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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (37368)12/11/2004 10:15:42 PM
From: Larry S.  Respond to of 206325
 
How do you hedge interest rate increases if you are a builder? The home owners have to get mortgages and pay the interest rates. As for the bubble in US home building, what about foreigners buying homes in the US. with the weak dollar, they can pick up houses in the US at quite a discount given the currency exchange. larry



To: energyplay who wrote (37368)12/12/2004 1:03:18 PM
From: excardog  Read Replies (1) | Respond to of 206325
 
Maybe rather than shorting "home builders" one might consider the "tankers". Plenty of froth there IMO and if shipments from the mid east fall, utilization should fall with it.

Tack on lower than expected worldwide demand for oil in 2005 and tankers shorts could provide a decent hedge. I will leave it to the chart experts to tell me where the lines are pointing at this time.

Just a thought personally my only present short is CWEI.


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