| Reply | Message Preview | From | Posted |
| 75576 | In many cases the loss the builder takes on a completed home is smaller than the | Elroy Jetson | 4/9/2007 |
| 75575 | I hear Katy is even more humid than Florida. | Jim McMannis | 4/9/2007 |
| 75574 | <I>In the long-run real estate prices are driven by income.</I> If | gpowell | 4/9/2007 |
| 75573 | I remember General Development well. The situation isn't much different than | Jim McMannis | 4/9/2007 |
| 75572 | They bring in a loan shark? Too funny! ================= bizjournals.com St. J | Broken_Clock | 4/9/2007 |
| 75571 | Cramer has a piece up on builders but I don't subscribe, says analyst note h | Travis_Bickle | 4/9/2007 |
| 75570 | Are corn prices really too high? agweekly.com | Les H | 4/9/2007 |
| 75569 | seminole, Thanks. It is very disappointing to see such action from CSFB. I wa | TH | 4/9/2007 |
| 75568 | No the last CSFB report for CTX that I have is dated 2/1/07, looks like etrade d | Travis_Bickle | 4/9/2007 |
| 75567 | seminole, Did you read the research? Why would CSFB do this, as recent researc | TH | 4/9/2007 |
| 75566 | There isn't any difference between Katy, much of Florida, the inland empire | John Vosilla | 4/9/2007 |
| 75565 | there isn't any difference between Katy, TX and some inland city in Mexico t | Lizzie Tudor | 4/9/2007 |
| 75564 | 'Every builder I talk to is quoting at least $250 a square foot and I have t | John Vosilla | 4/9/2007 |
| 75563 | That house is only $56 per square foot and it includes the lot! It's got a | Dave | 4/9/2007 |
| 75562 | I clicked on your link and got this. "We're Sorry There’s been a sligh | Jim McMannis | 4/9/2007 |
| 75561 | Increased DSL short by 25% of original buy. GT TH | TH | 4/9/2007 |
| 75560 | i think it was taken down because the agent included a lot of information about | Wyätt Gwyön | 4/9/2007 |
| 75559 | <i> It is nice to know what the true 'smart money' on Wall Street | orkrious | 4/9/2007 |
| 75558 | <<He gets spoon fed his knowledge from the "smartest people he knows. | John Vosilla | 4/9/2007 |
| 75557 | More and more new homes in various stages of completion in MLS especially by sma | John Vosilla | 4/9/2007 |
| 75556 | It was an email from mike morgan that contained mostly anecdotal stuff, same thi | Travis_Bickle | 4/9/2007 |
| 75555 | I suspect the missing blog was based on this article due to the quote "The | Elroy Jetson | 4/9/2007 |
| 75554 | Nevermind looks like there were some goofy premarket quotes. CSFB also upped RY | Travis_Bickle | 4/9/2007 |
| 75553 | <i>that post was taken down</i> it's there. it's just a li | orkrious | 4/9/2007 |
| 75552 | <<< I don't know PSL >>> PSL was started as a planned dev | tdl4138 | 4/9/2007 |
| 75551 | Why are the builders ramping (do they need a reason)? | Travis_Bickle | 4/9/2007 |
| 75550 | CSFB cuts NVR, raises CTX. | Travis_Bickle | 4/9/2007 |
| 75549 | that post was taken down could you please summerize? | Pogeu Mahone | 4/9/2007 |
| 75548 | Yahoo offers page to help find foreclosure property realestate.yahoo.com | Les H | 4/9/2007 |
| 75547 | A lot of commercial seems to be wrapping up. During a drive over the weekend, I | Dan3 | 4/9/2007 |
| 75546 | thats modesto though, an area that seems like the "port st lucie" of C | Lizzie Tudor | 4/9/2007 |
| 75545 | i have been going to forclosure auctions were no properties get sold. the bank | Pogeu Mahone | 4/8/2007 |
| 75544 | Re Reg S. Reg S shall not be mixed up with the design of the instrument. It ca | RockyBalboa | 4/8/2007 |
| 75543 | Chancels, I see that some points are already resolved. - the most important di | RockyBalboa | 4/8/2007 |
