John Paulson : Buy Homes

[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.

[faterikcartman]

[quote=davelj] Furthermore, they can’t find places to loan out the money where they have much comfort.
[/quote]

I’ve wondered if the government bailouts insulate them from having to loan out the money to make money.

[faterikcartman]

[quote=davelj] Furthermore, they can’t find places to loan out the money where they have much comfort.
[/quote]

I’ve wondered if the government bailouts insulate them from having to loan out the money to make money.

[faterikcartman]

[quote=davelj] Furthermore, they can’t find places to loan out the money where they have much comfort.
[/quote]

I’ve wondered if the government bailouts insulate them from having to loan out the money to make money.

[faterikcartman]

[quote=davelj] Furthermore, they can’t find places to loan out the money where they have much comfort.
[/quote]

I’ve wondered if the government bailouts insulate them from having to loan out the money to make money.

[faterikcartman]

[quote=davelj] Furthermore, they can’t find places to loan out the money where they have much comfort.
[/quote]

I’ve wondered if the government bailouts insulate them from having to loan out the money to make money.

[patb]

[quote=faterikcartman][quote=davelj] Furthermore, they can’t find places to loan out the money where they have much comfort.
[/quote]

I’ve wondered if the government bailouts insulate them from having to loan out the money to make money.[/quote]

yes, they are borrowing for free short and buying treasuries. they borrow at 0.25% and get 4.2%.

of course the shock when short rates rise?

[patb]

[quote=faterikcartman][quote=davelj] Furthermore, they can’t find places to loan out the money where they have much comfort.
[/quote]

I’ve wondered if the government bailouts insulate them from having to loan out the money to make money.[/quote]

yes, they are borrowing for free short and buying treasuries. they borrow at 0.25% and get 4.2%.

of course the shock when short rates rise?

[patb]

[quote=faterikcartman][quote=davelj] Furthermore, they can’t find places to loan out the money where they have much comfort.
[/quote]

I’ve wondered if the government bailouts insulate them from having to loan out the money to make money.[/quote]

yes, they are borrowing for free short and buying treasuries. they borrow at 0.25% and get 4.2%.

of course the shock when short rates rise?

[patb]

[quote=faterikcartman][quote=davelj] Furthermore, they can’t find places to loan out the money where they have much comfort.
[/quote]

I’ve wondered if the government bailouts insulate them from having to loan out the money to make money.[/quote]

yes, they are borrowing for free short and buying treasuries. they borrow at 0.25% and get 4.2%.

of course the shock when short rates rise?

[patb]

[quote=faterikcartman][quote=davelj] Furthermore, they can’t find places to loan out the money where they have much comfort.
[/quote]

I’ve wondered if the government bailouts insulate them from having to loan out the money to make money.[/quote]

yes, they are borrowing for free short and buying treasuries. they borrow at 0.25% and get 4.2%.

of course the shock when short rates rise?

[patb]

[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]

i think with the destruction of asset prices?

no sign of inflation for a while

[patb]

[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]

i think with the destruction of asset prices?

no sign of inflation for a while

[patb]

[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]

i think with the destruction of asset prices?

no sign of inflation for a while

[patb]

[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]

i think with the destruction of asset prices?

no sign of inflation for a while

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