johnhhaskell

Give Conde Nast's New Portfolio Magazine a Friggin' Chance

the second issue is way ahead of 90% of BW issues I have read

Missing From All the Credit Crisis Coverage: A Realistic Assessment of Where Home Prices Are Headed

especially when you consider that average wages have increased nowhere near 100% in the past decade. In fact Joe Public's paycheck is not even keeping up with inflation (see today's NYT for detail).

The only thing that has changed is the financing arrangements. Those are now going back to what we had before.

Then the only difference will be people's fond recollections of how they used to be "rich."

I believe that a 50% decrease in NV, FL and AZ is basically guaranteed.

Nine Ways to Invest in Hong Kong

Hong Kong is not the financial center of the world. Sorry.

Stratfor CEO Discusses Subprime and the Economy

Do not rely on George Friedman for investment advice.

He writes interesting "geopolitical analyses" which are fun to read but wrong. Maybe you could ask him for a copy of the piece he wrote in spring '06 about how we would be pulling out of Iraq well before the midterm elections.

If he can't get major calls right in areas of his expertise, what is the point of seeking his advice on areas of which he knows nothing?

Catch the Beginning of the Coming Bounce: Buy, Buy, Buy

this guy would be a good choice for a website entitled "Seeking Beta."

Where is All the Money Going?

this guy can't even do basic math.

First, the amount of subprime mtgs which are actually in default may be only $7 billion, but the likely ultimate amount is something like 10% of the $1.5 trillion in subprime mortgages outstanding.

Second, there is no "$50 trillion bond portfolio" anywhere in the world; this is greater than the debt stock of all nations in the world (US Fed Gov't= approx $8 trillion)

Third, if this phantasmagorical $50 trillion portfolio were to increase in value by 15%, that would be a $7.5 trillon delta, not $2.5 trillon as he claims. Buy a calculator.