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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
80476Shorted MBI at 63.12. Stop 66.90patron_anejo_por_favor6/29/2007
80475I've still got positions in 5 of the builders and several lenders but have sTravis_Bickle6/29/2007
80474John, I can't be the last bear standing! I never get so lucky. Still, preTH6/29/2007
80473Well, I'm still around, still short and monitoring the thread. I guess Ijcole056/29/2007
80472This thread appears to have more or less died again, suggesting there is not an Think4Yourself6/29/2007
80471Comstock unloads a conversion project marketwire.comLes H6/29/2007
80470John Q Public,re:"Iphone". A new alert to the ambulance chasers: 'John Chen6/29/2007
80469ot: It IS a gamble. I'll probably cover if the price gets below $190. I caThink4Yourself6/29/2007
80468It is ironic you had mentioned it as the first thing I did when I checked the maJohn Vosilla6/29/2007
80467OT, and last post on this one. Gap wasn't a high end retailer. Gap had a veSmiling Bob6/29/2007
80466I just dipped a toe in with the Sept 170. Will probably lose it all if the IphoThink4Yourself6/29/2007
80465Which RIMM puts did you find attractive? Seems pricey relative to intrinsic valuJohn Vosilla6/29/2007
80464you are bucking the momentum of that RIMM 3:1 splitLizzie Tudor6/29/2007
80463My friend from Maui is coming over this morning. I'll have him check it out Broken_Clock6/29/2007
80462I'm confused how this whole foreclosure/REO game gets unwound given the compJohn Vosilla6/29/2007
80461ok, keep in mind there might be a Mickey Drexler cult following it long. BecausLizzie Tudor6/29/2007
80460Just couldn't help myself. Had to buy some puts in RIMM. It's a pure gThink4Yourself6/29/2007
80459It's overbought at a minimum. Hitting the trouble spot from the friday/mondaSmiling Bob6/29/2007
80458'Things have changed' Not yet. Market up again today and builders are John Vosilla6/29/2007
80457you really think J Crew is a short? Its one of my favorite longs. I don't Lizzie Tudor6/29/2007
80456TITE, What would the taxes and maintenance on this place mauibeachfronthome.comLive2Sail6/29/2007
80455OT , but if interested JCG - up on little volume Great short for day and some 5Smiling Bob6/29/2007
80454This looks much like Wed. Minor short-lived bounce Who really would buy these whSmiling Bob6/29/2007
80453watch out for the busBroken_Clock6/29/2007
80452Homies aren't having any luck getting a rally going.Travis_Bickle6/29/2007
80451They are going to have to squeeze BZH real hard with the fallout from illegal deThink4Yourself6/29/2007
80450I suspect iPhone might not live upto the hype. It's tie up with AT&T maymicrohoogle!6/29/2007
80449squeeze just beginning i think.Broken_Clock6/29/2007
80448BZH just crashed through $25. Float figure suggest Wall Street had been trying Think4Yourself6/29/2007
80447Oh come on if it is an ememgency , you can leave the patient on the table,and dPogeu Mahone6/29/2007
80446I've heard he's made a lot of money the past decade building ultra-luxurTravis_Bickle6/29/2007
80445Gaming the Data: Realtors Fudging the Numbers in Data Analysis | Economy | Real Travis_Bickle6/29/2007
80444Unpacking the Risks in the CDO Market portfolio.comLes H6/29/2007
80443S&P, Moody's Hide Rising Risk on $200 Billion of Mortgage Bonds bloombLes H6/29/2007
80442Inflation is getting spun as tame.Travis_Bickle6/29/2007
80441Things have changed. The party has ended. Finally, there was no 200 point fed raSmiling Bob6/29/2007
80440As London Firm Shuts Down, Worries Spread To American Home Loans Made Back in 20ChanceIs6/29/2007
80439UPDATE: Caliber Plans To Return Cash After Subprime Losses DOW JONES NEWSWIRES ChanceIs6/29/2007
80438The real test for iphone sales is what happens after the fanboys(and gals) have damainman6/29/2007
80437Message 23662077patron_anejo_por_favor6/29/2007
80436sportsbybrooks.comJim McMannis6/29/2007
80435Subprime shakeout claims another fund Caliber Global, which controlled almost $1Jim McMannis6/29/2007
80434probably move at least 50%-75% of the time to the mainland. May or may not live Broken_Clock6/28/2007
80433First off, thanks for the info on the puts. They don't work exactly like I Think4Yourself6/28/2007
80432>>>Company Has Issued $125 million of 9.75% Convertible Trust PreferredChanceIs6/28/2007
80431A destroyer of shorts. Anyone who bought close to the end of 2003 is rich now.Travis_Bickle6/28/2007
80430You're going to be a long-distance landlord? Or, are you going to move to BLive2Sail6/28/2007
80429btw RIMM is up 28 pts after hoursLizzie Tudor6/28/2007
80428I think the iphone rally has already started.......... <I>According to anLizzie Tudor6/28/2007
80427<Yep, Fed rally over with, end of quarter tape painting on deck.....followed BWAC6/28/2007
80426<<I know that many people's opinion of Cramer is low, but he has writtSouthFloridaGuy6/28/2007
