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Cita de: sudden-and sharp en Marzo 21, 2013, 17:06:53 pmEl problema de España es que está en un extremo.España está casi en el centro de un mapamundi. Parece anecdótico, pero de hecho no lo es. Añadan un puente imaginario a Latam y comprenderán la importancia geoestratética de este rinconcito.Saludos.
El problema de España es que está en un extremo.
A StarkMuchas gracias, me has quitado el posting del teclado. Una pequeña aclaración. El Sacro Imperio Romano (Das Heilige Roemische Reich) dura hasta 1806. Por lo demás, la pura verdad. Tengo amigos que niegan el anglicanismo sea protestante, btw. Lo que ellos llaman High Church parece evidente que no lo es. Viena es la gran potencia romana y católica de Europa. Añadamos Baviera y Renania. Liturgia propia para Austria y Baviera territorios católicos del Deutsches Gebiet. Lo que sí es cierto es que tras el desastre de Waterloo y la pérdida del Imperio español, Italia deja de ser la magistra artium y la civilización se va al Norte donde sigue. De ahí el complejo francés con la cosa franca. Del nuestro ni hablo. Ahora mismo más que seguir en Europa, Occidente se ha ido a los EEUU, por culpa nuestra, añado. Y nosotros, o volvemos al espacio lotaringio o como quieras llamarlo o vamos a ser una mierda pinchada en un palo.Que ya lo somos.
Cita de: johnnyburbuja en Marzo 21, 2013, 17:32:45 pmCita de: sudden-and sharp en Marzo 21, 2013, 17:06:53 pmEl problema de España es que está en un extremo.España está casi en el centro de un mapamundi. Parece anecdótico, pero de hecho no lo es. Añadan un puente imaginario a Latam y comprenderán la importancia geoestratética de este rinconcito.Saludos.No, visto desde digamos, Japón.http://3.bp.blogspot.com/_HTgTj0aEriw/Sc4KYmZIBsI/AAAAAAAAB5M/G2Fh3_EugUY/s1600-h/mapa+mundi.jpgJapón está en el centro, como todo el mundo sabe. [ ...seamos japoncentristas ]edit: no consigo poner el mapa, he puesto el link.
En qué términos estamos hablando?- para emigrar mejor Latam, hablan lo de aqui y nos consideran tan europeos como a cualquiera y les mola- para buscar clientes hacia asia, crecen más- para hacer piña los europeos, por geografia e históriaopino.
Claro, lo decía medio en broma medio en serio. La anécdota no es mía, lo dijo un alto diplomático usano durante la transición española cuando trataba de explicar por qué USA se preocupaba tanto por lo que pasaba en un país "de nada" como el nuestro.Saludos.
Housing Bubble II: But This Time It’s Different Monday, March 18, 2013 at 6:00PM We have seen it for several years now: foreclosure sales—there were 5 million since the peak of the housing bubble—have become the hunting grounds for investors with two goals: hanging on to these homes until the Fed’s flood of money drives up their value; and defraying the expenses of ownership by renting them out. And funds have a third goal: collecting management fees. Thousands of smaller investors have piled into the game. And so have the giants.Blackstone Group LP, the world’s largest private equity firm, plowed over $3.5 billion into the housing market, according to Bloomberg, to gobble up 20,000 vacant and foreclosed single-family homes. It just fattened up a credit line to $2.1 billion to do more of the same. Colony Capital LLC, which already owns 7,000, is putting $2.2 billion to work.Last year, institutional investors made up 19% of all sales in Las Vegas, 21% in Charlotte, 23% in Phoenix, and 30% in Miami. It had an impact. In the latest Case-Shiller report—a three-month moving average for October, November, and December—home values soared 9.9% in Atlanta, a bigger jump than even during the peak of the housing bubble. Las Vegas popped 12.9%, and Phoenix 23%. It’s getting hotter. In February, compared to prior year, asking prices jumped 14% in Atlanta, 18% in Las Vegas, and 25% Phoenix. Seen from another point of view: in January, the median price of a single-family home in Phoenix skyrocketed 35%.“We recognized that prices were moving faster than people expected,” explained Devin Peterson, a Blackstone real estate associate, to Bloomberg. Despite that, they’re still “finding opportunities to buy.” They might not be able to rent them out very quickly, but they’d rather not be “missing out on a few points in home price appreciation.” The race to buy is on. The next housing bubble is inflating.And that’s great. Money—which the Fed hands to its cronies at the frenetic pace of $85 billion a month—magically finds places to go and drives up values, and transactions take place, and paper gets shuffled around, and homes change hands as banks get out from under them, and fees and commissions change hands too. It inflates GDP, which is what everyone wants. And Chairman Bernanke can contort his arm slapping himself on the back.Trying to rent these places is another story. Housing is zero-sum: when you move into a new place, you move out of the old place at the same time. So it becomes available. And someone else goes through the same process. Only household formation solves the problem of vacant homes—but that takes years or decades.Best of all, these formerly foreclosed homes have now been pulled off the for-sale inventory list. Hence the “tight” inventory. And they’ve been transferred to the for-rent inventory list where they don’t bother anyone. Except the owners. Colony Capital, for example, with its 7,000 homes, has an occupancy rate of 53%.Suddenly, the market for single-family rental homes—unlike apartments, which cater to different people—has turned into an elbow-to-elbow affair. The pressure on rents is huge. Year-over-year, rents edged up only 0.5% in Atlanta and dropped 1.7% in Las Vegas. For Phoenix, Bloomberg cited Fletcher Wilcox, a real estate analyst at Grand Canyon Title Agency: median rent per square foot rose 3% year-over-year in February 2011, and 1.5% in February 2012. But in February 2013, it fell 3%.This tendency was confirmed by others. On the west side of Phoenix, where investors have concentrated their purchases of single-family homes, rents dropped by $100 a month last year—a stunning 10%!—according to James Breitenstein, CEO of Landsmith which has dumped most of its Phoenix properties. He is seeing similar pressures in Las Vegas and Atlanta. “There’s a whole bunch of rental supply that’s coming on that used to be sitting empty in bank portfolios,” he said.Timing couldn’t be worse. Occupancy rates of single-family rental homes are already low— 53% for Colony Capital. But investors are buying ever more properties and flood the rental market with them. Just when the stream of people who’ve gotten kicked out of their foreclosed homes is tapering off. With rising costs and declining revenues, the rental part of the business model collapses.As the Fed’s money is trying to find a place to go, prices may continue to rise. But with the economics to support these prices—namely rental revenues—giving way, the remaining reason to buy would be a singular hope: economically unsustainable price appreciation. The definition of a bubble. At some point, not being able to make money on rentals, investors will try to bail out. Then, the process of a Fed-inspired housing bubble blowing up starts all over again.
Hola, ¿qué quieres decir con naturaleza freudiana?
Cita de: supermario en Marzo 21, 2013, 19:28:36 pmHola, ¿qué quieres decir con naturaleza freudiana?La explicación correcta sería la que da SafeAsHouses. Yo te añadiría que después de 20.000 años, las hembras humanas siguen asociando tez morena con vigor sexual. No me preguntes por qué. Y no te creas que no me jode, que soy blanco de piel y pelirrojo.