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

September 07, 2008



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 is an insightful read on banks and Frannie.

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