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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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66607OFHEO: No Change to Conforming Loan Limit If housing prices fall, the 2007 conCalculatedRisk11/15/2006
66606Looks like they're not done with WCI....let the squeeze continue... The onltdl413811/15/2006
66605CORS probably just a squeeze. It is unborrowable and we'll probably hear thTravis_Bickle11/15/2006
66604Today 2 CORS insiders filed Form 4 reports, they bought about $10,000 on the opeAl_Tannr11/15/2006
66603Maybe part of the Icahn influence- if he saves WCI, CORS may benefit in the procdamainman11/15/2006
66602>>>seen any news on CORS<<< All I am seeing on CORS is red. ChanceIs11/15/2006
66601Perhaps they want to have a say in the building industry as part of their Earth-damainman11/15/2006
66600Corus exploding upwards. Any news? Corus is up 17% (ouch) -- does anyone see aAl_Tannr11/15/2006
66599Has anyone seen any news on CORS to account for today's move?orkrious11/15/2006
66598Message 23013842 A little humor on yesterday's rally. Thanks to too early TH11/15/2006
66597Lots of Aids medicine about to be flushed down the toilet. Unless they've wiSmiling Bob11/15/2006
66596Well you can... but you can't Because the housing correction has ebbed, howeSmiling Bob11/15/2006
66595Housing slide may deepen New forecast sees bottom in 2008 boston.comCalculatedRisk11/15/2006
66594MASS: Foreclosure filings surging in state 1st nine months of 2006 top all of &#CalculatedRisk11/15/2006
66593How people can make important financial decisions on that kind of nebulous gobblTravis_Bickle11/15/2006
66592Grace, Fair enough. I understand your perspective. The Rothbard example is frTH11/15/2006
66591DJ FOMC Minutes:Downside Econ Risks Have Diminished 'A Little' By BriSmiling Bob11/15/2006
66590Yeah, they jumped the gun - all the way to the next business cycle it seems.damainman11/15/2006
66589>>>an indirect payment now for favors later.<<< Nah. Not at ChanceIs11/15/2006
66588Rally?? To the upside or down? The market already anticipates and prices all beiSmiling Bob11/15/2006
66587<i>the impact on credit is much larger than your stated permanent YTD</GraceZ11/15/2006
66586damainman, I am certain that she is going to do very, very well. As a matter oTH11/15/2006
66585Did you hear about this usatoday.com I wonder if she will do as well as her momdamainman11/15/2006
66584I'm expecting a big relief rally after the Fed minutes...damainman11/15/2006
66583Les, Thanks for that perspective. As I said, I do not have any fact to substanTH11/15/2006
66582'The point I was trying to make is that there shouldn't be such a big prJohn Vosilla11/15/2006
66581The competitive advantage of the well run national builders is significant and tJohn Vosilla11/15/2006
66580The point I was trying to make is that the costs are relatively the same... Go tdl413811/15/2006
66579Dim housing market could prove pessimists right indystar.com Click on the commLes H11/15/2006
66578John, "One key to the stock market several wise traders say is don't wTH11/15/2006
66577From all I've gathered it is the price of the dirt and economy of scale in hJohn Vosilla11/15/2006
66576Housing Continues its Free Fall...No Bottom in Sight... Nouriel Roubini | Nov 1CalculatedRisk11/15/2006
66575'As posted here, what the S&P does is as important as any individual movJohn Vosilla11/15/2006
66574Ork, Thanks for your nice comments. I will only add this. I'm glad you diTH11/15/2006
66573Need to make a quick 75K? housingdoom.com And the blog text explaining this &qTH11/15/2006
66572John, I am concerned about such potential. I shorted where I did (just a few wTH11/15/2006
66571Barry, Hedge action could be very possible, but what they do is completely hiddTH11/15/2006
66570Ever wonder who's making the difference in construction costs? Lumber, drywtdl413811/15/2006
66569John, We were poking around the Hammond/Ponchatoula, La. area last week thinkinPaul Kern11/15/2006
66568Looks like it could be if the market will cooperate and turn a little.Travis_Bickle11/15/2006
66567So.... is the party over? Seeing red on top of more red and ...new lods. After 1Smiling Bob11/15/2006
66566Yeah makes anything in Florida even at a huge discount look way overvalued.. AmaJohn Vosilla11/15/2006
66565TH a chart worth looking at. At least a quintuple top here for Horton plus the John Vosilla11/15/2006
66564wow, less than $50/sq ft.Jim McMannis11/15/2006
66563John, As Ork stated, there is probably more to earn being long miners than shorTH11/15/2006
66562Short RYL at 47.64...1/2 position, with a hard, tight stop.patron_anejo_por_favor11/15/2006
66561Grace, I was only posted the example as it was interesting that Rothbard has prTH11/15/2006
66560I'm only snickering about your return because you called TH a shitty investoorkrious11/15/2006
66559You been there lately? Best progrowth economy in the country and the landscape aJohn Vosilla11/15/2006
