| Reply | Message Preview | From | Posted |
| 82376 | Your RSH was a nice divergence and valuation play against a group heading south | John Vosilla | 7/30/2007 |
| 82375 | I jumped in HBs about 6 months too early and got creamed as a result. RSH - the | Smiling Bob | 7/30/2007 |
| 82374 | I think anyone heavily short the consumer or long homebuilders the past couple o | John Vosilla | 7/30/2007 |
| 82373 | RE:"most of the SI bears have already been decimated as they tend to be way | Jim McMannis | 7/30/2007 |
| 82372 | I thought they had banned crack pipes from the office. +++++++++++++++++++++++++ | Paul Kern | 7/30/2007 |
| 82371 | COF - added these They will get pinched hard from defaults The sub-prime CC Mess | Smiling Bob | 7/30/2007 |
| 82370 | Emerging markets - that's a sore topic for me. Undoubtedly the biggest asset | Perspective | 7/30/2007 |
| 82369 | I bought FXI puts much too soon, but since they run until January of 2009, I hav | Tommaso | 7/30/2007 |
| 82368 | oh i see... most of the SI bears have already been decimated as they tend to be | MulhollandDrive | 7/30/2007 |
| 82367 | Yep, that's it. I think I got it from some basketball fans on the Ewave thre | Perspective | 7/30/2007 |
| 82366 | UFPI -39.74 look at longer term chart Could easily drop to 20, much like CTX < | Smiling Bob | 7/30/2007 |
| 82365 | FXI puts look good Asian mkts will follow US. China tightening credit, and will | Smiling Bob | 7/30/2007 |
| 82364 | <i>but i hear repeatedly that short interest is at 'record highs'& | Paul Kern | 7/30/2007 |
| 82363 | >>> So hard to build shorts into a falling market.<<< Not any | Tommaso | 7/30/2007 |
| 82362 | Ouch, less money for the subprime lenders to lend. This is a double WHAMMY to in | Jim McMannis | 7/30/2007 |
| 82361 | HOV at least has some better mkts BZH in the worst places and carrying a lot of | Smiling Bob | 7/30/2007 |
| 82360 | If anone wants to know why Novastar is up 246%. These guys will try anything. A | Jim McMannis | 7/30/2007 |
| 82359 | I think HOV may have bottomed for now but BZH just keeps on tanking. | Travis_Bickle | 7/30/2007 |
| 82358 | >>>For anybody actually into fading the credit bubble<<< What | ChanceIs | 7/30/2007 |
| 82357 | BZH - 14.73 they may be throwing in the towel soon | Smiling Bob | 7/30/2007 |
| 82356 | AHM, WCI, CFC, LEND. Money in the bag. | Jim McMannis | 7/30/2007 |
| 82355 | Sorry, should have said none of the *SI* bears are short any more. The prolife | Perspective | 7/30/2007 |
| 82354 | More comments on those charts: SPX led the way down bigtime, but NDX did eventu | Perspective | 7/30/2007 |
| 82353 | <i>As Vi has noted, even the bears are bulls these days. Nobody actually s | MulhollandDrive | 7/30/2007 |
| 82352 | For anybody actually into fading the credit bubble, I thought these might be ins | Perspective | 7/30/2007 |
| 82351 | AHM off 40% in premarket, halted pending announcement ... biz.yahoo.com The Ne | CalculatedRisk | 7/30/2007 |
| 82350 | Anybody actually shorting/pooting anything any more? As Vi has noted, even the b | Perspective | 7/30/2007 |
| 82349 | It didn't come easily. Lots of chicanery. But definitely not too late to ent | Smiling Bob | 7/30/2007 |
| 82348 | Down 13%, wish I was in it. | Travis_Bickle | 7/30/2007 |
| 82347 | Any accountants in the house? Is this read on RSH right? Message 23744273 Messag | Smiling Bob | 7/30/2007 |
| 82346 | the GDP isn't right either. It overcounts offshored goods that are being &q | Lizzie Tudor | 7/29/2007 |
| 82345 | How in the h@ll do they get 2.7% out of this? They shouldn't call it the co | Dan3 | 7/29/2007 |
