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MOST RECENT T2 PRESENTATION

11 April 2009 by Cullen Roche 3 Comments

Thanks to reader TimB for sending this our way. To summarize, T2 argues:

1. Home prices have not bottomed
2. Prices will likely overshoot to the downside
3. Of the 12 bubbles presented, ZERO have ever experienced a V-shaped recovery
4. Banks are not prepared to handle the coming losses
5. Alt-A resets and inventory will keep a lid on prices
6. The economy will not rebound until 2010
7. Housing will bottom in mid-2010
8. There are opportunities

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Comments
  • Anon

    That is one of the best presentations I have seen so far on the crisis. Thanks for posting it!

    04/11/2009 at 9:16 PM
  • daveintennessee

    Good stuff TPC. Keep up the great work.

    04/11/2009 at 9:52 PM
  • leftback

    Nice work dude. I will make a point of checking your site.
    After that total BS rally on Thursday I decided to get short.
    Wouldn't be the first pre-holiday pump n dump scheme!

    cheers. LB

    04/12/2009 at 12:12 AM