Meltdown 2008

A Voluntary Contraction of the Credit Market resulting in the Involuntary Liquidation of Physical & Derivative Assets at a Material Loss Causing a Severe Recession or even possibly a systemic financial meltdown

Monday, January 4, 2010

Thoughts on 2010

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"Today's increasingly bullish sentiment is consistent with a B (or 2) wave, which would imply a setup for the most destructive (for...
Sunday, September 13, 2009

Warning: The Deficits Are Coming! (WSJ Sept 4, 2009)

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The former head of the Government Accountability Office is on a crusade to alert taxpayers to their true obligations. By JOHN FUND Washingto...
Friday, September 4, 2009

How Overpriced Is The S&P 500?

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Monday, July 6, 2009

America's Fiscal Train Wreck by Richard Berner at Morgan Stanley (New York)

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United States America's Fiscal Train Wreck July 06, 2009 By Richard Berner | New York America's long-awaited fiscal train wreck is n...
Wednesday, May 20, 2009

S&P 500 at Critical Point

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The dashed line is the closing price today (May 20, 2009). The market is only off 42% from the peak. The S&P has just turned down bel...

New Mortgage Loan Reset / Recast Chart

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Matt Padilla at the O.C. Register presents a new reset / recast chart from Credit Suisse: Loan reset threat looms till 2012 Credit Suisse is...
Wednesday, May 13, 2009

Madoff PBS Frontline

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