| 82344 | Inflation ran at an annual rate of just under 3.5% during the first 6 months of | Dan3 | 7/29/2007 |
| 82343 | Two or three stories and you can get a higher sq. footage. | Live2Sail | 7/29/2007 |
| 82342 | wouldnt .03 acres only be 1200 SF thats less then the house. | deeno | 7/29/2007 |
| 82341 | On Tuesday, Chicago purchasing manager's index—a precursor to the Institute | Broken_Clock | 7/29/2007 |
| 82340 | A paving contractor once told me that they use a higher grade asphalt in Europe | zamboz | 7/29/2007 |
| 82339 | Marathon runners might need night-vision goggles jamesfallows.theatlantic.com | Les H | 7/29/2007 |
| 82338 | Yeah, I know about asphalt scams from the guys who solicit business on the homeo | Tradelite | 7/29/2007 |
| 82337 | Age old scam, huge ripoff. Search "asphalt scam" on any search engine | starhawke | 7/29/2007 |
| 82336 | Ralph; I think Victoria is even nuttier than Vancouver. Although, retiring Cana | Mike K | 7/29/2007 |
| 82335 | Laff of the day Got a postcard in the mail yesterday from "Milton and Vala | Tradelite | 7/29/2007 |
| 82334 | Counter Insurgency done the right way... And other ways to think your though | 10K a day | 7/29/2007 |
| 82333 | <<Bad concrete, bad glue >> I've had a small stream of asphalt | Tradelite | 7/29/2007 |
| 82332 | Whose Service With Settlement? By Elizabeth Razzi Sunday, July 29, 2007; F05 Wa | Tradelite | 7/29/2007 |
| 82331 | Negotiating on price is a big part of the housing market, so maybe this will be | Tradelite | 7/29/2007 |
| 82330 | Subprime Suspect By Daniel Gross Sunday, July 29, 2007; B02 Washington Post Un | Tradelite | 7/29/2007 |
| 82329 | She needs to learn about depletion... Slope, inlet oil production steadily slip | Snowshoe | 7/29/2007 |
| 82328 | Fed chair tells Alaskans their wage inflation should cushion them against oil in | Les H | 7/28/2007 |
| 82327 | Bad concrete, bad glue , piddling fines. As always Fark the taxpayer BOSTON - | Pogeu Mahone | 7/28/2007 |
| 82326 | I have no tech stocks in portfolio, but I trade GOOG RIMM and AAPL almost daily. | tom pope | 7/28/2007 |
| 82325 | no... 5 baggers, stocks like that the high growth stock list today is RIMM, AAP | Lizzie Tudor | 7/28/2007 |
| 82324 | What's a growth stock? a 50% gainer? | tom pope | 7/28/2007 |
| 82323 | ----OT---- 'hypercritical' -- hmm, someone just told me that's the w | marcher | 7/28/2007 |
| 82322 | Housing values may be misleading jsonline.com | Les H | 7/28/2007 |
| 82321 | is that what gives people the right to post 3rd party attacks... the fact that t | Lizzie Tudor | 7/28/2007 |
| 82320 | <how about foreclosure> Foreclosure Discount PLUS cost to repair/update/c | BWAC | 7/28/2007 |
| 82319 | <i> I plan to die with as little stuff as possible, every year I try to ha | MulhollandDrive | 7/28/2007 |
| 82318 | Subprime Suspect washingtonpost.com | Les H | 7/28/2007 |
| 82317 | Another bubble gone poof. There's nobody left to hand the bag to. from your | Smiling Bob | 7/28/2007 |
| 82316 | The executives live a few exits south in Belfast Valley, in the heart of horse c | GraceZ | 7/28/2007 |
| 82315 | Corporate Debt: Dressed Up and Nowhere to Go businessweek.com | Les H | 7/28/2007 |
| 82314 | <<I plan to die with as little stuff as possible>> The estate-plann | Tradelite | 7/28/2007 |
| 82313 | I can hear the bulls thinking: let's get this over with quickly and move on | saveslivesbyday | 7/28/2007 |
| 82312 | <<funny how depending on whether you're the buyer or the seller, their | Tradelite | 7/28/2007 |
| 82311 | re: "the changing face of real estate deals" This is boring to me, a | Tradelite | 7/28/2007 |
