If you are short housing stocks be careful

March 22, 2007



The British rag,The Economist is by far the best contrary indicator.

4 comments :

  1. Good call. I think this is a shakeout in housing, but I'm no expert.

    ReplyDelete
  2. Yep, fade the hype:

    http://www.bloomberg.com/apps/news
    ?pid=20601087&sid=ayLeY6IbxPu4
    &refer=home

    ReplyDelete
  3. we may have one more good bounce in housing, the subprime devils are going to be given a break but who is left to buy houses at these prices?

    That's the outlier?

    ReplyDelete
  4. pradeep,

    That's sensationalism. I shorted all of the homebuilders and most of the lenders earlier this year, and only have a few left where I have not yet exited for a double.

    ReplyDelete

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