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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: ild who wrote (101733)5/12/2001 2:42:35 PM
From: patron_anejo_por_favor  Read Replies (1) of 436258
 
<<Are you short home builders yet?>>

I'm close. I think the next downturn will hit those guys with a ton of inventory, and I think we've seen the bottom in mortgage rates for the cycle. I'm gonna look at some charts this weekend and decide. Other plays on this are GDW (the huge Cali finance co) and of course FNM and FRE.
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