What I'm Reading

Yellen: House Price Declines Best Predictor of Delinquency Rates

Single Family Housing Starts Lowest Since Jan '91

CPI Meets Expectations

EUR/USD at Record High

NAHB: Builder Confidence Unchanged at Near Record Lows

The Clock is Ticking

Home Forclosures Jump 57% YoY in March

WSJ MarketBeat Credit Report

Credit Card Charge-Offs & Delinquency Rates

Goldman: Expect Awful Profits (The main reason I've been short)

US vs. Europe EPS Growth Rate Estimates

Housing Woes Around the Globe

Industrial Production Not too Shabby

Oil and the Great Moderation

10 Reasons to Like U.S. Equities

12 Wall Street Classics for 2008

Macro Man: A funny thing happened on the way to the rally

Banks That Misquote Libor will be Banned

JPMorgan: Conference Call Comments