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Strategies & Market Trends
The Residential Real Estate Crash Index
An SI Board Since June 2001
Posts SubjectMarks Bans Symbol
306849 645 0 $HGX
Emcee:  patron_anejo_por_favor Type:  Unmoderated
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ReplyMessage PreviewFromPosted
62807MBA: Purchase applications are at lowest level since Nov '03. Mortgage rateCalculatedRisk9/27/2006
62806How long will housing slump last? By Mark Trumbull and Ron Scherer, Staff writerBonefish9/27/2006
62805This potential seller has an even worse case of Home Owner's Disease. This Elroy Jetson9/26/2006
62804>>>Buyers rejected offers last month they would gladly take today.<&ChanceIs9/26/2006
62803Imo very few people have cash these days. For a long time (decades) my parents Travis_Bickle9/26/2006
62802if you can't invest in real estate and you don't like gold, what's tTheStockFairy9/26/2006
62801Sorry Mish -- you never dealt with it although you might imagine you did.GST9/26/2006
62800Don't worry GST, part of the deflation in the US theory is that the helicoptSouthFloridaGuy9/26/2006
62799I certainly hope the spend, spend culture ends. And I can't wait for housingSouthFloridaGuy9/26/2006
62798ur nutzJ. P.9/26/2006
62797<i>I have never once seen you deal with this. You certainly didn't addmishedlo9/26/2006
62796Sorry Mish, but once again you simply avoid the Grand Canyon sized gap in logic GST9/26/2006
62795<i>You would be a lonely fool to believe that Japan's problems were thmishedlo9/26/2006
62794<i>More than one analyst has pointed to the FED's interest rate policymishedlo9/26/2006
62793What does Cramer trade these building stocks. This same guy who wrote this articjpk19/26/2006
62792Yes, the biggest difference is one you missed. Consumer debt. The ability of themishedlo9/26/2006
62791<i>Buyers are rejecting offers and now they want them? What are you talkinmishedlo9/26/2006
62790bearish tscm article: thestreet.com imo the "it's going to get worse Travis_Bickle9/26/2006
62789Well said.SouthFloridaGuy9/26/2006
62788That's nice.SouthFloridaGuy9/26/2006
62787Paul, I like punishment <g> I'm no where near fully invested. If thTH9/26/2006
62786New Homes sales at 10 00 tomorrow. Prolly cause a huge rally.Paul Kern9/26/2006
62785Tripled my LEN short. GT THTH9/26/2006
62784Talk about "irrational exuberance, this market with it's continuous clijpk19/26/2006
62783Condominium sales: Brevard condominium sales fell 85 percent, to 36 transactionsTravis_Bickle9/26/2006
62782Lennar calls it a CRASH. RobTV just ran a story saying the market in the USA is Proud Deplorable9/26/2006
62781The federal law pre-empts state laws that bar companies from withholding workersLes H9/26/2006
62780Well, maybe cause they know there won't be anyone to sell to so they have todamainman9/26/2006
62779I'm struggling to figure out why I would want to do this. As long as I meetTheStockFairy9/26/2006
62778Why would someone dress their windows with WCI or JOE? They've had miserablepatron_anejo_por_favor9/26/2006
62777Might we only be seeing the effects of end of quarter window dressing?damainman9/26/2006
62776>>After any boom, "there's a tendency to predict a more gradual upatron_anejo_por_favor9/26/2006
62775The extent and timing are always unknown -- the direction isn't IMO.GST9/26/2006
62774Data on Homes Cause Jitters latimes.com Good article! Excerpt: ...the real esCalculatedRisk9/26/2006
62773From: ldo79 9/26/2006 12:06:51 PM of 70349 Keeping the casino going! =========Broken_Clock9/26/2006
62772LOL, too bad "Second Curve Capital" isn't publically traded....thepatron_anejo_por_favor9/26/2006
62771WCI and JOE are unusual in that not only have shares been unavailable for quite Travis_Bickle9/26/2006
62770'We face rampant currency depreciation (inflation).' The stock market oJohn Vosilla9/26/2006
62769>>>A very wise technical analyst once told me the best buy signal for aChanceIs9/26/2006
62768I can name a ton of stocks heavily shorted that continue to trend down with veryJohn Vosilla9/26/2006
62767'Maybe they aren't so clueless after all. It's the average retail inJohn Vosilla9/26/2006
62766It's not about fundamentals. WCI is heavily shorted.Les H9/26/2006
62765You're right that interest rates haven't increased enough to offset the lzc9/26/2006
62764Shorted LEN. GT THTH9/26/2006
62763It might be worth $2.3 million if it were on a larger lot and surrounded by otheElroy Jetson9/26/2006
62762<i>What is larger than an orkriousian position? </i> no such thing orkrious9/26/2006
62761What is larger than an orkriousian position? Added to WCI puts.Travis_Bickle9/26/2006
62760ork, No Joe or WCI to short at Ameritrade. Just trying to do my part<g> TH9/26/2006
62759That's a damn nice house. Not sure if it's worth $2.3 mil though.copper0009/26/2006
