| Reply | Message Preview | From | Posted |
| 59807 | JQP You don't understand the big picture. With global warming and the sea le | Broken_Clock | 8/11/2006 |
| 59806 | I bicycled up the Intercoastal Waterway of Florida a few years back. They were | Think4Yourself | 8/11/2006 |
| 59805 | "I sincerely doubt many of these will actually finally close when the tower | XoFruitCake | 8/11/2006 |
| 59804 | That would make sense except that the reason the Wholesale prices have gone down | Think4Yourself | 8/11/2006 |
| 59803 | His argument is that the trend in prices that builders pay is opposite to the tr | Moominoid | 8/11/2006 |
| 59802 | Obviously in the Bay Area building material cost is least important as the propo | Moominoid | 8/11/2006 |
| 59801 | A few weeks ago I visited a WCI community in Pensacola, Lost Key. Looked at the | tdl4138 | 8/11/2006 |
| 59800 | GDP profits don't even deduct things like depreciation and amortization so t | Moominoid | 8/11/2006 |
| 59799 | Why the growing wedge between the two prices? i.e. is there increasing monopoly | Moominoid | 8/11/2006 |
| 59798 | Your argument implies there was a bubble (which there was) as stock valuations r | Moominoid | 8/11/2006 |
| 59797 | Housing Panic Blog draws a lot of comments these days. It can be a real hoot too | George K. | 8/11/2006 |
| 59796 | Defaults for the towers and different from defaults for single family builders. | Ramsey Su | 8/11/2006 |
| 59795 | lol -- that's me too, and I'm a guy. We have a department store that | ChrisJP | 8/11/2006 |
| 59794 | My wife saved $50 today buying something on sale. That is how Rockefeller got h | mishedlo | 8/11/2006 |
| 59793 | <i>Are you serious? Would not surprise me as Cramer appears to be the ulti | mishedlo | 8/11/2006 |
| 59792 | I think the conference call is going to be available for at least a few more day | XoFruitCake | 8/11/2006 |
| 59791 | <i>No one seems to be thinking of stagflation and protecting the value of | mishedlo | 8/11/2006 |
| 59790 | Over the long-term, changes in real estate and home prices have matched changes | Elroy Jetson | 8/11/2006 |
| 59789 | I was actually harking back to this earlier exchange we had. Message 22630325 | Metacomet | 8/11/2006 |
| 59788 | Manias are usually fuelled by debt, not income. In the longer run, falling inco | Elroy Jetson | 8/11/2006 |
| 59787 | Simple. Lax lending standards that allow people to "pay" beyond their | KeepItSimple | 8/11/2006 |
| 59786 | The book you are talking about sounds nothing like the "Millionaire Next Do | Tradelite | 8/11/2006 |
| 59785 | The Housing Bubble: Bursting, or Just Leaking? weekly.inginvestment.com In ou | Les H | 8/11/2006 |
| 59784 | Good article on Tobias site: andrewtobias.com | Metacomet | 8/11/2006 |
| 59783 | iirc, in TMND, the author was saying that the person who didn't want to save | Lizzie Tudor | 8/11/2006 |
| 59782 | This bust probably won't be exactly like the previous one (no two are identi | CalculatedRisk | 8/11/2006 |
| 59781 | I have a friend that is in the roughing business... Last year he was running 5.. | Chas. | 8/11/2006 |
| 59780 | That is an amazing picture. How can we reconcile the phenomenon of home price i | Metacomet | 8/11/2006 |
| 59779 | <<I once read this book "the millionaire next door" which is rea | Tradelite | 8/11/2006 |
| 59778 | If home prices decline as they did in 1989, we should see a modest decline in ho | Elroy Jetson | 8/11/2006 |
| 59777 | NEWS: The Housing Bubble Blog A popular blogger explains how he predicted the c | sylvester80 | 8/11/2006 |
| 59776 | yeah, this is right up there with my favorite saving slogan.... <b>You ca | Lizzie Tudor | 8/11/2006 |
| 59775 | Do you really think anyone on this thread is crazy enough to think builders buy | Think4Yourself | 8/11/2006 |
