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13   Strategist   @   2016 Feb 17, 4:54am  

Logan Mohtashami says

Strategist says

Go back to sleep Logan. Happy Valentine is over.

Housing starts up in 45 minutes, I always remind myself that 4:00 isn't that bad, I could live in Hawaii and get up much earlier

The Caribbean would be easier for you.

14   _   @   2016 Feb 17, 5:23am  

Strategist says

The Caribbean would be easier for you.

Maybe for my wife, I will stick to my hometown #Irvine

15   _   @   2016 Feb 17, 6:11am  

Same story with starts this entire cycle

16   _   @   2016 Feb 17, 7:38am  

Back to Back years of that key channel holding

17   _   @   2016 Feb 18, 7:27am  

LEI while meeting expectations, are down back to back months, still no headline recession risk. You need at least 4-6 months down trend with rising claims which after today's numbers we don't have. Claims get to 323K with falling trend LEI and you have something to work with

18   _   @   2016 Feb 19, 6:52am  

US core #CPI services price inflation strongest since Oct 2008 + core goods price inflation now much less negative

Picking up here

19   _   @   2016 Feb 19, 10:42am  

anonymous says

"comprehensive housing finance reform" that is mentioned at the end of the piece?

One of my old articles in 2012 I said they will never reform Freddie, Fannie and the government will always back housing up because private banks don't have enough capital reserves to be the entire housing market and the mortgage biz is actually a bad biz to be in.

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