| 82310 | Excellent explanation of CDC's and the problems they created: (courtesy of | saveslivesbyday | 7/28/2007 |
| 82309 | Oh my! I think I hear banjoes. You can't possibly live there. You couldn&# | Live2Sail | 7/28/2007 |
| 82308 | Am I the only one who sees circular logic on that link? | GraceZ | 7/28/2007 |
| 82307 | DOUG CASEY....comments today (Saturday) on CKNW re Vancouver real estate.....&qu | Proud Deplorable | 7/28/2007 |
| 82306 | Do you publish your results monthly like Dale Baker does? | tom pope | 7/28/2007 |
| 82305 | <i>There is a distinct difference in how the 3 acre mansions of B'more | GraceZ | 7/28/2007 |
| 82304 | Thanks, it's been a while since I heard the George Carlin "stuff" | GraceZ | 7/28/2007 |
| 82303 | Bush's Colonoscopy youtube.com | 10K a day | 7/28/2007 |
| 82302 | how about foreclosure. | Jim McMannis | 7/28/2007 |
| 82301 | <I can't think of too many ways asking prices vs reality sales will be re | BWAC | 7/28/2007 |
| 82300 | I can't think of too many ways asking prices vs reality sales will be resolv | Jim McMannis | 7/28/2007 |
| 82299 | '..are those the lot prices or house prices?' House prices.. Lot pri | John Vosilla | 7/28/2007 |
| 82298 | It's all the fault of these guys. <G> Baltimore is the wrong direction | Jim McMannis | 7/28/2007 |
| 82297 | RE:"Or they pulled out all the cash. 40 percent of the equity built up sinc | Jim McMannis | 7/28/2007 |
| 82296 | Or they pulled out all the cash. 40 percent of the equity built up since 2000 h | Les H | 7/28/2007 |
| 82295 | Corporate Debt: Dressed Up and Nowhere To Go Subject 51347 | Les H | 7/28/2007 |
| 82294 | Looks like we have a 8-10x multiplier in my area versus Baltimore. Is the Bay Ar | Live2Sail | 7/28/2007 |
| 82293 | <i>What amazes me is the easy fixes that simply involve stuff the people c | MulhollandDrive | 7/28/2007 |
| 82292 | I'll be heading over there in the near future. are those the lot prices or | Jim McMannis | 7/28/2007 |
| 82291 | Prices there holding up better than Cape Coral which just had a flood of short s | John Vosilla | 7/28/2007 |
| 82290 | I was looking at realtor.com com this morning. Amazing what people are still try | Jim McMannis | 7/28/2007 |
| 82289 | barron's has a piece on amzn for those with positions in it, should take a d | Travis_Bickle | 7/28/2007 |
| 82288 | I think 2k of the 26k homes there are empty. An amazing number are for rent. A | John Vosilla | 7/28/2007 |
| 82287 | The Bear Bust A. Gary Shilling 08.13.07, 12:00 AM ET The bear bust was a waters | Smiling Bob | 7/28/2007 |
| 82286 | Glut of Condos Pits Private Sellers Against Developers Six Year Supply of New Co | Les H | 7/28/2007 |
| 82285 | I had no beef or interest in Dale. His investment style and mine are completely | Smiling Bob | 7/28/2007 |
| 82284 | The emergency liquidity injection worked to postpone the mkt dump for a bit. So | Smiling Bob | 7/28/2007 |
| 82283 | <i>Around here you'd pay $1M+ for a house that might get 2500 in rent. | GraceZ | 7/28/2007 |
| 82282 | We never hire anyone and always do the work ourselves so I can relate to their b | GraceZ | 7/28/2007 |
| 82281 | "The disruption in the credit markets in the past few weeks has been unprec | CalculatedRisk | 7/28/2007 |
| 82280 | American Home Mortgage Investment Corp. Delays Payment of Quarterly Common Stock | CalculatedRisk | 7/28/2007 |
| 82279 | <i>Event risk means liquidity is drying up, so the fed has to hydrate</ | MulhollandDrive | 7/28/2007 |
| 82278 | Your 'event risk' and 'fed cut' are two sides of the same coin. | Live2Sail | 7/28/2007 |
| 82277 | i've been reading the bond market pricing is more of an 'event risk' | MulhollandDrive | 7/28/2007 |
