SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: re3 who wrote (21797)11/15/2004 1:31:18 PM
From: yard_man  Read Replies (2) of 110194
 
>>The key here is not to flip out over one incident in one market but to keep an eye on trends. If you see other homebuilders such as Centex Corporation (NYSE: CTX - News), KB Homes (NYSE: KBH - News), and Lennar Corporation (NYSE: LEN - News) cutting prices in multiple markets and over multiple quarters, it may be time for you, Jane, John, and even Spot to sell homebuilding stocks. Just remember that by the time you spot a trend, everyone else will have also, and you may find yourself the last one squeezing through the patio door.<<

Pulte is almost back to 60 -- now that is incredible -- I don't think it is stupidity necessarily -- it is liquidity -- we need to start watching for an implied vol collapse in the homie puts -- when we get that it will be time. I remain unrepentant with respect to the homies -- it will be a CRASH, imo and catch most everyone by suprise
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext