John Paulson : Buy Homes

[Rich Toscano]

[quote=davelj]I’m not saying he’s wrong, but… I’m filing this under: I’m Talking My Own Book, By the Way.[/quote]

Haha… my thoughts exactly!

[davelj]

[quote=faterikcartman]

I think we’ve been insulated from a lot of inflationary pressure as many institutions that have received dollars from the government trough have not yet done anything with them so they’re not really in circulation.
[/quote]

Agreed. But realize that a lot of these institutions can’t do anything with these dollars. They’ve got capital and liquidity issues that aren’t getting better. Furthermore, they can’t find places to loan out the money where they have much comfort.

So, yes, these dollars will one day get into circulation… but that could be a ways down the road given the fragility of their balance sheets.

[davelj]

[quote=faterikcartman]

I think we’ve been insulated from a lot of inflationary pressure as many institutions that have received dollars from the government trough have not yet done anything with them so they’re not really in circulation.
[/quote]

Agreed. But realize that a lot of these institutions can’t do anything with these dollars. They’ve got capital and liquidity issues that aren’t getting better. Furthermore, they can’t find places to loan out the money where they have much comfort.

So, yes, these dollars will one day get into circulation… but that could be a ways down the road given the fragility of their balance sheets.

[davelj]

[quote=faterikcartman]

I think we’ve been insulated from a lot of inflationary pressure as many institutions that have received dollars from the government trough have not yet done anything with them so they’re not really in circulation.
[/quote]

Agreed. But realize that a lot of these institutions can’t do anything with these dollars. They’ve got capital and liquidity issues that aren’t getting better. Furthermore, they can’t find places to loan out the money where they have much comfort.

So, yes, these dollars will one day get into circulation… but that could be a ways down the road given the fragility of their balance sheets.

[davelj]

[quote=faterikcartman]

I think we’ve been insulated from a lot of inflationary pressure as many institutions that have received dollars from the government trough have not yet done anything with them so they’re not really in circulation.
[/quote]

Agreed. But realize that a lot of these institutions can’t do anything with these dollars. They’ve got capital and liquidity issues that aren’t getting better. Furthermore, they can’t find places to loan out the money where they have much comfort.

So, yes, these dollars will one day get into circulation… but that could be a ways down the road given the fragility of their balance sheets.

[davelj]

[quote=faterikcartman]

I think we’ve been insulated from a lot of inflationary pressure as many institutions that have received dollars from the government trough have not yet done anything with them so they’re not really in circulation.
[/quote]

Agreed. But realize that a lot of these institutions can’t do anything with these dollars. They’ve got capital and liquidity issues that aren’t getting better. Furthermore, they can’t find places to loan out the money where they have much comfort.

So, yes, these dollars will one day get into circulation… but that could be a ways down the road given the fragility of their balance sheets.

[enron_by_the_sea]

Dave:

I have a feeling that these dollars will make one journey to asia and return back into the bank vaults, spawning their Yuans,Rupee and Real offsprings that will keep on breeding…

[enron_by_the_sea]

Dave:

I have a feeling that these dollars will make one journey to asia and return back into the bank vaults, spawning their Yuans,Rupee and Real offsprings that will keep on breeding…

[enron_by_the_sea]

Dave:

I have a feeling that these dollars will make one journey to asia and return back into the bank vaults, spawning their Yuans,Rupee and Real offsprings that will keep on breeding…

[enron_by_the_sea]

Dave:

I have a feeling that these dollars will make one journey to asia and return back into the bank vaults, spawning their Yuans,Rupee and Real offsprings that will keep on breeding…

[enron_by_the_sea]

Dave:

I have a feeling that these dollars will make one journey to asia and return back into the bank vaults, spawning their Yuans,Rupee and Real offsprings that will keep on breeding…

[peterb]

Yeah, I think he’s talking his book here. The mechanism for housing prices to really escalate at this time would be a complete melt-down in money. Which may be dealt with a huge interest rate spike. At that point there’s probably better investments than a house.

[peterb]

Yeah, I think he’s talking his book here. The mechanism for housing prices to really escalate at this time would be a complete melt-down in money. Which may be dealt with a huge interest rate spike. At that point there’s probably better investments than a house.

[peterb]

Yeah, I think he’s talking his book here. The mechanism for housing prices to really escalate at this time would be a complete melt-down in money. Which may be dealt with a huge interest rate spike. At that point there’s probably better investments than a house.

[peterb]

Yeah, I think he’s talking his book here. The mechanism for housing prices to really escalate at this time would be a complete melt-down in money. Which may be dealt with a huge interest rate spike. At that point there’s probably better investments than a house.

[Author]

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