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Oregon Discusses Scary Economic Prospects, New Fund Commitments, And "Returns"

Tyler Durden's picture




 

Some very useful economic perspectives out of the Oregon Investment Council, coupled with some objective (and quite frightening) prospects for the economy - read the section on the upcoming $3 trillion in refis, and a listing of all the fund beneficiaries of the Council's largesse.

 


hat tip Alex

 

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Wed, 08/05/2009 - 11:36 | 25757 Project Mayhem
Project Mayhem's picture

lol @ CMBS chart

Wed, 08/05/2009 - 11:43 | 25769 Anonymous
Anonymous's picture

I added a new item to my wishlist today.

Toby & Tyler

http://www.walmart.com/catalog/product.do?product_id=4172019

Which one is Toby?

Wed, 08/05/2009 - 12:05 | 25801 Chumly
Chumly's picture

 

New Issuance of CMBS 2009 YTD $0! (That's 0 followed by .000000000.....)

Wed, 08/05/2009 - 12:12 | 25813 Chumly
Chumly's picture

So, in essence, we have a liquidity problem backed by insolvency.  No amount of debt will overcome this problem.

Wed, 08/05/2009 - 12:25 | 25832 nicholsong
nicholsong's picture

Hey, look on the bright side.

I have no idea what the bright side is, I'm just telling you to look at it.

Wed, 08/05/2009 - 12:37 | 25849 Anonymous
Anonymous's picture

Then you must look for it, not on it.

Wed, 08/05/2009 - 12:34 | 25840 Chumly
Chumly's picture

"We still expect Global REIT investments to provide Diversification and growth particularly in Asia."  (You better get a second opinion from Xie before riding that rocket to the moon.)

"working through the pain"

"looking for distressesed sellers" (um, look no further than your backyard)

"Can you survive until demand returns?"  I don't know, "what happened to demand?"

Last New Deal Approved June 2008
Unfunded Commitments 6/09 $1,000,000,000

REITs - Prepare for Recovery

BWAHAHAHAHAHAHA....

thanks for the comic relief!

Wed, 08/05/2009 - 13:02 | 25874 Trader Joe
Trader Joe's picture

The chart #14 is a pisser.  How do you allocate $1,500,000,000?

Duh?

With the exception of two entities, let's make it "a-hundred", "a-hundred", "a-hundred"....."a-hundred"......

WOW!!!

Nice risk-weighted analysis there.....you useless overpaid buerectratic c**ks**kers!!!! 

Wed, 08/05/2009 - 16:12 | 26226 Chumly
Chumly's picture

Hey Tj,

You really are spooky man.

Do NOT follow this link or you will be banned from the site!