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« ETF Update: Back to the Home Builders | Main | Simple Models and Housing Prices »

September 07, 2008

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Tim

Jeff, I am in your camp regarding the hoped for benefits for the housing market. I do not expect many to put there home up for sale until we have some serious price recovery. However, there will be a gold rush for bank owned properties. See my blog for my updates on the Sacramento market.

If you have not found him, John Hempton http://brontecapital.blogspot.com/ is an insightful read on banks and Frannie.

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