Freddie Mac-No Politics (FMCC)

[Sogo]

I would guess the current real estate boom will last another year maybe two, but will slow down slowly over that time. The politically driven manipulation / control of our money supply means that the Fed's QE will maybe be eased a little, but only gradually. They wanna keep pumping as much $ into the system as possible without triggering totally uncontrollable havoc. I think even as they begin to ease up on QE, they're still gonna be printing gobs of $, and thus the current real estate boom will probably continue until the point at which the ease of borrowing money is curbed just enough to prevent a large ( or just significant enough) percentage of potential home buyers to be scared off. I don't think we're quite there yet, but I think some serious analysts are not crazy when they say the top is within sight. If the rest of our economy's fundamentals somehow steadily gain strength by that time, we will probably not see a crash like last time. But if the tightening of our money supply happens too quickly, and our other fundamentals end up not steadily growing in strength, then we'll probably see a "crash" of sorts within at least the housing sector. It's possible that if they continue with their current tighter operations and procedures, the GSEs could remain strong throughout either scenario, I think. But that is a speculative bet for sure.