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


To: mishedlo who wrote (53295)7/12/2006 12:38:59 PM
From: Elroy Jetson  Read Replies (1) | Respond to of 116555
 
Which part seems odd? Every topic you covered in the "Lennar update" sounds like the home building business everywhere right now.

Builders are all trying to conserve cash in any way they can. They're lining up what additional lines of credit they can. They're dumping inventory to the bone.

Builders are acting like things are a lot worse than what they claim at conference calls.

Is there a particular part you're looking for a comment on?
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