David Urani

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Mon Jan 14th 14:53 PM | Rating: 0 0
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Housing Risk Factor: Keep an Eye out for December Data

The purpose of this article was to show that December data will be vital. A lot of you seem to think that I was claiming a trough, which I never said. December should show a surprise increase as a result of a spark of consumer confidence, not year over year, but above what the street is expecting. The sustainability of that demand will be highly questionable though. Investors can potentially play a swing in homebuilder stocks when the next sales data gets posted. In fact, my guidelines are viable for both long and short positions, so for you pessimists a short swing may be plausible.

I am not going to forecast a trough within the next 1H08. I do think a turnaround will occur within the year though. As far as home prices: they will likely fall more but at this point they are good long term investments.
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