The Next Big Crash - Are You Prepared?

[felixleong]

I wonder who dai sai, say say only then now bear really come. Yield hungry reits investors getting ravaged today. Reits can drop like 3-5%, not defensive anymore. Gg

[NTL]

I wonder who dai sai, say say only then now bear really come. Yield hungry reits investors getting ravaged today. Reits can drop like 3-5%, not defensive anymore. Gg

The one with the first post to this thread?

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Maybe some old & Wise VB buddy can recount to me the time when property loans hit 8%. Thanks

I think it got higher than that before. Deposit rates went above 10% in 1981. A trip down memory lane:

[Image: 1980%20POSB%20Interest%20Rates.jpg]

Hmmm... Effective 1Dec1980... Still available?

[felixleong]

Lol i was just thinking about portoflio managment, like taking some profits and keep some
Cash. Mei xiang dao, so fast baby bear come liao, maybe i should had gone 70% equities and 30% cash. Some reits are down 5% but stilll a big premium to NAV. Reits may need to drop another 10 to 20% to be on par with their NAV. The last thing investors wanna hear fr
Their reits manager is a rights issue, today market so weak if right issue the reits counter sure jialat jialat, but if they dont do rights now, its hard to get a better price later right

[NTL]

Lol i was just thinking about portoflio managment, like taking some profits and keep some
Cash. Mei xiang dao, so fast baby bear come liao, maybe i should had gone 70% equities and 30% cash. Some reits are down 5% but stilll a big premium to NAV. Reits may need to drop another 10 to 20% to be on par with their NAV. The last thing investors wanna hear fr
Their reits manager is a rights issue, today market so weak if right issue the reits counter sure jialat jialat, but if they dont do rights now, its hard to get a better price later right

Personally, I am thinking of people read today's news on interest hike on car loans as an indication of the forthcoming increase in interest.

From the way I see how the REITS managers manage to sell off some of their properties at a higher price than their registered book value, I wonder if the actual property values is properly reflected. Maybe that's why the REITs can trade above their NAV. I don't know, just thinking out loud.

From the way I see, most of the managers are able to refinance their loans, only leaving some that need to be refinanced this year. Likely they should be still able to.

[felixleong]

Actually the car loan interest rates up quite a lot, if from 1.8% become 2.8%, its almost a 30% raise in IR. our interest rates have been low for too low, we all know low rates cannot last indefinitely, i guess now the scenario is like smelling smoke in the cinema. Will
U slowly walk towards the exit or will u scream and dash out?

[CY09]

There is a third group of people who are obliviously enjoying their movie

[felixleong]

Bear come liao so fast sia.
May 23 (Reuters) - The Osaka Securities Exchange on Thursday briefly suspended trade in Nikkei futures due to a steep drop as investors took profits following a recent sharp rally, after weak Chinese factory activity rattled investors.

The Nikkei share average slid as much as 6 percent to 14,682.05. The benchmark was last down 5.6 percent at 14,757.12, on track for it biggest one-day percentage drop in two years.

The broader Topix index was down 5.8 percent at 1,202.30, with volume already at record high with another 17 minutes before the closing bell

[NTL]

Actually the car loan interest rates up quite a lot, if from 1.8% become 2.8%, its almost a 30% raise in IR. our interest rates have been low for too low, we all know low rates cannot last indefinitely, i guess now the scenario is like smelling smoke in the cinema. Will
U slowly walk towards the exit or will u scream and dash out?

Take this chance to test out my portfolio and my management style then. See if it can pass the coming test. For now, I take it as the smoke is a special effect to make the show "4D". Enjoy!

[felixleong]

I was waiting for US BOOM trilogy

Instead now we have The Sinking of Japan, lol

[NTL]

I was waiting for US BOOM trilogy

Instead now we have The Sinking of Japan, lol

China sinks Japan? They been talking much about it, so now it happens in the most unexpected way.