappast någon nyhet 🙂

http://pragcap.com/read-of-the-day-5-economic-trends-to-be-thankful-for

Ang huspriser låg man ju rätt så rätt i tajmingen 🙂 av ren tur såklart!
Den som läste…
https://kortsikt.com/2012/08/06/amerikanska-huspriser/
kunde tjänat pengar på
http://pragcap.com/chart-of-the-day-the-homebuilder-boom
lite skämt, lite allvar 🙂

Och till alla er (vilket borde vara rätt få här på bloggen) som tror att Amerikanska regeringen ger ut obligationer, som blir köpta av FEDs nytryckta pengar…. läs den här. Ni har nämligen fel!

http://macromarketmusings.blogspot.se/2012/11/the-biggest-myth-about-fed.html

Annonser

Om GaStan

Ga Stan bloggar här under rubriken "Kortsikt's blogg". GaStan är en medelålders gift man bosatt i Stockholm och verksam i finansbranschen.
Det här inlägget postades i Uncategorized. Bokmärk permalänken.

3 kommentarer till Tål att upprepas

  1. fredde skriver:

    För den som är intresserad av huspriser kan jag även tipsa om nedan artikel från GS Global Economics Weekly:

    It may be premature to worry about any kind of overheating in the German housing market, whereas such concerns may be more justified in Norway or Canada. And
    even while acknowledging that it is difficult to make cross-country valuation comparisons
    since different valuation levels may be ‘fair’ depending on country-specific local factors,
    conventional metrics such as house-price-to-rent or house-price-to-income measures tell a
    similar story. (…) flyers’. They show the degree to which valuation metrics have ‘cheapened’ in the cases of Germany and even Switzerland before recent increases. Even in Sweden, where valuations have increased over the recent decade, they are only now back at similar levels to the
    early-1980s and early-1990s, just ahead of their own housing bust. By contrast, valuations
    appear more challenging in Norway, Canada and Australia, although they have
    ‘cheapened’ somewhat in Australia in recent quarters. While not shown, house-price-to income
    measures exhibit an identical pattern of valuation across the ‘housing high-flyers’.

    In addition to valuations, it is also worth considering whether house price increases are
    accompanied by significant surges in home-building activity. Because housing is extremely
    durable, housing busts tend to be more severe and more painful when there is
    overbuilding of homes prior to the bust – as was the case for example in the recent
    housing busts in the US and Spain. While cross-country comparisons of construction
    activity are difficult, Exhibit 8 shows an index of building permits – its current level relative
    to a long-term average and its historical peak relative to a long-term average. On this
    metric, ‘high-flyers’ like Canada, Norway and Switzerland look relatively more exposed –
    current permit levels here are at or above the historical average in these countries and not
    far off recent peaks. By contrast, Germany, Sweden and Australia have permit levels below
    long-term averages.

    http://www.scribd.com/doc/112587012/GS-housing

  2. GaStan skriver:

    Tack för inlägg, är det ok om jag gör ett inlägg utifrån rapport?

Kommentera

Fyll i dina uppgifter nedan eller klicka på en ikon för att logga in:

WordPress.com Logo

Du kommenterar med ditt WordPress.com-konto. Logga ut /  Ändra )

Google+-foto

Du kommenterar med ditt Google+-konto. Logga ut /  Ändra )

Twitter-bild

Du kommenterar med ditt Twitter-konto. Logga ut /  Ändra )

Facebook-foto

Du kommenterar med ditt Facebook-konto. Logga ut /  Ändra )

w

Ansluter till %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.