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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
57107Think tomorrow is a good time to add to homie shorts? Is that enough time to leThink4Yourself6/29/2006
57106I don't see inflation expectations coming down as per TIPS yields - in fact SouthFloridaGuy6/29/2006
57105'But this thread has been great for information.' Agreed. Lots of folJohn Vosilla6/29/2006
57104'You're beginning to sound more like these people every day.' What John Vosilla6/29/2006
57103This is a silly discussion. Sure, it would have been better if Patron had namedCalculatedRisk6/29/2006
57102>>Get a moderate rate, keep it stable, and send each and every Fed fool onpatron_anejo_por_favor6/29/2006
57101<"we MAY be done, pending review of future data> Sounds to me like: BWAC6/29/2006
57100Supply costs hammer builders bradenton.comLes H6/29/2006
57099The only way they go 50 is if they unequivocally say they're finished...I gipatron_anejo_por_favor6/29/2006
57098Avoid buying homes in excellent condition inman.comLes H6/29/2006
57097Who's pissed off at anyone? All I do is comment that this thread has been bMicawber6/29/2006
57096So you are pissed off at us now cause you were a bear after reading this thread John Vosilla6/29/2006
57095John, don't worry- I realize you're a genius since you've been so niMicawber6/29/2006
57094'Given that rent is a major part of the core CPI and housing prices are starJohn Vosilla6/29/2006
57093He obviously doesn't realize the killing some of us made on the short side. John Vosilla6/29/2006
57092*DJ Freddie Mac 30Yr Fixed Rate 6.78%, Highest Since May '02 *DJ Freddie MPaul Kern6/29/2006
57091Forest City looks like another interesting shortJohn Vosilla6/29/2006
57090It helps to remember that one of the primary functions of the fed is to preventThink4Yourself6/29/2006
57089I actually believe there is a lot posted on this thread that is not available inThink4Yourself6/29/2006
5708850-Year Project Planned for Albuquerque (Vosilla 50 years is a long time frame shades6/29/2006
57087<i>There is nothing new here that wasn't posted on the board months agMicawber6/29/2006
57086I'm in your camp. I don't want them to stop; they probably should exceptLive2Sail6/29/2006
57085It appears that Twain and Will Rogers each had a hand in spreading this maxim. I8bits6/29/2006
57084"Nah. Mark Twain never said or wrote that ... is attributed to Will Rogers8bits6/29/2006
57083a 50 BP hike would have the yield curve at least 50 bps inverted. Not going to mishedlo6/28/2006
57082I'm hoping for a 50 bp move. Not expecting but hoping. Otherwise a slow blLizzie Tudor6/28/2006
57081Nah. Mark Twain never said or wrote that ... "Buy land. They ain't maCalculatedRisk6/28/2006
57080So that's why Clemens used an alias. He was rightly concerned people would Think4Yourself6/28/2006
57079"I like land because of the privacy and because "they aren't makin8bits6/28/2006
57078Even worse paying a premium price for a condo (at three times psf of single famiJohn Vosilla6/28/2006
57077IMO, the time for 50bps raises is long since past. They should have been doing tLive2Sail6/28/2006
5707650 bps would be smart though. The problem right now is that inflation expectatioSouthFloridaGuy6/28/2006
57075No way they go 50bps.Live2Sail6/28/2006
57074<Many people like postage stamp lots because of the low yard maintenance.>BWAC6/28/2006
57073Many people like postage stamp lots because of the low yard maintenance. I likeThink4Yourself6/28/2006
57072Actually, a half point in the discount rate would probably be bullish (make thatpatron_anejo_por_favor6/28/2006
57071iShares 7-10 year treasury ETF hit a four year low today. No surprise. Some taChanceIs6/28/2006
57070Yes it seems they do. Crammed onto some postage stamp sized lots. Its amazing thBWAC6/28/2006
57069KBH has a Martha project going now in your area.renovator6/28/2006
57068Amanda Drury--CNBC World--Asia Very snappy australian who is very informed--The renovator6/28/2006
57067Sorry, don't know a thing about Cali. If buying a new or old home the first Bill/WA6/28/2006
57066<<I wonder what all the flooding on the east coast is going to do to insurTradelite6/28/2006
57065Her voice is bad enough. Now I have to look at that? Gag. <ng>orkrious6/28/2006
57064Beach resort renters can flex their muscles It was less than 10 days before theLes H6/28/2006
57063The 1099's will be a problem. Will the IRS treat what the ho's hold bacbentway6/28/2006
57062What about 1099's? Guess the IRS doesn't recognize ho's as independLes H6/28/2006
57061"Pimps need to apply for employer tax id's" Making it EVEN HARDERbentway6/28/2006
57060[graphic]bentway6/28/2006
57059Hovnanian right at key support and just under initial breakout in fall 2003. SeJohn Vosilla6/28/2006
57058It's hard these days for a pimp.....<G>patron_anejo_por_favor6/28/2006
