| Reply | Message Preview | From | Posted |
| 60807 | LOL, so that's what drove it up today? I'm out of it now, but it seemed | patron_anejo_por_favor | 8/25/2006 |
| 60806 | Added to WCI and JOE, my WCI position is now elvis-esque (is that bigger than pa | Travis_Bickle | 8/25/2006 |
| 60805 | I added to my Patronesque RYL position at 43.96. Some idiot took a 5% stake. | orkrious | 8/25/2006 |
| 60804 | Very sweet...ka ching! | CapitalistHogg™ | 8/25/2006 |
| 60803 | Yes. They showed that graph and credited my blog. I didn't see it, but sev | CalculatedRisk | 8/25/2006 |
| 60802 | Did they give you credit? Probably not | CapitalistHogg™ | 8/25/2006 |
| 60801 | <<Germany doesn't make cheap textiles, they make all kinds of machiner | Tradelite | 8/25/2006 |
| 60800 | <<Any insight into this local builder from your area? Looks like they are | Tradelite | 8/25/2006 |
| 60799 | yeah right. CA similar to 91 (maybe not the LA area though that was pummelled o | Lizzie Tudor | 8/25/2006 |
| 60798 | Hey! They used one of my charts on CNBC - ROFLOL: calculatedrisk.blogspot.com | CalculatedRisk | 8/25/2006 |
| 60797 | Bought a few FRE puts. Rising defaults/delinquencies and foreclosures will not f | patron_anejo_por_favor | 8/25/2006 |
| 60796 | <<Sadly, you've confirmed that you are a mumpsimus and incapable of co | Tradelite | 8/25/2006 |
| 60795 | Thanks. The pictures are even better in that one. You know I hate to read and | ChanceIs | 8/25/2006 |
| 60794 | Don't miss the U.S. housing bubble: en.wikipedia.org | CalculatedRisk | 8/25/2006 |
| 60793 | sample Nouriel Roubini Blog: rgemonitor.com <b>"The Biggest Slump in | Sam Citron | 8/25/2006 |
| 60792 | See all the pretty pictures in one place: en.wikipedia.org Introducing the Wik | ChanceIs | 8/25/2006 |
| 60791 | >>>Do you think the stock market, the fed and our financial institution | ChanceIs | 8/25/2006 |
| 60790 | 'Have I mentioned this will all end badly?' Yes for 5.25 years<g> | John Vosilla | 8/25/2006 |
| 60789 | "The glimmer twins", ROTFL! Which one is Keith and which one is Mick? | patron_anejo_por_favor | 8/25/2006 |
| 60788 | I think much worse than '91....the residential side in Clownifornia got whac | patron_anejo_por_favor | 8/25/2006 |
| 60787 | <Take out a mortgage on the same house using fake documents, cash the check a | Taikun | 8/25/2006 |
| 60786 | Anarchic is a perfect description of lending standards these days. Have I mentio | patron_anejo_por_favor | 8/25/2006 |
| 60785 | It's alarming mainly because the denominator (ie, overall loan portfolio) ha | patron_anejo_por_favor | 8/25/2006 |
| 60784 | Do you think the stock market, the fed and our financial institutions are discou | John Vosilla | 8/25/2006 |
| 60783 | >>>if prices were to ever decline 10% it would be bad.<<< I r | ChanceIs | 8/25/2006 |
| 60782 | Housing Gets Ugly By PAUL KRUGMAN [NYT Op-Ed] Published: August 25, 2006 Bubble | Sam Citron | 8/25/2006 |
| 60781 | Bill Cara filed this UBS report downgrading HRB Good for an insight into how in | Taikun | 8/25/2006 |
| 60780 | <b>Why refinance when interest rates are higher? "Either they're | Incitatus | 8/25/2006 |
| 60779 | NFI and NEW (the glimmer twins) tanking pretty good today. | Travis_Bickle | 8/25/2006 |
| 60778 | Another lender starting to feel the pain. News & Analysis: Banking | jpk1 | 8/25/2006 |
| 60777 | yeah but they media does this every time there is a RE decline... the problem ou | Lizzie Tudor | 8/25/2006 |
| 60776 | prices really falling now on houses. I think a recession is coming and then its | Lizzie Tudor | 8/25/2006 |
| 60775 | Still seeing most talk only about declining levels of home price appreciation. | John Vosilla | 8/25/2006 |
