| Message | Subject | Recs | Date/Time (ET) |
| cds as % of total assets (per reggie middleton on safehaven)
of some banks
J | The Residential Real Estate Crash Index | | 09/16/2008 09:30:28 PM |
| Assuming that it is true that various firms, on Friday, have bid the equivalent | The Residential Real Estate Crash Index | | 09/13/2008 10:11:31 PM |
| Mike Morgan said on his blog on Saturday that a public bldr was in potential tro | The Residential Real Estate Crash Index | 1 | 05/19/2008 12:27:47 PM |
| thanks for this--so much for Wall Street hype
Briefing.com is a respected real | The Residential Real Estate Crash Index | | 02/11/2008 09:48:54 PM |
| Nancy Lazear (WH) says "bottoming of housing mkt may be Starting, but effects of | The Residential Real Estate Crash Index | | 02/11/2008 04:51:49 PM |
| PHM--5:40PM---Banks amend their $150mn capacity Asset Backed Comm Paper mtg loa | The Residential Real Estate Crash Index | | 02/05/2008 06:06:20 PM |
| Is stock mkt open Monday? | The Residential Real Estate Crash Index | | 01/17/2008 08:40:29 PM |
| so much for insider buying --1 dir bgt $15mn worth back in Sept at avg $19--now | The Residential Real Estate Crash Index | | 01/17/2008 04:31:51 PM |
| We see what we want to see I guess
What I see is an Obama that in reality is | The Residential Real Estate Crash Index | | 01/14/2008 11:21:58 AM |
| some Revised book values fwiw
bv-gw -intangibles-1/3rd of total inventory +3 | The Residential Real Estate Crash Index | | 01/06/2008 03:24:19 PM |
| options were due to expire this month | The Residential Real Estate Crash Index | | 12/11/2007 10:53:06 PM |
| Stephen Kim's at it Again-reversed his early Oct Buys back to Hold | The Residential Real Estate Crash Index | | 11/26/2007 09:03:27 AM |
| Quality HB's with deep pockets of Cash seem VERY c | The Residential Real Estate Crash Index | | 11/22/2007 08:29:33 PM |
| it was on cnbc--and Briefing.com mentioned the cnbc comment
apart from the ob | The Residential Real Estate Crash Index | | 11/14/2007 02:29:13 PM |
| eps before 9:30 but conf call not till Noon | The Residential Real Estate Crash Index | | 10/25/2007 10:58:08 PM |
| JQP--Just wondering How Long the HB's you are at the moment--which ones?
H | The Residential Real Estate Crash Index | | 10/25/2007 08:23:22 AM |
| no disrespect-but in my view your thesis borders on rubbish.
The real problem | The Residential Real Estate Crash Index | 18 | 09/25/2007 04:05:50 PM |
| Interesting Comments from Mike Morgan S23
Mike is an in the trenches at gro | The Residential Real Estate Crash Index | 3 | 09/23/2007 11:00:42 PM |
| the thinking in part goes like this--
once fed starts to ease, it never stop | The Residential Real Estate Crash Index | | 09/19/2007 05:37:24 PM |
| LEN now down ! | The Residential Real Estate Crash Index | | 09/18/2007 03:03:39 PM |
| Interesting comments in Barrons to the effect that most ARM's are actually price | The Residential Real Estate Crash Index | 1 | 09/08/2007 11:23:36 PM |
| from the 05 Top, it's best counted as ABC to july06 low then X back up to Feb1/0 | The Residential Real Estate Crash Index | | 09/06/2007 08:39:23 PM |
| 3rd largest inst holder in RYL is reducing stake--recently sold 8% of its holdin | The Residential Real Estate Crash Index | | 09/05/2007 06:27:27 AM |
| Suspect that fine print details of Bush plan may only apply to owner occupied ho | The Residential Real Estate Crash Index | | 09/03/2007 12:52:59 PM |
| You've hit the nail on the head imo--one big reason why no cut is that stk mkts | The Residential Real Estate Crash Index | | 08/31/2007 11:17:46 AM |
