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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: John Vosilla who wrote (39448)8/23/2005 11:07:39 AM
From: CalculatedRisk  Read Replies (4) of 110194
 
July 2002:
5.33 Million units sold, inventory 2.05 million = 4.62 months.
realtor.org

July 2005:
7.16 million units sold, inventory 2.751 million = 4.61 months.

So we are back to "normal" inventory levels on a per month basis. But I agree with Russ that this appears to be the start of the downhill slide. If inventories keep building (as I expect) and sales start falling ... we will quickly see 6+ months of inventory and that will be the sign that the boom is over. Its a little premature to call a top now ...
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