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No one cares.
We already exposed him.
Then he left.
2016 | AMERICATALYST: FAST FORWARD ( one of the top housing conferences in America)
http://www.americatalyst.com./content/2016-americatalyst-fast-forward
Gary Beasley
Co-Founder | CEO
ROOFSTOCK
Sean Becketti
Chief Economist
Freddie Mac
Douglas Bendt
SVP of Product Development & Research
RentRange
Phil Comeau
CEO
Phillip E. Comeau Company
Danielle DiMartino Booth
Founder | CEO
Money Strong, LLC
Sean Dobson
Chief Executive Officer | Chairman
Amherst Holdings
Drew Flahive
President of Single Family Residential Capital
Amherst Holdings
Mark Fleming
SVP | Chief Economist
First American Financial Corporation
Rich Ford
Chief Development Officer & Co-Founder
ROOFSTOCK
Laurie Goodman
Director, Housing Finance Policy Center
The Urban Institute
Laurie Hawkes
FORMER President, COO and Member of the Board of Directors
American Residential Properties, Inc
Larry Huff
Co-CEO
Optimal Blue
Andrew Jakabovics
Senior Director, Policy Development & Research
Enterprise Community Partners
Aaron LaRue
Borrower Experience Lead
Clara Lending
Michael Lau
CEO
Pingora Asset Management
Sean Marsh
President
REVEX, LLC
Patrick McEnerney
Managing Director
Deutsche Bank
Tony Meola
U.S. Consumer Operations Executive
Bank of America
Logan Mohtashami
Senior Loan Manager
( math, facts and data matter) Men don't hide behind fake names
AMC Lending Group
Tim Morse
CEO
Ten-X
Toni Moss
Founder and CEO
Americatalyst, LLC
Amy Schumacher
President, Originations and Corporate Technology
New Penn Financial
Rick Sharga
Chief Marketing Officer
Ten-X
Tim Skeet
Senior Advisor
International Capital Markets Association
Jeff Tennyson
President
Clayton Holdings
Ted Tozer
President
GNMA | Ginnie Mae
Tony Ward
President and CEO
Clayton Euro Risk
Allan Weiss
Founder & CEO
Weiss Residential Research
Christopher Whalen
Senior Managing Director | Head of Research
Kroll Bond Rating Agency
Mark Wolf
Founder & CEO
AHV Communities
The life of a troll hiding behind fakes names
You guys so so adorable.... I mean... just soo cute with all the recent topics on this site ...have you seen your thread post...
Do what you guys do best
Hide behind fake names and cry like a little baby about America .... because the econ take here is terrible but that is a design you guys created with your 14 members here
Amazing who they will let in if you pay the required fee.
Zero Fee for speakers ;-)
Nice Try Ironman
But for the first time this will be open to the media ...
You guys wanted to see a show you will get it... with actual real data, real facts, real economics...
Things that you can't really talk about here because that doesn't fit into the model .. I get that...
Not bad for someone with no connections to anyone... all me ;-)
and the lie of tight lending will be exposed in this conference ...
Keep posting your housing predictions Logan, I always look forward to them. I know patnet has been dead for years, but i feel that you are one of the best contributors to this site.
But for the first time this will be open to the media ...
Logan to speak...
BUY STOCK IN THIS!!!
Keep posting your housing predictions Logan, I always look forward to them. I know patnet has been dead for years, but i feel that you are one of the best contributors to this site.
i agree.
Take a look at speaker panel discussion group
Tell me what interest you guys the most and I keep that data line discussion for you guys and gals.
Its a 2 day event
http://www.americatalyst.com./content/2016-americatalyst-fast-forward
Take a look at speaker panel discussion group
Tell me what interest you guys the most and I keep that data line discussion for you guys and gals.
Its a 2 day event
Details on the shortage of homes in California and the rest of America.
What will happen with FNMA?
Will lower interest rates boost house prices? Or at least first time purchase demand (rather than current house owners trading used houses)?
Here is the schedule of topics that will be discussed if any of them sound interesting in particular
Sunday, October 30, 2016
Opening Dinner
Monday, October 31, 2016
OPENING COMMENTS: Globalization is Dying, The Technium is Emerging
THE SCORE: Strengths, Challenges, Opportunities, Responses, and Effectiveness of the Housing Finance Market
THE DRY FOREST: Liquidity
THE UNTHINKABLE: The Impact of Climate Volatility and Climate Gentrification on U.S. Real Estate and House Prices
THE INEVITABLE: The Twelve Technological Trends of the Future and Why It’s Just Beginning
THE TREEHOUSE PILOTS: The New Digerati of the Housing Industry and Their Big Ideas for the Future (Champagne Debate)
Monday Reception
Tuesday, November 1, 2016
THE FUTURE OF REAL ESTATE
THE THREE GREAT STIMULANTS
HOUSE AND RENT PRICES
Additional Day 2 Sessions to be announced soon...
