The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: russwinter who wrote (44645)	11/2/2005 8:47:03 AM
From: Ramsey Su	of 110194

OK, we finally have one data point that is somewhat consistent with logic. Historically, as rates start to go up, real estate activities pick up as the procrastinators finally took action. Once that is done, business settles down. We will soon see what is the new level of real estate. Refi is still over 40% of all apps. I think it needs to go down to the 20-30% range for it to be consider normal. In the mean time, BZH reports another confirmation of the trends. biz.yahoo.com Just look at the number of homes vs revenue in each of the categories. You can extrapolate the profit that came from price appreciation. Their gross margins, however, only went up 350 basis points.

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