tag:blogger.com,1999:blog-22535876.post115514049567775651..comments2023-10-20T07:59:45.124-07:00Comments on Sonoma Housing Bubble : The Bell Tolls....Athenahttp://www.blogger.com/profile/15944962059749126687noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-22535876.post-1155323023805734442006-08-11T12:03:00.000-07:002006-08-11T12:03:00.000-07:00It tolls for thee.It tolls for thee.BoomBusthttps://www.blogger.com/profile/03764975353335600285noreply@blogger.comtag:blogger.com,1999:blog-22535876.post-1155141774964459672006-08-09T09:42:00.000-07:002006-08-09T09:42:00.000-07:00Just wait for the other shoe. If you think a slow...Just wait for the other shoe. If you think a slowdown kills the HBs there's something of a baseball bat to the skull coming soon. Real soon now one or more of the HBs are going to report a month of NEGATIVE sales. More cancellations that orders. It is an anomaly and statistically meaningless but the markets are going to treat it like they did the tech suppliers in 2001 when they had to write down their excess inventory. Fugly.Rob Dawghttps://www.blogger.com/profile/10042154106850545479noreply@blogger.com