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barnaby33ParticipantRoth IRA -> put options -> nuff said.
Joshbarnaby33ParticipantRoth IRA -> put options -> nuff said.
Joshbarnaby33ParticipantHow many of those adjustable rate morgages had a low teaser rate? I
Without answering your question, let me one up you. Who would have taken out an adjustable without a teaser rate? Interest rates were at multi-generational lows. That screams fixed rate, so in order to steer people to adjustables the teaser was used.
Josh
barnaby33ParticipantHow many of those adjustable rate morgages had a low teaser rate? I
Without answering your question, let me one up you. Who would have taken out an adjustable without a teaser rate? Interest rates were at multi-generational lows. That screams fixed rate, so in order to steer people to adjustables the teaser was used.
Josh
barnaby33ParticipantHow many of those adjustable rate morgages had a low teaser rate? I
Without answering your question, let me one up you. Who would have taken out an adjustable without a teaser rate? Interest rates were at multi-generational lows. That screams fixed rate, so in order to steer people to adjustables the teaser was used.
Josh
barnaby33ParticipantHow many of those adjustable rate morgages had a low teaser rate? I
Without answering your question, let me one up you. Who would have taken out an adjustable without a teaser rate? Interest rates were at multi-generational lows. That screams fixed rate, so in order to steer people to adjustables the teaser was used.
Josh
barnaby33ParticipantHow many of those adjustable rate morgages had a low teaser rate? I
Without answering your question, let me one up you. Who would have taken out an adjustable without a teaser rate? Interest rates were at multi-generational lows. That screams fixed rate, so in order to steer people to adjustables the teaser was used.
Josh
barnaby33ParticipantI would rather, you are asking a complex and often asked question on this site. There are way too many moving parts to answer simply.
Pre inflationary monetary policy ala Nixon houses generally rented for more than the house payment. That was with a 10 or 20 percent down.
In the last 2 to 3 decades that has not been the case, especially in high growth area on the coasts.
I think a more interesting question to ask is the macro question on inflation, will it continue to spiral up, or will we have deflation. That would go much farther towards answering what the fundamentals are as the are ‘flation’ dependent.
Josh
barnaby33ParticipantI would rather, you are asking a complex and often asked question on this site. There are way too many moving parts to answer simply.
Pre inflationary monetary policy ala Nixon houses generally rented for more than the house payment. That was with a 10 or 20 percent down.
In the last 2 to 3 decades that has not been the case, especially in high growth area on the coasts.
I think a more interesting question to ask is the macro question on inflation, will it continue to spiral up, or will we have deflation. That would go much farther towards answering what the fundamentals are as the are ‘flation’ dependent.
Josh
barnaby33ParticipantI would rather, you are asking a complex and often asked question on this site. There are way too many moving parts to answer simply.
Pre inflationary monetary policy ala Nixon houses generally rented for more than the house payment. That was with a 10 or 20 percent down.
In the last 2 to 3 decades that has not been the case, especially in high growth area on the coasts.
I think a more interesting question to ask is the macro question on inflation, will it continue to spiral up, or will we have deflation. That would go much farther towards answering what the fundamentals are as the are ‘flation’ dependent.
Josh
barnaby33ParticipantI would rather, you are asking a complex and often asked question on this site. There are way too many moving parts to answer simply.
Pre inflationary monetary policy ala Nixon houses generally rented for more than the house payment. That was with a 10 or 20 percent down.
In the last 2 to 3 decades that has not been the case, especially in high growth area on the coasts.
I think a more interesting question to ask is the macro question on inflation, will it continue to spiral up, or will we have deflation. That would go much farther towards answering what the fundamentals are as the are ‘flation’ dependent.
Josh
barnaby33ParticipantI would rather, you are asking a complex and often asked question on this site. There are way too many moving parts to answer simply.
Pre inflationary monetary policy ala Nixon houses generally rented for more than the house payment. That was with a 10 or 20 percent down.
In the last 2 to 3 decades that has not been the case, especially in high growth area on the coasts.
I think a more interesting question to ask is the macro question on inflation, will it continue to spiral up, or will we have deflation. That would go much farther towards answering what the fundamentals are as the are ‘flation’ dependent.
Josh
barnaby33ParticipantI have a hard time agreeing with the screaming deal point of view simply because your evaluation of what a screaming deal is, is most likely based on inflated profits from all the leverage in the system. I think taking a year or two out to let a large portion of the leverage unwind will give us a much clearer picture of which businesses are good deals. Namely those that can survive the unwind.
None of the IB’s look like a good deal to me even if cheaply priced because we don’t even know half the story yet, on how much sausage they are hiding.
Josh
barnaby33ParticipantI have a hard time agreeing with the screaming deal point of view simply because your evaluation of what a screaming deal is, is most likely based on inflated profits from all the leverage in the system. I think taking a year or two out to let a large portion of the leverage unwind will give us a much clearer picture of which businesses are good deals. Namely those that can survive the unwind.
None of the IB’s look like a good deal to me even if cheaply priced because we don’t even know half the story yet, on how much sausage they are hiding.
Josh
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