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A 91-Year-Old Who Foresaw Selloff Is 'Dubious' of Stock-Market Rally
THE WALL STREET JOURNAL ^ | July 25, 2002 | JON E. HILSENRATH

Posted on 07/25/2002 5:19:44 AM PDT by SJackson

Edited on 04/22/2004 11:46:49 PM PDT by Jim Robinson. [history]

LEXINGTON, Mass. -- In a well-manicured Boston retirement community, Charles P. Kindleberger has watched the stock-market turmoil unfold during the past two years with a sense that he has seen it all before.

Mr. Kindleberger, a retired economist, wrote the 1978 economics classic "Manias, Panics, and Crashes: A History of Financial Crises." The book, required reading for many Wall Street trainees and students of economic history, documents four centuries of boom-and-bust financial cycles. It ranges from a fleeting bubble in the market for Dutch tulips in 1636, to rampant speculation and subsequent collapses in railroad shares in 1847 and 1857, to the Depression in the 1930s, to the rise and fall of Japan's property market in the late 1980s and early 1990s.


(Excerpt) Read more at online.wsj.com ...


TOPICS: Business/Economy; Editorial
KEYWORDS:
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1 posted on 07/25/2002 5:19:44 AM PDT by SJackson
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Comment #2 Removed by Moderator

To: SJackson
Mr. Greenspan dismissed the chances of a housing bubble in testimony to Congress last week.

I feel so much better.

3 posted on 07/25/2002 5:33:11 AM PDT by Stentor
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To: SJackson
Mr. Kindleberger, a retired economist, wrote the 1978 economics classic "Manias, Panics, and Crashes: A History of Financial Crises." The book, required reading for many Wall Street trainees and students of economic history...

So if this guy's so good, and everyone reads his book, why was everyone caught by surprise?

4 posted on 07/25/2002 5:33:43 AM PDT by grobdriver
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To: SJackson
Probably, the oldest living member of the "dead cat bounce" club! Funny that the "dead cat" bounced twice within a period of four business days, isn't it? That dead cat must be made out of rubber!
5 posted on 07/25/2002 5:37:07 AM PDT by Destructor
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To: SJackson
"Banks will make a mortgage and sell it to them. It means that the banks are ready to mortgage more and more and more and more. It's dangerous

Sounds much like what Penn Square Bank was doing except on a much larger scale. The housing bubble should burst within the next year and then . . . I don't even want to think about it.

Richard W.

6 posted on 07/25/2002 5:55:18 AM PDT by arete
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To: one_particular_harbour
The median house price today in the CA County I live in is over $300,000.

That is not sustainable.
7 posted on 07/25/2002 6:02:29 AM PDT by DB
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To: grobdriver
So if this guy's so good, and everyone reads his book, why was everyone caught by surprise?

Not everyone was. Especially since the Nasdaq peaked over two years ago.

8 posted on 07/25/2002 6:07:01 AM PDT by Dog Gone
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To: SJackson
It seems the editor of the Wall Street Journal has done a Brock!
9 posted on 07/25/2002 6:13:54 AM PDT by OldFriend
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To: SJackson
Mr. Kindleberger is gloating because he warned readers in the foreword of the third edition of "Manias, Panics, and Crashes," released in 1996, of what looked "suspiciously like a bubble in technology stocks."

There's nothing for Mr. Kindleberger to gloat about. You didn't need an MIT economics professor to tell you that technology stocks were overpriced.

10 posted on 07/25/2002 6:27:18 AM PDT by Alberta's Child
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To: SJackson
bump
11 posted on 07/25/2002 6:28:50 AM PDT by Red Jones
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To: decarlo
For weeks, Mr. Kindleberger has been cutting out newspaper clippings that hint at a bubble in the housing market, most notably on the West Coast. Nationwide, median home prices are up about 7% from a year ago, even though the stock market has tanked and the economy has floundered. Over the long term, economists agree, housing prices can't continue to outpace growth in household incomes. Mr. Kindleberger says he isn't certain there is a housing bubble yet, "but I suspect it is."

Re Finance at 5.8?

12 posted on 07/25/2002 6:31:18 AM PDT by Wm Bach
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To: grobdriver
"So if this guy's so good, and everyone reads his book, why was everyone caught by surprise?"

Not everyone was. Unfortunately, almost everyone, including most of everyone on FreeRepublic, was caught in the height of greed and stock market euphoria. There were people here two years ago who said the stock market bubble was waiting to collapse. They were dismissed as lunatics or doom-and-gloomers. Last year when I said that the insane reliance on derivatives and massive credit expansion was going to come back and bite us, there was maybe one or two posts in support.

Read this man's book. It is a accurate potrayal of booms, busts, and market pyschology.

13 posted on 07/25/2002 6:46:21 AM PDT by fogarty
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To: SJackson
Housing bubble...Fannie and Freddy up next
14 posted on 07/25/2002 6:51:20 AM PDT by joesnuffy
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To: SJackson
bump.
15 posted on 07/25/2002 6:55:12 AM PDT by Sgt_Schultze
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To: SJackson
bttttttttttttt
16 posted on 07/25/2002 6:55:40 AM PDT by dennisw
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To: DB
The median house price today in the CA County I live in is over $300,000.

The median house price today in the CA County I live in (Marin) is nearly $700,000!

This is all going to come to a bad end.

17 posted on 07/25/2002 7:18:37 AM PDT by Mr. Jeeves
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To: fogarty
Those who fail to learn from history are
doomed to repeat it.

And I have been quoted by so many!
bwahahahahahahahahahahahahahahahah

Mad Vlad
18 posted on 07/25/2002 7:22:33 AM PDT by madvlad
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To: Mr. Jeeves
  The median house price today in the CA County I live in is over $300,000.

    The median house price today in the CA County I live in (Marin) is nearly $700,000!     This is all going to come to a bad end.

California home prices are excessive, I don't think anybody can deny that. But how widespread is this phenomenon? Homes aren't nearly as costly as that here in Wisconsin (but then, where besides CA *are* they that costly). While I consider the market 'somewhat expensive,' a three bedroom, two story home in the Milwaukee 'burbs for around $180,000 is a far cry from $300-700k! Yes, income levels for comparable professions are lower here too, but that's a huge gap. And things are cheaper, the further you go from a city.

Anybody else care to summarize their local markets? Do any of you have a favorite website on the subject of countrywide home price analysis?

19 posted on 07/25/2002 7:33:57 AM PDT by Mike-o-Matic
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To: Alberta's Child
There's nothing for Mr. Kindleberger to gloat about. You didn't need an MIT economics professor to tell you that technology stocks were overpriced

Are you kidding? There are still people here posting that they are buying stocks. They have been calling a market bottom for over a year. Now, they are seeing their money evalopate and are angry.

The same will happen with housing. When the bottom falls out, they'll get clipped again.

Richard W.

20 posted on 07/25/2002 7:46:01 AM PDT by arete
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