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frederico

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  1. A bit early to say it’s picking up, another very interesting set of data. Boom and bust seems to reached a whole new level. I bought a house in 87,92 and 99, I bet the eighties show a similar ‘boom’. I think that not long after 99 they started to forget all the safeguards in reckless lending that had been put in place following the eighties crash. Then after 911 the dropped rates to the floor and boom. As to what the future holds, I have no idea, if interest rates don’t plummet, it’s difficult to see anything much happening.
  2. The problem is, for engineers and scientists things tend to be black or white, but in many subjects such as economics, things are a lot more blurry. I guess the economy has just too many variables and outside influences to be certain of anything much. In the past caution has generally kept things going but with globalisation and crazy central banks it’s all a bit out of control.
  3. Thanks for these, very informative as usual , the area under the curve might be a good indicator, I.e. the pent up demand versus the oversupply. By eye it looks like we’re about even so the next month or so will tell us more. i too think btls are bailing out.
  4. Err rundown parts of Scotland ….. very attractive, maybe up and coming, gentrification, load up. Oh it’s always cold, raining, you have the crazies in power and they hate the English. I’m out.
  5. I think we can be reasonably confident a cut will not happen this year, (@stewy mode, I really have no clue.)
  6. It’s not a plateau it’s a stalemate, something will be forced to give, it is in a terrible state and will take a long time to fully play out. Personally I suspect it will start to snowball properly when panic sets in. At the moment those on the edge keep being given crumbs of hope. If the promised land is an illusion then sit back and watch.
  7. It’s just the usual, ignore, get on with life. At the end of the day imo Israel has gone way too far . But if anyone else attacks anyone else it’ll be a little skirmish, it takes months to build up a decent force.
  8. It’s a crazy, crazy world, a gambler’s paradise. How do you plan a long term investment with this going on.
  9. Thanks for sharing, what a weird set of results, wildly over predicting, but also under predicting. Appears to be overwhelmingly wrong though. So rates could be going to plummet or rocket.
  10. Do you have any data that looks back on the historical success of these predictions? As an aside if you give the guesses any credibility, the change doesn’t look much at all.
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