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I can't seem to download the Lennar update. Says it hasn't been published yet.

FL builder seems to assume this will be a mild recession with recovery by 4Q08 and therefore stocks should go up 2Q08. Given that housing tends to lead recovery by around 3 months lead time, it does seem a premature call to me. http://calculatedrisk.blogspot.com/2008/02/housing-as-engine-of-recovery.html