Economy

The only way that has ever been discovered to have a lot of people cooperate together voluntarily is through the free market. And that’s why it’s so essential to preserving individual freedom. ~ Milton Friedman

Housing Market 2010 and Beyond

Monday, January 4, 2010
By thevoice

  -Interest rates will go up, negative impact on housing - Summer 2009, mortgage resets were $15 billion a month - September 2008 (beginning of the housing collapse), mortgage resets reached $35 billion - Resets to reach over $30 billion in 2010 and near $35 billion for 2011 - Resets drastically taper off 2012 and beyond Stock Market wrap up... »

Real Estate Returns vs. Stock Market Returns

Wednesday, December 9, 2009
By thevoice
Real Estate Returns vs. Stock Market Returns

A primary residence is not and should not be considered an investment it’s more of a variable savings account. Disregarding the occurrences in the real estate market over the past 2 years the land that a house is built on has increased each year for over 50 years, and yes it is partly due... »

Bear on Wall Street: Conflicting View on the U.S Economy

Monday, November 23, 2009
By thevoice
Bear on Wall Street: Conflicting View on the U.S Economy

On an interesting note, the S&P announced this morning that most major banks still do not have enough capital to maintain their current credit ratings. Read more here. While U.S economists reiterated that “the great depression is over”. Read more here. If the U.S banks require additional capital wouldn’t this throw a wrench on any... »

Bear on Wall Street: Fed Officials Disagree and Goldmans Attempt to Reconcile

Wednesday, November 18, 2009
By thevoice
Bear on Wall Street: Fed Officials Disagree and Goldmans Attempt to Reconcile

Top Federal Reserve officials on Tuesday struck differing notes on the likely pace of the U.S. economic recovery and one warned that pockets of weakness must not deter the central bank from withdrawing its extraordinary economic support. Jeffrey Lacker said the recovery is solidly under way and he expects the economy to grow at... »

Jan Hatzius, Economist for Goldman Sachs on Real Estate

Thursday, October 29, 2009
By thevoice
Jan Hatzius, Economist for Goldman Sachs on Real Estate

The following are comments compiled by Wall Street economist Jan Hatzius of Goldman Sachs. Notable for his bearish forecasts, he was listed atop of 52 Wall Street economists in The Wall Street Journal′s economic-forecast rankings. “Over the last year, policymakers have boosted the housing market by reducing foreclosures, slowing the pace of distressed sales,... »

Bear On Wall Street: U.S. dollar

Monday, October 19, 2009
By thevoice
Bear On Wall Street: U.S. dollar

As the dollar reaches $1.50 against the Euro, a few positive points to a weak dollar: -Aid current manufacturers in the American economy -Expand the current industrial base -Lift exports around the world -Allow for more aggressive pricing overseas -Narrow the trade deficit by closing the gap between exports and imports And now the downside to a devalued dollar: -Main factor... »

Bear On Wall Street: Commercial Real Estate

Wednesday, October 7, 2009
By thevoice
Bear On Wall Street: Commercial Real Estate

Reis Inc, a commercial real estate performance information and analysis firm announced office rents declined nationwide 8.5% over the same time period last year. Vacancy rates hit a five year high of 16.5%. With vacancies on the rise and lower property values year over year, there are more losses to follow for landlords... »

Julian Robertson on the Economy

Thursday, September 24, 2009
By thevoice
Julian Robertson on the Economy

Tiger Management founder and chairman Julian Robertson told CNBC that the US is dependent on China and Japan too much. “It’s almost Armageddon if the Japanese and Chinese don’t buy our debt,” Robertson said in an interview. “I don’t know where we could get the money. I think we’ve let ourselves get in a terrible... »

TheVoice on: The Next Mark to Market Debacle

Monday, September 21, 2009
By thevoice
TheVoice on: The Next Mark to Market Debacle

By the end of 2009, the FASB will propose a new fair value assessment for loans. That’s right the FASB is looking to expand mark to market accounting. This will undoubtedly cause great concern for banks and will bring forth more earnings volatility for financial institutions. Looks like another repeat of 2007. FAS 115 requires... »

TheVoice on: 9 Takeaways from Nouriel Roubini

Friday, August 21, 2009
By thevoice

Nouriel Roubini is a professor of economics at the Stern School of Business at NYU and the chairman of Roubini Global Economics. Mr. Roubini received a doctorate in international economics at Harvard University. In 2005 he was quoted as saying “home prices are riding a speculative wave that would soon sink the economy”. Many... »

Quote of the day

“Success seems to be connected with action. Successful people keep moving. They make mistakes, but they don’t quit. In life, all men make mistakes, the wise men learn from their mistakes.” -Winston Churchill