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Sorry? say that again - how much did house prices fall in NIreland after the GFC?!
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Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
DXY turning down a bit... just sayin’. -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
Seems like it’s The Fundamentals v CB Interventionistas. feels like 8-nil to the CB Interventionistas. ... my question is about timing... when is IBTL going to step up and score 3 for us, lads? -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
Really good man thank you for the links. Will get reading. For what it’s worth- I thought the John Kay book was really interesting- be a contrarian seems to be the attitude. Seems to me like Property has begun its decline and stocks will be next. It’s the timing that’s the thing. -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
Great/ many thanks. A real head-scratcher of a day. -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
Looking at the M Armstrong signposts versus John Kay - style realism I think it’s really interesting to consider whether fundamentals will prevail or if crazy will continue. Question for Sancho Panza if youre on for it and you’re there- Where do you check to find out for sure how much stock market trading stems from borrowed money- margin calls? -
VISA network crashes all over Europe
Thorn replied to Sledgehead's topic in House prices and the economy
Wait til they get a load of all the Cheques I will be unleashing. -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
The valuations should revert to mean Sancho Panza but the wealth preservation angle could lead foreign capital to seek safety - parking capital. I thought Italian bonds would just keep sinking but seem up and US treasuries down today. -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
Depends if you think global money will seek a safe haven that isn't government. -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
I reckon nobody really knows, Viceroy. if I had to pick a team I would be marching towards the enemy trenches with DB. No question. -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
Tricky for sure. DB has been on the money. MA paints a broad/stroke future picture. Avoid bonds, get into equities before the panicky foreigners do. -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
True. Hard to step back. Wish I had earned it through QE/TFS. Then it would not matter. -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
I sold it all a week or two ago because it was so volatile and rubbish... but checked in on Friday morning and decided sod it bought a big chunk and watched it go updownupdownup over the day. Holy God it was rotten. Then it went up and held and was great. And now I think we’ll sod it it’s not Mothercare so you never know. People will need gas...so Fingers crossed for the next week and beyond. ... I reckon this hold for the longterm thing sounds lovely but is horrible when you watch every hour because you’ve had to earn every penny. Self employed here myself. Learning as I go. Don’t want to lose out...but also want to ride the next wave. -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
Go on then -Chronyx/ what’s the plan for this week...it’s hold tight to the IBTL for me and see if I can move a chunk from one of my picks which isn’t doing well to one that is... might make a bit... -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
GreenbackInterestPlusCheckyourSurcharges. -
Deflationary collapse and the Reflation Cycle to Come.
Thorn replied to durhamborn's topic in House prices and the economy
?