Housing

  • Quiet Before the Storm?
    Posted by on August 27th, 2007 at 6:33 pm, Comments: 3 comments

    It is dead quiet in Phoenix. Obviously the same in Florida. If you are developing on the fringe…you might as well be a leper. Toronto [...]

  • Housing…The Bottom?
    Posted by on August 22nd, 2007 at 4:01 pm, Comments: 4 comments

    Not really the important question for those with liquidity and with the right connections and positioning for deal flow. We are not there overall in [...]

  • Homebuilders – Welcome to Value Trap HELL!
    Posted by on March 27th, 2007 at 9:13 pm, Comments: 1 comment

    Beazer Homes (BZH) just blew up again. Recently, I have been harping on the inevitable declines ahead. Tonight, it is further playing out as usual. [...]

  • Long Phoenix Suns and Short Mark Cuban on Wallstrip
    Posted by on January 25th, 2007 at 10:02 pm, Comments: 5 comments

    Steve Hilton is enjoying the Phoenix Suns from the ground floor. Since they are destroying teams like never before, I think it’s more fun to [...]

  • Real Estate agents and Dinosaurs – Both not prepared for the storm. Look what happened to the dinosaurs.
    Posted by on September 3rd, 2006 at 9:38 am, Comments: 18 comments

    Real estate agents are a favorite pet peeve of mine. They mainly suck. Period. It was the same story for travel agents and stockbrokers and [...]

  • Lindzon – 5 click weekend mash-up for the Markets….
    Posted by on September 3rd, 2006 at 7:13 am, Comments: 1 comment

    The markets have had a nice little rally the last few months. If strength continues I am looking for large caps and healthcare to continue [...]

  • From a Nasdaq bubble to a housing bubble – Are we ready to learn anything?
    Posted by on August 22nd, 2006 at 10:04 pm, Comments: 3 comments

    You won’t learn anything from watching CNBC or social stock picking networks. NOISE. You don’t need to pay big fees for walled stock market picks [...]