R.e.a Share Discussion Threads

[energyi] 20/7/2005 06:04

FURTHER?... to go in the US Bubble, some think


"As I have previously argued, however, housing prices are definitely due for a breather here, but who's to say we can't just have a severe and temporary correction here - similar to the severe decline of gold prices from December 1975 to September 1976? Given my global economic slowdown scenario (but not an outright recession), we could very well see a slowdown in homebuilding in the next 12 to 18 months- but a resumption of the uptrend thereafter. This is very much in the cards - as long as the yield of the long bond remains stable at current levels."

@:

[energyi] 18/7/2005 20:20

BOT puts on FRE

[scarface01] 18/7/2005 20:04

shorted toll will add more tommorow lets see what greenspan has to say

[energyi] 11/7/2005 17:15

The Hurrah continues, it seems

[scarface01] 11/7/2005 17:06

new high for toll, looking for 58$ for a short

[scarface01] 05/7/2005 12:15

shorts looking good for this week

[energyi] 24/6/2005 18:16

Hope you got your CFC shorts at $40 today

Waiting for the retracement on the Builders so I can buy puts

[scarface01] 21/6/2005 14:58

tempted to take profits, tolls down but bonds are up.

Steven roach on bloomberg today saying china will slow, commodities/inflation will come down and TNX will be 3%.

This guys been bearish on stocks for last 2 years, one of the reason morgan stanley has underperfomed.

[energyi] 20/6/2005 16:11

they are trying to get a reversal today- will it work??

[scarface01] 20/6/2005 15:52

closed half toll for just shy of 4 dollars , let the rest run.

[scarface01] 20/6/2005 14:08

Bonds are down, toll should take a beating today.

[madgooner] 18/6/2005 22:23

US housing looks expensive, on fundamentals.

WE know prices overshoot. i don't get why bright people always seem to fall out. The idiots I understand, but intelligence includes open minds..

[scarface01] 18/6/2005 13:51

Housing Affordability Is Plunging Even With Relatively Minor Rate Increases




In my opinion a house crash wont be the trigger of an economic slowdown, a slowdown in the US and loss of jobs will cause a viscous cricle of declining house prices, a snowball effect will ensue creating further economic slowdown, loss of jobs and further falls.

[energyi] 18/6/2005 09:55

???
strange and cryptic comment.
Usually you make these at 2 or 3 am

[mr ashley james] 18/6/2005 09:43

E

You set yourself up to be famous, to be shot down, which means YOU will never make it, you forget the hindrance of an Ego.

Seriously, because you do not know matey, but you post anyway in the HOPE that you might be right.


Up/Down comments 50% accuracy Bull and Bear

So?

Cheers

Ash:)

[energyi] 18/6/2005 09:25

Yeah,
This Hurrah is going on for a long time

From this thread:

energyi - 3 Apr'05 - 18:50 - 1 of 48

This "LAST RALLY" (?),
- Looks like a 5 wave structure since Aug.2004 (not yet complete?)
- Is coming on much less volume than the previous Wave (see CTX.mt chart)

[mr ashley james] 18/6/2005 09:25

It is the 17th June 2005 E

House Builders have been going up consistantly for last 3 Months since you set Thread Up.

In fact Three and a Half Years since You called Property a Bear at least.

True Statement.

How do mms, Bankers and Brokers work Yachts and All?

E they must love you unless they are using you through Fear and Greed as I suspect!

Cheers

Ash:)

[energyi] 17/6/2005 22:11

A long-lasting hurrah!
Thank goodness I only bought one small handful of options.
KBH will go a bit higher, but the volume is poor

[scarface01] 17/6/2005 21:40

Could this be the top for toll?, finished well off its highs on large volume (prob alot of short covering).

Dont usually like large positions over the wekeend but i got a good feeling shorted 1800 at 105

[scarface01] 15/6/2005 15:32

Took a short on PHM

[scarface01] 15/6/2005 14:43

New high for the HGX, barring a reversal so much for doug wakefields double top.