Monday, September 04, 2006

fundstück des tages

dank an den macher von housingbubblebust und charles hugh smith
http://www.housingbubblebust.com/index.html
http://www.oftwominds.com/blog.html

dank auch jas jain und financial sense
http://www.financialsense.com/fsu/editorials/jain/2006/0906.html
die grafiken müßt ihr gesehen haben!!!!!!!!!!


Per Census Bureau, In the Second Quarter of 2006, there were 125.8 Million Homes in the US. Of these, 16.3 Million were Vacant.

That is a whopping 13% of all US Homes were sitting empty. 12.1% in North East, 12.1% in Mid West, 14.9% in South and 11.2% in the West

Also the number of New Homes for sale in the US was 568,000 in July 2006. But only 89,300 New Homes were sold in that month.

With an average home price of 293K, that is 166.7 Billion dollars worth of inventory, Home Builders were carrying.

Further more, construction started on 154,000 New Homes in the same month.

bei betrachtung der nakten zahlen kann es in sachen housing in den usa nur gen süden gehen. besonders der hinweis mit den auf halde befindlichen neubauten von knapp 167 billionen $ birgt noch jede menge sprengstoff in sachen potentieller abschreibungen und massiven incentives bzw. sonderangeboten die das preisniveau dramatisch gen süden ziehen werden. wenn man dazu noch die riesigen überteuerten landpositionen der builder sieht erklärt sich auch die grottenschlechte ratingeinschätzung von s&p http://immobilienblasen.blogspot.com/2006/08/immobilienblasen-homebuilder-bonds.html.

jan-martin

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