View From Florida, 2007 (Part I), December 31, 2007
The Last 30 Days (Nov'07 Data), December 26, 2007
Useful? Or Entertainment?, December 22, 2007
1/2-Full:1/2-Empty, Volume 5, Jobs, December 17, 2007
1/2-Full-1/2-Empty, Vol 4, VC$ by Category, Dec. 10, 2007
Half Full /Half Empty, Volume 3, VC$, Dec. 3, 2007
Silicon Valley ~Case-Shiller, December 02, 2007
Half Full/Half Empty, Volume 2, SEMI, Nov. 24, 2007
Half Full/Half Empty, Volume 1, SIA, Nov. 20, 2007
The Last 30 Days (Oct'07 Data), November 17, 2007
Santa Clara County Stats (Sep'07), November 12, 2007
Auction Commentary, November 5, 2007
Pseudo-Science, October 29, 2007
Credit Crunch?, October 26, 2007
Announcing Fund Changes..., October 24, 2007
The Last 30 Days(Sep'07 Data), October 22, 2007
All RE is Local(Sep'07 Data), October 16, 2007
Parallels to 1920s, October 13, 2007
"Timely" Research, October 10, 2007
Band-Aid On A Bullet Wound, September 24, 2007
The Last 30 Days(Aug'07 Data), September 14, 2007
Suspicious Santa Clara Co Stats(Jul'07), Sept. 12, 2007
Sunnyvale Apartment Rents, September 6, 2007
All RE is Local (Sep'07), September 3, 2007
Triple Net, August 29, 2007
Buying a house in 1906, Part II, August 26, 2007
Buying A House In 1906, August 22, 2007
SEMI Crash-ette?, August 20, 2007
The Last 30 days (Jul'07 Data), August 18, 2007
Another Lazy Sunday, August 10, 2007
Update on Santa Clara Co. Stats(Jun'07), August 6, 2007
The Blogger Economy, August 2, 2007
Our Case-Shiller, July 26, 2007
The Last 30 days (Jun'07 Data), July 22, 2007
NAND Update, Apple Comment, July 20, 2007
Update on Santa Clara County Stats(May'07), July 16, 2007
Drip, drip, drip, July 12, 2007
Please stop reporting median sales, July 7, 2007
"Rent me im cute", June 29, 2007
(back to current missives...)