Monthly Archives: August 2007

I’ve Found Some of Those Sub-Prime Foreclosures!

August 31, 2007 – 5:16 am

Check out this story, which makes one wonder how many sub-prime foreclosures are related to out-and-out fraud, and I really doubt that these foreclosures, in particular, will impact consumer spending! LOL. This one fraud ring accounts for over 100 subprime foreclosures …
Seriously, one fraud ring accounted for over a hundred subprime foreclosures, mostly of […]

By Bill | Posted in Real Estate | Comments (2)

Another Phantom Trade, This One on MBT

August 30, 2007 – 9:43 pm

I still haven’t posted in detail about this decision, and may not get around to it, life being what it is, but I’m concentrating my portfolio on the simple ideas theme and am forward testing what might work for trend-following on value and GARP stocks on the watchlist without money riding on them. Basically […]

By Bill | Posted in Phantom Trades | Comments (0)

Compare and Constrast on Home Price Appreciation Indices

August 30, 2007 – 8:33 pm

I mentioned in a comment to my previous post on home price appreciation and its measurement that a compare and contrast between the bears’ favorite index and the Office of Federal Housing Enterprise Oversight (OFHEO) index might be interesting.
This information is quoted directly from pages 25 and 26 of the OFHEO HPI 2Q07 […]

By Bill | Posted in Real Estate | Comments (2)

Home Price Appreciation and its Measurement

August 29, 2007 – 7:30 pm

There is a lot of disinformation on the internet concerning the subject of home price appreciation, and this is an effort to clear the air. I’ll introduce what home price appreciation isn’t and what it is, describe three metrics for home price appreciation and discuss their accuracy, and then discuss some trends and facts […]

By Bill | Posted in Real Estate | Comments (10)

Downtime – What Was Missed? Some Portfolio Juggling

August 29, 2007 – 6:31 pm

My host had “server issues” the last couple of days, resulting in some unavoidable downtime for the blog. Oh, bother. I did manage to post some thoughts on the MarketThoughts forum, and when I made changes to the portfolio they were represented on the watchlist, because those are hosted separately.
Here’s what I posted […]

By Bill | Posted in Blogging About Blogging, Specific Discussion of Individual Trades | Comments (1)