SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: Ramsey Su who wrote (38084)8/8/2005 8:52:12 AM
From: russwinter  Read Replies (1) | Respond to of 110194
 
Hope everyone is familiar with the Ild charts in the thread header? He has most of the relevant charts, including the MBAA purchase and refi indexes.
idorfman.com

Just looking through the San Diego (Florida, etc) projects, it will also be interesting to see if speculators just walk from their deposits on the projects started in early 04, and ready over the next year. The profits on these are skinnier, and if the market continues to break, will be non-existent.