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220502_PP_Real Estate Crash

Divine Intelligence, etc

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What's So Amazing About the Bank of England Balance Sheet?

One third of all real estate in the united states is backed by these commercial mortgage back securities, very complicated little derivative things there. The corporate m b s market has been sneaking out the back door. It hit a high back here on august sixteenth of 21, and it's down 11 % since then. This tells me that there's big, big problems in the commercial mortgage back security, or the commercial real estate market. That topping is begun already we're seeing the markets, the stock markets, behaving badly around that. And this isn't just like a policy error that they just made recently,. They haven't made a policy error this big ever since 17 o one, till just

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