tag:blogger.com,1999:blog-2335748440449035592.post6697078441817487735..comments2008-12-16T14:55:30.941-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-8408449213281963132008-12-16T14:55:00.000-05:002008-12-16T14:55:00.000-05:00The first 4-5 years I invested I used to treat this like science, expecting facts to mean a lot. What you cite are facts. <BR/><BR/>When you are in the market for a long time you will see perception is all that matters.<BR/><BR/>Awful news in housing starts should be awful for homebuilders. But perception is reality. Perception is "things can't get worse" and "help is on the way" - that's all that matters on Wall Street.<BR/><BR/>For the economy a complete stop to new home builds would actually be good. While it would people out of work it would help us work off inventory. We are seeing multi decade low in starts - so thats a start.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-32072106010634098292008-12-16T14:31:00.000-05:002008-12-16T14:31:00.000-05:00how do you correlate this move to the lower housing starts and permit numbers?crappyhttp://www.blogger.com/profile/17601884181311375715noreply@blogger.com