| 59774 | SoCal Housing Sales From the San Diego Union: <b>County home prices drop | CalculatedRisk | 8/11/2006 |
| 59773 | Liz, I'm going to try to interpret your question into one that I often dealt | Tradelite | 8/11/2006 |
| 59772 | wow! Now THATS what I needed to see, thanks. I am certain the wage picture is | Lizzie Tudor | 8/11/2006 |
| 59771 | Exactly correct. That's why the sales volume of homes has been declining for | Elroy Jetson | 8/11/2006 |
| 59770 | Very true, and the portion of GDP paid out in wages is dropping like a rock. &l | Elroy Jetson | 8/11/2006 |
| 59769 | re: 1989 in CA I have heard some say that lending was lax in 1989 but what happ | Lizzie Tudor | 8/11/2006 |
| 59768 | <<The fact is that houses cost so much more than building materials, maybe | Tradelite | 8/11/2006 |
| 59767 | I'm curious to know if a RE agent like yourself thinks building materials in | Lizzie Tudor | 8/11/2006 |
| 59766 | <I>If the Florida condo market does not reignite in the immediate future, | Lizzie Tudor | 8/11/2006 |
| 59765 | And you revert to the elementary-school mentality when discussing what I must ha | Tradelite | 8/11/2006 |
| 59764 | The price of a good spanking and detention time are quite affordable, and you ne | Elroy Jetson | 8/11/2006 |
| 59763 | in the bubble markets which include my area, the building materials= inflation a | Lizzie Tudor | 8/11/2006 |
| 59762 | Heh, I don't have to purchase any lumber to maintain my home. Any lumber ne | Tradelite | 8/11/2006 |
| 59761 | You consider the fact that lumber prices are 37% lower today, than they were two | Elroy Jetson | 8/11/2006 |
| 59760 | <<Major home builders don't purchase their supplies at Home Depot and | Tradelite | 8/11/2006 |
| 59759 | doesn't GDP use GAAP profits? Because although cash flow is rising I wasn&# | Lizzie Tudor | 8/11/2006 |
| 59758 | A picture that sez a thousand words: <img src='http://stockcharts.com/c- | patron_anejo_por_favor | 8/11/2006 |
| 59757 | If major home builders paid the high-retail prices you do, for building material | Elroy Jetson | 8/11/2006 |
| 59756 | Major home builders don't purchase their supplies at Home Depot and your loc | Elroy Jetson | 8/11/2006 |
| 59755 | The share of profits in GDP is rising rapidly. That's the explanation. | Moominoid | 8/11/2006 |
| 59754 | No, no, no. This is the modern definition. <u>Modern definition</u> | Elroy Jetson | 8/11/2006 |
| 59753 | What caused the real estate bubble to pop in 1989 in California? There were no m | Elroy Jetson | 8/11/2006 |
| 59752 | >>Where is Patron given what has happened with LEND?<< Shopping for | patron_anejo_por_favor | 8/11/2006 |
| 59751 | online.wsj.com THE OUTLOOK <b>As Data Point to Slowdown, Housing M | MulhollandDrive | 8/11/2006 |
| 59750 | >>To them Cramer seems intelligent<< As Luc sez, "He knows stu | patron_anejo_por_favor | 8/11/2006 |
| 59749 | Wonder what replacement costs are like in Danville or Tucumcari?<G> | patron_anejo_por_favor | 8/11/2006 |
| 59748 | I couldn't get any shares then, but they did have poots so I really didn' | patron_anejo_por_favor | 8/11/2006 |
| 59747 | Not to mention the fact that if demand for building materials craters, prices fo | patron_anejo_por_favor | 8/11/2006 |
| 59746 | "If the Florida condo market does not reignite in the immediate future, WCI | Travis_Bickle | 8/11/2006 |
| 59745 | That explains WCI's plunge towards 0 today. What happens to puts if a compa | Think4Yourself | 8/11/2006 |
| 59744 | WCI reported this week. The earnings conf call is really worth listening to, if | Ramsey Su | 8/11/2006 |
| 59743 | Money and Markets Friday, August 11, 2006 I have repeatedly warned you about ma | Travis_Bickle | 8/11/2006 |
| 59742 | Congrats. I see market didn't buy into the TOA figures the other day. Notice | John Vosilla | 8/11/2006 |
