Badgolfer

Market Outlook: Expect a Replay of 1965-82

Your analysis has good groundings.A smarter man one said:"Those who ignore history are doomed to repeat it."
One criticism.Your use of the word "normal" should be in quotation marks in this instance.

CW

CNBC Viewership Down 28%

As a Charter watcher I will point out that the economy's condition accounts for the decline.Day after day,worse and worse.Finally,it's harder to take so you intentionally drop out.
I play the music channel.
There has been over-exposure as in the case of the venerable Warren Buffet. A little of him is wonderful,but hour after hour specials(it seems) makes you move the dial without even knowing it.
NOTE:Nothing said here is meant to discourage additional cleavage

CW

How to Reduce the Mountain of Debt

No problem with losing the interest deduction,however,real estate was given an unrealistic life of 39 years under Clinton-Reagan so nobody will be able to afford to give up the interest and still pay tax on 39 year basis instead of 20-25 years.
Real estate trusts will be severely damaged.

CW

El Niño: Ready to Wreak Havoc This Winter?

Perhaps you can deal with the double effect of modern record low production of Sun Spots.If we're into the early beginning of a mini ice age,then all bets are off.

New England is having no summer

How to Invest in Water

Excellent coverage.
Could you give the ETF's that cover these sub-fields ?

CW

The Unraveling of Newspaper Economics

Excellent analysis

CW

Bank Failures Forecast to Increase This Year

Good work,Mr. Cassill.
One thing that may be overlooked are the number of branches closed.If,for instance,SNV and Regions fail in 2010,they are only two banks but hundreds of branches.The community effect is far above "two banks".Would love to see your report done in number of branches.This would better indicate economic effect.
CW

What Were Subprime Loans Modeled On?

Wrong ! Wrong ! Wrong !

SubPrimes were modeled on how many fairies there were in the bottom of the borrower's garden

U.S. Treasuries: Not a 'Risk-Free Asset'

5. It's stated that U.S.Treasuries cannot be called.I seem to remember that some 30 year Treasuries can be called under certain circumstances but never have been because of the expected reaction.
Nothing prevents the Treasury from "buying in" Treasury bonds and shifting its interest cost to lower current borrowed funds.However,done on a large scale,the bondholder is sure to get an additional premium from the market,albeit,the rest of us paying somehow.
Enjoyed the analysis.

When Will Housing Prices Return to Previous Highs?

RVG,
I'm afraid that you have found an inconvenient truth, but unlike Mr.Gore's,your is not fake.
As a 55 year Realtor Emeritus, I've had a growing embarassment at my research fellows in Chicago.

Suburban Housing Markets Are Unsustainable (Part 2)

Finally,a housing article/study that includes homeowners who have no mortgage

Why Should Life Insurers Be Bailed Out?

There are many more problems that are apparent on the surface which have had a long incubation period.In Florida,where we have had commercial and personal experience that until now had no complication by the Recession.
When Hurricane Andrew posted the largest losses in history,then Florida Insurance Commissioner Nelson refused to let the insurance companies recover there reserves in additional rates,which was his job.Instead, he "showboated" as the people's commissioner to boost his campaign for US Senate.You guessed it,Florida citizens(read: the great ill read)made him a US Senator.Speed forward to Hurricane Ivan and three other hurricanes.Insurance companies(those remaining in Florida)bailed out further.
Now comes the "Big R"(or is it "D"?).State Farm is withdrawing from Florida for insufficient rates plus another problem:their investments are worth a whole lot less and they can't back the business they already have.
Meanwhile,the State re-insurance fund rests finally on the taxpayers.
Like it or not,we have to back the insurance companies,or see trillions of loans go into default because of a regulatory default.

Zell's Not Smiling

IT'S INSANE. Employees have even their retirement tied up in a losing industry.Too bad they have no rights.

When Newspapers Get Lazy

The WSJ's and NYT's of the world are done.The Seeking Alpha's and their yellow running dogs are the wave of NOW.

The Fundamental Problem of Newspapers on the Internet

NYT has another problem.Their ultra liberal attitude no longer plays well in their regional Times network(read: former cash cow).The average subscriber is about 60 years old and mostly Republican.All the columns,editorials come straight from NYT HQ.Guess who is not renewing ?