What would be the sector ordering of a Housing Crash?

[dividend]

Quote from swtrader:

Here's an idea

How would somone made money on Japan's real estate bear market?

http://www.economist.com/images/20050618/CSF103.gif

thanks for that post...

i wonder though if it can compare any other real-estate booms besides japan... with equities and commodities we have many examples, gold, sugar, yahoo, etc...
but real estate it seems like the only bubble comparison is japan...

any more ?

 

[swtrader]

Quote from dividend:

thanks for that post...

i wonder though if it can compare any other real-estate booms besides japan... with equities and commodities we have many examples, gold, sugar, yahoo, etc...
but real estate it seems like the only bubble comparison is japan...

any more ?

gold has possibilities, but it's hard to get good commentaries, because gold bugs are so fanatical, the worst kind of perma bulls.

I still think short selling of those things that get hurt is the way to go, as well as things that have been held afloat by cash out re-fi spending

a tripple whammy of ARM, credit card minimum payment doubling, and $3+ gas will really hit these types

and then, there's the simple basics of the boom itself, mortgage ins, realtors, builders etc

I'm thinking big realtors & mortgage insurance cos might be the canary in the coal mine. at first, there will just be a standoff, and realtors & mortgage originators will be the hardest hit by that.

that could freak out the mortgage ins cos after that