subprime crisis

1999 Deja Vu? More Like 1995 Bull Market Redux!

“Davidson” submits:

Q1 hedge fund letters, conference, scoops etc

We could be in the same conditions as 1995 just before the Internet Bubble. The Internet Bubble began with capital flows generated by the Community Reinvestment Act 1995 leading to the subprime crisis 14yrs later. This time Dodd-Frank has constricted mtg lending so much that we have been at half-pace the historical rate of 1.4mil Single-Family Starts.

Should we see regulation relief and the MCAI begin to hit a series of new cycle highs (currently 186), the shift to higher bank mtg lending could prove similar to the beginnings of 1995.

subprime crisis

subprime crisis

This could prove a huge rise to the SP500 and this time Value Stocks would be propelled to all time highs.

We need to watch the MCAI next several months to confirm.

Saved Articles

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Sign up for ValueWalkPremium today and get our exclusive content for 35% off.

Use coupon code vip19 or click on the button below

Limited time offer only ENDS 12/31/2019 or after next 25 subscribers take advantage whichever comes first – please do not share this discount with others