| i'm inclined to agree--no cut in sept
mkt is trying hard to pressure bennie-- | The Residential Real Estate Crash Index | | 08/29/2007 04:30:49 PM |
| Does anyone know what the "Pending" # was and relative to June's Pending? | The Residential Real Estate Crash Index | | 08/27/2007 10:20:54 AM |
| Jim--I think it may have been you who posted a website that tabled the %subprime | The Residential Real Estate Crash Index | | 08/25/2007 11:31:13 AM |
| re bzh--like some here--i was surprised at bzh's strategy to go to court---cross | The Residential Real Estate Crash Index | | 08/24/2007 02:34:43 PM |
| not implying anything at all--except doubt it is monday am--gg | The Residential Real Estate Crash Index | | 08/24/2007 02:15:33 PM |
| spf and hov are actually on the day--one would think if bzh was imminent these o | The Residential Real Estate Crash Index | | 08/24/2007 01:33:18 PM |
| thanks--that answers my question | The Residential Real Estate Crash Index | | 08/24/2007 12:25:23 PM |
| Grace-you folks are obviously up on this more than I am since I live in Canada-- | The Residential Real Estate Crash Index | | 08/24/2007 11:28:51 AM |
| maybe a rush to contract to buy--thereby creating a
sale--by folks with not ye | The Residential Real Estate Crash Index | | 08/24/2007 10:45:30 AM |
| In the US--do the buyers have to actually close (mtg$ drawn) or just show their | The Residential Real Estate Crash Index | | 08/24/2007 10:26:45 AM |
| JQ-pls explain a bit more | The Residential Real Estate Crash Index | | 08/24/2007 10:07:40 AM |
| wisconsin couple wins suit against Chevy Chase bank arguing that teezer loan ef | The Residential Real Estate Crash Index | | 08/21/2007 01:48:43 PM |
| balls--suggest u give it a rest--you look very foolish here | The Residential Real Estate Crash Index | 16 | 08/13/2007 09:33:26 AM |
| Seems to be a different Dir
1st Dir filed on A9 said he bgt 86,000 16.99-17.4 | The Residential Real Estate Crash Index | | 08/13/2007 09:24:26 AM |
| Grace-you're a scream-good reply-gg | The Residential Real Estate Crash Index | | 08/13/2007 09:12:34 AM |
| MTH--Dir BUYS 184,000 $16.83 up to $20.87
per Briefing.com
wonder if this | The Residential Real Estate Crash Index | | 08/13/2007 08:58:01 AM |
| BZH--said after close that they are delaying 10Q
also, before 4, Legg Mason sai | The Residential Real Estate Crash Index | | 08/10/2007 06:15:11 PM |
| I'm NOT-repeat- NOT calling "The" Lows on the HB's
We're 24mths dn--Am sug | The Residential Real Estate Crash Index | | 08/10/2007 11:40:57 AM |
| I started out 30 yrs ago out of B School thinking FA ruled since it seemed logi | The Residential Real Estate Crash Index | 1 | 08/10/2007 09:32:11 AM |
| sold PHM--trying to sell MTH by Monday at or above 22.55 to complete 5 waves up | The Residential Real Estate Crash Index | | 08/10/2007 09:10:32 AM |
| MTH--Dir Bought 86,000sh on open mkt at 17ish | The Residential Real Estate Crash Index | | 08/10/2007 08:53:28 AM |
| News Only Leads Mkts for awhile--then Technicals Take Over
On Monday-the mkts | The Residential Real Estate Crash Index | | 08/09/2007 10:40:14 AM |
| Am toying with possibly buying a small long position at $5ish given Ichan's exis | The Residential Real Estate Crash Index | | 08/03/2007 12:05:24 PM |
| I realize that you're of a different view--but this is my view fwiw
I think t | The Residential Real Estate Crash Index | | 08/02/2007 12:01:46 PM |
| nope--sold at 25.25--was thinking of buying back again but didn't like 15min mac | The Residential Real Estate Crash Index | | 08/01/2007 04:29:35 PM |
