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I am quite familiar with Florida homebuilder. He is actually the guest blogger on this site for the CFO series. I haven't read his stuff lately though. In general I agree with him on most points. The only point where we really diverge is whether we are going into a recession and how long. I am quite bearish in this regard, and he (at least as of the last time I read his writings) is not quite as bearish.

I will get over to read his recent stuff soon.