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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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63807<i>Maybe that's why the builders decided to do buybacks so as to stabisaveslivesbyday10/11/2006
63806Five Tax Mistakes that Could Cost You an Audit by Diane Kennedy Now is the timeDon Green10/11/2006
63805I'm waiting for the building to collapse! -ng-Broken_Clock10/11/2006
63804Small aircraft strikes condo building in NYC: [graphic] Foreign attack or disgrubentway10/11/2006
63803As I watch the trades on level 2 go through, more often than not it looks like cjpk110/11/2006
63802Scottsdale residents Kyle and Jaci Olsen are seeing that phenomenon firsthand. TTravis_Bickle10/11/2006
63801Decent volume on WCI for the first time in a while.Travis_Bickle10/11/2006
63800Yes, people didn't learn from the tech wreck. The "It's different Think4Yourself10/11/2006
63799Traders still buying every dip. Really starting to remind me of early Y2Ksaveslivesbyday10/11/2006
63798Whole Lotta Hopin' Goin' On globaleconomicanalysis.blogspot.com Mishmishedlo10/11/2006
63797Nice chart. My PHM short still reeks but I am hanging in there. Don't likeMoneyPenny10/11/2006
6379614:05[LEND} Accredited Home Lndrs rated overweight short by Patron Anejo.....setpatron_anejo_por_favor10/11/2006
63795LOL, I had exactly the same thought when I read that post....patron_anejo_por_favor10/11/2006
63794<i>I'm already "enjoying a taste of WCI"....</i> ROFLorkrious10/11/2006
63793>>Also, for $100, patrons can enjoy A Taste of WCI<< I'm alreadpatron_anejo_por_favor10/11/2006
63792WAHAHAHAHAHAHA....Skywatcher10/11/2006
63791Wow, Bush is claiming the budget deficit is shrinking (cut in half), even as thiThink4Yourself10/11/2006
63790Get ready for Fed Minutes at 2 PM What do people think - that they're goingsaveslivesbyday10/11/2006
63789D.C. Area market: washingtonpost.com Good thing WCI is building condo towers iTravis_Bickle10/11/2006
63788Water quality in LITH really sucks (or at least did when I lived there). Brown wmishedlo10/11/2006
63787<i>A FED requirement to "mark to the current housing market" migsaveslivesbyday10/11/2006
63786>>>It's amazing how much power Moody's has over the situation, ChanceIs10/11/2006
63785Bankruptcies likely to spike, experts warn Adjustable-rate-mortgage payments areTravis_Bickle10/11/2006
63784<i>"The rebound in the homebuilders also has helped ease concerns abosaveslivesbyday10/11/2006
63783>>>if the 127th biggest homebuilder can run up nearly a quarter-billionChanceIs10/11/2006
63782PRESS RELEASE: Moody's Changes Realogy's Outlook To Neg>H The fPaul Kern10/11/2006
63781>>>If things return to historical norms then I see no market for first ChanceIs10/11/2006
63780saves, "They report on Oct 24th, in the midst of several others. CTX has cTH10/11/2006
63779I was also concerned that the nuclear test was a big yawn to the markets. ItThink4Yourself10/11/2006
63778I pulled my home from the market after finding what my probably price to sell thTheStockFairy10/11/2006
63777Regarding Centex; They report on Oct 24th, in the midst of several others. CTXsaveslivesbyday10/11/2006
63776>>>Is It Crazy to Buy Homebuilders Now?<<< Very interesting aChanceIs10/11/2006
63775CR and other chart experts ...... I usually, probably like most of you, take a Ramsey Su10/11/2006
63774Michael Rehaut was getting cautious/bearish back in February 2003. Is he habituChanceIs10/11/2006
63773Dallas Fed uses housing inventories as their leading indicator. Maybe we are misThink4Yourself10/11/2006
63772A little more on countrywide new mortgage purchase volumes. Numbers are in billThink4Yourself10/11/2006
63771"yes, but if you send a retard to those places he is still a retard, as Busbentway10/11/2006
63770What we need is historical data on the ratios of approvals for, say, the last fiPaul Kern10/11/2006
63769[ LEND ] Accredited Home Lndrs rated underweight by Morgan Stanley [ LEND ] Moorkrious10/11/2006
63768That is an excellent point. The only thing we can say for sure at this time is Think4Yourself10/11/2006
63767ork, That level of Detroit exposure makes me want to triple my Centex short. ITH10/11/2006
63766<i>My new concern is that the MBA data may longer correlate to sales 60-90orkrious10/11/2006
63765My new concern is that the MBA data may longer correlate to sales 60-90 days dowPaul Kern10/11/2006
63764<i>Just look at the amazing number of build sites they have going in FL<orkrious10/11/2006
63763Recovery? I got your recovery right here! Countrywide Sept. loan volume falls Think4Yourself10/11/2006
63762First time home buyers? I am an old timer, as are many here. Can anyone remembThink4Yourself10/11/2006
63761seminole83, LOL, exactly. He likes KB Homes. That is just bizarre. Is he notTH10/11/2006
63760"D.R. Horton (DHI - commentary - Cramer's Take), for example, has cut tTravis_Bickle10/11/2006
63759Jimbo Cramer doing his thoughtful and complete analysis <g> thestreet.comTH10/11/2006
