ES -- DX/CL -- isee -- cboe put/call -- specialist/public short ratio -- trinq -- trin -- aaii bull ratio -- abx -- cmbx -- cdx -- vxo p&f -- SPX volatility curve -- VIX:VXO skew -- commodity screen -- cot -- conference board

Tuesday, March 06, 2007

 

plankton and minsky


an elegant tract from paul mcculley on why the subprime collapse means the end of the housing boom and the start of fed interest rate easing, albeit with a probable lag.

UPDATE: mcculley is not the only one making allusions to the ponzi economy.

UPDATE: not only minsky but baudrillard from the wall street examiner.

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