Comments on: Rising Interest Rates Finally Start to Matter http://www.ritholtz.com/blog/2009/05/rising-interest-rates-finally-start-to-matter/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 23:17:23 +0000 hourly 1 http://wordpress.org/?v=3.0.5 By: davossherman@gmail.com http://www.ritholtz.com/blog/2009/05/rising-interest-rates-finally-start-to-matter/comment-page-1/#comment-176891 davossherman@gmail.com Thu, 28 May 2009 13:00:35 +0000 http://www.ritholtz.com/blog/?p=27648#comment-176891 Really super read! I especially enjoyed this snippet: "Analysts and economists also tried to dismiss the existing home sales data as unsurprising, but a peek beneath the surface reveals otherwise. Though existing sales rose a bit and just about matched consensus expectations, the source of the small uptick in volume was troubling. As BAC-MER points out in their piece below, volumes were boosted by foreclosures, and the supply of unsold homes actually rose. More worrisome, at least for Jim Cramer and others who expect a bottom in housing any day now, is that the April figures were flattered by low mortgage rates." It is nice to read a newsletter that is like a radar through the fog. Really super read!

I especially enjoyed this snippet: “Analysts and economists also tried to dismiss the existing home sales data as unsurprising, but a peek beneath the surface reveals otherwise. Though existing sales rose a bit and just about matched consensus expectations, the source of the small uptick in volume was troubling. As BAC-MER points out in their piece below, volumes were boosted by foreclosures, and the supply of unsold homes actually rose. More worrisome, at least for Jim Cramer and others who expect a bottom in housing any day now, is that the April figures were flattered by low mortgage rates.”

It is nice to read a newsletter that is like a radar through the fog.

]]> By: Trade prep « Mr. Unexpectedly http://www.ritholtz.com/blog/2009/05/rising-interest-rates-finally-start-to-matter/comment-page-1/#comment-176853 Trade prep « Mr. Unexpectedly Thu, 28 May 2009 06:35:16 +0000 http://www.ritholtz.com/blog/?p=27648#comment-176853 [...] Jack McHugh (summary with links) [...] [...] Jack McHugh (summary with links) [...]

]]> By: Simon http://www.ritholtz.com/blog/2009/05/rising-interest-rates-finally-start-to-matter/comment-page-1/#comment-176844 Simon Thu, 28 May 2009 04:31:52 +0000 http://www.ritholtz.com/blog/?p=27648#comment-176844 I've got my cigar butt and it's smoldering nicely. To hedge it I've got some shiny stuff and some guys who like to dig a lot. Hopefully they get along well together. I think they should. Thanks Jack I’ve got my cigar butt and it’s smoldering nicely. To hedge it I’ve got some shiny stuff and some guys who like to dig a lot. Hopefully they get along well together. I think they should.

Thanks Jack

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