For what its worth...
I went to an amateur boxing event last night at an "Old Fashioned Business" club. A bunch of guys in suits smoking stogies, drinking cocktails, and watching some pretty entertaining fights (and watching the round girls too). anywho.
A few of the realtor fellas at my table said that their business had picked up pretty good in the past week and when I asked why they said because of the first time home buyers $8k credit. This realtor has 4 locations (he had closed one recently). He said he wasn't a fan of Obama, but this part of the Stimulus bill might be working.
Another guy, who manages a large title company, said that he had his busiest day of the past 1.5 years yesterday. The majority of title work being refinancing and not new home purchases though. Foreclosures had been 75% of his business in the past year, where as the used to be almost non-existent.
These thoughts are just mine, not right, not wrong, just thoughts. Invest in what you believe in, not what I believe in. Do your research, and invest in the facts.