When Zero Is Just Not Enough: The End Of QEZIRP And The Beginning Of Rational Market Pricing

Reggie Middleton's picture

With rates spiking and equities dropping, all due to the long overdue realization that Bernanke can't goose the markest forever, I take this time to review my many warnings of this moment as it it approaches.

Reggie Middleton Featured in Property EU, one of Europe's leading real estate publications

Those who wish to download the full article in PDF format can do so here: Reggie Middleton on Stagflation, Sovereign Debt and the Potential for bank Failure at the ING ACADEMY-v2.

 

Here comes that lost decade, albeit three years tardy...

At the ING Valuation Conference in Amsterdam: Inflation + Deflation = Stagflation 

 

 

And from Reggie Middleton ON CNBC's Fast Money Discussing Hopium in Real Estate

That visual relationship is corroborated by running the statistical correlations...

The relationship is obvious and evident! In addition, we have been in a Goldilocks fantasy land for both interest rates and CRE for about 30 years. CRE culminated in the 2007 bubble pop, but was reblown by .gov policies and machinations. The same with rates. Ever hear of NEGATIVE interest rates where YOU have to PAY someone to LEND THEM MONEY!!!

So, BoomBustBloggers, where do YOU think rates are going to go from here? Up of Down???