Closing Reception
talk about drinking alcohol on patnet all the time, it's like an obsession with them.
We "talk", while you "consume", a LOT... That's where the TRUE obsession is, you being wasted and posting your dribble on Patnet...
There's a difference...
And don't forget the good Jamaican stuff our friend consumes.
troll
Here's the biggest one on Patnet (who also has a major substance abuse problem):
-
Did you notice, besides alcohol, crime is his trigger.
Logan, I thought you were gone. One can never truly leave Patnet, we always come back.
Question: Is it still a good time to buy another investment property, specifically housing... in Sacramento, CA?
Logan's a permabull, malleable to an industry full of sell-side permabull anal-cysts, who have never seen nor predicted a recession or downturn on the horizon, no matter how bright the oncoming headlights.
These peoples' incomes depend on people and institutions buying more stocks, bonds, real estate (Logan the permabull) and other assets that they directly benefit from financially; NOT from giving fact-based, objective, rational advice & planning methodology.
I have access to one of the brightest commercial/industrial real estate brokers (she's a dual citizen Chinese-American who speaks fluent Mandarin and has an office in Manhattan and in Shanghai, with a Ph.D in economics and also an MBA); she just attended a very professional, robustly-debated/moderated forum on asset bubbles put on by CBRE Global, and she predicts, based on modeling, assessments by genuinely renowned experts who spoke at the conference, and even real-time events (e.g. price trends and volatility that have already commenced) a severe downturn in commercial, office and residential real estate even in major "trophy" markets, with secondary markets being hit particularly hard.
The only question is whether the next downturn will be as severe , more severe or less severe than 2008-2011 was, and many think it will be at least as severe since FOMC rates were at 5.5% at the inception of the 08 downturn, allowing the fed reserve (as well as all other major central banks) to initiate years of rate cuts (interest rates are now negative nominally or after adjusting for inflation in many parts of the world), and there's no room for further monetary stimulus in any meaningful manner when the next downturn occurs.
The Fed, BOJ, BOE, ECB, PBOC, et al., went too deep down the stimulus rabbit hole for far too long, and the heroin-addicted economy has a massive tolerance level now, completely dependent on central bank dope, and not growing in productive ways (productivity is decreasing), and the all asset prices have been artificially inflated by crazy monetary policy to asinine levels again.
The central banks have coordinated the largest asset reflaction schemes, completely independent on real economic activity or real aggregate demand, in history, essentially.
Logan and others like him will never advise anyone to sell, rather than buy, when they are a mortgage broker, and need more buyers continually, as their income is directly tied to keeping buyers in the ponzi.
Logan is just another whore, whether a mortgage whore, stock broker whore, real estate broker whore, title insurance whore, etc.
It's all part & parcel of the biggest confidence scam in history.
Let's wait & see if we see an even bigger crash than in 2008'2011, given that the central banks have loaded up their balance sheets to record high levels with the monetized bonds of government and even junk-rated corporations (i.e. ECB, BOJ), and many developed and emerging nations have debt ratios running at 110% to 240% of their GDPs, and continue to deficit spend annually at a massive level just to keep the system from imploding as is.
Let's wait & see if we see an even bigger crash than in 2008'2011, given that the central banks have loaded up their balance sheets to record high levels with the monetized bonds of government and even junk-rated corporations (i.e. ECB, BOJ), and many developed and emerging nations have debt ratios running at 110% to 240% of their GDPs, and continue to deficit spend annually at a massive level just to keep the system from imploding as is.
It was necessary to prevent a depression. The worst is over.
The next recession will be at a different time, for different reasons.
It was necessary to prevent a depression. The worst is over.
The next recession will be at a different time, for different reasons.
That is the party line. But NOT true. It would have been far less disruptive to let Jeff Immelt lose his bonus and tell Henry Paulson to tell his stories elsewhere AIG may have gone under as some of the big banks but the recovery would have been swift, much swifter than what we got.
(Logan the permabull)
This is why ... reading is a good thing
Nazi didn't read... that was a problem
Remember, math, facts and data matter..
Jan 2016
As predictable as the Sun rising, the Drama last Friday sent the Recession Bears into over drive once again.
Well, time to man up, time stamp your 2016 Recession Call now.
I say no, can't have a Job Loss Recession or 2nd Great Recession as some have been calling ....while
- Fed rate hike cycle barely started ( No Inflation) to fight
- LEI is still tracking positive
- Unemployment claims are low ( Not over 300K) and you need to see 323K with breath, not just mining and oil companies.
