MarketVViz

John Hussman: Multiples Come Back to Earth

Actually just to clarify, the Credit Suisse graph came out first, Hussman's is the newer release.

John Hussman: Multiples Come Back to Earth

I can't figure out how to comment on another Hussman article about mortgage resets:
seekingalpha.com/artic...

(I think commenting is not enabled on that article?) and I don't have Dr. Hussman's email. I was wondering if anyone could shed some light on the issue of mortgage resets. Hussman's article has a graph that shows the bulk of ARM resets has already occured (which is some minor positive for the economy going forward I suppose). But recently Credit Suisse published what I think was intended to be the same sort of graph, only theirs looks totally different! See it here:
www.calculatedriskblog...

Can anyone explain this? The Hussman graph doesn't break out Option ARMS separately - which leaves me wondering - did Hussman miss them completely? Or is the new Credit Suisse graph double counting? Why do those option arm resets only seem to "pop into existince" in the future (i.e. 2009?). I'll have to search for the raw data - this is such a huge difference that it might change my outlook on the economy (not that I'm optimistic as it is).