| Reply | Message Preview | From | Posted |
| 54307 | This group shoulda rung a bell when HD tanked on earnings but I guess I was asle | damainman | 5/17/2006 |
| 54306 | I think Circuit City is benefitting from a bit of a secular trend away from comp | Lizzie Tudor | 5/17/2006 |
| 54305 | nothing scientific but the last housing bust we had in the bay area really happe | Lizzie Tudor | 5/17/2006 |
| 54304 | Interesting group to look at. Long way to fall on several of them.. finance.ya | John Vosilla | 5/17/2006 |
| 54303 | I still think mainstream thinking of home price inflation in a low interest rat | John Vosilla | 5/17/2006 |
| 54302 | They gonna repeat a segment on illegal immigrants and the housing market after c | damainman | 5/17/2006 |
| 54301 | I wouldn't extrapolate the thinking that dominates SI as being anywhere clos | GraceZ | 5/17/2006 |
| 54300 | I don't follow them, but their sales to contractors should be pretty slow fo | orkrious | 5/17/2006 |
| 54299 | is bdk a short here you think? | damainman | 5/17/2006 |
| 54298 | "it was disinflation, 20 years of it" So now we should be entering a | John Vosilla | 5/17/2006 |
| 54297 | I think the builders follow DHOM with a lag of a year or so.. finance.yahoo.com | John Vosilla | 5/17/2006 |
| 54296 | What followed the longest inflationary depression this country ever saw (70s to | GraceZ | 5/17/2006 |
| 54295 | I've been short these things for months. I haven't covered any. I just | orkrious | 5/17/2006 |
| 54294 | CTX had huge drops first part of 2004 and summer/fall 2005 lasting five months. | John Vosilla | 5/17/2006 |
| 54293 | I should have said Americans!<g> | bentway | 5/17/2006 |
| 54292 | >>>There aren't any living people that have KNOWN deflation.<< | ChanceIs | 5/17/2006 |
| 54291 | <i>If I had looked at this chart yesterday might not have covered most of | orkrious | 5/17/2006 |
| 54290 | But, is it really deflation if it has to follow massive inflation? Isn't it | bentway | 5/17/2006 |
| 54289 | Definitely required watching for anyone who thinks that being a part time Mom &a | GraceZ | 5/17/2006 |
| 54288 | They incorporate all the worst aspects of renting and owning. | GraceZ | 5/17/2006 |
| 54287 | Perhaps Hollywood comes out with a Pacific Heights #2 perhaps tied to the whole | John Vosilla | 5/17/2006 |
| 54286 | The drops seemed worse than it really is maybe because I got in near one of the | John Vosilla | 5/17/2006 |
| 54285 | I watched <i>Pacific Heights"</i> last night. I've heard ab | GraceZ | 5/17/2006 |
| 54284 | I haven't been long anything for over two months. Currently short via PUTS | Think4Yourself | 5/17/2006 |
| 54283 | I was lucky and got caught not holding a single long other than psafx (and I sol | Travis_Bickle | 5/17/2006 |
| 54282 | Tell me about it! Actually took a little profit today. Hoping for a dead cat b | Think4Yourself | 5/17/2006 |
| 54281 | I agree. Condos are great for people who travel extensively, or just can't/ | Think4Yourself | 5/17/2006 |
| 54280 | What a great day. | Travis_Bickle | 5/17/2006 |
| 54279 | "Mostly the reason why renters don't get ahead of homeowners is that th | John Vosilla | 5/17/2006 |
| 54278 | Condos are a different story altogether. I was mostly referring to individual re | GraceZ | 5/17/2006 |
| 54277 | I agree but the new high end urban high end condo and second home manias are a n | John Vosilla | 5/17/2006 |
| 54276 | "Where the real bust will occur is in the banks that are financing the home | John Vosilla | 5/17/2006 |
| 54275 | <i>The problem is I feel like I'm throwing money away when I rent. < | GraceZ | 5/17/2006 |
