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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Travis_Bickle who wrote (106862)	2/26/2008 3:01:44 PM
From: Smiling Bob	Read Replies (1) \| Respond to of 306849

...But a 50% recovery in an ETF that measures a sector has to be telling you something, ... I can answer that.

To: Travis_Bickle who wrote (106862)	2/26/2008 3:03:15 PM
From: Perspective	Read Replies (2) \| Respond to of 306849

<At one point, things were getting so bad we even asked "which would hit zero first?"> I don't know about you, but I'm still asking that. Five years of housing bubble isn't going to be undone with a couple of difficult quarters. Most of the loans that will go bad have yet to do so. The foreclosures have only begun. Let's see how the homebuilders are faring after six months of serious foreclosure selling by the banks. Then again, I'd probably make a lot more money in stocks if I went out and got a lobotomy... `BC

To: Travis_Bickle who wrote (106862)	2/27/2008 1:00:39 AM
From: Archie Meeties	Respond to of 306849

It is a bit too late play the homebuilders from the long side. The easy money has been made on both sides. The time to go long something in a cycle is at the period or greatest market pessimism, greatest acceleration of writedowns, and the critical piece, forced liquidation by funds struggling to meet redemptions. Message 24171838 As far as RE related stuff, It's time to nibble on some REITS. How's that for contrarian! But the REITS are on the speculative side of my hodlings. Still heavily favor tech exposed to non US sales.