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  1. M

    Report on housing by Steven Thomas

    There are some people on this blog who cant understanding using YoY numbers to avoid seasonal impact. 
  2. M

    Housing Analysis

    typical seasonal stuff right? ???
  3. M

    Homebuilders slash construction as Chinese buyers fade

    I think you are spot on with this entire post.  But wait how do you know it was a housing slowdown and not just seasonal?  ???
  4. M

    Housing Analysis

    Oh so it only took 56 pages on this thread and dozens more pages on other threads for him to finally clarify his position?  Makes sense now, actually it still doesnt, but I guess I may not have paid attention in elementary school.  Unfortunately personal attacks dont make a bad argument right.
  5. M

    Housing Analysis

    You brought up seasonality, not me.  Yet you still cant wrap your head around what that means.  The problem is that you cant get past seasonality because that is the only thing you see.  There can be ups and downs beyond that of seasonal changes, hence why I keep saying look at YoY numbers. ...
  6. M

    Housing Analysis

    Oh yeah mean before anyone claimed there was a slowdown?  Even if he did claim prior or during this time, you know by now that prices lag right? Why would we challenge USC?  What did he say that was so outrageous?  Did he deny there is a slowdown?  Does he claim this is just seasonal...
  7. M

    Housing Analysis

    You didnt see the slowdown until it slapped you in the face.  The fact you admit it now doesnt mean you were saying it all along.  If so, we wouldnt be having this conversation and you certainly wouldnt be ridiculing eyephone such as in the beginning of this thread. Im glad you brought up 2015...
  8. M

    Housing Analysis

    At this point, I think its his ego that prevents him from seeing the truth or at least admitting the truth.  Im sure he will continue to argue for seasonality until housing does actually pick up. 
  9. M

    Housing Analysis

    It is so simple but some people dont get it.
  10. M

    Housing Analysis

    Did you actually research this or did you just pull this out of your ass like most of the data you like to post?  If you did look it up, why such uncertainty?  Why is it that it could be less than 3% or more than 11%?  Id truly love to see your data for seasonal price differences.  Please post. ...
  11. M

    Housing Analysis

    Ahhhhh, I must have missed it when you stated there was a slowdown from the very beginning.  Man, if some of us like eye, ken and I saw that you were saying there was a slowdown from the very beginning, then we wouldnt have these long wonderful threads!  
  12. M

    Housing Analysis

    I dont think you can speak about strawman because you dont understand it. If you are arguing that you never denied there is a slowdown, then for once, please explicitly state so and we can be done with this conversation.  The problem is you that make all sort of implications about there being...
  13. M

    Housing Analysis

    So obvious now huh?
  14. M

    Housing Analysis

    Im not sure what it is I dont understand.  However what I dont understand is why you cant admit that there was a slowdown in housing.  I understand it may have been hard to see it several months ago, but by now even you should be able to see it. 
  15. M

    Housing Analysis

    I think that sums it up pretty clear.  The hilarious thing is that IHO still implying it is seasonal, despite all the data we have seen so far.  Atleast he is not refuting there is a slowdown anymore. 
  16. M

    Cadence Park - Great Park

    Do you happen to know what the purchase price was?
  17. M

    Housing Analysis

    Still wondering what you are trying to determine.
  18. M

    Housing Analysis

    Yes Eyephone, myself and few others were the few who called it early.  Read any of these threads and it should be very clear.  Here, I linked one thread to help you remember. https://www.talkirvine.com/index.php/topic,16495.0.html However.  Lets not change the subject.  I would still like to...
  19. M

    Housing Analysis

    My track record so far has been stellar compared to yours.  You minimize the data I posted, yet that data was spot on and the reason why I was able to call the slowdown months before while you were pondering seasonality (LOL).  The truth is you didnt see the slowdown until it hit you in the...
  20. M

    Housing Analysis

    You dont.  However I am not asking for your opinions on housing.  I am just asking what you are still trying to determine.  Only you can tell us that. 
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