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To: jim_p who wrote (37347)12/11/2004 10:35:37 AM
From: GREENLAW4-7  Respond to of 206323
 
Joe, I agree that inventory issue is just one of several that make me wonder if the time to start and hold is upon us. I did OK shorting back in the summer when 10year popped and I had LEN short a few times. When I look closer at the move over the last 5 days that move up looke very suspect.

Thanks Bud, have good Holiday season



To: jim_p who wrote (37347)12/11/2004 10:01:07 PM
From: energyplay  Read Replies (2) | Respond to of 206323
 
Re: Shorting homebuilders - Any idea how much these guys have hedged interest rate increases ? If it's like SouthWest Airlines hedged crude oil (thus jet fuel), they may be in good shape for a year or more....