can't change the rules midgame

Housing Risk Factor: Keep an Eye out for December Data

hey I am definitely not a believer in a home builder rebound, but you make an interesting case.

The only question I would like you to clarify is are you talking about a TRUE increase in sales -- YEAR OVER YEAR -- the benchmark way these stats have been compared for years -- or are you saying the HB's will be a good buy if sales improve DEC VS NOVEMBER 2007?

I agree that the way the NAR and other pumpers for the HB's have tried to shift investors forcus from year to year to this month vs last month, there would likely be a bounce in stock prices when these #'s are released -- but it will only cost investors in HB's that much more money when the market realizes the trend for sales continues down and has not bottom in site.

You have stepped up and made a bold prediction and I respect it--please clarify the basis for your decision so we can see your reasoning in full.