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Strategies & Market Trends
The Residential Real Estate Crash Index
An SI Board Since June 2001
Posts SubjectMarks Bans Symbol
306849 644 0 $HGX
Emcee:  patron_anejo_por_favor Type:  Unmoderated
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53407post office wants another 3 cent increase, after we just had a 2 cent increase iLizzie Tudor5/3/2006
53406"They should. Nothing like getting clobbered when you can least afford it!&bentway5/3/2006
53405A typical housing market decline lasts about 17 quarters. Since we peaked in Juunrealistic_thoughts5/3/2006
53404I'd like to know when the next bottom will occur in S. Cal. I miss the weatbentway5/3/2006
53403It's all for the best Jim. With global warming and more powerful hurricanesbentway5/3/2006
53402The problem with defaulting is that many credit card agreements now tie your intThink4Yourself5/3/2006
53401Default notices ARE defaults....it's not foreclosure (yet), however. It can patron_anejo_por_favor5/3/2006
53400not defaults, just notices. Are they the same thing? I thought you had a chance Live2Sail5/3/2006
53399Defaults in Clownifornia up 23% from Q4 2005 to Q1 2006: latimes.com <i>patron_anejo_por_favor5/3/2006
53398almost 700 condos too. thats a HUGE amount of inventory to move with no takers.Lizzie Tudor5/3/2006
53397>>but no sales were recorded<< ...but they'll make up for it wipatron_anejo_por_favor5/3/2006
53396I added a couple leaps as joe should be immune to "the p/e is too low"Travis_Bickle5/3/2006
53395Housing Foreclosure Rates Climb Sharply 05-02-2006 6:06 PM (San Diego, CA)Mick Mørmøny5/3/2006
53394>>do the builders pay property taxes on homes they build that don't seJakeStraw5/3/2006
53393I was just gonna post that. -g- I sold my puts for a modest 50% in two days but Broken_Clock5/3/2006
53392Good article on JOE: thestreet.com St. Joe's Seven Shores community, entitTravis_Bickle5/3/2006
53391“A number of mortgage lenders have cut staff in recent months, including WashingTravis_Bickle5/3/2006
53390OT: Please stop the personal attacks.CalculatedRisk5/3/2006
53389Grace, you're mentally ill and no longer capable of accepting reality. You Elroy Jetson5/3/2006
53388Judicial foreclosure, in almost every state, limits the right of the lender to sGraceZ5/3/2006
53387The result of Clintons tax gift, easy money and hurricanes............ ---------Jim McMannis5/3/2006
53386Port St. Lucie is really something. The same 1/4 acre lots that were selling forJim McMannis5/3/2006
53385Let's hope the market tries to jack up the homies on the MBA data out this mThink4Yourself5/3/2006
53384‘Not The Time To Build Commodity Homes’: Treasure Coast The Florida press notesTravis_Bickle5/3/2006
53383LOL I never heard that phrase before and I like it (shortfolio)Jill5/3/2006
53382I agree. They are far removed from the Fla housing bubble. Two big exposed lJohn Vosilla5/3/2006
53381re: JOE outlook There is often not even a bid on the order books for JOE this mThink4Yourself5/3/2006
53380Banking's Window of Opportunity UBS Securities 1285 Ave. of the Americas NeChanceIs5/3/2006
53379It appears they are having problems getting the raw data reported in a timely maThink4Yourself5/3/2006
53378>>>Trading at 33x forward earnings<<< Railroads are and will ChanceIs5/3/2006
53377Trading at 33x forward earnings: finance.yahoo.com Florida East Coast IndustriTravis_Bickle5/3/2006
53376>>>Will a bank refinance an upside down homeowner? That last one's ChanceIs5/3/2006
53375Housing Market Shows More Signs Of Slowing Down By MICHAEL CORKERY May 3, 2006;ChanceIs5/3/2006
53374Fed Struggles to Convince Markets Of Its Own Uncertainty on Rates By GREG IP MaChanceIs5/3/2006
53373*DJ F Billings Cuts Accredited Home Lenders To Mkt Perform 05/03/2006 Dow JonPaul Kern5/3/2006
53372<pre> *DJ US MBA Market Index Rises 8.8% To 596.8 From 548.6 *DJ US MBAPaul Kern5/3/2006
53371Non-sanitized story re. Ameriquest's problems : ............Chispas5/3/2006
53370Still building my shortfolio.. so far I have MTH, KBH, TOL. Probably will add LEXBrit5/3/2006
53369<i>Is the claim that Fannie Mae ISN'T backed by the Federal GovernmentPaul Kern5/3/2006
53368We also have the Everglades close at hand and now a constant parade of hurricaneJohn Vosilla5/2/2006
53367plenty of cockroaches in FL. Also Palmetto bugs.Jim McMannis5/2/2006
53366"When folks start realizing that housing prices are falling, I wonder what John Vosilla5/2/2006
53365Grace, its becoming clear that you are mentally ill. You have invented the concElroy Jetson5/2/2006
53364JOE outlook Some pretty serious damage on a weekly basis. Looks to me like $45 Broken_Clock5/2/2006
53363Hawaii. Apparently construction has cooled a bit. -g-Broken_Clock5/2/2006
533622$ a sheet for drywall? Where is this located? May drive the truck there and lThink4Yourself5/2/2006
53361remember the big drywall shortages the past coupe of years? Drove by the wholesaBroken_Clock5/2/2006
53360<i>Do you think that loans in Texas prior to 1990 were underwritten in a mWyätt Gwyön5/2/2006
53359You live in a non-recourse state (deed of trust)....I live in a recourse state. GraceZ5/2/2006
