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

Friday, July 25, 2008

 

more reading


merrill's david rosenberg sees deflation as the likely outcome. awareness is rising.

nouriel roubini on why sovereign wealth funds -- contra my hopes -- will not be participating in the recapitalization of american banking anytime soon.

brad setser reflects at length on the crisis, now a year old.

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