(From http://www.calculatedriskblog.com/ on August, 22, 2010) This graph shows the national Loan Performance data since 1976. January 2000 = 100

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CoreLogic: House prices flat in June, 2010

From 1997 to 2006 the housing wealth effect drove the stock market, until the real estate bubble burst late in 2005 and the sub-prime mortgage meltdown took the stock market down two years later, in October, 2007.

Originally posted here: 
NAHB Housing Market Index and the S&P 500 Index

The following piece was originally published in John Mauldin’s Outside the Box E-Letter, Volume 6, Issue 3, December 14th, 2009. John’s email address is: JohnMauldin@InvestorsInsight.com. You can decide for yourself if you are a Ricardian (biased toward emerging markets), a Schumpeterian (biased toward growth, technology and health care stocks) or a Malthusian (biased toward commodities).

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Ricardo, Schumpeter or Malthus? by Charles Gave

Earlier this week, the inspector general for the Troubled Asset Relief Program, a.k.a the bank bailout fund, released his report on the 2008 rescue of the American International Group (AIG), the insurer. The gist of the report is that government officials made no serious attempt to extract concessions from bankers, even though these bankers received huge benefits from the rescue. And more than money was lost

Continued here:
Nov. 19, 2009: "The Big Squander" by Paul Krugman

By February, 2010 we will have begun the second wave of home mortgage resets, which will continue through 2011.

See the rest here: 
Nov. 9, 2009: Mortgage Rate Resets - the second wave begins

If you are intrigued by stock market technical indicators, Anthony Mirhaydari points out that we may be seeing a market top, as indicated by shrinking breadth in the NASDAQ Index, weakening volume, weakness in small caps, investor complacency, and relative strength in the big Dow Jones Industrials: Stocks flash warning signs

Originally posted here: 
Nov 11, 2009: Stocks flash warning signs

If you are intrigued by stock market technical indicators, Anthony Mirhaydari points out that we may be seeing a market top, as indicated by shrinking breadth in the NASDAQ Index, weakening volume, weakness in small caps, investor complacency, and relative strength in the big Dow Jones Industrials: Stocks flash warning signs

Originally posted here: 
Nov 11, 2009: Stocks flash warning signs

If you’re increasingly anxious that a great new bull market has started, and is leaving you behind, this is the article to read… and reread. It’s short, easy to understand, and best of all, the source (Bob Janjuah) accurately predicted the market top two years ago

Originally posted here: 
Nov 11, 2009: New Crisis Ahead?

“And let’s be honest about it. Hybrid ARMs were never made based on the assumption that the borrowers would be able to make the payment once the loan reset. They were designed as two or three year bullets …

Continued here:
Nov 16, 2009: Second wave of mortgage defaults coming…

In 1966, we built factories, produced and exported goods. The U.S. was the largest creditor nation in the world.

Originally posted here:
Zero Hour…