53358More California homes nearing foreclosure By James Temple CONTRA COSTA TIMES merCalculatedRisk5/2/2006
53357I live several lots from a large private lumber yard (no retail sales). BusinesThink4Yourself5/2/2006
53356Working on the housing boom The sector is cooling, finally. Now, a debate is ragCalculatedRisk5/2/2006
53355WY, VMC: a couple of spirited selloffs. stockcharts.com stockcharts.com Could Perspective5/2/2006
53354Hmmm. Maybe exploding foreclosures and financial troubles will rear it's hebentway5/2/2006
53353"Condos been doing well in Florida which is even more humid" Why doesbentway5/2/2006
53352What was it that your ex-husband did that made him a top ASIC designer?Live2Sail5/2/2006
53351Not a word like that from LEND today. How are they going to keep their originatorkrious5/2/2006
53350But they told me everything was fine in the home lending biz!<G>patron_anejo_por_favor5/2/2006
53349Ameriquest parent to close 229 offices, lay off 3,800 workers mercurynews.com Lmishedlo5/2/2006
53348I wouldn't say it's bad....the news is out on HOV and WCI hasn't dumpatron_anejo_por_favor5/2/2006
53347Fannie sounds like Mirant prior to going BK.Broken_Clock5/2/2006
53346May be a bad play but I covered HOV and rolled it into WCI mid-morning Mishmishedlo5/2/2006
53345DJ Fannie Mae To Delay Filing 1Q Results >FNM 05/02/2006 Dow Jones News SePaul Kern5/2/2006
53344-g- Days like today make me forget selling alj at 22 and change 2 days before itBroken_Clock5/2/2006
53343That is the cherry on top of the ice cream sundae.Travis_Bickle5/2/2006
53342I don't recall all the details from the Tanglewood purchase 20 years ago. BElroy Jetson5/2/2006
53341I was hoping for a JOE fade at the close. Always a good sign of better things toBroken_Clock5/2/2006
53340Yeah, material costs have definitely skyrocketed. Every time I walk through HomThink4Yourself5/2/2006
53339I was half joking about the bugs, there are bugs in every bldg in texas.Lizzie Tudor5/2/2006
53338intel and microsoft are pretty much done as leaders in this market. Cisco seemsLizzie Tudor5/2/2006
53337"Perhaps California owners don't understand how to manage buildings in John Vosilla5/2/2006
53336Breakout in the major averages and financials remain strong. Never honestly wouJohn Vosilla5/2/2006
53335>>>Funny how the lenders are holding up better than the homebuilders.&lChanceIs5/2/2006
53334He doesn't need to shed any new light, until the basic message is understoodpatron_anejo_por_favor5/2/2006
53333its in the S&P now, for one thing. S&P added last summer.Lizzie Tudor5/2/2006
53332I'm trying to figure out why the stock hasn't tanked harder on 3 millionBroken_Clock5/2/2006
53331JOE will get interesting when the value of the common approaches the value of thTravis_Bickle5/2/2006
53330When our clients bought the Tanglewood Apartments in Houston, they were less thaElroy Jetson5/2/2006
53329JOE owns tons of land, dirt cheap. They may not go broke although their stock wiJim McMannis5/2/2006
53328You could have still gotten a condo on AIA in Daytona or Cocoa Bch for much lessJohn Vosilla5/2/2006
53327The whole Fla panhandle as being paradise to attract well off boomers was all a John Vosilla5/2/2006
53326I took a peek at the JOE yahoo thread. Lots of bullish posts thinking all the pLizzie Tudor5/2/2006
53325I had to unload condos from estates I was probating back then and the lack of buTravis_Bickle5/2/2006
53324It's feeling like the speculators are out of it now. Inventory tripling. SelJim McMannis5/2/2006
53323The bust really began in the oil patch around 1986. Commercial RE go hit real hJohn Vosilla5/2/2006
53322I followed your lead on the JOE puts and also shorted some DSL which had been miTravis_Bickle5/2/2006
53321JQP Normally yahoo boards are a joke but there are some excellent posters on theBroken_Clock5/2/2006
53320That's my recollection.Broken_Clock5/2/2006
53319My main reason for shorting JOE was their land holdings. I have been in that seThink4Yourself5/2/2006
53318even the early 90s RE bust? Did that start in the east? It began on labor day Lizzie Tudor5/2/2006
53317They have always started in the East..at least the last 2 before this one.Broken_Clock5/2/2006
53316This JOE warning was particularly bad. Is every florida builder in this same boLizzie Tudor5/2/2006
53315I would consider covering shorts and waiting for a recovery to reshort, But I woThink4Yourself5/2/2006
53314JOE - Thanks - The Virtue Of Chat Rooms To whomever posted so convincingly (perChanceIs5/2/2006
53313Patron: How is this installment any different from the last 100 installments ofMicawber5/2/2006
53312I waited for the ask slack off and added more puts for Sept. JOE should do well Broken_Clock5/2/2006
53311<I>the massive Tanglewood Apartment Complex in Houston. </i> Aka thLizzie Tudor5/2/2006
53310wow.Lizzie Tudor5/2/2006
53309How Many Foreclosures Will Hit the Market? (May 1, 2006) OK people, stay shaTravis_Bickle5/2/2006
53308Q: How do you know when the NAR is lying? A: David Learah speaks. The entire bThink4Yourself5/2/2006
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