Once you get falling LEI, Claims rising and Fed Rate Hike Cycle going, then you have something, but it's not there yet
#Economics
#Investing
#Housing
2016 Economic Time Stamp Here, with my own model to know when the Recession Red Flag needs to be waived
http://loganmohtashami.com/2015/12/28/2016-housing-economic-predictions/
Nope, MORE straws are being piled on the camels back, it's only a matter of time
I have changed my mind on that. Logan makes the point that the US will never pay off it's debt and the US is the reserve currency of the world. So the debt is irrelevant.
If the US loses the reserve currency status that will be the end of the US.
But that is not going to happen for the foreseeable future. The US does have the biggest GDP and that is not going to change overnight.
I am concerned about the erosion of the American work ethic and culture jeopardizing the US economy.
No doubt this is from the encroachment of government on the market place.
OTOH the encroachment of the military on the American and other economies is equally disruptive.
I have changed my mind on that. Logan makes the point that the US will never pay off it's debt and the US is the reserve currency of the world. So the debt is irrelevant.
If the US loses the reserve currency status that will be the end of the US.
Even countries that do not have the luxury of being reserve currencies, pile on debt for ever.
If the US loses the reserve currency status that will be the end of the US.
This is the thesis that I call
Can the Boy band economies over lap the U.S.
You have to be kidding me.. that's my reply to all the Anti American Bears ...
Euro, Yuan, Yen... really.... that is the best case to bring down America
Rag tag economies with massive demographic issues
I hope all of you are alive for the next 20 years to realize how worthless your economic rants are...
Rookies...
Our wealth is bigger than all the countries total GDP
Spare me. Why is England NOT the ruler of the world anymore? Things change. China is setup to take over that position at some point.
Why is England NOT the ruler of the world anymore? Things change
England didn't have the mass immigration boom over the decades like America has... it's an island ... limits
We own this world and we are about to flex our muscles when the world gets very very old at the same time
We are the biggest economic freak of nature in history and it's due to our people!
For now, but if the government overreach continues sooner or later the perpetual money machine will come to an end.
Ironically, both of those guys hate him.
I don't buy it as I don't buy the rants on this page.... you people give away how smart you're by certain words... fake ranting for the sake of conversation.. that I get why
On another note... Reading
Today's Job Report and the Reality Of The Job Market In America ( Education Matters)
https://loganmohtashami.com/2016/09/02/united-states-job-market-reality/
OTOH the encroachment of the military on the American and other economies is equally disruptive.
Healthcare being 18% of gdp is a problem because it cannibalized other sectors. On an aggregate level, sick people can't produce
Healthcare being 18% of gdp is a problem because it cannibalized other sectors. On an aggregate level, sick people can't produce
Government encroachment.
JOLTS-overview
"In summary, the economic cycle is getting old and we are going into, possibly, the longest economic expansion on record. The one caveat is that employment cost is rising and if prices can’t be raised or revenue doesn’t grow, then the expansion may slow. I would mark this a key data line to look at moving forward into 2017-2019."
Your JOLTs chart is my favorite, Logan. What do you use to determine if rising labor/wages is likely to translate into consumer demand at this late point in the cycle? Consumer demand is more important to me than corporate profit margins considering how much free cash corporations are sitting on.
hopefully mommy and daddy will help bail him out
Not gonna happen.
Mom and dad are investing a ton of money in a hotel in Florida.
The only state so far that has a confirmed case of an infected mosquito.
Wonder which industry will suffer the most?
Also, there is a MAJOR sea rise issue in Florida. I have some contractor buddies and they are being run off their feet repairing water damage. Last time I was there, about 2 years ago, one of the major boulevards in Miami had huge sections underwater. No storm... just underwater.
"I have swampland in Florida I will sell you cheeeep" has never been so true.
What do you use to determine if rising labor/wages
ECI wage inflation tracker data ..
Economics is equilibrium.. real wages are at all time highs, the median income is taken out off context because it's tied to employment to population metrics
Shorter term duration 3 month and 6 month are picking up rather than the 12 month tied to claims and jolts
Economics is equilibrium.. real wages are at all time highs, the median income is taken out off context because it's tied to employment to population metrics
How do you figure? That chart says the that all time highs were in 2003
How do you figure? That chart says the that all time highs were in 2003
This is Wage growth 3 month and it's always growing
One of the biggest mistakes I see people do and this comes from a lot media sites as well
YoY Growth is not a total growth chart...
This is the real wage growth X out Transfer payments
This was always the case... You're all programmed to believe other wise and the chart above shows constant growth
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