| 60774 | 'The real estate industry is anarchic. Anything goes. That's why I threw | John Vosilla | 8/25/2006 |
| 60773 | Is there any doubt the bubble coastal states eventually have at least as high a | John Vosilla | 8/25/2006 |
| 60772 | There are puts on the RTH (retail holdrs) out through 09! | renovator | 8/25/2006 |
| 60771 | Just bought some Ryland in the money puts on today's bounce. First builder s | John Vosilla | 8/25/2006 |
| 60770 | Homeowners drained $81 billion in home equity this way in this year's second | Les H | 8/25/2006 |
| 60769 | I wonder how many other HB's granted back-dated options marketwatch.com. S | saveslivesbyday | 8/25/2006 |
| 60768 | Though it appears alarming, this "skyrocketing foreclosure rate" is st | Ramsey Su | 8/25/2006 |
| 60767 | Baltimore Sun - Incentives grow as market slows Homebuilders offer freebies to | ChanceIs | 8/25/2006 |
| 60766 | RE: <i>If it wasn't for inflated appraisals and an oversupply of crook | Dan3 | 8/25/2006 |
| 60765 | Re: <i>ARMs adjust to 17% - LOL</i> My wife's first place was a | Dan3 | 8/25/2006 |
| 60764 | Yes the US is a relatively closed economy as is Japan. | Moominoid | 8/25/2006 |
| 60763 | Great NY Times Article IMO The dreaded <i>"drop in annual average of | saveslivesbyday | 8/25/2006 |
| 60762 | Cool, thanks. 2 votes for BBBY, and I'm going for it... the chart looks like | XBrit | 8/25/2006 |
| 60761 | Local Foreclosure Rates Skyrocketing Sacramento County Foreclosures Up 118 Perc | CalculatedRisk | 8/25/2006 |
| 60760 | If it wasn't for inflated appraisals and an oversupply of crooked real estat | wslblwr | 8/25/2006 |
| 60759 | <<A year ago, Robert Toll, who runs Toll Brothers, was euphoric about the | John Vosilla | 8/25/2006 |
| 60758 | U.S. mortgage rates fall for the fifth week 2006 still set to be third biggest y | Mick Mørmøny | 8/25/2006 |
| 60757 | Home for Sale, by Anxious Owner nytimes.com Home sales are falling rapidly, an | CalculatedRisk | 8/25/2006 |
| 60756 | Housing Gets Ugly, by Paul Krugman, Commentary, NY Times select.nytimes.com Exc | CalculatedRisk | 8/25/2006 |
| 60755 | Even when looking at total exports out of the Union the EU leads the U.S. by a c | regli | 8/25/2006 |
| 60754 | 'Oddly enough NOW is the best time in 4 years to be getting into an arm. The | John Vosilla | 8/25/2006 |
| 60753 | I agree. America underestimates the European Union in a big way in the near term | John Vosilla | 8/24/2006 |
| 60752 | Of course a lot of it is trading with each other like US states... | Moominoid | 8/24/2006 |
| 60751 | What I find weird with Zillow comps is in areas with lots of older homes and als | John Vosilla | 8/24/2006 |
| 60750 | It is interesting isn't it? It puts into perspective the often used clich&# | regli | 8/24/2006 |
| 60749 | Well it's still a "beta" :) The comparable sales are listed in dol | Moominoid | 8/24/2006 |
| 60748 | I must have been one of those... <g> | regli | 8/24/2006 |
| 60747 | So the add together just the six largest exporters in Euro land and they already | John Vosilla | 8/24/2006 |
| 60746 | Ever wonder why few Europeans immigrate to the US anymore? They flocked here in | John Vosilla | 8/24/2006 |
| 60745 | ARMs adjust to 17% - LOL. Oddly enough NOW is the best time in 4 years to be ge | mishedlo | 8/24/2006 |
| 60744 | If the government cared about the 'people' rather than the interest of t | John Vosilla | 8/24/2006 |
| 60743 | Are you saying homebuilders are a safe investment in a depression? Look in realt | John Vosilla | 8/24/2006 |
| 60742 | Re: <i>as said before, the govt. will not let housing prices and demand fa | Dan3 | 8/24/2006 |
| 60741 | I wonder how many other homies granted back-dated options... marketwatch.com SA | saveslivesbyday | 8/24/2006 |
