saw this on SI. pretty interesting. shows the housing index plotted with the spx lagged out 12 months. it lines up with my thinking which is why i like it (GGG) <A HREF="http://www.marketwatch.com/news/popup.asp?id=news/popup/housing_20060907_509x461.htm" target="_blank">http://www.marketwatch.com/news/popup.asp?id=news/popup/housing_20060907_509x461.htm</A> <img src=http://cbs.marketwatch.com/newsimages/news/popup/housing_20060907_509x461.gif>