Future Sight

A Macro view on the economy, markets and business. This is the copyrighted property of Jonathan Rose Company, LLC 2004-2011 it is not in any way associated with Jonathan F.P. Rose or the Jonathan Rose Companies whose website can be found at rose-network.com

What happens when the leveraged buyout firms deleverage

jonsyrose | April 11, 2009

The definitive users of leverage over the last 3-5 years have been the private equity funds; Blackstone, Fortress, APAX partners, KKR and the Carlyle Group to name a few. They have raised billions for leveraged buyouts, far beyond the scale of anything ever seen before. They acquired a company they felt has too much fat, [...]

Why the Bail Out won't work

jonsyrose | September 25, 2008

The Roman legions understood failure and the issues that the country currently faces. They understood overstaffing, undermotivation, and they had this fantastic system called decimation where one in ever 10 person in the legion (made up of 100 soilders) is decapitated. Whilst I do not propose death, certainly heads need to role and not just [...]

A letter I wrote to a colleague this morning

jonsyrose | December 17, 2007

Whatever you do, pay heed and know that it is too early for real estate right now and anyone who enters “undercapitalized” will ultimately be providing someone a little more a more patience and experience such as myself with cannon fodder!!!! Hold out, grow some cash reserves, be patient, foreclosures require 100% cash payments and [...]

Liquidity Crisis – A Little Reflection Gives Compelling Answers – Impending Stock Market Crash – Real Estate Bubble has Burst

jonsyrose | September 11, 2007

The media shouts of a liquidity crisis and the financial markets are in turmoil, the terrible words recession and depression are being uttered by many and people are drawing upon similarities between 2007 and the former stock market collapses of 1987, 1929 and the recessions of the early 1930′s, 1970’s, 1990′s, 2000′s . The question [...]

Housing – How Low Can It Go – The Real Estate Bubble is Bursting

jonsyrose | September 11, 2007

It is interesting to look at how people have been valuing property over the past 5-7 years, logic has seemingly left the building and until it is fully restored, the bottom will not be in sight. One of the primary factors that is missing from the market has been to establish the rental income that [...]

Housing – How Low Can It Go

jonsyrose | September 10, 2007

It is interesting to look at how people have been valuing property over the past 5-7 years, logic has seemingly left the building and until it is fully restored, the bottom will not be in sight. One of the primary factors that is missing from the market has been to establish the rental income that the [...]

Liquidity Crisis – A Little Reflection Gives Compelling Answers – Ignore at your own Peril

jonsyrose | September 9, 2007

The media shouts of a liquidity crisis and the financial markets are in turmoil, the terrible words recession and depression are being uttered by many and people are drawing upon similarities between 2007 and the former stock market collapses of 1987, 1929 and the recessions of the early 1930′s, 1970’s, 1990′s, 2000′s . The question [...]