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Strategies & Market Trends : The Residential Real Estate Post-Crash Index-Moderated

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To: John Koligman who wrote (56248)1/15/2012 3:19:11 PM
From: TH3 Recommendations  Read Replies (1) of 119362
 
JK,

There is the original Real Estate thread. Maybe they still talk real estate over there, but I don't know as I've not read it once since this thread started.

As for the homebuilder rally, perhaps it is nothing more than rotation by the hedgies and thus the bottom will fall out as soon as they decide that. And there is my point, someone may just decide that is over. Perhaps that rally reflects some spillover from the expected QE3 of MBS and other related crap.

I guess I'm saying that fundamentally, I see no reason that homebuilders should be putting in a woody.

GT
TH
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