What I'm Reading

Judging by the US, the worst might be yet to come

The wrong tools to tackle inflation

JPM: Economy "Weak, likely to get weaker"

Welcome to the vacuum market

Edwards: Jail Eddie George and mervyn King. And Bernanke!

June Housing Starts

Cold-Eyed Review of a Red-Hot Rally

The Psychology of Selling

Merrill's Q2 - Worse than Expected

What I'm Reading

Thoughts on Employment

Ballooning Commodities

Fannie and Freddie: Another bust for Shareholders

Are the Hunters Low on Magic Bullets?

El-Erian: Crisis and Coherence

US inflation is not going away anytime soon

Rogers: Fannie Plan a Disaster

Fed Holds its Breath on Inflation

Treasury Default Swaps: New Record

A trillion dollar mean reversion