PRAGMATIC CAPITALISM Thu 2010-09-16 16:15 EDT

CREDIT SUISSE: 6 BULLISH FACTS ABOUT HOUSING

TPC

Here's a contrarian view for you. Credit Suisse says the fears about housing are well overdone. In their analysis they cite 6 different bullish factors that should help to bolster house prices in the USA...The government now owns or guarantees about 70% of US mortgage debt...Valuation is extremely cheap on all measures...Delinquency ratios, charge-off and foreclosure rates seem to have peaked...Housing starts are about 1m below trend demand of housing units -- based on household formation and replacement demand... * Distressed sales (short-sales, foreclosures and REO sales) are less than a third of the total, after peaking at almost half in 2009...Housing as a proportion of GDP is now just 2.2%, compared with a long-run average of 4.5%...

6 BULLISH FACTS; Credit Suisse; Housing; PRAGMATIC CAPITALISM.

Thu 2010-01-07 19:18 EST

'Greater Depression' More Bullish for Gold than 1930s -- Seeking Alpha

...The current, global financial system is in the process of coming to an end -- one way or another. History teaches us it is highly unlikely that this transition can be accomplished without economic catastrophe. As the only superior currencies in existence, it is inevitable that gold and silver will benefit, as the inferior paper currencies (which we mistakenly call ``money'') suffer the same deaths that have awaited every other fiat currency, throughout history.

1930s; bullish; gold; Greater Depression; Seeking Alpha.

Jesse's Café Américain Sun 2009-08-30 11:59 EDT

US Equity Markets Look Dangerously Wobbly As Insiders Sell In Record Numbers

Jesse

"Investors Intelligence's latest survey of advisory services showed an impressive 51% bullish and a meager 19% bearish...the spread hasn't been that wide since November 2007." Alan Abelson, Barrons, Aug. 29, 2009Next week we move into September, the riskiest month of the year for financial markets, with the federals escalating preparations for a flu pandemic, while Congress considers legislation... ``selling by corporate insiders in August has surged to $6.1 billion, the highest amount since May 2008. The ratio of insider selling to insider buying hit 30.6, the highest level since TrimTabs began tracking the data in 2004.''

Equity Markets Look Dangerously Wobbly; Insider sell; Jesse's Café Américain; record number.

Fri 2008-11-07 00:00 EST

Mish's Global Economic Trend Analysis: Unrelenting Bullishness

Mish's Global Economic Trend Analysis; Unrelenting Bullishness.

Sun 2008-08-24 00:00 EDT

Safe Haven | The Elusive Bottom

Safehaven | The Elusive Bottom, by Merrill-Lynch economist David A. Rosenberg; predicting lengthy recession, secular bear market dating from 2000, eventual bullish indicators include savings rate above 8%, housing supply below 8 months, household interest coverage below 10.5%; frugality is in; bullish on bonds

elusive bottom; safe haven.

Wed 2008-08-13 00:00 EDT

Mish's Global Economic Trend Analysis: Marc Faber - Bullish On The US$, Bearish On Commodities

bearish; bullish; Commodities; Marc Faber; Mish's Global Economic Trend Analysis.

Fri 2008-03-21 00:00 EDT

Winter (Economic & Market) Watch >> The Lender of Only Resort

Winter (Economic & Market) Watch >> The Lender of Only Resort; "the financial sphere will be rapidly downsized, large layoffs spun as bullish, and power and capital more intensely concentrated...if you thought financial markets were rigged and manipulated before, you ain't seen nothing yet."

economic; lender; Market; resort; watch; winter.

Mon 2007-12-17 00:00 EST

Minyanville -

Minyan Mailbag: Deflation, The Fed and Control, by Mr. Practical; "all roads lead to a devastating deflation in the US", credit deflation bullish for USD

Minyanville.