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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: yard_man who wrote (21800)	11/15/2004 2:20:56 PM
From: John Vosilla	Read Replies (1) of 110194

KBH, RYL,TOL,BZH and NVR among the national builders hitting new highs today. Check out WLS up 14 points today on huge volume probably company buyback of shares. I'm sticking at one more pump and dump for the housing, financials and probably the overall market in this seasonaly strong time into early next year. As for regions of the country what do you see happening soon that the stock market would discount in the next six months as being so catastrophic to cause a collapse now? I agree a major downturn is inevitable but still see it as a second half 2005 story unless long term rates back up a couple of points real fast. <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>

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