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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Think4Yourself who wrote (52985)	7/2/2006 11:31:27 AM
From: John Vosilla	Respond to of 116555

And yet the stock prices of Lowes and Home Depot have collapsed with the home builders the last couple of months. It will be interesting to see if they diverge when the builders take the next leg down.

To: Think4Yourself who wrote (52985)	7/2/2006 11:34:24 AM
From: Steve Lokness	Read Replies (1) \| Respond to of 116555

Just received notice from my main concrete supplier that prices for concrete are going up 4$ per yard on August 1st. This is the second main increase this year following many many years of stagnant prices. In the PNW, home building and construction is absolutely smoking. Huge - and I mean huge - developments compared to precious times are just rocking and rolling. If housing slows appreciably builders are going to get caught bad with their pants down. And, I think that is a real possibility. Steve