Wednesday, August 30, 2006

Is this the way the world ends...not with a whimper but a bang?


















The NY Times notes that the recently announced $5 billion planned sale of Stuyvesant Town and Cooper Village is one of the largest property transactions in US history. Does this deal mark the top of the housing market, where even Manhattan real estate is vulnerable? Will history look upon this deal as the AOL-Time Warner or RJR Nabisco of the residential property boom?

Tuesday, August 29, 2006

It's all about the Benjamins.

Will the $USD make an all-time low within the next 12 months? What will happen to interest rates and transnational investment flows?


The Summer Wind









Can XLK's August rally continue into the fall?

 

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