Oct-Nov California Home Sales Wobble, Plus Big Decline in Re-Fi Pool; Stay Short US Home Improvement
California October-November price and sales data mixedSince our last note on this topic on November 16th, the California Association of Realtors...
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[Home Prices & Mortgage Rates Up] + [Weak Guidance From HD, LOW] = Stay Short Home Improvement Names
Back in late September we analyzed the latest numbers coming out of Southern California's suburban real estate market and concluded that it would...
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It's Starting to Feel a Bit Like San Diego Circa 2005...Time to Short Asian Home Improvement Names?
At the beginning of 2005, I returned to my hometown of San Diego, CA, to take a job as an analyst at a hedge fund based there. Residents were in...
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