| 54274 | So how is Circuit City able to keep sales strong while Home Depot tanks? I thoug | damainman | 5/17/2006 |
| 54273 | I think it's a mistake to look at the mortgage lenders for a big bust. Where | GraceZ | 5/17/2006 |
| 54272 | Housing as a business is cooked for a long time but house prices aren't goin | GraceZ | 5/17/2006 |
| 54271 | I remember thinking in the late 90's how expensive new cars were versus hous | John Vosilla | 5/17/2006 |
| 54270 | We might have an even bigger deflationary asset bust over time but due to much h | John Vosilla | 5/17/2006 |
| 54269 | They are saying that inflation is necessary to set up the big deflationary bust! | GraceZ | 5/17/2006 |
| 54268 | It's weird but you can now buy a Honda Accord for 1300 under INVOICE if you | damainman | 5/17/2006 |
| 54267 | Grace I wonder what the deflation guys on the other boards are saying these days | John Vosilla | 5/17/2006 |
| 54266 | Salt Lake City one of the few markets still affordable and very positive ratio o | John Vosilla | 5/17/2006 |
| 54265 | Thanks for the suggestions John. I'll check 'em out. | bentway | 5/17/2006 |
| 54264 | Charts very similar to the builders early this year retesting all time highs as | John Vosilla | 5/17/2006 |
| 54263 | "Gonna get uglier than i thought or me and a few others around here are dem | bentway | 5/17/2006 |
| 54262 | <i>A rising interest rate environment/expectation means falling bond price | GraceZ | 5/17/2006 |
| 54261 | Consumer Prices Grew 0.6% In April as Energy Prices Surged >>>Hmmmm. | ChanceIs | 5/17/2006 |
| 54260 | Southland home sales at five-year low, single-digit appreciation May 16, 2006 L | Mick Mørmøny | 5/17/2006 |
| 54259 | >>>Why are you looking to short them now? It seems to me that the begin | ChanceIs | 5/17/2006 |
| 54258 | >>>A rising interest rate environment/expectation means falling bond pr | ChanceIs | 5/17/2006 |
| 54257 | Was expecting much better numbers this week given what happened last week Last | Think4Yourself | 5/17/2006 |
| 54256 | I looked at quite a few lenders last night and did not find any good condidates | Think4Yourself | 5/17/2006 |
| 54255 | THE STATE More Signs of Housing Cool-Down The region's median price rises 9% | TH | 5/17/2006 |
| 54254 | <pre> *DJ US MBA Market Index Rises 4.6% To 588 From 562.1 *DJ US MBA P | Paul Kern | 5/17/2006 |
| 54253 | Re: <i>"Petrodollars were increasingly directed to U.S. bond markets | Dan3 | 5/17/2006 |
| 54252 | The S&P/Barra Style indexes ceased to be the official Standard & Poor | mishedlo | 5/17/2006 |
| 54251 | "Gonna get uglier than i thought" I imagine we are only in the early | John Vosilla | 5/17/2006 |
| 54250 | Chris you might want to check out Charlotte, Raleigh or Atlanta too.. Actually | John Vosilla | 5/17/2006 |
| 54249 | 'A recent conference addressed the challenges facing the state's housing | John Vosilla | 5/17/2006 |
| 54248 | I miss S. Cal. - the weather, the tennis, Mexico right next door, the ocean, the | bentway | 5/16/2006 |
| 54247 | "This is just plain stupid overextension today." I think there are s | XoFruitCake | 5/16/2006 |
| 54246 | US Dollar More Vulnerable To Petrodollar Flight - Analyst DOW JONES NEWSWIRES M | ChanceIs | 5/16/2006 |
| 54245 | I just got off the phone with the owner of the largest RE company in our area. H | Broken_Clock | 5/16/2006 |
| 54244 | >>>Think of the IPP sector 3 or 4 years ago...<<< Don't l | ChanceIs | 5/16/2006 |
| 54243 | This might be your chance to sell into a RE boom before it collapses like the re | CaBum | 5/16/2006 |
| 54242 | Fundamental charts barra.com | Les H | 5/16/2006 |
