The Ongoing Case-Shiller Fallacy/Shadow Inventory

[temeculaguy]

Rt., I appreciate the compliments, but I am well aware I am beloved on the boards (I’m the third rail) so I hope you are not placating me to win your ongoing battle with sdrealtor. I meant what I said, you are highly intelligent and add value to conversations, I take some things away from your insight, as do others. Just let the battle with him go, you two are more similar than either of you want to believe. Don’t jump on him directly, but instead, offer a different viewpoint, perhaps your own, as opposed to quoted “so called” experts. If I may pay you a similar compliment, usually your opinion is far better than the one’s you quote. If someone says a house that was 900k will be 700k, instead of offering doom and gloom references, compile the facts in your head, come up with a number, and state it, not a shock value number but what you think, if it’s 550k or 450k, call it, and back it up as to why. Be careful not to generalize his market of the north coast, he knows his stuff, more than anyone I’ve met, he knows every tract, I’ve shared wine with him, he’s beat me in arguments going back a few years but only in his neighborhoods, so i don’t venture there anymore, you only get to be wrong so many times. You two can co-exist, it will take a fig leaf, you might have to agree with him when he earns it, but in the end, hundreds, if not thousands of people read these comments and I’ve read your stuff enough to know that is who you write for, so serve them. If you want to be one of the big boys, give some respect even when you don’t think you are getting it, because the rest of us will give it to you. humility pays off in spades.

We are entering winter, interest rates cannot hold too much longer, inflation is looming, buyers usually fade this time of year, something is going to change, soften your approach a little and more will listen, leave the door open to change because that door may be needed. I truly believe that if the mightly zip codes are going to fall, if convergence will happen, it will happen this winter and don’t you want to be around to collect the accolades.

My Taoist beliefs tell me that bamboo will survive a hurricane better than a sturdy oak, because of it’s felxibility. Swirl it around in your head and it will make sense. sdr, swords down, lets debate like gentlemen. Now about the paul newman reference, close but not nearly that good looking or charismatic. The lap is currenlty empty, it’s probably better that way, some people are best enjoyed misunderstood.

[jpinpb]

TG – I’d say you appear suave and charming like Paul Newman 🙂

[jpinpb]

TG – I’d say you appear suave and charming like Paul Newman 🙂

[jpinpb]

TG – I’d say you appear suave and charming like Paul Newman 🙂

[jpinpb]

TG – I’d say you appear suave and charming like Paul Newman 🙂

[jpinpb]

TG – I’d say you appear suave and charming like Paul Newman 🙂

[temeculaguy]

I love you too jp. I probably could have written a shorter comment by just saying that if anyone were to see how jp, car, cbad or a few other of our sisters write when they are in heated dicussion, then all will be fine. Testosterone can be a handicap at times.

[temeculaguy]

I love you too jp. I probably could have written a shorter comment by just saying that if anyone were to see how jp, car, cbad or a few other of our sisters write when they are in heated dicussion, then all will be fine. Testosterone can be a handicap at times.

[temeculaguy]

I love you too jp. I probably could have written a shorter comment by just saying that if anyone were to see how jp, car, cbad or a few other of our sisters write when they are in heated dicussion, then all will be fine. Testosterone can be a handicap at times.

[temeculaguy]

I love you too jp. I probably could have written a shorter comment by just saying that if anyone were to see how jp, car, cbad or a few other of our sisters write when they are in heated dicussion, then all will be fine. Testosterone can be a handicap at times.

[temeculaguy]

I love you too jp. I probably could have written a shorter comment by just saying that if anyone were to see how jp, car, cbad or a few other of our sisters write when they are in heated dicussion, then all will be fine. Testosterone can be a handicap at times.

[jpinpb]

So maybe men just need some estrogen. Imagine all the wars we’d stop. Everyone would just be crying for no reason. LOL. 😉

[jpinpb]

So maybe men just need some estrogen. Imagine all the wars we’d stop. Everyone would just be crying for no reason. LOL. 😉

[jpinpb]

So maybe men just need some estrogen. Imagine all the wars we’d stop. Everyone would just be crying for no reason. LOL. 😉

[jpinpb]

So maybe men just need some estrogen. Imagine all the wars we’d stop. Everyone would just be crying for no reason. LOL. 😉

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