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


To: Perspective who wrote (120046)5/1/2008 8:05:01 PM
From: DebtBombRead Replies (1) | Respond to of 306849
 
bobcor, here's part of the reason:
We've been sold out dude, ;-)
The arabs are taking over.
They're buying our stocks and companies.
Got oil?
They like gold too.
You can't fight the oil rich.
Kuwait Sovereign Fund May Boost Citi, Merrill Stakes
bloomberg.com



To: Perspective who wrote (120046)5/1/2008 8:06:25 PM
From: Les HRespond to of 306849
 
Government-subsidized corn-based ethanol and its ingredients requires extensive transport by rail and truck.



To: Perspective who wrote (120046)5/1/2008 8:07:57 PM
From: patron_anejo_por_favorRead Replies (3) | Respond to of 306849
 
I call bubble on the Trannies....maybe my next thread will be "The Transportation Crash Index". If so they're heading for a fall, sometime around 2012.....<G>

The weird thing is the airlines are in the shitter, and justifiably so. FDX which has similar expenses and is at least as fuel dependant, keeps rocketing up. And if the index is at an ATH, shouldn't a large number of the compenents be? The rails I can understand (somewhat), but the rest of that group is in the "staying irrational longer than you can stay solvent" category. Didn't Con-Man just miss big the other day?

Either these guys have the most spectacularly successful fuel hedge program in the history of industry, or their accountants are the biggest theives since Andy Fastow.....or someone found a way to run trains, planes and trucks on flubber.....



To: Perspective who wrote (120046)5/1/2008 8:19:08 PM
From: Think4YourselfRead Replies (1) | Respond to of 306849
 
Remember when housing turned down and dropped off a cliff? Housing stocks kept rallying for months before they followed the fundamentals off the cliff.

Patience Grasshopper. When you can take the money from their hands, you will be ready. ;o)



To: Perspective who wrote (120046)5/1/2008 8:44:26 PM
From: ChanceIsRead Replies (3) | Respond to of 306849
 
>>>yet TRAN is knocking on the door of all-time highs?!?<<<

I share your frustration. Having read further down the thread before responding, I don't think I can add much.

Rails are making it on volume - low BTU content coal out of the Powder River Basin, ethanol, Wal-Mart from China (should be dropping off, but not until the rebate is spent). I think that the rails actually have some pricing power.

The airlines are basket cases. They should all be BK.

Trucking??? They seem not to be able to pass on fuel, and their volume is dropping. Boggles the mind - Conway rising?!?!?!?!?!

Patron's point is well taken that the sovereign wealth funds might be stealthily buying America. What else would they do with the oil money. They take the risk of course that we will pull an Hugo on them. Perhaps a Merrill. The foreigners have no concept that the Americans will live for today by pulling their retirement funds out for flat screens. Who bought Merrill and then had it drop about 50%??? The Chinese??? They were POed.

So maybe "W" and Paulson aren't so stupid after all. I mean.....if the PPT takes one afternoon off, the the DOW will drop about 1K. Then we would have captured all of the foreigners money as the IBs buy it all back for America with the dough we have been printing for them since August.



To: Perspective who wrote (120046)5/1/2008 9:26:37 PM
From: pcyhuangRead Replies (2) | Respond to of 306849
 
bobcor:

I feel your pain in being a short seller, and not only in the transportation sector. I would suggest that you read the following post:

Message 24553347

pcyhuang



To: Perspective who wrote (120046)5/2/2008 3:55:08 AM
From: Eddy BlinkerRespond to of 306849
 
TRAN: Jesus H. Christ, can *anyone* give me any idea how this is happening?!?

Anyone?

Allow me please to to wave my hand Professor and point you to the most, deliberate ignored poster on SI. ( Simultaneously giving a practical example of displaying " Tacit Collussion ". with one s or 100x ssssssssssssssssssss

Shall I jump out of my window or be murdered to get through to you, that your Mickey Mouse Chart Technology cut no ice no more in 2008.

Now boys and girls of ill repute ( Aka short sellers – since 9/11 posturing as " Hedgers " )! It is your pure incompetence in mathematical art surrounds which caused and causes all the financial troubles and in the end had food jealous whistle blowers running for their respective payout windows.

Causing in my humble and community serving opinion the premature collapse of the biggest Ponzi Game.

Ever designed.

I downloaded your post as you made a reference to Jesus H Christ. ( always a sure sign when material loss is knocking on
doors. )

Perhaps your chart shall serve me well to escape from German Welfare roll and EU 240.- a month pay.

If I am not mistaken, was it not you who posted on the GFY thread that famous Uncle speech ( then not FED Chairman ) about ways and means the FED had to assure stability of US currency?