| 54241 | More Housing stories ... On Mortgage Business: Mortgage crunch pushes Liberty o | CalculatedRisk | 5/16/2006 |
| 54240 | Housing slowdown to be widely felt Slowdown in residential building and home sal | CalculatedRisk | 5/16/2006 |
| 54239 | Man that's bullish! -g- I'm thinking the strategy for the builders and | Broken_Clock | 5/16/2006 |
| 54238 | Someone posted a link to an article showing S&P earnings vs S&P price. I | mishedlo | 5/16/2006 |
| 54237 | DJ 7 Days Before OFHEO Report,Fannie CEO A No-Show At Speech 05/16/2006 Dow J | Paul Kern | 5/16/2006 |
| 54236 | Valley quarterly price survey topix.net | Les H | 5/16/2006 |
| 54235 | Federal Reserve's Balancing Act my.brandeis.edu | Les H | 5/16/2006 |
| 54234 | "So, will there be more Uncle Mikes in the world next year this time? Think | John Vosilla | 5/16/2006 |
| 54233 | I'm in Utah - Salt Lake City, after selling out of S. Cal. The RE boom has | bentway | 5/16/2006 |
| 54232 | >>DJ Countrywide: Falling Mtge Volumes To Drive Consolidation<< Ye | patron_anejo_por_favor | 5/16/2006 |
| 54231 | LOL, Yogi should donate his brain to science after he passes. They'd have a | patron_anejo_por_favor | 5/16/2006 |
| 54230 | DJ Countrywide: Falling Mtge Volumes To Drive Consolidation By Lingling We | Paul Kern | 5/16/2006 |
| 54229 | "For young couples who have not yet bought, patience will pay off in many r | John Vosilla | 5/16/2006 |
| 54228 | As long as we're on the subject.....who can beat Yogi Berra for good quotes? | Tradelite | 5/16/2006 |
| 54227 | I've used FAX from time to time, also BEGBX and FCO. | patron_anejo_por_favor | 5/16/2006 |
| 54226 | Rotten to the core bopnews.com | Les H | 5/16/2006 |
| 54225 | "If we don't succeed, we run the risk of failure." Mad Magazine wr | CalculatedRisk | 5/16/2006 |
| 54224 | <i>Geez, that was funny.</i> If you liked that one, you'll prob | Schnullie | 5/16/2006 |
| 54223 | This may boost PC sales this fall wzzm13.com | Les H | 5/16/2006 |
| 54222 | Large acreage tracts for sale around Crawford,TX.. realtor.com | John Vosilla | 5/16/2006 |
| 54221 | "Guess he's on board with the program (to turn the clownbuck into confe | John Vosilla | 5/16/2006 |
| 54220 | Geez, that was funny. Had not heard that gem of a Joe-quote before. Now I'm | Tradelite | 5/16/2006 |
| 54219 | Glad I'm not relying on Morgan Stanley for advice. What a joke. | GraceZ | 5/16/2006 |
| 54218 | <i>Never liked Joe T. anyway--pompous and not the brightest</i> Don | Schnullie | 5/16/2006 |
| 54217 | <<Looks like we may not need hurricanes to depopulate Florida, gators are | Tradelite | 5/16/2006 |
| 54216 | I find this less than confidence inspiring: <i>Their biggest assets were | patron_anejo_por_favor | 5/16/2006 |
| 54215 | <<If anyone would like my tickets, PMail me. On second thought, I might a | Tradelite | 5/16/2006 |
| 54214 | Desperate House-builders [WSJ] AHEAD OF THE TAPE By JUSTIN LAHART May 16, 2006 | Sam Citron | 5/16/2006 |
| 54213 | Homes glut pressures US economy By Ambrose Evans-Pritchard (Filed: 11/05/2006) | Jim McMannis | 5/16/2006 |
| 54212 | WASHINGTON, May 15 (Reuters) - A U.S. regulator next week will release long-awai | Paul Kern | 5/16/2006 |
| 54211 | *DJ US Apr Housing Starts -7.4% To 1.849M; Survey -0.5% *DJ Building Permits - | Paul Kern | 5/16/2006 |
| 54210 | Home prices up by 10.3% USATODAY.com Monday May 15, 10:31 am ET biz.yahoo.com | JakeStraw | 5/16/2006 |
| 54209 | 7:12 AM ET 5/16/06 [KBH] MORGAN STANLEY CUTS KB HOME PRICE TARGET TO $80 FROM $8 | Travis_Bickle | 5/16/2006 |
| 54208 | Owning Investment Property During a Housing Bust Monday, May 15, 2006 By Susan | Travis_Bickle | 5/16/2006 |