| 75542 | For anyone who doesn't have Mish's thread bookmarked, this is excellent | orkrious | 4/8/2007 |
| 75541 | Dominion Homes reports 1Q sales biz.yahoo.com | Les H | 4/8/2007 |
| 75540 | thanks Elroy. I think the reg-s death spiral that I am familiar with, and this | Lizzie Tudor | 4/8/2007 |
| 75539 | >>>A "floorless convertible" or "death spiral debt" | ChanceIs | 4/8/2007 |
| 75538 | >>>The reaction to the "good" jobs number should be illuminat | ChanceIs | 4/8/2007 |
| 75537 | A "floorless convertible" or "death spiral debt" doesn't | Elroy Jetson | 4/8/2007 |
| 75536 | >>>Whatever they issued, Calpine was never in a position to end the spi | ChanceIs | 4/8/2007 |
| 75535 | Mostly "2" and "3" on yer list, methinks. It's also impo | patron_anejo_por_favor | 4/8/2007 |
| 75534 | Re: <i>$1.82 billion of $2 billion worth of properties went back to the le | Dan3 | 4/8/2007 |
| 75533 | <i>Dude we all have that guy on ignore for a reason, cause we don't wa | Paul Kern | 4/8/2007 |
| 75532 | With tighter lending, the time for an ARM refi was yesterday latimes.com Here | Les H | 4/8/2007 |
| 75531 | Interesting analogy. To add some point: Even Calpine was not a death spiral c | RockyBalboa | 4/8/2007 |
| 75530 | <i>Maybe LIG just got the memo?</i> That's exactly what happene | orkrious | 4/8/2007 |
| 75529 | Obviously the homes added back to inventory are still new, and more often not ev | Elroy Jetson | 4/8/2007 |
| 75528 | 'New homes are sold, for GAAP reporting, when the sales contract is signed, | John Vosilla | 4/8/2007 |
| 75527 | 'Market looks strong, but a reversal may be sharp and have no bottom for qui | John Vosilla | 4/8/2007 |
| 75526 | 'Suffice it to say that I am convinced that we are in the middle of massive | John Vosilla | 4/8/2007 |
| 75525 | Dude we all have that guy on ignore for a reason, cause we don't want to rea | Travis_Bickle | 4/8/2007 |
| 75524 | Well John Here is your contrarian Want to admit now he does not know what he | Pogeu Mahone | 4/7/2007 |
| 75523 | Tanta Writes: Foreclosure Sales and REO For UberNerds calculatedrisk.blogspot.co | CalculatedRisk | 4/7/2007 |
| 75522 | Making Sense of All the Math Mortgages By BOB TEDESCHI Published: April 6, 200 | Mick Mørmøny | 4/7/2007 |
| 75521 | Housing Slump Pinches States in Pocketbook By ABBY GOODNOUGH Published: April | Mick Mørmøny | 4/7/2007 |
| 75520 | Elroy, At first glance, this convertible offering appears to have some safeguar | tdl4138 | 4/7/2007 |
| 75519 | Your supposition is largely correct on a real basis, and even more so in the spi | Elroy Jetson | 4/7/2007 |
| 75518 | <i>Residential real estate price bubbles are greatly affected by the avail | Metacomet | 4/7/2007 |
| 75517 | I'm sure the buyers of the debt have shorted Kilroy stock to protect their $ | Elroy Jetson | 4/7/2007 |
| 75516 | Kilroy Realty is a property owning REIT. The buildings they build they lease out | Elroy Jetson | 4/7/2007 |
| 75515 | In the long-run real estate prices are driven by income. By adjusting prices ch | Elroy Jetson | 4/7/2007 |
| 75514 | The homes sold at auction last month represented a 27 percent increase from Febr | Les H | 4/7/2007 |
| 75513 | <I>>Is the FBI there at every open house making sure that the sales age | 10K a day | 4/7/2007 |
| 75512 | is this the Reg-S type of debt then? (iirc that is the term for it, probably an | Lizzie Tudor | 4/7/2007 |
| 75511 | >>>this sort of convertible debt is often called "death spiral deb | ChanceIs | 4/7/2007 |
| 75510 | >>>Inflation and the price of oil<<< Two excellent articles L | ChanceIs | 4/7/2007 |
