Comments on: Alphabet Soup: What Shape Will the Recovery Take?

By: Alphabet Soup Revisited: What Shape Will the Recovery Take? | Real Data SF

Alphabet Soup Revisited: What Shape Will the Recovery Take? | Real Data SF — Tue, 20 Apr 2010 07:14:26 +0000

[...] Liz Ann Sonders‘ “V,” and Nouriel Roubini’s “W” here. Though one could argue the jury is still out, I think it’s fair to say that Liz Ann won [...]

By: A Faltering Housing Market? | Real Data SF

A Faltering Housing Market? | Real Data SF — Sun, 29 Nov 2009 20:10:48 +0000

[...] Also, despite some positive economic news and decent sales volumes, there’s been little improvement in sales prices because inventory levels – read “foreclosed properties” – remain so high. Mary Maitland, VP of the S & P Index that publishes the Case-Shiller Index foresees a “W” pattern for the housing market, with prices this winter testing the lows we saw earlier in the spring. Am I allowed to say “I told you so?” [...]

By: Xman

Xman — Fri, 18 Sep 2009 05:39:23 +0000

Short and sweet, Misha. More bankruptcies are coming more jobs will be lost. The cash rich companies will make it and invest the other ones will go and unemployment will rise. Right now everybody’s strategy is wait, cross your fingers and pray (which can be uncomfortable to do simultaneously.) The reality is credit cards are not getting paid, less and less indeed. I think the next holiday season – read Xmas will tell us how everybody really feels. W recovery sounds good to me (well bad). But I prefer the UU shape personally. As for predictions, the economists are best at telling you why they were not wrong even if it did not play out as they predicted… it is the dismal science after all.

By: Charles

Charles — Thu, 17 Sep 2009 06:16:35 +0000

Good piece. You’ve covered the many different forms of recovery. Liz Ann’s a sharp, articulate chief investment strategist for her company. She makes a good case, pointing to manufacturing and housing.

But consumers remain gun shy and have turned away from their spendthrift ways, becoming born again savers. We’ll have to see whether or not they’ll backslide and power a more robust recovery.