63758Is It Crazy to Buy Homebuilders Now? Analysts at JP Morgan are looking ahead toJakeStraw10/11/2006
63757Paul--Thanks for posting this data every week. A very timely and helpful indicatrenovator10/11/2006
63756*DJ US MBA Market Index Falls 5.5% To 599.1 From 633.9 *DJ US MBA Purchase IndPaul Kern10/11/2006
63755Taste of WCI...sign of the times. Every autumn I enjoy attending the Shark ShMoneyPenny10/11/2006
63754I have been thinking of the astounding cancellation rates HB's are reportingsaveslivesbyday10/11/2006
63753Due to unforeseen circumstances . . . Its a tough market out there for real estaElroy Jetson10/11/2006
63752I talked to a guy today who took all his properties off the market,he is thinkinPogeu Mahone10/10/2006
63751The biggest indicator may be direct, like mortgage apps or inventory builds, butrenovator10/10/2006
63750The biggest indicator may be direct, like mortgage apps or inventory builds, butrenovator10/10/2006
63749>>>Inventories of homes is almost meaningless...to call a bottom becausChanceIs10/10/2006
63748Mish, Great summary of the issues. Irrespective of the reason(s) for the missiTH10/10/2006
63747The largest of the Australian home builders are very small, typically privately Elroy Jetson10/10/2006
63746<i>Such madness - and in an Australian market where home prices have been orkrious10/10/2006
63745Look at the abomination General Electric Consumer Finance has brought to AustralElroy Jetson10/10/2006
63744fitchratings.com I think that is the fitch report. S&P issued something siRamsey Su10/10/2006
63743A Discrepancy in Jobs? globaleconomicanalysis.blogspot.com Mishmishedlo10/10/2006
63742<i>Please let me know your thoughts.</i> My thoughts are: Firstly,Riskmgmt10/10/2006
63741John Q Public, you have provided such a succinct summary and insight. <i>Elroy Jetson10/10/2006
63740Jimbo Cramer pumps LEN tonight. I'm sure thousands of lemmings will spike iTH10/10/2006
63739I would tend to agree mortgage aps should be one of the top leading indicators. Think4Yourself10/10/2006
63738<i>You can't get much more Eastern intellectual establishment than AndWyätt Gwyön10/10/2006
63737Downturns through which I have lived: Let me describe my direct personal experiChanceIs10/10/2006
63736Ahhh, Top Dog. Prolly gained 15 pounds on late nights there during Freshman yearSouthFloridaGuy10/10/2006
63735Home Builders 3rd-Biggest Gainers On Upgrades,Inventory Talk DOW JONES NEWSWIREChanceIs10/10/2006
63734>>I hope you got that on video!<< Check youtube, I'm sure itpatron_anejo_por_favor10/10/2006
63733Stop! My laughing work up the cat on the desk!renovator10/10/2006
63732Fitch: Housing Mkt In Midst Of Possible Multi-Yr Downturn DOW JONES NEWSWIRES OChanceIs10/10/2006
63731I can see the analyst comments already: "We are upgrading the homebuildersThink4Yourself10/10/2006
63730Grace I`m amazed at how far my friends will go for there offspring in order to Pogeu Mahone10/10/2006
63729re: "Now that the housing boom is over, what replaces housing as the "Think4Yourself10/10/2006
63728I hope you got that on video! "ROTFL, I just passed an entire chimichanga Broken_Clock10/10/2006
63727Think how they'll fly when they go Chapter 11.Paul Kern10/10/2006
63726>>As a value investor, you've probably looked at homebuilders a few tipatron_anejo_por_favor10/10/2006
63725More good news to keep HBs flying. Just waiting for an upgrade. AP Dominion Homjpk110/10/2006
63724DHOM trading UP 1.5% afterhours - should fly tomorrow with this good report. 4:ldo7910/10/2006
63723Len out with 10Q During the third quarter and into the fourth quarter of 2006, TH10/10/2006
63722"But for stocks it is a murkier picture" US consumer based stock is gXoFruitCake10/10/2006
63721Of course it is. It's the only way because bond yields are way too low to beSouthFloridaGuy10/10/2006
63720totally agree losing housing will hurt some. But for stocks it is a murkier picLizzie Tudor10/10/2006
63719<<I also think LONG STOCKS is the play here.>> This is the way it&#J. P.10/10/2006
63718LOL! Oh boo hoo.Lizzie Tudor10/10/2006
63717Speaking of Bush, I heard an update on his foreign policy dreams today. It seThink4Yourself10/10/2006
63716I also think LONG STOCKS is the play here. Its easy to make money being long anLizzie Tudor10/10/2006
63715jpk1, You are probably correct. They will spin that as "inflation under cTH10/10/2006
63714LBJ definitely left a legacy that we will have to deal with for many years to coGraceZ10/10/2006
63713I see you edited your post to add: <i> BTW, earnings yield is a REAL Yieldorkrious10/10/2006
63712"Bush has personally signed a declaration to make sure that there is a coorJ. P.10/10/2006
63711<i>No, but smarter than you.</i> You know absolutely nothing about orkrious10/10/2006
63710LIG, You started it - <i>Stocks are the only game in town right now becsaveslivesbyday10/10/2006
63709Alcoa missed it's earnings by .17, yet all the headlines read like it was anjpk110/10/2006
63708"I'm not about to give tutorials on Siliconinvestor so if anybody has fXoFruitCake10/10/2006
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