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November 10, 2006
Trying to get our head around housing, Fri., Nov. 10, 2006, 2:52 PM
The biggest issue facing traders and strategists today, contrary to Tout TV, is how serious is the U.S. Housing Market, and is the same problem affecting other economies, and how will that possibly impact the equity and debt markets.
Trust me, the most professional managers of OPM in the industry are reading every independent and objectively written report they can get their hands on. You need to as well.
So here are three from the outstanding research team at UBS.
Here is the 54-page Global Real Estate Monthly report dated Nov 9. Download file
I'm always trying to understand the U.S. mortgage market because it helps me to get a feel for the housing market. Download file
Finally, here is a 40-page report on the major influences currently affecting the U.S. home-builders. Download file
Posted by Posted by Bill Cara on November 10, 2006 02:52:05 PM | Category: 25 Cons Discretionary
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