| 75509 | Nice chart from Shiller. Here is what he said about national home price levels i | gpowell | 4/7/2007 |
| 75508 | Elroy,re:"Chart..chart..more chart". 1. Best marketing tool. 2. all c | John Chen | 4/7/2007 |
| 75507 | 'If you want to sell your house, you have to lower your price,' realtor | Les H | 4/7/2007 |
| 75506 | I checked and you're right. New homes are sold, for GAAP reporting, when the | Elroy Jetson | 4/7/2007 |
| 75505 | as i understand it (based on my reading of people who know way more than me, lik | Wyätt Gwyön | 4/6/2007 |
| 75504 | Unless things have changed, there's no sale until escrow closes. So a cancel | Elroy Jetson | 4/6/2007 |
| 75503 | Indeed, that's why for our purposes in California there's no better data | Elroy Jetson | 4/6/2007 |
| 75502 | After looking at the recent financial information for Kilroy Realty I noticed so | Elroy Jetson | 4/6/2007 |
| 75501 | Elroy,re:"a nice chart of home prices". Sure is. However, borrowing a | John Chen | 4/6/2007 |
| 75500 | Lizzie,re:"Does anybody know why the subprimes rallied so hard yesterday&qu | John Chen | 4/6/2007 |
| 75499 | RE:"Does anybody know why the subprimes rallied so hard yesterday?" P | Jim McMannis | 4/6/2007 |
| 75498 | Does anybody know why the subprimes rallied so hard yesterday? FMT up 8% and NF | Lizzie Tudor | 4/6/2007 |
| 75497 | Inflation and the price of oil brookesnews.com How the Iraq war will affect th | Les H | 4/6/2007 |
| 75496 | Thanks. I'm looking at KRC as a possible short down to about 65 and below fr | Jim McMannis | 4/6/2007 |
| 75495 | BK NEWC was up almost 25% yesterday. | Lizzie Tudor | 4/6/2007 |
| 75494 | KRC had a lot of properties leased to dot bombs at one time and managed the fall | Lizzie Tudor | 4/6/2007 |
| 75493 | Chart of the day chartoftheday.com | Les H | 4/6/2007 |
| 75492 | American Home Mortgage sees lower Q1 profit >>>Nothing like easing out | ChanceIs | 4/6/2007 |
| 75491 | >>>does that mean Lennar doesn't have to write down the value of th | ChanceIs | 4/6/2007 |
| 75490 | it reminds me of japan mutual funds (in the 1980-90's) owned by the govt. N | 10K a day | 4/6/2007 |
| 75489 | <i>while the Company's cancellation rate for the 2007 two-month period | Wyätt Gwyön | 4/6/2007 |
| 75488 | Elroy - Re: Lennar dumping land - if they do a joint venture with favorable ter | energyplay | 4/6/2007 |
| 75487 | "Probably started by Cramer" Nah, his rumours are propagated by the C | damainman | 4/6/2007 |
| 75486 | John Kilroy Sr was a rigid curmudgeon who ran Kilroy Industries from a shockingl | Elroy Jetson | 4/6/2007 |
| 75485 | Are you familiar with Kilroy Realty Trust, symbol KRC, California REIT? If the s | Jim McMannis | 4/6/2007 |
| 75484 | >>>weren't the HB stocks trading at "book value" last spr | ChanceIs | 4/6/2007 |
| 75483 | Exactly. The OFHEO (Office of Federal Housing Enterprise Oversight) data series | Elroy Jetson | 4/6/2007 |
| 75482 | hmm the 85-90 bubble looks underrepresented for the california market. This is | Lizzie Tudor | 4/6/2007 |
| 75481 | yep, exactly. The first chart you posted. For stocks, I want a chart that show | Lizzie Tudor | 4/6/2007 |
| 75480 | <i> ... and the stocks are trading at book value.</i> Correct me if | saveslivesbyday | 4/5/2007 |
| 75479 | Here's a nice chart of home prices. Both inflation adjusted and on a logarit | Elroy Jetson | 4/5/2007 |
| 75478 | Threshold Set for Home Buyers Banc of America Securities WE ARE NEUTRAL on the | ChanceIs | 4/5/2007 |
| 75477 | Kerkorian Makes Offer for Chrysler AP - Billionaire investor Kirk Kerkorian, who | Jim McMannis | 4/5/2007 |
