Taking with the TB guys this afternoon, apparently singe the HL began, the BL overlap has increased from 30% to 52%, rising each year. Which is kind of hilarious. Especially considering everyone keeps saying the spec market is dying - but, well, here we go.
I think the reported spec sales make people think the market is dying. Gointothestory reports 55 spec sales this year. That's pretty low, but I imagine a lot go unreported?