http://pragcap.com/2009-vs-2008 Thu, 24 May 2012 05:59:37 +0000 hourly 1 http://wordpress.org/?v=3.3.2 http://pragcap.com/2009-vs-2008/comment-page-1#comment-1967 Rod Fri, 12 Jun 2009 20:24:19 +0000 http://pragcap.com/2009-vs-2008#comment-1967 "x" that's what you think... on stand by: California, Pension Funds, Commercial Real Estate---- Additionally we just happen to see a microcosm of 2010 --- first signs of recovery will lead to inflation expectations will lead to higher oil prices and higher mortgage rates which will keep a lid on any recovery. “x” that’s what you think… on stand by: California, Pension Funds, Commercial Real Estate—- Additionally we just happen to see a microcosm of 2010 — first signs of recovery will lead to inflation expectations will lead to higher oil prices and higher mortgage rates which will keep a lid on any recovery.

]]> http://pragcap.com/2009-vs-2008/comment-page-1#comment-1956 TPC Fri, 12 Jun 2009 18:22:10 +0000 http://pragcap.com/2009-vs-2008#comment-1956 True, there is little takeaway from this, but the price action is interesting. If a 2H recovery doesn't pan out we will likely see similar 2H price action (though certainly not to the same extent). True, there is little takeaway from this, but the price action is interesting. If a 2H recovery doesn’t pan out we will likely see similar 2H price action (though certainly not to the same extent).

]]> http://pragcap.com/2009-vs-2008/comment-page-1#comment-1955 x Fri, 12 Jun 2009 18:14:46 +0000 http://pragcap.com/2009-vs-2008#comment-1955 Comparing 2h09 to 2h08 makes no sense - 2h08 saw the collapse of banks, virtual end of credit, libor and spreads at extreme highs and a complete stop to inventory building in virtually all industries. 2h09 will see nothing like that Comparing 2h09 to 2h08 makes no sense – 2h08 saw the collapse of banks, virtual end of credit, libor and spreads at extreme highs and a complete stop to inventory building in virtually all industries. 2h09 will see nothing like that

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