My take on the commodity supercycle and stock market zeitgeist...and the new era of precious metals, uranium (just bottoming, btw)and alternate energy. As I have said here since 2005 "Get ready for peak everything, the repricing of the planet and "black swan" markets all over the place".
16 May 2009
Commercial real estate to drop dead next
Realpoint LLC has a chart showing commercial real estate defaults assesed by when the mortgages were originated. Much like the Markit charts for subprime. The most recent sour fast, but so do the older ones.
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