| 59741 | <<There will be a glut of products on the market in 12 months.>> Ma | Tradelite | 8/11/2006 |
| 59740 | WCI broke through finally. I don't have a gargantuan position anymore but s | Travis_Bickle | 8/11/2006 |
| 59739 | 'To them Cramer seems intelligent.' The problem is Cramer is very intel | John Vosilla | 8/11/2006 |
| 59738 | 'The questions for the housing market now are: how far? how fast? What will | John Vosilla | 8/11/2006 |
| 59737 | It helps to remember that the average american is, from a financial standpoint, | Think4Yourself | 8/11/2006 |
| 59736 | 'The interesting thing about Cramer is that his real estate contact is none | John Vosilla | 8/11/2006 |
| 59735 | You can still but RE way below replacement in many parts of the country. Houses | John Vosilla | 8/11/2006 |
| 59734 | RE: "I have personally been in the market in recent months for such simple | Don Earl | 8/11/2006 |
| 59733 | Lending standards were extremely tight the first half of the 1990's. Comple | John Vosilla | 8/11/2006 |
| 59732 | So about once every 20 years it seems. Doubt we get another boom quite like thi | John Vosilla | 8/11/2006 |
| 59731 | Realogy spin off. I believe everybody that owned Cendant shares got Realogy shar | zebra4o1 | 8/11/2006 |
| 59730 | I shorted Realogy after it had been trading 5 days - had no problem getting shar | zebra4o1 | 8/11/2006 |
| 59729 | 'why do investors buy into this type of structure?' The low PE always i | John Vosilla | 8/11/2006 |
| 59728 | we don't have any job growth anyway, and haven't for years. | Lizzie Tudor | 8/11/2006 |
| 59727 | No one seems to be thinking of stagflation and protecting the value of your doll | John Vosilla | 8/11/2006 |
| 59726 | "The cutback in defense jobs, complete with multiplier effects, of slightly | Les H | 8/11/2006 |
| 59725 | Might be different for spinoffs than IPO. You can buy and sell the spinner/spin | Travis_Bickle | 8/11/2006 |
| 59724 | can you short when stocks first come out? I don't think so. | Lizzie Tudor | 8/11/2006 |
| 59723 | Wish I had noticed your post on Realogy. Would have been great to get in the day | zebra4o1 | 8/11/2006 |
| 59722 | Looks like WCI is going to test the 52 week low today. | Travis_Bickle | 8/11/2006 |
| 59721 | A little help. Standard & Poor's released Wednesday Trends in U.S. Resi | Ramsey Su | 8/11/2006 |
| 59720 | Had to buy some sheathing last night. Normally use 5/8 T1-11 but the price had | Think4Yourself | 8/11/2006 |
| 59719 | chci is another one of those rip off stocks where management owns all of the c | Madharry | 8/11/2006 |
| 59718 | The savings rate the Fed uses is accurate. Savings = production - consumption. | mishedlo | 8/11/2006 |
| 59717 | <i>I find it astounding someone of his age is doing. A whole nation hooked | mishedlo | 8/11/2006 |
| 59716 | <i>I would be surprised if Cramer has a clue what WCI builds.</i> T | mishedlo | 8/11/2006 |
| 59715 | Yes it was very traumatic for people in the defense industry to lose their jobs, | Elroy Jetson | 8/11/2006 |
| 59714 | Midland/Odessa was the location for "Friday Night Lights." | Live2Sail | 8/11/2006 |
| 59713 | I don't track it, but I'm sure it's big in Midland/Odessa. Not a lo | bentway | 8/11/2006 |
| 59712 | It happened in Hawaii in 94-97 in real estate. Lots, homes & condos were bel | Broken_Clock | 8/11/2006 |
| 59711 | I totally agree that input prices have been increasing, but why can't a fini | Live2Sail | 8/11/2006 |
| 59710 | My parents closed the sale of their SLO home July 5, 2005. All downhill in SLOto | Broken_Clock | 8/11/2006 |
| 59709 | Very funny. I forgot about that prediction. It reminds of the DOW 1,000,000 (o | CalculatedRisk | 8/11/2006 |
| 59708 | yes sorry.... 4% GDP <b>GROWTH</b> as the fed reports. They hardly | Lizzie Tudor | 8/10/2006 |