57057Her points are well taken, but I'm a little queasy being on the same side ofpatron_anejo_por_favor6/28/2006
57056Wow, pretty weak numbers across the board. The Y-O-Y comps are gettting pretty gpatron_anejo_por_favor6/28/2006
57055DJ Bearish Banc Of America Slashes Homebuilder Sector Ratings 06/28/2006 Dow Paul Kern6/28/2006
57054Sounds a lot like Central Florida nine months ago. I had offers constantly on sJohn Vosilla6/28/2006
57053That game is Jenga (Keno is a gambling game like Bingo). Good image, though.Live2Sail6/28/2006
57052Pimps need to apply for employer tax id's Currently, the IRS has to prove aLes H6/28/2006
57051I think the index uses a 30 yr fixed rate and medium HOUSEHOLD income for each oRamsey Su6/28/2006
57050<Well the 'building like mad' part might be ending in a couple of quaBWAC6/28/2006
57049TOL $0.06 off of a new low. I would think that it will go sub $25 by tomorrow nChanceIs6/28/2006
57048Well the 'building like mad' part might be ending in a couple of quarterJohn Vosilla6/28/2006
57047She still looks great no matter what co she represents<g> Vote for the hoJohn Vosilla6/28/2006
57046She wasn't w/Schwab back then.Live2Sail6/28/2006
57045And what kind of loan is used to measure housing affordability? 30yr fixed? 3 yrLive2Sail6/28/2006
57044I suspect that when the builders get in real trouble they are finally going to sThink4Yourself6/28/2006
57043'Feels like we are a bit more than halfway through the game.' Perhaps fJohn Vosilla6/28/2006
57042'They are going from 3.x% loans to 6.x% loans and are paying refinancing cosJohn Vosilla6/28/2006
57041After reading about some of the latest builder incentives being offered, I tend Think4Yourself6/28/2006
57040"There is nothing new here that wasn't posted on the board months ago. John Vosilla6/28/2006
57039'..yes that's the likely end game since the builders , for the most partJohn Vosilla6/28/2006
57038Mortgage Purchase Applications at 2.5 Year Low Wednesday, June 28, 2006 09:23 inchingup6/28/2006
57037In sales, anything goes, except homes South Florida home prices held steady in ChanceIs6/28/2006
57036I agree with you that many of those resetting ARM owners are refinancing. They Think4Yourself6/28/2006
57035<i>Housing affordability in free-fall. </i> The affordability indexRamsey Su6/28/2006
57034Shelter From the Storm: The Housing Market's Getting Ugly >>>WorthChanceIs6/28/2006
57033<pre> *DJ US MBA Market Index Falls 6.7% To 529.6 From 567.6 *DJ US MBA Paul Kern6/28/2006
57032<i>SLC has a diverse real economy beyond housing, but like anywhere else, shades6/28/2006
57031"What do you know about the buyer?" First time buyer of property appa8bits6/28/2006
57030"Sellers are in denial, and there is a rising disconnect with the buyers,&qJim McMannis6/28/2006
57029Stuck! Homes sit longer on the market It's taking longer to sell a house theCalculatedRisk6/28/2006
57028RE:"I think the national builders all will do a decent job of moving excessJim McMannis6/28/2006
57027What do you know about the buyer? Which town was this? Did you leave the Bay AreLive2Sail6/28/2006
57026"That might explain the East Bay/West Bay difference. East Bay is less expe8bits6/27/2006
57025<i>Do they make you take out a 1% option ARM with their in house mortgage miraje6/27/2006
57024Linn and partners are parting ways By Lorin McLain Miner Staff Writer KINGMAN John Vosilla6/27/2006
57023Do they make you take out a 1% option ARM with their in house mortgage company? John Vosilla6/27/2006
57022Beazer has been running mobile billboards around Las Vegas saying that they'miraje6/27/2006
57021Do you have names of builders who are trustworthy in Northern Cali? If I were toLive2Sail6/27/2006
57020Reuters Summit-Beazer Homes boss hails exit of speculators Tue Jun 27, 2006 4:43John Vosilla6/27/2006
57019Chris I was in SLC for the first time last month. Was very impressed. ProbablJohn Vosilla6/27/2006
57018>>using an ARM. You're about to be slaughtered because the ARM is goingladman6/27/2006
57017RE:"What happened to "we will bury the shorts"" Apparently Jim McMannis6/27/2006
57016What happened to "we will bury the shorts" Mishmishedlo6/27/2006
57015Robert Toll is choosing his optimistic sentences much more carefully than he hasThink4Yourself6/27/2006
57014John Q Public: "that's un-planned 2nd home ownership". Anyone knowJohn Chen6/27/2006
57013CalculatedRisk,re:"housing-driven recession". Agree, except it is the John Chen6/27/2006
57012DiVosta builds a solid home.Bonefish6/27/2006
57011L2S, actually, there is no guarentee with the small builder either. References aBill/WA6/27/2006
57010I liked the Trump comments, myself.....<G> Free the Wolverine!<G>patron_anejo_por_favor6/27/2006
57009Did you know you can't deduct a loss from the sale of your main home? Ouch, Jim McMannis6/27/2006
57008<i>the mainstream media has joined the campaign to pimp for bio-fuels. Butmiraje6/27/2006
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