re: Case-Shiller: Home prices fall in January

I'm not much for technicals so I won't offer any counterpoint to that and I already offered my counterpoint to the real estate/outperforming market stuff, but I'd like to see your data about building permits leading the CS by 6-12 months. No doubt that CS is a trailing indicator, I just have absolutely no faith in building permit data and given its literal constant revision I find it incredibly hard to believe that there is much to glean out of that information on a forward looking basis. All of that is also to say that I was asking why you think housing prices will go up and by what amount, not necessarily why you think real estate stocks will perform well.