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Monthly Archives: April 2010
Housing double dip already underway
This morning the Case Shiller Index for February confirmed that the ongoing decline in home prices in the US is still underway: ““Beginning last November, each report showed gains as fewer cities reported year-over-year declines than in the previous month; … Continue reading
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Housing double dip will question the asset values on bank balance sheets
Meredith Whitney on Goldman Sachs, no recovery on main street, the coming double dip in housing and how it will negatively restate bank balance sheets.
Jeremy Grantham on asset bubbles revisited
Jeremy Grantham's Q1 letter is now available on line, see Playing with Fire (A possible race to the old highs). He also provides a link to an interview he did last week with the Financial Times on bubbling markets around … Continue reading
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