62758I am beginning to rethink my view of Wall street folks. Maybe they aren't sThink4Yourself9/26/2006
62757Why do you talk as if Greenspan was encouraging everyone to take on no doc, inteSouthFloridaGuy9/26/2006
62756>>>I guess the lesson learned is.....if you can lock in a low rate likeTommaso9/26/2006
62755Damn short squeezes. It's more fun in a dentist chair.orkrious9/26/2006
62754Trickle down: Pentair cuts profit forecast on weak pool business 1 hour, 15 mldo799/26/2006
62753<In fact there is likely to be a huge "flight to safety" of treasurGST9/26/2006
62752Looking for Shelter, But Where? Randall Forsythe/Barrons IF THIS ISN'T A BChanceIs9/26/2006
62751The yen paid no interest and was available to borrow and swap for US dollars forGST9/26/2006
62750Isn't it about time for the bond rating agencies to downgrade the homies basPaul Kern9/26/2006
62749More crack for the boys. DJ Fed Accepts $9 Bln In 2-Day RPs Type of transactPaul Kern9/26/2006
62748>>>The Fed is not stupid. They know the market will ultimately go to whChanceIs9/26/2006
62747I was unaware of the insurance issue for snowbirds. Are thye not covered while iGST9/26/2006
62746So hurry up and bring your juke box money... ksl.comLes H9/26/2006
62745It's absurd to blame the Fed for the bubble in the 1990's. If you ask GrSouthFloridaGuy9/26/2006
62744It is different. From demographics, to immigration, to savings, to culture, to bSouthFloridaGuy9/26/2006
62743>>>Sales and price declines have hit a bottom, and the Fed is going to ChanceIs9/26/2006
62742The way things have been going, it will probably rally by days end. I guess willjpk19/26/2006
62741<i>Homebuilders will be lowering guidance for at least the next year. Theyorkrious9/26/2006
62740[graphic]Travis_Bickle9/26/2006
62739LEN down $1.23 = 2.6% in premarket. Are we in a new paradigm!?!?!?!? Will thesChanceIs9/26/2006
62738<i>Homebuilders will be lowering guidance for at least the next year</isaveslivesbyday9/26/2006
62737Homebuilders will be lowering guidance for at least the next year. They haven&#Think4Yourself9/26/2006
62736<<Where were you when it hit 13.5% in 1981? I still remember a guy I wasTradelite9/26/2006
62735LEN touts cash flow and balance sheet but doesn't provide any meaningful infTravis_Bickle9/26/2006
62734<<The reverse is about to happen big time. In fact it already is. Buyers rTradelite9/26/2006
62733<<right now the market's like the dood headed down the ski jump.....&lTradelite9/26/2006
62732<i>High Winds, Then Premiums ORANGE BEACH, Ala. — Add this to the list oDan39/26/2006
62731fred hickey on the builders business.bostonherald.com might be bullish he has Travis_Bickle9/26/2006
62730On Roubini and Jubak... Roubini has become the "poster child" pessimisaveslivesbyday9/26/2006
62729Guidance certainly is...given the way things are going <ng> Question- if pdamainman9/26/2006
62728LEN warns: biz.yahoo.com bullish?Travis_Bickle9/26/2006
62727Jubak as critical of the Fed as I have ever seen him articles.moneycentral.msn.damainman9/26/2006
62726House flipper story starring Doug Chapin, co-owner of Krost-Chapin the managemenElroy Jetson9/26/2006
62725<For Canadians, that Florida vacation is already 40% cheaper over the last feTaikun9/26/2006
62724Roubini interviewed in NY Magazine (housing!) The Descent One extreme view of hoCalculatedRisk9/26/2006
62723<i>Second Curve Capital betting on LEND. </i> Gee, with a pump and orkrious9/25/2006
62722<i>Mortgage rates are set by international markets -- I doubt anybody tradmishedlo9/25/2006
62721Second Curve Capital betting on LEND. Second Curve is a hedge fund focusing on sZeroPlus9/25/2006
62720The YEN fell from 1.25 to .70 in the midst of a deflationary slump and now you amishedlo9/25/2006
62719<i>your old lith home is probably around 1.5mil now.</i> Please be mishedlo9/25/2006
62718Mortgage rates are set by international markets -- I doubt anybody trading that GST9/25/2006
62717LOL -- the yen has never been a weak currency. Since 1980 the issue for Japan haGST9/25/2006
62716Here are the California numbers: biz.yahoo.com You linked the Florida numbers.Ramsey Su9/25/2006
62715Lighten up, Mish, it is still a better chance than a MINUS 5% interest rate. WhTommaso9/25/2006
62714this is a little surprising that this is the worst y/y sales decline since the eLizzie Tudor9/25/2006
62713your old lith home is probably around 1.5mil now.TheStockFairy9/25/2006
62712<i>I'd like a little dough for every swaggering buyer who tried to buymishedlo9/25/2006
6271115% per anum with housing crashing FAT CHANCE Mishmishedlo9/25/2006
62710<i>Weak currencies do not deflate.</i> If you mean deflation can nomishedlo9/25/2006
62709Even Lereah is saying things don't look good for the rest of the year. ThisThink4Yourself9/25/2006
62708>>The real estate market is a funny place. Lots of human drama.<< .patron_anejo_por_favor9/25/2006
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