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Monday, March 10, 2008


an analysis of housing and the monolines

thanks to the kirk report -- this is a relatively unsophisticated but very comprehensive outline of where we are in housing, what is happening to CDOs, and what will become of the monolines.

the news is essentially all bad, i fear.

as an aside, this fox business news article mentions richard suttmeier's call of M&I as one of the banks most probable to fail going forward on the basis of overexposure to commercial and development loans.

and if things play out approximately this way -- and they largely will, i think -- it won't be a surprise.

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