I'm just starting now but it looked like something worth sharing: http://www.billcara.com/CS Mar 12 2007 Mortgage and Housing.pdf
Just a blurb that is astonishing: "We remind investors that the headwinds from deteriorating credit will impact supply and pricing conditions, as well as incremental demand. With delinquency and foreclosure rates continuing to rise, we believe this will result in more supply hitting the market throughout the year. In addition, we estimate that current inventory figures released by the NAR could ultimately be 20% higher when homes currently in the foreclosure pipeline hit the resale market."