HomeBuilder's vs Financials

Monday, January 28, 2008 | 11:30 AM

I'll have something this afternoon on the Housing Market/Homebuilders. Meanwhile, before you get too excited about the Financials (Doug!), have a look at this chart:


Chart courtesy of Jim Walker, Asianomics

It suggest quite a few untoward things about the FINs.

Note: I am not implying that they should trade identically to the Homebuilders -- just that its quite possible that there is still more risk in them . . .


Economic Wave Theory
 Dr. Jim Walker
Welling@Weedon, 1/25/08   

Monday, January 28, 2008 | 11:30 AM | Permalink | Comments (31) | TrackBack (0)
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The financials core business is still there. ie. People will continue to need home loans, auto loans and do their banking business with the financials. The Homebuilders have out built demand. There is a years worth of inventory out there. The core business is being slaughtered. Thats why the homebuilders are way down there.

Posted by: ryan | Jan 28, 2008 11:43:28 AM

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