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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: kailuabruddah who wrote (31943)	5/6/2005 1:01:29 PM
From: regli	Respond to of 110194

Nice list. Once confidence in housing is shaken the list might look quite similar but the the verb will say sell HBs.

To: kailuabruddah who wrote (31943)	5/6/2005 1:22:37 PM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

Biggest reason for now is supply of homes for sale is very tight with prices edging even higher in most bubble markets and margins expanding with low cost basis of land a big part of it. Flyover country is a different story, just witness the problems of the only regional public homebuilder I am aware of which is DHOM.

To: kailuabruddah who wrote (31943)	5/6/2005 1:27:33 PM
From: ild	Read Replies (1) \| Respond to of 110194

Nice list. I hope you follow your bulletproof logic and are long HB. -g-