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, February 06, 2009

 

questioning the most important chart in the world


henry blodget relays a credit suisse report pooh-poohing the chart the crisis made famous.

UPDATE: david merkel:

With the recent analysis from Credit Suisse, they dissed adding together financial and nonfinancial debts, as there would be double counting. Let me first say that there is no good measure here, but the double counting in a complex debt economy is useful to see. When there is a chain of parties relying on debt repayment, like a set of dominoes, the system is fragile; one little jolt could change things for many.

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