I thought the post was pretty good, although, I'd call it more of a point of view than straight analysis. There seems to be more than a lot of wishful thinking that the housing market will stabilize, when there isn't any factual basis to believe this. Just because a few deep pocketed investors have placed their bets in favor of this view does not mean it will happen. These guys are right only a little more than 50% of the time. I'm betting the housing market will continue to weaken, housing stocks will be extremely bad investments, and we won't see real stabilition for another 2-3 years.