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    Housing Rolling Along 2

    The expections for their next quarters are excellent as the forward PEs are 5points lower than their current ones... but... Toll Brothers, Inc. Insider Transactions, Institutional Holdings, Short Interest...
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    Fed needle getting closer to popping housing bubble

    As far as full time residents, this is one area with a very small retiree community. There are a lot of horse farms that are way up in the millions, but these mcmansion communities are blooming up everywhere. Just down the street from me 4 weeks ago or so, in what is about a half million...
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    Fed needle getting closer to popping housing bubble

    http://remax.realtor.com/FindNeig/NeigDetail.asp?detzp=33414&x=4&y=9&gate=remax&poe=realtor my zipcode: 33414 median home price 401k median wage for 80% is 51k combined for each household the highest 4% of this area only makes 67k as a median
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    Oil Shortage and Bullet Trains

    That's a Warren Buffett quote, actually.
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    Housing schmousing...

    I hear few words mentioned talking about it (the carry trade; that old chestnut) but that trade is getting squeezed to a point where the costs of unwinding are beginning to outweigh the spread. The short term rates have to cross a threshold and hold there longer than the market expects...
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    Real Estate: Fundamentals

    http://www.palmbeachpost.com/news/content/news/special_reports/housing_boom/archive.html#handcuffed this link is great and will tell you all you need to about the Palm Beach County Boom. Most hilarious of all are the little blurbs that pop up detailing each little genius play made by these...
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    Goldman Sachs

    Look at LAZ and WMG. There may be one or two that I'm forgetting but they don't appear to be on the side of the investors with these filings. They're throwing garbage out there and nobody's buying. LAZ is still way overvalued versus peers. WMG is a joke.
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    Let's hear your explanation of the "conundrum"

    When there's no more demand for this low-rate long term stuff they'll go up. An idea might be that the aversion for stocks is so great that money must find a home and since piggies think bonds are the ultimate safe place to be they're buying up the whole long end. Perhaps after a pause in...
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    Real Estate: Fundamentals

    I'm no real estate bull, but how possible is it that everyone keeps saying it's over and just about everybody believes it has to end sometime but it just won't end and the trend is intact. Even Toll himself can't understand the continuation? Perhaps he doesn't want to blow it even though...
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