Economic Disconnect
Contributor since: 2008
Latest Articles
Asset Classes Unlikely to Decouple From the Dollar Dynamic
How I Know Housing Is Dead for a Long Time
Fed Reactions From Around the Web
Signs of a Recovery?
Is Debt Creation Approaching Escape Velocity?
A Year After the Market Bottom: How Are Things?
'Pretend and Extend' Meet Brick Wall
Financial Risk Severely Mispriced
Housing, Jobs, And Why Nothing Stops the Stock Market
Housing and Mortgage Debt - Banks Knee Deep in Losses
'V' Shaped Recovery - Telling a Different Story
AIG Bailout: Lying or Incompetent?
Mortgage Debt Is Still the Main Show
A Financial Reform Wish: End All Support for Housing Market
Same Store Retail Sales: Final Aggregate Numbers 'Unexpected' - What Happened?
Lennar Posts Profits - But Not All Is as It Seems
Best Way to Mask Economic Problems? Make All Numbers Too Big
Obama to Bankers - Lend Your Way Out of Debt
U.S. Debt - Is There a Limit?
Bonds: Maybe Loaning Money at Less than 4% for 30 Years Isn't a Good Idea
How Much Is Fed Suppressing Mortgage Rates?
On U.S. Housing and Debased Lending Standards
Government Policies and the Banking System: How Closely Aligned Are They?
Unemployment Numbers Mean More Easy Money
Commercial Real Estate: Is the Fed About to Do Something Right?
We Interrupt This Market Rally for the Largest Bond Sale in History
What Kind of AAA Assets Are on Fed Balance Sheet Anyway?
U.S. Economy: It's Up to Us to Make It Better
Credit Card Companies Gone Wild and Other Economic Happenings
Monetary System Still Undergoing Stress Test - Cheat Sheets Supplied
Why Deflation Makes for Ugly Headlines
Random Thoughts on Tense Markets