Relevant:
- Comex Silver Inventory Watch - Heading Into May-July Delivery Period
- Why Renters Rule U.S. Housing Market (Part 2): A. Gary Shilling
- Lords of the shadow inventory -- over 3 million homes locked away in shadow inventory near peak levels. Prices must fall to prevent massive drawn out drag to economy.
- Will rising home prices resurrect those negative equity home owners?
- Fannie/Freddie’s Survival Spells Big Trouble for Housing Market
2008-04-04 — blogspot.com
An interesting case of a market that is mostly "inventory-bad", not "price-bad".
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