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Bloomberg Interview: 2016 Housing Predictions


               
2015 Dec 30, 3:02pm   44,807 views  170 comments

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http://loganmohtashami.com/2015/12/30/bloomberg-interview-2016-housing-predictions/

Another note, since I went on CNBC (June) and warned that TOLL Brothers was over rated and Builders index is pricing in too much growth and not growth from a low bar...

Both have fallen double digits from the top, XHB, barely positive for the year, all that hype early on with housing, fell flat toward the end of the year

#Housing
#Economics

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161   _   2016 Feb 9, 7:15pm  

landtof says

why don't you let me come in on this and we'll split the commish.

You think I am getting paid a penny on this ;-)

162   anonymous   2016 Feb 9, 10:12pm  

hahaha i know i just love quoting the "i love you, man" movie. tevin the realtor was a pretty awesome character.

163   _   2016 Feb 10, 2:47pm  

That 1.60 level I always talk about in my yearly prediction almost there on 10's

Will we see break or will it hold

164   Strategist   2016 Feb 10, 2:51pm  

Logan Mohtashami says

That 1.60 level I always talk about in my yearly prediction almost there on 10's

Will we see break or will it hold

Looks like it's gonna break it in the next few weeks. The descent has been very sharp.

165   _   2016 Feb 10, 2:53pm  

Strategist says

Looks like it's gonna break it in the next few weeks. The descent has been very sharp.

This is true and the world has negative rates in play

Pro for holding is that Core Inflation is rising as well as wage growth so does that off set global yield collapse...

Time will tell, this has been key level coming up, triple bottoms and tops are very rare anyway

166   Strategist   2016 Feb 10, 4:57pm  

Logan Mohtashami says

Strategist says

Looks like it's gonna break it in the next few weeks. The descent has been very sharp.

This is true and the world has negative rates in play

Pro for holding is that Core Inflation is rising as well as wage growth so does that off set global yield collapse...

That sums up what Yellen testified today.....The future of the Federal funds rate rests on the economic data that comes along.

167   _   2016 Feb 10, 5:57pm  

Strategist says

.The future of the Federal funds rate rests on the economic data that comes along.

The economic cycle can't really push the growth they want, they have been wrong on their estimates for years.

Since the dollar has done so much of their work, they should, just focus on inflation at this point, all their models for growth and inflation are broken, hence why the DOTS have been a disaster this cycle

168   _   2016 Feb 10, 9:31pm  

Strategist says

The descent has been very sharp.

Last week on my weekly bond market prediction I said we close under 1.87% we can test 1.60% - 1.65%, but it happened faster than I though with a 1.67% print today

169   Strategist   2016 Feb 11, 4:41am  

Logan Mohtashami says

Strategist says

Looks like it's gonna break it in the next few weeks. The descent has been very sharp.

This is true and the world has negative rates in play

Wow. As of this second, the 10 year T Bond is at 1.56%

170   _   2016 Feb 11, 6:30am  

Logan Mohtashami says

Wow. As of this second, the 10 year T Bond is at 1.56%

This area is super key now, now the negative rate factor is in play where it wasn't before

Fun times! :-)

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