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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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ReplyMessage PreviewFromPosted
53607‘Buyers Reluctant To Overpay’ In Miami ABC has this preview of a show on flippiJohn Vosilla5/6/2006
53606They all reserve very little for losses and book accrued income on negative ARM John Vosilla5/6/2006
53605I agree. DOW should be near 20k just to offset the change in purchasing power iJohn Vosilla5/6/2006
53604Tonight on 20/20: Flippers stuck with inventory abcnews.go.comLes H5/5/2006
53603Muchos gracias, amigo.....<hic>patron_anejo_por_favor5/5/2006
53602yeah I've counted. The thing is, this past 6 year period from 2000 is one oLizzie Tudor5/5/2006
53601No long speculation going on? Have you counted the number of Fed is done ralliesdamainman5/5/2006
53600Yeah, commodities are more global, and probably depend more on the Chinese capitPerspective5/5/2006
53599I've been working on a sequence of those very things. Homies, lenders, MTG Jim McMannis5/5/2006
53598Actually, FRK may be getting ripe: stockcharts.com Despite continued upside prPerspective5/5/2006
53597Global Warming.... New Jersey-NYC becomes the new Florida and FL continually getJim McMannis5/5/2006
53596Thanks. I agree on the suppliers, but I seriously would like us to consider the Perspective5/5/2006
53595Some really long-term charts to peruse: <IMG NAME="TheChart" SRC=&Perspective5/5/2006
53594A lot of builders have substantial exposure in FL. TOL, LEN, MHO, DHI, SPF, BZH,Jim McMannis5/5/2006
53593I kept the leap puts and closed out the sept for a modest gain. That's 2 forBroken_Clock5/5/2006
53592happy cinco de mayohdl5/5/2006
53591Which are your Florida-centrics? I know JOE and WCI are heavily weighted there -Perspective5/5/2006
53590<I>Yeah, whatever happened to the days when mis-speaking would send marketLizzie Tudor5/5/2006
53589Thanks, Mr. Morgan is a great "on the ground" source. Another reason Travis_Bickle5/5/2006
53588Yeah, whatever happened to the days when mis-speaking would send markets crashindamainman5/5/2006
53587Dwindling speculators Dwindling jobs globaleconomicanalysis.blogspot.com Mishmishedlo5/5/2006
53586One thing about WCI they seem to be involved in several mixed use projects in ciJohn Vosilla5/5/2006
53585"The area gained a reputation in the 1960s as one of Florida's great laJohn Vosilla5/5/2006
53584And I thought it was just cinco de mayo and margaritas responsible.GraceZ5/5/2006
53583Is it time yet to short St Joe - again??? My trigger finger says so, but I try ChanceIs5/5/2006
53582"Plenty of land. Buildable? Remains to be seen." A big part is puttinJohn Vosilla5/5/2006
53581What caused such a change in views in only a decade? Seems like such a differencJohn Vosilla5/5/2006
53580Standards have been loosened dramatically from about 1998.. Much higher front aJohn Vosilla5/5/2006
53579Risky ARM mortgages come due azcentral.com Higher mortgage payments are squeezCalculatedRisk5/5/2006
53578Yeah I'm getting beaten like a red-headed stepchild. But I'm still 2/3 Travis_Bickle5/5/2006
53577Yes. S Pt is like Hookipa.Broken_Clock5/5/2006
53576Yep...overall the report wasn't really that weak, but the Fed Dovenors appeapatron_anejo_por_favor5/5/2006
53575America IS the land of opportunity, but only if you can hang on to yer investmenpatron_anejo_por_favor5/5/2006
53574If we're using the tech bubble analogy, we're about where tech was in Jupatron_anejo_por_favor5/5/2006
53573Homies are shrugging it off. I covered KBH and boxed PHM shorts, expect a bouncepatron_anejo_por_favor5/5/2006
53572Don't know South Point. Locals probably would prefer to keep it isolated. CLive2Sail5/5/2006
53571Like End said, it's a nice place if you have money. No way - my indian frieshades5/5/2006
53570The inventory jumped a bit in Palo Alto recently. I figure it's in prep for Live2Sail5/5/2006
53569Zeus lived up on the mountain eh? So the floods didn't bother him much - ifshades5/5/2006
53568L2S South Point on the Big Island has windsurfing comparable to Paiea on Maui. Broken_Clock5/5/2006
53567RE:"You know the divorce attorneys scare me the most - so many of my peers Jim McMannis5/5/2006
53566End, Great point, I forgot about that because I wouldn't do that. Keeps thoLive2Sail5/5/2006
53565The hip-hoppers may be the first generation to directly experience a declining sbentway5/5/2006
53564There are definitely places in HI that aren't crowded, particularly if one iLive2Sail5/5/2006
53563<i>$500K with a pool/lanai under a row of 60 FOOT TALL ELECTRICAL TOWERS Ashades5/5/2006
53562Dade developers are trying to get the buildable wetlands line moved. The Keys hJim McMannis5/5/2006
53561"As the winters get warmer up north I agree - many people "projected&qJohn Vosilla5/5/2006
53560I've got 2 more houses for sale on my little street in San Mateo.Lizzie Tudor5/5/2006
53559How Smart Is 'Flipping' Real Estate? Buyers Take Risks in Overheated MarMick Mørmøny5/5/2006
