Low Housing Starts Number Is a Huge Plus (RealMoney.com $)
Supply just can't keep up with demand at this rate.
09:15AM 12/16/08
The Bullish Thesis Depends on Jobs (RealMoney.com $)
If unemployment stays contained, then stocks will rebuild. Otherwise, look out below.
02:09PM 12/04/08
Recent Moves Finally Address Housing Problems (RealMoney.com $)
You just can't be as negative as you were before the latest actions.
09:00AM 11/26/08
Any Housing Starts Are Bad News (RealMoney.com $)
The number's low? Who cares? It would be better at zero.
09:29AM 11/19/08
Fannie/Freddie News Is Bullish for Certain (RealMoney.com $)
It's too late for the holders, but we needed this.
03:10PM 11/11/08
'Cheap' Is Meaningless (RealMoney.com $)
Tons of stocks look like good buys, and they go down all the time.
09:10AM 11/10/08
Give the Short-Term Bullish View a Chance (RealMoney.com $)
Long-term upside is limited, but we're still seeing a bid under the market.
02:34PM 11/05/08
I Won't Get Excited This Time (RealMoney.com $)
The scope of this crisis needs to be recognized.
Related Topics: Real Estate | Autos
06:32AM 10/24/08
We Need Some Homebuilders to Fail (RealMoney.com $)
The bank/housing company nexus is killing any hope that home prices can stabilize.
Related Topics: On the Brink | Markets | Insurance | Fundamental Analysis | Market Commentary | Real Estate | Implied Volatility | Technical Analysis | Industrials | Banks | Financial Services
12:24PM 10/17/08
Get Your Housing Sector Index Calls (RealMoney.com $)
Does anyone think that the HGX isn't breaking out?
03:49PM 08/29/08
Horton Doesn't Get It (RealMoney.com $)
And they should be punished for trying an end run on taxpayers.
07:22AM 08/06/08
Catch up on his thinking on the hottest topics of the past week.
Related Topics: Stock Picks
10:00AM 07/19/08
Our problems are so widespread, I see lots more IndyMacs before we're out.
Related Topics: Stock Picks
03:28PM 07/15/08
The Breadth of the Danger Is Staggering (RealMoney.com $)
Our problems are so widespread, I see lots more IndyMacs before we're out.
07:09AM 07/15/08
Homebuilders Will Keep Sinking Into the Ground (RealMoney.com $)
They should be merging or going out of business, but they still have political clout.
11:23AM 07/08/08
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