66558LIG, Your premise was that I am a "shitty investor". Is it now that TH11/15/2006
665573000 ish sq ft @ a minimum cost of materials and labor of $50 per sq ft. $150k,BWAC11/15/2006
66556It's not about how much money you have. I'm sure you have a lot and probSouthFloridaGuy11/15/2006
66555Other better land plays out there than Blowing Rock or Port St Lucie? What is tJohn Vosilla11/15/2006
66554<i>Are you guys loaded up with rapidly eroding puts? </i> I don'orkrious11/15/2006
66553<i>Try making those returns in a diversified portfolio mandate on about 1,orkrious11/15/2006
66552Same here. I do much better trading and finding opportunities on the long side John Vosilla11/15/2006
66551Bubbling on in Blowing Rock, NC. Another 5 lots @ 690k hit the register of deedsBWAC11/15/2006
66550I'm mostly in short positions. Have Jan 08 and 09 puts on WCI and some Jan Travis_Bickle11/15/2006
66549'I'd wish I could add here, too. Unfortunately, I'm loaded to the giJohn Vosilla11/15/2006
66548<i>I'm within the top 10% of my peer group dum as</i> Sigh ....saveslivesbyday11/15/2006
66547Yes, I've heard that theory in 1990, 2000, and now 2006. 3rd time is a charmSouthFloridaGuy11/15/2006
66546RIIIGGGHHT. Try making those returns in a diversified portfolio mandate on aboutSouthFloridaGuy11/15/2006
66545RIIIGGGHHT. Try making those returns in a diversified portfolio mandate on aboutSouthFloridaGuy11/15/2006
66544The idea of targeting money supply using some small percentage as a rule has beeGraceZ11/15/2006
66543I don't have anything I want to trade for more homies. I think my shorts whorkrious11/15/2006
66542I hope so. I took off my FED position which hasn't done anything for me to Travis_Bickle11/15/2006
66541I think you'll look back on these rallies as a gift from the gods. I'd orkrious11/15/2006
66540Added some NVR, that's it for me.Travis_Bickle11/15/2006
66539"The Centex and Engle partnership bought the property last December for $62Travis_Bickle11/15/2006
66538Added a CTX position.Travis_Bickle11/15/2006
66537“Slowdown More Intense Than Anticipated”: Florida The Palm Beach Post reports fTravis_Bickle11/15/2006
66536I have a quite large long position in uranium stocks, especially the French nuclTommaso11/15/2006
66535Cramer sez: Land Ho! Saves D.R. Horton and Its Ilk 9:02 AM EST The real reason Travis_Bickle11/15/2006
66534"Much of the information is evidence of intent to intervene, rather than prLes H11/15/2006
66533>>I need a new strategy. <gggg> best strategy is to buy your way inWyätt Gwyön11/15/2006
66532One other thing to contemplate: the cost of being wrong. If I'm wrong about Perspective11/15/2006
66531<We are still in a huge stock market bubble. > Agreed. That's a fundaPerspective11/15/2006
66530<i>the stock price looks like it will keep climbing right up to the bankruPaul Kern11/15/2006
66529Gates Foundation Reports Holding 1.1M Centex Shares Nov 14, 2006 19:14:00 (ET)Travis_Bickle11/15/2006
66528What may be up with WCI - I think the key is here: <i>Work in progress iDan311/15/2006
66527*DJ US MBA Market Index Rises 4.3% To 647.5 From 620.9 *DJ US MBA Purchase IndPaul Kern11/15/2006
66526The biggest impact will come from a cultural change "animal spirits" iDan311/15/2006
66525"There's a debate about WCI," said JMP Securities analyst Alex BarTravis_Bickle11/15/2006
66524TH, My guess is hedge fund buying power, often laden with the ability to leveraBarry11/15/2006
66523TH, My guess is hedge fund buying power, often laden with the ability to leveraBarry11/15/2006
66522MBA: Rates Fall and Mortgage Applications Rise calculatedrisk.blogspot.com RefCalculatedRisk11/14/2006
66521OT furniture whats the best place to buy pottery barn style furniture for the bLizzie Tudor11/14/2006
66520EDIT: My bad. I forgot that I carried my PMPIX PROFUNDS in the IRA over from lTH11/14/2006
66519I'm not terribly proud of my returns this year - Most of family assets parsaveslivesbyday11/14/2006
66518Put downs and condescending remarks go over on this board about as well as commesaveslivesbyday11/14/2006
66517I agree ... there is no cause to put down others. I make an effort to be politeCalculatedRisk11/14/2006
66516LIG, You got me curious as to my performance for the year, so I totalled it up.TH11/14/2006
66515I'm sure that's better than a lot of people. I am up multiples of that orkrious11/14/2006
66514When S&P futures jump, HB stocks behave like S&P on steroids Moves magsaveslivesbyday11/14/2006
66513That's better than me this year.CalculatedRisk11/14/2006
66512i'm wondering if the recent passing of california infrastructure bonds will marcher11/14/2006
66511We are still in a huge stock market bubble. Starting in 1998 the Fed prevented aTommaso11/14/2006
66510<i>You're not missing anything, you're just a sh!tty investor. <orkrious11/14/2006
66509You're not missing anything, you're just a sh!tty investor. Markets areSouthFloridaGuy11/14/2006
66508I'm pretty much in agreeement. The real estate bubble deflation is putting aSouthFloridaGuy11/14/2006
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