53558do you happen to know if they have changed the percentages on mortgage qualificaLizzie Tudor5/5/2006
53557To anyone who is still following this, here are the defining paragraphs on your GraceZ5/5/2006
53556What I can't figure out is the younger hip hop generation addicted to debt, John Vosilla5/5/2006
53555L2S One common way is when the buyer needs help to buy. He gets a 100% loan plusBroken_Clock5/5/2006
53554NEVER buy something without seeing it with your own eyes<< YOu should seegladman5/5/2006
53553"With the adjustable mortgages, they could qualify for much more. It was thJohn Vosilla5/5/2006
53552disagree in S Fla except for Broward and Monroe..tons of buildable land in the oJohn Vosilla5/5/2006
53551Yes, I could imagine that prices continue to rise, but why are people overbiddinLive2Sail5/5/2006
53550kept everything. did not add. vol premium keeping the puts more expensive -ng-Broken_Clock5/5/2006
53549Monroe, Dade, Broward, Palm Beach counties are built out. Martin is nearly. St. Jim McMannis5/5/2006
53548Re-filled my LEND position. It's a target rich environment today. Maybe theTravis_Bickle5/5/2006
53547<I>"Though I know what you mean, if you can't afford a fixed mortLizzie Tudor5/5/2006
53546Dont you believe in the FREE MARKET Komrade? Kudlow is not happy with all you sshades5/5/2006
53545You know the divorce attorneys scare me the most - so many of my peers are afraishades5/5/2006
53544Parched earth By CRAIG PITTMAN, Times Staff Writer Published May 5, 2006 sptimeshades5/5/2006
53543State checking eBay land deals sptimes.com (Vosilla its the same old theme oveshades5/5/2006
53542Looks like yet another Fed is done rally...damainman5/5/2006
53541County loses out in marina deal, again sptimes.com (the latest update in that shades5/5/2006
53540You live in an area that is experiencing a resurgence of job growth in the tech bentway5/5/2006
53539<i>Broward County is just about built out already. Of course </i> Mshades5/5/2006
53538"Who ever used to talk about rising household equity as the main driver in bentway5/5/2006
53537My indian friend is doing construction there now - he says those tongas work harshades5/5/2006
53536"There's really only thing most don't understand and that is that tJohn Vosilla5/5/2006
53535Tax portability in florida One of my pension management friends directed me to shades5/5/2006
53534"Though I know what you mean, if you can't afford a fixed mortgage you John Vosilla5/5/2006
53533You rang? I love the lights on when I bang my whores. Then you can see those fshades5/5/2006
53532Shorted some more JOE on this little pop.Travis_Bickle5/5/2006
53531Investors at distressed prices are the biggest winners over the next cycle. I cJohn Vosilla5/5/2006
53530You could be right. I can see historians, professors ect.. using this board asJohn Vosilla5/5/2006
53529WCI isn't getting jiggy with the relief rally as much as the others.Travis_Bickle5/5/2006
53528Whole sector is up.Travis_Bickle5/5/2006
53527And it's up half a buck? Did I miss something here?Paul Kern5/5/2006
53526=DJ UPDATE: Toll Bros Orders Fall 32%, Analysts Cut Views 05/05/2006 Dow JonePaul Kern5/5/2006
53525House hunter’s dream? If you’re willing to do some legwork and repairs, then a fMick Mørmøny5/5/2006
53524Can't blame them for trying to reel in the suckers! No one around here woulThink4Yourself5/5/2006
53523Somewhere a village is missing its idiot: All Clear on Home Front By Tracy ByTravis_Bickle5/5/2006
53522Looks like the 29 was based on revenue, actual decline on a unit basis is 33 perTravis_Bickle5/5/2006
53521Behind the high cost of title insurance KENNETH HARNEY May 5, 2006 Have you evMick Mørmøny5/5/2006
53520Gee, I wonder how the market is going to respond in a 29% order reduction from aThink4Yourself5/5/2006
53519Backlog up 3% and new orders down 29%, are they stretching out deliveries to manTravis_Bickle5/5/2006
53518Toll Brothers 2Q Signed Contracts Fell 29% To $1.56B >TOL Dow Jones NewswireTravis_Bickle5/5/2006
53517patron_anejo_por_favor,re:"still cause pain". One man's pain, anotJohn Chen5/5/2006
53516I'm surprised prices are above asking, but not that prices aren't fallinCalculatedRisk5/5/2006
53515I shoulda said "It's a race to the bottom that only the shorts, bankruppatron_anejo_por_favor5/5/2006
53514If nothing else, the board'll make a handy-dandy reference for historians dopatron_anejo_por_favor5/5/2006
53513In my part of the Bay Area, average time to sale has stretched to something likeLive2Sail5/5/2006
53512Chancels there's fraud all over the place in home lending the last 2-3 yearspatron_anejo_por_favor5/5/2006
53511Well, it's the highest in 4 years. Since so many folks took out kinky adjustpatron_anejo_por_favor5/5/2006
53510Yeah, we covered those "charities" when they were first publicized 2-3patron_anejo_por_favor5/5/2006
53509Thanks. Go ahead and send me the MLS website for the Maui/NorthShore. The place Live2Sail5/5/2006
53508I'd say 20% of the houses on Anna Maria and Longboat Key are for sale. That Jim McMannis5/4/2006
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