80425Alt-A mortgage performance drops Shanny Basar 27 Jun 2007 The performance of ABroken_Clock6/28/2007
80424<I> will have to eat beans and lentils cooked on a solar stove, like everyLizzie Tudor6/28/2007
80423No. There is nothing in Hawaii that I've ever seen that produces a cap rate Broken_Clock6/28/2007
80422Are you going to be looking for rentals in Hawaii? Doesn't seem like there aLive2Sail6/28/2007
80421I know real estate and i trust real estate more than I trust the stock market. FBroken_Clock6/28/2007
80420Yep, Fed rally over with, end of quarter tape painting on deck.....followed by &patron_anejo_por_favor6/28/2007
80419Thanks for the advise. The problem is being a landlord is the last job I want. the_wheel6/28/2007
80418CR, look like the reuter article was pulled... But here is the PR.. biz.yahoo.cXoFruitCake6/28/2007
80417From Reuters: American Home Mortgage pulls outlook on credit losses yahoo.reuteCalculatedRisk6/28/2007
80416>>>I have never exercised a put before.<<< I have been out alChanceIs6/28/2007
80415BMJ: Foreclosing on America pbs.orgLes H6/28/2007
80414Was reading about Big Lots taking a year plus to cave in to short pressure. I doSmiling Bob6/28/2007
80413Funny stuff good luckPogeu Mahone6/28/2007
80412So, next move might be a rate raise? No matter, rally on ....saveslivesbyday6/28/2007
80411Boxed half my BZH position, it's been too good a run not to take some off thTravis_Bickle6/28/2007
80410I don't think about Beazer too much - no short shares avail at Schwab :) Acsaveslivesbyday6/28/2007
80409Wow, I was just thinking of that. How do you keep your mind off Beazer when yourJim McMannis6/28/2007
80408And, BTW, for anyone wondering. I'm on vacation, not trying to operate onsaveslivesbyday6/28/2007
80407John Q - regarding GS vs. BSC The GS calls and puts move faster, and are less esaveslivesbyday6/28/2007
80406I think that whole fed rally thing is done with. With things as they stand, theySmiling Bob6/28/2007
80405Doesn't matter, we're gonna melt up into the close tomorrow no matter whpatron_anejo_por_favor6/28/2007
80404Why did you choose GS instead of BSC? I was just looking at BSC as a short candThink4Yourself6/28/2007
80403I sold my GS 230 calls at 2:14, and bought GS 210 puts at 2:16saveslivesbyday6/28/2007
80402If that was the "Fed Rally" - it doesn't look great for the broadesaveslivesbyday6/28/2007
80401KBH and PHM quietly heading towards breakeven today.. finance.yahoo.comJohn Vosilla6/28/2007
80400>>I did stay at a Holiday Inn Express last night<< Makes you more qpatron_anejo_por_favor6/28/2007
80399Thank you, that clears up the point I was stuck on. Exercising puts doesn'tThink4Yourself6/28/2007
80398Conditions were very ripe about two weeks ago for a major sell-off. Was thwartedSmiling Bob6/28/2007
80397<b>If our home was mortgaged with an adjustable toxic interest only loan aBroken_Clock6/28/2007
80396'I'm also going with a hunch the Fed doesn't downplay inflation as mJohn Vosilla6/28/2007
80395These guys aren't participating much today: stockcharts.com stockcharts.comPerspective6/28/2007
80394Anyone like Cramer who said housing, (especially Florida<g>) had bottomed John Vosilla6/28/2007
80393Well, I just cleaned house of my puts I figured I got the cream off the top Put Smiling Bob6/28/2007
80392<i>If I am exercising puts you wrote then I want to be short the actual stDale Baker6/28/2007
80391>>Another factor is in some states your home is totally protected from creyard_man6/28/2007
80390I'm almost tempted to buy BZH here and hold an hour or so going into the fedJohn Vosilla6/28/2007
80389thanks. It just seems like a lot of those people would be new buyers, meaning tLizzie Tudor6/28/2007
80388The lien is for your prorata share of the infrastucture cost. In Florida I guesJohn Vosilla6/28/2007
80387The market is perched in rally mode. Hopefully, the fed displays some honesty abSmiling Bob6/28/2007
80386I know that many people's opinion of Cramer is low, but he has written that Live2Sail6/28/2007
80385I've heard Cisco is like that too but they are executing well so chaos is noLizzie Tudor6/28/2007
80384OT. True, but the management failure you see with Yahoo with the new MB is symptSea Otter6/28/2007
80383Oil back to $70 .... but don't worry, inflation is "controlled"saveslivesbyday6/28/2007
80382Freshstart Properties President Releases Corporate Update to Shareholders Jun 28JJINAZ6/28/2007
80381it absolutely was a dumb committee. When they first released the new yahoo MBs,Lizzie Tudor6/28/2007
80380OT. I know something about how this happened .... Your instinct is right: it wSea Otter6/28/2007
80379I am in exactly the situation he is describing. Retired with a paid off home anthe_wheel6/28/2007
80378Another factor is in some states your home is totally protected from creditors, Travis_Bickle6/28/2007
80377I think the advice to buy stocks rather than pay off ones mortgage is patently byard_man6/28/2007
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