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: mishedlo who wrote (62818)	6/6/2006 12:39:19 AM
From: Perspective	Read Replies (1) of 110194

Real estate: OK folks, the markets have finally admitted that the real estate bubble has burst. However, it seems to me that they haven't made the next logical leap. Obviously they haven't tagged the financiers, but that continues to flow from the notion that any Fed actions to rescue the economy will improve their lot disproportionately. What I want are ideas on which companies are the first derivative of homebuilding. Capital equipment suppliers, etc. People can argue all they want that, even at existing prices, homebuilders may remain profitable. But with sales volumes contracting, things that are the first derivative of construction go away completely. If you've geared up with enough cranes to build a million condos a year, you don't need even one more to do half that. That business disappears entirely. So how about it? What are some of the names? The bigger the domestic exposure, the better. (Although with emerging markets getting tagged hard, global development may suffer as well.) BC

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