| 60740 | Well you made me look it up. I thought the U.S. was the #1 exporter and Germany | CalculatedRisk | 8/24/2006 |
| 60739 | <i>".. What the heck do they do in Europe anyways? I never see " | regli | 8/24/2006 |
| 60738 | A Dose of Reality globaleconomicanalysis.blogspot.com Mish | mishedlo | 8/24/2006 |
| 60737 | Oh, I guess your asking why the homeboys would not fall lower too. I'll ans | Beachside Bill | 8/24/2006 |
| 60736 | Possibly some furniture makers (ETH). BBBY looks weak here. JWN, WSM or TIF to c | patron_anejo_por_favor | 8/24/2006 |
| 60735 | bbby | Lizzie Tudor | 8/24/2006 |
| 60734 | The fed will go lower... they went to zero a few years ago dear. Mortgage rates | Beachside Bill | 8/24/2006 |
| 60733 | Hmm, so now I have HOG, BBY, CC, NEW, NFI, CFC in my shortfolio. Probably will a | XBrit | 8/24/2006 |
| 60732 | what ARE you talking about? The FED has NO wiggle room, none. <I>the gov | Lizzie Tudor | 8/24/2006 |
| 60731 | Boy, I agree with that post... but as said before, the govt. will not let housin | Beachside Bill | 8/24/2006 |
| 60730 | Interesting article on coming recession. Recession will be nasty and deep, econ | jpk1 | 8/24/2006 |
| 60729 | When I looked up prices in Zillo in the area where we sold a building last year, | Paul Kern | 8/24/2006 |
| 60728 | This explains some of the non-sensical time series in Zillow: "Thanks for | Moominoid | 8/24/2006 |
| 60727 | You mean Apple's fraudulent reported earnings... typical for a tech stock. | Beachside Bill | 8/24/2006 |
| 60726 | I do consulting in the private investments area and the fuels and auto areas are | Lizzie Tudor | 8/24/2006 |
| 60725 | right mish that is the dilemma. If the secular growth phase that intel has been | Lizzie Tudor | 8/24/2006 |
| 60724 | Dizzie Lizzie... did you look at that chart? Notice income for INTC... 1994... | Beachside Bill | 8/24/2006 |
| 60723 | If the growth is gone (and I agree that it is) then the stocks are not cheap. M | mishedlo | 8/24/2006 |
| 60722 | Boy I sure wish I could get one of these...wow! teslamotors.com | CapitalistHogg™ | 8/24/2006 |
| 60721 | Federal program key in surge in foreclosures Recent studies say HUD itself exac | Les H | 8/24/2006 |
| 60720 | there is little free speech left under this administration so things will not ch | Skywatcher | 8/24/2006 |
| 60719 | OT auto industry The US auto industry has a number of problems of course but I | Lizzie Tudor | 8/24/2006 |
| 60718 | I am showing intel trading around $3.50 to $4.00 after splits in 1994 but I thin | Beachside Bill | 8/24/2006 |
| 60717 | Got it. Interesting analysis and from the angle you have presented I completely | CapitalistHogg™ | 8/24/2006 |
| 60716 | Jibberish... maybe... going back to download the data... If your right, your rig | Beachside Bill | 8/24/2006 |
| 60715 | Les posted to you that INTC never reached book... and Intel had the lowest PE. | Lizzie Tudor | 8/24/2006 |
| 60714 | I believe there are numerous alternative energy companies/initiatives on the ta | Lizzie Tudor | 8/24/2006 |
| 60713 | 1995-1994 I am recalling... yes I remember AMAT going to book... CSCO very close | Beachside Bill | 8/24/2006 |
| 60712 | >>Mother Earth will fix itself<< yeah, we're nothing more than | gladman | 8/24/2006 |
| 60711 | <i>allow oil prices to rise, its the best thing for the US economy. JMO.&l | CapitalistHogg™ | 8/24/2006 |
| 60710 | Shiller's Graph again (through 2005) van-housing.blogspot.com | JohnG | 8/24/2006 |
| 60709 | I've owned FAX for years, dripping the divis when it trades at a discount an | MoneyPenny | 8/24/2006 |
| 60708 | Could be... but this stuff isn't mojo... nitrogen is way too high and it | Beachside Bill | 8/24/2006 |
