James Dailey sees the potential for a strong rally as the government attempts to unfreeze the mortgage market and Ben Bernanke opens the monetary floodgates...
Read More »
Posts Tagged ‘ mortgages ’
The White Swan
Kass: Low Rates Don’t Hold the Answer
Doug Kass updates Where I now Stand with a recitation for why the Fed is now powerless. As before I find his thoughts reasonable when it comes to the market, but with some caveats on the risk reward ratio.
Read More »
Weekly Summary of Economic Data
Calculated Risk has their always excellent weekly roundup of Economic Releases from last week. Short and informative with their standout charts and graphs. New Home sales were down slightly, GDP was poor, mortgage delinquincies increased slightly, new home inventory was at the lowest on record (Yay!) but obviously the big issue is existing home inventory,...
Read More »
More Homeowners With Second Mortgages Are Underwater – WSJ.com
38% of them to be exact, and 10.9 Million homeowners overall.More Homeowners With Second Mortgages Are Underwater – WSJ.com.
Read More »
What should the Fed have done?
Reader ChrisB asks in response to yesterdays link to Anna Schwartz’s comment on the Federal Reserve: In retrospect, what should the fed have done differently? Risk and Return is really about implications for investment policy, and thus identifying which factors have implications is key. Pumping for particular policy choices really isn’t our role. Still,...
Read More »
Today’s links: Who has the Power?
Can I ask for some applause for this from Crossing Wall Street? I have to agree with Frederic Mishkin of the Fed: I think there is too much focus on what decision will be made about the federal funds rate target at the next FOMC meeting. What is important for pricing most financial assets...
Read More »
Scary graphic of the day
From a post at the Minneapolis Star Tribune’s buzz.com describing the impact on neighborhoods in Minneapolis of the spiraling number of foreclosures. Each pin is a foreclosure. 725 total in North Side. (HT: Instapundit)
Thanks for visiting Risk and Return. Please feel free to contact us with any questions and/or comments. Please note our disclaimer.
Today’s links: The Housing Market
Paper Economy has taken a close look at what it will take to get inflation adjusted housing prices in Massachusetts back to trend over a five year period. It should be noted that for this to happen sooner the decline would have to be deeper (due to inflation doing less of the work for...
Read More »
Subscribe and follow
- Lance Paddock on Cash on the Sidelines is a Myth
- Gordon on Cash on the Sidelines is a Myth
- Economy Entering A Period Of High Risk | Risk and Return | What is High Debt Ratio ? on Economy Entering A Period Of High Risk
- Dividends, dividend policy and sustainability « myfinanceblogef on Dividends, the Key to Long Term Returns, Even for Growth Stocks
- Half Solutions Will Not Work | FavStocks on Will Eurobonds Work?
- Half Measures Won’t Save The Euro | Forex news on Will Eurobonds Work?
- Half Measures Won’t Save The Euro | Forex news on The German Dilemma
- Half Solutions Will Not Work | Risk and Return on The Euro Debate Gets Philosophical
- Half Solutions Will Not Work | Questions and Observations on The German Dilemma
- Half Solutions Will Not Work | Risk and Return on Will Eurobonds Work?
- It's Simple Really
- Cash on the Sidelines is a Myth
- The German Dilemma
- Is Fiscal Stimulus the Answer?
- The False Promise of Buybacks-Updated
- Valuation: The Key to Long Term Returns
- The Handicap of Experienced Investors
- Dividends, the Key to Long Term Returns, Even for Growth Stocks
- The Death of Equities II: Historical Fact Should Inform Our Opinions
- Will Eurobonds Work?
If you are interested in joining our mailing list, please submit your email below.
Features
License
This work by Lance Paddock is licensed under a Creative Commons Attribution-ShareAlike 3.0 Unported License.
Copyright © 2012 Risk and Return. All Rights Reserved.
Magazine Premium created by Themes by bavotasan.com.
Magazine Premium created by Themes by bavotasan.com.