Tag Archive for: China

Two Biggest Economic Crises The World Is Facing Involve Real Estate!

The two biggest risks facing the world today involve real estate. It is ironic because this blog is all about real estate and why I love it so much as an asset class. But, this blog focuses on U.S. RESIDENTIAL real estate; and the two enormous threats that could (and probably will) trigger economic crises are: (1) commercial real estate; and (2) Chinese residential real estate.Read More

Multi-Family Housing Imploding! It’s Worse Than You Think!

In 2004 and 2005, when mortgage lenders were offering 100% financing for investment properties to inexperienced investors – who did not have to verify ANY income – I and many others in the industry were convinced we’d see a real estate meltdown.Read More

Why I Was So WRONG About Rates; Why It Matters So Much

If you google “wrongness,” you’ll see a picture of me screaming “Rates will fall by March of ’23!” I am wrong a lot actually and am not afraid to admit it because it makes for great learning and blog fodder. For example, I was wrong about when rates will fall, and I was wrong when I said that the Fed would not raise rates again after its June pause.Read More

Rates Hit New Record Highs; China’s Demise Part II – What To Do?

The Ten Year Treasury Yield hit its highest level since 2007! Here are some of the reasons: Waiting On The Fed. Bond prices fell and yields/rates rose, as investors are anxiously waiting […]Read More

China’s Collapse Is Here – And It Will Be Brutal!

Japan’s Still Not Back To 1989! Japan’s primary stock market index (the Nikkei 225) peaked in late 1989 at almost 39,000. 30 years later, the closest the Nikkei has come […]Read More

Is China’s Collapse Imminent?

A lot of smart people say, yes – China’s financial collapse is very likely.  I have addressed China’s woes several times over the last few years, including  (1) China's Banking System Collapse Is Terrifying; (2) China's Massive Housing Bubble; and (3) Are China's Woes Good For Mortgage and Real Estate? I am bringing China up again though because a financial collapse really does seem imminent (likely to take place this year), and the repercussions will be felt everywhere – given the enormous size of the Chinese economy.Read More

China’s Banking System Collapse Is Terrifying; Why It Matters

EVERYONE IS FOCUSED ON “FED DAY” – which is the day of the month (today) on which the Fed announces its latest increase in the Fed Funds Rate (expected to […]Read More

China’s Massive Housing Bubble? Will It Affect Us?

China has somewhere between 55 to 65 million unoccupied properties, depending on the source, and an additional 93 million units under construction. Famous financier, Hugh Hendry, was on this Rebel Capitalist Podcast in December discussing China’s extremely precarious property market – and tossing out these numbers.Read More

Rates Shot Way Up Yesterday; Why? Will They Come Down Again?

Interest rates shot way up yesterday – catching most of the industry by surprise (again). This is because rates have held amazingly steady for the last several months – but […]Read More

Are China’s Woes Good for Mortgages and Real Estate? Yes, and No

CHINA LOWERED OUR INTEREST RATES Rates opened up lower today, partially because of the issues China is having with some of its more debt-laden companies such as Evergrande (the huge […]Read More