The health of the banking and housing sectors are critical for a sustained recovery and both could be interesting sources for ideas given the distress and forced selling. Most interesting, both sectors are interrelated especially with the Big 4 high percentage of mortgages.
Though I am of the opinion that it is still possible to have a banking recovery without a complete housing recovery so most of the blogging efforts have gone in that direction… but how to ignore a data-packed presentation on the housing and mortgage issues especially when prepared by Ackman/Pershing Square. That saves a lot of time. (Source: Dealbreaker)